Your exposure · Country · Europe

Ireland

Ireland's stake is Low: C$11.3bn of direct investment in Canada. It sent 1.06% of its goods exports to Canada in 2025, down from 2.08% in 2023; medicines are 43% of Canada's imports from it. Approved reading

This page answers: Which questions do our briefs address about Ireland?

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  • Region Europe · Western Europe
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Your exposure

Ireland in our readings

Ireland is in 1 of our country readings.

Each band as published in its reading, against that reading’s stated lines; the readings are never combined into one band.

Country card

Energy and value chains

EXHIBIT T-1 · IRELAND
Ireland imported 83.6% of the energy it used in 2024.
Each figure in its own unit; each figure's year is shown.
Net import dependence, all energy
83.6%2024 · share of the energy it used · our calculation, EIA data
Largest energy source
Oil, 54.3%2024 · share of primary energy use · our calculation, EIA data
Electricity mix
Gas, 48.4%2025 · share of electricity generated · EmberRenewables 48.2% The latest year is partly estimated by Ember.
Crude oil supplier concentration (HHI, 0–1)
0.772024 · index 0–1, EC line 0.40 · our calculation, Eurostat dataEC band: concentrated

The EU's position in value chains (Ireland is a member)

No value-chain share for Ireland alone is on file; these are the EU's, which include it.

  • Design software and IP as part of the EU 25%BCG and SIA · 2022
  • Chipmaking equipment as part of the EU 18%BCG and SIA · 2022
  • Analog and other design as part of the EU 17%BCG and SIA · 2022

Shares as published, each with its own measure and period; never added across stages.

All stages on the value-chains page

SourceUS Energy Information Administration, EIA International Energy Data, energy balance by fuel (bulk INTL), all countries (Public domain (US federal work); credit EIA); Ember, Electricity data (yearly and monthly) (All of Ember's electricity data is fully open, CC BY 4.0.); Eurostat, Energy imports and exports by partner country (nrg_ti_* and nrg_te_*), all Eurostat energy reporters (CC BY 4.0; commercial reuse allowed with source credit.). Value chains: BCG and SIA (facts-only: Copyright BCG and SIA; single facts cited with attribution (read via reproduction by a government office)). Shares and the index: our calculation from these figures.How to read this plateEach figure carries its own year and unit; they sit side by side and are never added into one score. Supplier concentration: 0 = many small suppliers, 1 = one supplier; the European Commission draws a line at 0.40.
Exhibit T-1 · Ireland · strature.net

The supply balance, good by good, is under Goods and chokepoints.

Outlook to October 2027

  • Geopolitics and conflict Not yet set
  • Trade, tariffs and sanctions Low
  • Supply chains and chokepoints Low
  • Energy and resources Not yet set
  • Technology and cyber Not yet set
  • Regulation and compliance Not yet set
  • Finance and markets Not yet set
The seven outlooks in full: why, and the index

Seven categories, 12 months ahead. The outlook is our judgement, approved by the Principal. The index measures open data on 0–10; higher means more risk. How they are set

Compare Ireland on the outlook map

The other side: 2 lines from our readings and register

General information, not advice.

Risks that reach Ireland

  • US tariffs and Canada Low
    • F-0176 · Fortress North America: Canada accepts aligning its outside tariffs with US policy as the price of restored access · 7%, our estimate, scored when it resolves · resolves by 30 Sep 2027 · Open · brief C-006

    Our reading · US tariffs and Canada

Each forecast is our estimate, scored when it resolves, in the register’s own words.

Who runs short first is not shown for Ireland: its Hormuz volumes on file stop at 2024, and the scenario cases run on one year, 2025.

Goods and chokepoints

Exhibit S-1 · Supply balance

How much Ireland makes, buys and sells, good by good

Consumption = production + imports − exports (± stock change).
Reading the supply balance

Supply balance first, suppliers second.

