President Donald Trump has justified tariffs on Canadian imports by citing a flood of smuggled fentanyl. But nearly all of the powerful opioid is smuggled from Mexico.

President Donald Trump on Thursday signed executive actions that delay for nearly one month tariffs on all products from Mexico and Canada that are covered by the USMCA free trade treaty, a significant walkback of the administration’s signature economic plan that has rattled markets,

Goods covered by the countries’ USMCA agreement get a reprieve, but levies remain in effect for many goods, including oil.