Intelligence Brief SMC-2025

The 2025 Ontario General Election: An Election About Tariffs

The 2025 Ontario General Election is just days away. As Ontarians prepare to cast their votes, understanding the context, key players, and pressing issues is essential. This election carries significant weight, as the outcome will shape the province's economic future, particularly in how it plans to respond to proposed tariffs from the United States.

Election Date and Context

Originally slated for June 2026, the Ontario provincial election was advanced to Feb. 27, 2025. Premier Doug Ford sought and received approval from Lieutenant Governor Edith Dumont to dissolve the legislature, citing the urgent need for a renewed mandate to address the economic threats posed by proposed U.S. tariffs. These tariffs, a 25% levy on Canadian imports, would significantly impact Ontario's economy, particularly its manufacturing sector. By moving the election date forward, Ford says he wants a strong mandate to counteract these challenges and ensure the province's economic resilience.

Premier Ford's action to call an early election demonstrates his commitment to proactive governance and economic stability. Recognizing the potential impact of the tariffs, Ford's administration is focused on protecting Ontario's interests and ensuring that the province remains competitive on the global stage.

Political Landscape at Dissolution

At the time of dissolution, the Progressive Conservative Party held a majority with 79 seats, the New Democratic Party had 28 seats, the Liberal Party held 9 seats, and the Green Party had 2 seats. The Progressive Conservative Party, under Premier Ford's leadership, has proven to be a strong force in Ontario politics, implementing policies that drive economic growth and job creation.

Key Parties and Leaders

Progressive Conservative Party – Leader: Doug Ford

Premier Doug Ford has positioned his campaign around economic resilience, emphasizing the need to counteract the potential negative effects of U.S. tariffs. His platform includes accelerating project approvals in the mineral-rich Ring of Fire region to boost local industries and reduce dependency on external markets. Ford's approach focuses on leveraging Ontario's natural resources to drive economic growth and create jobs, while also enhancing the province's energy security. Ford's leadership style is characterized by a hands-on, results-oriented approach. He has prioritized economic development, infrastructure projects, and tax cuts during his tenure. His administration has also been focused on creating a business-friendly environment that attracts investment and stimulates economic growth. As the election approaches, Ford aims to highlight his accomplishments and present a compelling case for his continued leadership.

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Liberal Party – Leader: Bonnie Crombie

Liberal leader Bonnie Crombie has centered her campaign on rebuilding public trust, economic innovation, and strengthening public services. The Liberals propose increased spending in technology and green energy sectors to create jobs and counteract the potential fallout from reduced trade with the U.S. While Crombie's platform emphasizes the importance of fostering a “diverse and inclusive” economy, it faces challenges in gaining the same level of traction as the Progressive Conservatives.

New Democratic Party – Leader: Marit Stiles

NDP leader Marit Stiles advocates for redistribution, focusing on healthcare improvements, affordable housing, and environmental sustainability. The NDP platform emphasizes support for workers potentially affected by economic downturns resulting from international trade disputes. However, Stiles' campaign faces an uphill battle in addressing the complexities of Ontario's economic challenges with the same level of detail as the Progressive Conservatives.

Green Party – Leader: Mike Schreiner

Green Party leader Mike Schreiner emphasizes environmental responsibility, advocating for policies that address climate change, promote renewable energy, and protect natural resources. The Green Party also highlights the economic benefits of transitioning to a green economy. Schreiner's platform focuses on creating a sustainable future that balances economic growth with environmental stewardship, though the Green Party's influence remains limited compared to the Progressive Conservatives.

Impact of U.S. Tariffs and Economic Considerations

The proposed 25% tariffs by U.S. President Donald Trump on Canadian imports have introduced a sense of urgency to the election, with Ontario—Canada’s manufacturing hub—standing to be disproportionately affected. Key industries such as automotive manufacturing, steel and aluminum production, and agriculture face reduced access to U.S. markets, threatening jobs and economic stability.

Major Ontario-based companies like Magna International, Linamar Corporation, and Martinrea International—all essential to auto parts manufacturing—could see increased costs and supply chain disruptions, impacting thousands of jobs. Stelco and Algoma Steel, two of Ontario’s largest steel producers, risk export declines, jeopardizing employment in Hamilton and Sault Ste. Marie. Aluminum giant Alcoa, which has operations in Ontario, could also suffer from increased costs and reduced competitiveness if tariffs disrupt trade. The agricultural sector, including Grain Farmers of Ontario, which represents the province’s grain and soybean producers, may also suffer from restricted market access and retaliatory tariffs on Canadian products. Meanwhile, Ford Canada and General Motors Canada, both heavily reliant on cross-border trade, could face higher production costs, reducing their competitiveness in North America.

In response, Premier Doug Ford has proposed decisive retaliatory measures, including imposing equivalent tariffs on U.S. goods and threatening to cancel contracts with American companies, such as the $68 million agreement with Elon Musk's Starlink to provide rural internet access. While these actions aim to protect Ontario’s economy, they also risk escalating trade tensions. Ford’s administration argues that strong, immediate action is necessary to safeguard local industries, while opposition parties suggest collaborative solutions and diversification of trade partnerships may offer more sustainable economic stability.

