Fact Check: Did Alberta’s energy just become Canada’s bargaining chip with Trump?

Fact Check: Did Alberta’s energy just become Canada’s bargaining chip with Trump?

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Alberta independence advocate Keith Wilson says the latest turn in Canada-U.S. trade negotiations demonstrates something Albertans should pay attention to: Alberta’s energy gives Canada enormous leverage with its largest trading partner.

He has a point.

U.S. President Donald Trump announced Tuesday night that he was pausing threatened 50% tariffs on roughly $20 billion worth of Canadian goods for three days while the two countries finalize a potential trade agreement. Prime Minister Mark Carney confirmed “substantial progress” had been made, although he cautioned there was still “important work” to do. 

But Trump’s announcement contained another notable detail.

“The great Keystone XL Pipeline, long ago killed by Sleepy Joe Biden, may be awoken from the grave!” Trump wrote.

No final agreement has been released, so claims circulating online that construction of Keystone XL is already a confirmed condition of the deal go further than the available evidence. Trump has raised its potential revival, but neither government has publicly confirmed that Keystone XL is a finalized term.

Wilson seized on Trump’s comments.

“Alberta’s energy produced Canada’s bargaining power,” he wrote.

In another post, Wilson argued, “This isn’t proof that Confederation works; it’s proof of how much leverage Alberta’s resources have.”

The trade numbers provide substantial support for his broader argument about Alberta’s economic importance.

The United States is overwhelmingly Alberta’s most important foreign customer. Alberta government trade data show the province exported approximately $151.5 billion worth of goods to the United States in 2025, with petroleum alone accounting for about $110.8 billion.

Nationally, the United States received 71.7% of Canada’s merchandise exports in 2025, despite that share falling from 75.9% the previous year. 

Alberta is consequently one of Canada’s two dominant exporting provinces, alongside Ontario. Unlike Ontario, however, Alberta’s exports to the United States are overwhelmingly tied to energy.

That matters because American refineries rely heavily on Canadian crude, much of it originating in Alberta, while Keystone XL was designed to increase the capacity to move Canadian oil south.

Wilson has been making this argument essentially throughout the Alberta referendum campaign: Ottawa negotiates internationally using the economic weight generated by Alberta’s resources, while Alberta itself does not control Canada’s trade negotiations.

His argument is that an independent Alberta would take that leverage to the negotiating table itself.

Trump’s latest move does not prove what an independent Alberta’s trade relationship with the United States would look like. Nor does it prove Keystone XL will actually be resurrected.

But it does provide a striking real-world example of Alberta energy becoming relevant at the highest level of Canada-U.S. negotiations.

When Canada needed leverage with its biggest customer, Alberta’s oil pipeline was suddenly back on the table.


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