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Corridor Intelligence

Corridor Intelligence

著者： Joseph Soares
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10月19日まで。※適用条件あり

Corridor Intelligence is Joseph Soares' strategic analysis show: geopolitics, capital, resources, and the decisions that move them. Each episode explains how power, institutions and money actually move, with every figure carrying its source. Joseph Soares served in the Prime Minister's Office of Canada through the 2008 financial crisis and was Chief of Staff in the Senate of Canada through the pandemic. The written analysis and the free daily Corridor Brief are available at josephsoares.com.

© 2026 Corridor Intelligence マネジメント マネジメント・リーダーシップ 政治・政府 政治学 経済学
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  • Why Relying Only on the U.S. Market is a Strategic Failure

    Why Relying Only on the U.S. Market is a Strategic Failure
    2026/10/16

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    Daniel Veniez is back by popular demand. He advised three federal cabinet ministers in Brian Mulroney's government, built his own companies in British Columbia, and was sent in to fix Ridley Terminals, a Crown corporation (a company owned by the Government of Canada) that had lost money for 30 years. He fixed it in 18 months. In part one of this two-part conversation, Joseph Soares puts your comments to him: has Canadian business become too comfortable? For decades, selling into the United States was the smart commercial move, and the U.S. market remains an enormous opportunity. The question is whether it should be the only ambition, and what a company can do about it without betting the business. In this conversation: * Where comfort stops being smart and becomes a habit * Is it fair to blame Canadian business for doing what the market rewarded? * Why productivity is about adopting technology in time, not only inventing it * Why Canadian companies underinvest, and why a tax incentive is not a business strategy * A small diversification test: one customer, one product, one budget line * What to do when a company has no spare capacity, and what smaller businesses can do * What the softwood lumber dispute teaches about depending on one customer CHAPTERS 0:00 Introduction 1:58 Where comfort stops being smart 5:56 Is it fair to blame Canadian business? 8:00 Productivity and the investment gap 13:03 Why Canadian companies underinvest 16:06 A small diversification test 18:44 What if there is no spare capacity? 19:59 What can smaller businesses do? 21:46 Isn't the U.S. still our best market? 22:46 What the softwood lumber dispute teaches 30:25 A trade agreement is not a business strategy Part 2, where we turn the same questions on Ottawa, publishes next week. Watch the first conversation with Daniel Veniez: https://youtu.be/ik1UJrV2M5Q Disclosure: Daniel Veniez appears in Joseph Soares' book, Leadership Under Fire (chapter three), out October 20. He is here on the strength of his experience, not the book. Leadership Under Fire: https://josephsoares.com/book.html?ref=podcast The Corridor Brief: https://brief.josephsoares.com/?ref=podcast Subscribe: https://www.youtube.com/channel/UC3xPTVCe3DHctf_LZTn3gxw?sub_confirmation=1 Joseph Soares built his early career in international business, developing trade and accounts globally, before serving in the Prime Minister's Office of Canada during the 2008 financial crisis and as Chief of Staff in the Senate of Canada during the pandemic. He runs a management advisory firm that helps businesses and governments work through high-stakes challenges. Corridor Intelligence is his analysis programme on power, institutions and decision-making. #CanadianBusiness #Canada #CorridorIntelligence Watch the video: https://youtu.be/sBVn9m2hqEw

    Thank you for listening to Corridor Intelligence.

    Website: josephsoares.com
    YouTube: https://www.youtube.com/@corridorintelligence
    LinkedIn: https://www.linkedin.com/in/soaresjoseph/
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    Facebook: https://www.facebook.com/josephsoaresonline/
    Telegram: https://t.me/corridorintelligence
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    32 分
  • Gulf Oil Exports and the Buffer Crisis: What You Need to Know

