☕ Trump 2.0: What's the Spillover for Canadian Rentals?

Hey 👋... The return of Donald Trump to the White House might seem like a U.S.-only story, but the ripple effects could shape the equipment rental industry here in Canada.

Oxford Economics forecasts short-term construction growth in the U.S., fueled by fiscal stimulus and tax cuts. But here’s the kicker: curbed immigration and tariff changes could create ripple effects across borders.

What does that mean for Canadian rentals?

• Labour Crunch Intensifies: U.S. construction shortages could siphon skilled workers north, driving up costs.

• Higher Costs: Cross-border equipment supply could see price hikes due to U.S. tariffs.

• Housing Boom: Canada’s pro-immigration stance might boost demand for construction, and rentals will be key.

• Sustainability Edge: With the U.S. relaxing green policies, Canada’s focus on eco-friendly rentals could shine.

The bottom line? Flexibility and supplier diversification will be crucial in navigating potential supply chain shocks.