Trump tariff threats are pushing Canada's largest oil producer to break its dependence on the U.S.

The North American oil and gas market faces a decision as Canada’s largest oil producer warns of diversifying exports away from the U.S. if President Trump’s tariff threats persist, presenting two potential futures at the CERAWeek conference. Alberta aims to support Trump’s “energy dominance” agenda by increasing exports to the U.S., but is also exploring alternative markets in South Korea, Japan, and Europe due to trade uncertainties. The province seeks to secure new partnerships to ensure continued oil and gas exports beyond the U.S. market.

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