    Gulf Oil Exports and the Buffer Crisis: What You Need to Know
    2026/10/08

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    Gulf oil exports are back to 81% of their pre-war level. Refined fuels, the part that includes diesel, are at 60%. Here is what paid for the recovery, why the G7's 100 million barrel headline needs a second look, and the one line in the data that says when the buffers start to refill. 00:00 The number 00:21 What this episode covers 00:41 The lens 00:58 The recovery 01:42 What recovered, and what did not 02:08 How the 81% was achieved 02:49 Three buffers 03:02 Buffer 1: emergency reserves 03:35 The second look at the G7 number 04:05 Buffer 2: commercial inventory 05:08 Buffer 3: the workaround 05:29 Why the consensus is incomplete 07:08 The corridor angle: Pacific Link 08:24 What to do 09:19 What to watch 10:12 Before you go SOURCES (EN) 1. Reuters (via Zawya) — Gulf oil flows rise to average 81% of pre-war rate in September, data shows (Oct 6, 2026) — https://www.zawya.com/en/business/oil-gas/gulf-oil-flows-rise-to-average-81-of-pre-war-rate-in-september-data-shows-1510861 2. Al Jazeera — Hormuz ship attacks surge: Are increased oil exports sustainable? (Oct 6, 2026) — https://aljazeera.com/news/2026/10/6/hormuz-ship-attacks-surge-are-increased-oil-exports-sustainable 3. International Energy Agency — Statement by IEA Executive Director on meeting of IEA Member governments on 7 October 2026 (Oct 7, 2026) — https://www.iea.org/news/statement-by-iea-executive-director-on-meeting-of-iea-member-governments-on-7-october-2026 4. International Energy Agency — Update on IEA collective action decision of 11 March 2026 (Mar 15, 2026) — https://www.iea.org/news/update-on-iea-collective-action-decision-of-11-march-2026 5. Al Jazeera — G7 to release 100m oil barrels as Trump hails Europe diesel deal (Oct 2, 2026) — https://aljazeera.com/news/2026/10/2/trump-says-europe-agrees-to-release-massive-amount-diesel-stockpile 6. Reuters (via Khaleej Times) — Replenishing crude, fuel stocks could take 2 years: Saudi Arabia Aramco CEO (Oct 5, 2026) — https://www.khaleejtimes.com/business/markets/replenishing-crude-fuel-stocks-could-take-2-years-saudi-arabia-aramco-ceo 7. U.S. Energy Information Administration — Short-Term Energy Outlook, October 2026 (Oct 6, 2026) — https://www.eia.gov/outlooks/steo/ 8. U.S. Energy Information Administration — Weekly U.S. on-highway diesel retail prices, all types (week of Oct 5, 2026) — https://www.eia.gov/dnav/pet/pet_pri_gnd_a_epd2d_pte_dpgal_w.htm 9. Federal Reserve — Minutes of the Federal Open Market Committee, September 15-16, 2026 (Oct 7, 2026) — https://www.federalreserve.gov/monetarypolicy/fomcminutes20260916.htm 10. Prime Minister of Canada — Prime Minister Carney lists the West Coast Oil Pipeline, now known as Pacific Link, as a project of national interest (Oct 1, 2026) — https://www.pm.gc.ca/en/news/news-releases/2026/10/01/prime-minister-carney-lists-west-coast-oil-pipeline-now-known-pacific 11. BNN Bloomberg — The business case is very strong: Canada designates new west coast pipeline first project of national interest (Oct 1, 2026) — https://www.bnnbloomberg.ca/business/politics/2026/10/01/the-business-case-is-very-strong-canada-designates-new-west-coast-pipeline-first-project-of-national-interest/ The Corridor Brief, free every weekday morning, straight to your inbox: https://brief.josephsoares.com/?ref=podcast Subscribe to the channel: https://www.youtube.com/@corridorintelligence?sub_confirmation=1 Joseph Soares served in Canada's Prime Minister's Office during the 2008 financial crisis and was Chief of Staff in the Senate of Canada during the 2020 pandemic. Leadership Under Fire, out October 20: https://josephsoares.com/book.html?ref=podcast LinkedIn: https://www.linkedin.com/in/soaresjoseph/ X: https://x.com/JosephSoares #CorridorIntelligence #Oil #EnergySecurity #CanadaUS Watch the video: https://youtu.be/DCSEe9J7CxQ

    Thank you for listening to Corridor Intelligence.

    Website: josephsoares.com
    YouTube: https://www.youtube.com/@corridorintelligence
    LinkedIn: https://www.linkedin.com/in/soaresjoseph/
    X: https://x.com/JosephSoares
    Facebook: https://www.facebook.com/josephsoaresonline/
    Telegram: https://t.me/corridorintelligence
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    11 分
  • The New Rules of Canada-US Trade: Everything You Need to Know

    The New Rules of Canada-US Trade: Everything You Need to Know
    2026/10/02

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    Canada's Section 338 tariffs just became an outright import ban on three categories: alcohol, dairy and some motor-vehicle products. Here's what the Sept. 29 escalation in the Canada–US trade dispute means for anyone who moves goods across the border. Since 12:01 a.m. Eastern on September 29, 2026, those three categories of Canadian goods can no longer enter the United States at any price. This dispatch covers the four moves a government has when it decides a trading partner is discriminating against it (negotiate, impose a tariff, retaliate, exclude), why a ban is a different instrument from a tariff, and the customs rule that determines what happens to goods caught in between. The entry rule, from the proclamation text: goods that had already been imported but not yet entered for consumption or withdrawn from the warehouse before September 29 remain subject to the 50% duty instead of being banned. What counts is entry into the United States, not the date the goods left Canada. On scope: the 50% duty applies to a defined list of Canadian product lines, not to everything Canada sells to the United States. The three banned categories account for less than 1% of US imports from Canada. Chapters 0:00 Three categories: banned, not taxed 0:39 What this dispatch covers 1:22 A 1930 law, first used this year 2:19 Negotiate, tariff, retaliate, exclude 3:24 Why a ban is different from a tariff 4:38 Two governments, one statute 4:55 Entry date, not ship date 5:27 What a business should do now 5:54 What to watch next 📘 Leadership Under Fire, out October 20: https://josephsoares.com/book.html?ref=podcast 🔔 Subscribe to Corridor Intelligence: https://www.youtube.com/channel/UC3xPTVCe3DHctf_LZTn3gxw?sub_confirmation=1 Sources: Federal Register, Proclamations 11061–11065 (Sept 2026); Congressional Research Service R49349; Global Trade Alert; Department of Finance Canada, counter-tariff list effective Sept 8, 2026; KPMG TaxNewsFlash (Sept 2026). Watch the video: https://youtu.be/I7pWjjsP-H4

    Thank you for listening to Corridor Intelligence.

    Website: josephsoares.com
    YouTube: https://www.youtube.com/@corridorintelligence
    LinkedIn: https://www.linkedin.com/in/soaresjoseph/
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    7 分
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