The broader economic impact extends beyond individual sectors, with supply chain disruptions posing significant challenges to businesses province-wide. Ontario’s automotive, steel, aluminum, and agricultural industries rely on seamless trade with the U.S., and any barriers could have a cascading effect on jobs, investment, and long-term growth. As businesses and workers seek clarity, the election will be shaped by how leaders respond to these mounting trade uncertainties.

Proposed Solutions and Policy Responses

In response to these challenges, Premier Ford has emphasized the importance of accelerating project approvals in the mineral-rich Ring of Fire region. This strategic initiative aims to boost local industries, create jobs, and reduce dependency on external markets. The Ring of Fire, home to vast deposits of nickel, chromite, and other critical minerals, is essential for Ontario’s manufacturing sector, particularly in battery production and electric vehicle (EV) supply chains.

Companies like Wyloo Metals and Ring of Fire Metals (formerly Noront Resources) are leading exploration and development efforts in the region, aiming to supply essential minerals for automakers such as Ford Canada and General Motors Canada, which are ramping up EV production in Ontario. The Sudbury-based mining giant Vale, already a major supplier of nickel for global EV batteries, could further integrate its operations with new mining projects in the Ring of Fire.

Beyond automotive applications, Ontario’s steel producers such as Stelco and Algoma Steel could benefit from local chromite mining, which would reduce reliance on imported stainless steel inputs. Additionally, increased domestic mineral production could enhance Ontario’s energy security by supplying materials needed for grid-scale battery storage and renewable energy technologies.

By fast-tracking infrastructure development—including road access to remote sites—Ford’s government seeks to unlock the economic potential of the Ring of Fire while positioning Ontario as a global leader in critical minerals and clean energy manufacturing. However, this plan faces challenges, including securing investment, addressing environmental concerns, and collaborating with Indigenous communities in the region.

The Liberal Party, led by Bonnie Crombie, advocates for investments in technology and green energy sectors as a means to drive economic innovation and resilience. By promoting sustainable industries and supporting research and development, the Liberals aim to create “high-quality jobs” and position Ontario as a leader in a transition to a “low-carbon economy”.

The NDP's platform, led by Marit Stiles, emphasizes the need for comprehensive social policies to support workers and communities affected by economic disruptions. This includes expanding access to affordable housing, improving healthcare services, and investing in education and job training programs. The NDP's approach seeks to build a more “inclusive and equitable” economy that prioritizes the well-being of all Ontarians.

The Green Party, under Mike Schreiner's leadership, focuses on the long-term benefits of transitioning to a green economy. By advocating for renewable energy, energy efficiency, and sustainable transportation, the Green Party aims to create an economy that addresses climate change and enhances quality of life. Schreiner's platform highlights the interconnectedness of environmental and economic priorities, emphasizing that a sustainable future is essential for long-term prosperity.

Voter Engagement and Turnout

Advance voting figures indicate a lower turnout compared to previous elections, with only 6.1% of eligible voters casting ballots during the advance period, down from 9.9% in 2022. This decline raises concerns about voter engagement, possibly influenced by the abrupt election call and prevailing economic uncertainties.

Efforts to boost voter engagement have been a key priority for all parties. Elections Ontario has launched initiatives such as voter education campaigns, targeted community outreach, and expanded online engagement to inform and motivate voters. These efforts aim to ensure that Ontarians understand the stakes of the election and the real impact of their choices. With measures like accessible voting options, multilingual resources, and partnerships with local organizations, the goal is to drive higher turnout and strengthen democratic participation across the province.

The role of social media and digital platforms in shaping voter opinions and mobilizing support has become increasingly important. Parties are leveraging tools like Facebook, X (formerly Twitter), Instagram, and TikTok to reach a broader audience, communicate their platforms, and engage with voters in real time. Ontario PC Leader Doug Ford has frequently used Facebook Live for campaign announcements, while the Ontario NDP and Liberals have ramped up TikTok content to appeal to younger voters.

The use of targeted digital advertising on platforms such as Google Ads, Meta’s ad network, and YouTube allows parties to refine messaging based on voter demographics and interests. Virtual and telephone town halls, like those hosted by the Ontario Liberal Party, provide direct interaction between leaders and constituents, addressing key concerns in real time. Interactive content, including online quizzes about party policies, short-form explainers, and AI-powered chatbots for voter Q&A, helps engage voters on a personal level while clarifying complex issues.

By using data-driven strategies, parties can mobilize supporters, counter misinformation, and drive voter turnout, making digital campaigning an essential component of modern elections.

To add it all up

The 2025 Ontario General Election is set against a backdrop of economic challenges, political controversies, and urgent policy debates. Premier Doug Ford and the Progressive Conservative Party have positioned themselves as strong leaders ready to navigate the province through potential economic turbulence and ensure Ontario's continued growth and prosperity. As voters evaluate the platforms and proposals of all parties, they will decide who is best equipped to lead Ontario into the future, protect its economic interests, and uphold the values of resilience and integrity. The outcome of this election will not only shape Ontario's immediate future but also signal how the province intends to assert its interests on the national and international stages.

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Written by
Timothy Gerwing Creative Director