BORDERBREAKERS / TIME SERIES WATCH LIST MACRO • COMMODITIES • 2000–2026
Border Breakers Time Series Watch List. This intelligence desk tracks sovereign trade dependencies, commodity balances, and strategic reserves across North America.
WHAT CHANGED SINCE I LAST LOOKED? REF: 2026-09-17
Surveillance data across 5 sovereign time-series desks for the latest reporting period.
GROUPED TAXONOMY SELECTOR:
17 Indicators • 5 Macro Groups • Sovereign Desks
[ ALL CATEGORIES (17) ] [ 01: Trade & Diversification (6) ] [ 02: Supply Chains & Dependencies (3) ] [ 03: North American Trade (3) ] [ 04: Macro & Financial (3) ] [ 05: Capital & Investment (2) ]
SELECT INDICATOR [17 AVAILABLE]: Select an indicator tab to view data
[FIG 01] Export Diversification [FIG 02] Import Origins [FIG 09] Provincial Export Gravity [FIG 10] Exporter Depth & Scale [FIG 14] FTA Geometry [FIG 04] Diversification Momentum [FIG 03] Industry Exposure [FIG 11] Import Chokepoints [FIG 06] U.S. SPR Stocks [FIG 12] U.S. Import Share [FIG 13] Observed Tariff Burden [FIG 15] Freight Pulse [FIG 07] CAD & Exporter Finance [FIG 08] Services Dependence [FIG 16] Real vs Price Growth [FIG 17] Investment Geography [FIG 05] BOP U.S. Share
[ DEDICATED PERMALINK ] FIG. EXP-01 • CANADIAN MERCHANDISE EXPORTS • 2000–2026
Canada's Effective Number of Export Markets “How diversified are Canada's exports, really?” — This tracker measures export concentration using the Herfindahl-Hirschman Index (HHI) and effective market counts (1/HHI) across rolling 12-month merchandise trade.
OBSERVATION: Aug 2026 • SOURCE RELEASE: 2026-10-06 • TELEMETRY INGESTED: 2026-09-19
[ ALL DESTINATIONS ] [ REMOVE UNITED STATES ]
[ ALL ] [ 10Y ] [ 5Y ]
[ CSV ] 1.47(Aug 2026)
vs 1Y: +0 • vs 5Y: +0.03
75.6%(82.2% Sovereign)
vs 1Y: -0.13 pp • vs 2000: -10.7 pp
Top 5 Destinations
86.1%
United States, China, United Kingdom...
Everywhere Else
13.9%
Unallocated / Other: 8.0% ($64.3B)
DENOMINATOR DISTINCTION: Total Trade Share: 75.6% (including 8.0% unallocated / other)• Sovereign Eligible Share: 82.2% entering HHI = 0.68042 → Neff = 1.47
STATCAN 12-10-0182-01 • Aug 2026
[ Methodology & Analytical Framework: Effective Number of Canadian Export Markets ] SOURCE: Statistics Canada (Table 12-10-0182-01 (Canadian international merchandise trade by country of destination, monthly))
LAST UPDATED OBSERVATION: 2026-08-01
SHOW ME SOMETHING INTERESTING • VERIFIED EMPIRICAL DISCOVERY [ ROLL NEXT ODDITY ] CATEGORY LENS: All Fields Trade & Diversification Sectors & Exposure Petroleum & Reserves
SPEC. 01 / PIPELINES
Authoritative Telemetry Programmatic pipelines connect directly to the U.S. EIA API and Statistics Canada Web Data Service. The system uses no intermediary data.
SPEC. 02 / ANALYSIS
Calculated Deltas The system automatically calculates multi-year drawdowns, quarterly shifts, annual deltas, and crude oil sulfur distributions.
SPEC. 03 / INFRASTRUCTURE
Canadian Sovereign Host A Linux server in Toronto hosts Docker, a Caddy TLS proxy, and scheduled PostgreSQL database backups.