Friday, September 12, 2025

Brookfield Considers Trump-Era Investments After Carney’s Election Victory

Brookfield Infrastructure Partners LP (TSX: BIP-A) on Wednesday said it is considering investments in US manufacturing operations, just days after Liberal Party leader Mark Carney won Canada’s federal election.

The firm said it was looking into investing in companies building new plants following President Trump’s tariff implementation — moves that could reshape Canada-US economic relations just as Carney prepares to take office.

The announcement came amid existing scrutiny over Carney’s financial assets. The former Brookfield Asset Management vice chair placed his holdings, which included nearly $7 million in stock options from the company, into a blind trust in March after winning the Liberal leadership.

And curiously, it was made after Monday’s election, when Carney secured a minority government victory on an anti-Trump platform. The election campaign had centered heavily on how Canada would respond to Trump’s threatened tariffs and annexation threats.

Brookfield Chief Executive Sam Pollock told analysts the company sees opportunities in critical industries like semiconductors, batteries, and solar panels as companies reshore manufacturing to the US.

“This is typically going to be for more critical industries such as semiconductors, as well as batteries, solar panels,” Pollock stated. “Things that are in the interest of Western nations to bring back.”

For Brookfield’s Canadian operations, Pollock suggested minimal direct impact from tariffs, as the firm’s cash flows are tied to long-term contracts.

Carney had campaigned on promises to diversify Canada’s trade relationships and reduce dependence on the US.


Information for this story was found via Bloomberg, and the sources and companies mentioned. The author has no securities or affiliations related to the organizations discussed. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.

Video Articles

Avino Q2 Earnings: Steady As She Goes

MEG Energy: Cenovus Comes In With $7.9 BILLION Offer

Orla Mining Q2 Earnings: Musselwhite Changes Everything

Recommended

Northern Superior Expands Philibert With 350 Metre Step Out Testing 1.10 g/t Gold Over 25.5 Metres

Goliath Resources Hits 18.58 g/t Gold Over 5.00 Metres At Surebet

Related News

Carney to Cut Cabinet Size in Half, Prepares for Trump Trade Challenges

Incoming Prime Minister Mark Carney is finalizing preparations for a significantly streamlined cabinet as he...

Friday, March 14, 2025, 10:02:00 AM

Snap Election Likely, Carney Avoids NDP Talks on Government Extension

Mark Carney’s team has not reached out to the New Democratic Party about extending the...

Thursday, March 13, 2025, 03:46:00 PM

Canadian Federal Election: Liberal Staffers Plant ‘Stop the Steal’ Buttons at Conservative Conference

The Liberal Party of Canada acknowledged on Sunday that two of its campaign staffers planted...

Monday, April 14, 2025, 07:22:22 AM

Throne Speech Adopted Despite NDP Opposition as Carney Government Faces First Parliamentary Test

Prime Minister Mark Carney’s minority government survived its first parliamentary test Wednesday when the throne...

Thursday, June 5, 2025, 11:33:00 AM

Canada Ends Federal Oversight In Favor Of Faster Project Approvals

Canada has officially scrapped its federal review process for major infrastructure and mining projects. Prime...

Tuesday, March 25, 2025, 12:54:00 PM