One card per good, each in its own unit. Goods are never added together.

Each card shows the latest complete period: the newest with consumption and at least one of production, imports and exports on file.

Figures of 1,000 kb/d or more show in million barrels a day (mb/d).

What to watch

  • 31 Dec 2026 The Q-027 forecasts on the EU share of Canada's exports resolve. US tariffs and Canada
  • 30 Sep 2027 F-0176 resolves. US tariffs and Canada
  • 31 Dec 2027 F-0174, Canada in recession, resolves. US tariffs and Canada

Questions firms in this position often review

  • Which of the risks above reach our own suppliers, customers or assets in Ireland?
  • Which of the forecasts above bear on our plans in Ireland, and which outcome would change them?
  • Which dated items under What to watch fall inside our next planning cycle?

General research, not advice. Request a free pilot

Full analyst view

Open Ireland on the map of brief questions

Dependency profile

Country card · Ireland

Chokepoints. The Energy and Value-chain strips appear here as each is approved for Ireland.

Chokepoints

Not enough open data
Modelled shares by strait (Strature route model)
  • Crude oil, 2024: Panama 0.2% (the route model covers 100% of its named imports) modelled
  • Refined fuels, 2024: Panama 0.2% (the route model covers 99% of its named imports) modelled

Not on file

  • A cited share of imports through Hormuz
  • Import dependence
  • Oil stocks in days
  • A headline line

Dashed underline = low confidence.

Flows as of 2025, measured moves 2Q 2026; each figure shows its own period.See the map ›

Where Ireland’s supply comes from, and the straits on the way

DirectionYear

Sources in this profile

Tap any number for its source, period, licence and confidence. Modelled shares come from Strature’s route model, not from a cited figure.

Show the list

    Map: Natural Earth, with Crimea drawn as part of Ukraine. Boundaries as drawn by the source; no position on any dispute is implied. Country and territory names follow common usage and imply no position on sovereignty. We say “the Gulf” for the sea also called the Persian Gulf or the Arabian Gulf. Routes are modelled, not ship tracks; not for navigation.

    No data provider endorses Strature or this page, and none is affiliated with us. Company shares, where shown, are as published by the named source; naming a company is not a view on it or its securities. Research, not advice.

    Questions our briefs address

    Questions our briefs address

    The questions our published briefs address that touch Ireland.

    LowUS tariffs and Canada: what is at stake for IrelandUS tariffsUS tariffs and Canada

    Strature analysis, not from the brief

    US tariffs and Canada: what is at stake for Ireland

    Ireland's stake is Low: C$11.3bn of direct investment in Canada. It sent 1.06% of its goods exports to Canada in 2025, down from 2.08% in 2023; medicines are 43% of Canada's imports from it.

    Theme band Low

    1.06%

    Share of Irish goods exports going to Canada, 2025

    C$4.93bn

    Canada's imports from Ireland, 2025

    C$3.86bn

    Canada's imports from Ireland, 2024

    C$11.3bn

    Direct investment in Canada, 2025

    Read the full panel

    Risks

    • If Canada aligned its outside tariffs with US policy (F-0176), Irish medicines, 43% of Canada's imports from Ireland, could face them; which goods would be covered is not known.
    • Ireland has not ratified CETA: its Supreme Court ruled 4 to 3 in Nov 2022 that the law needs to change first (press report). Estimate from press or commentary
    • A Canadian recession (F-0174) would cut Irish sales to Canada.

    Opportunities

    • Canada's imports from Ireland rose 27.7% in 2025 while its imports from the US fell 4.2%.
    • Canada supplies 49.1% of Ireland's maize imports, and Canada's exports to Ireland rose 20.8% in 2025.

    Uncertainties

    • Medicines trade follows company supply chains: medicines were 43% of Canada's imports from Ireland in 2025.
    • Direct investment of C$11.3bn is counted by immediate investor and may include holdings for investors elsewhere.

    What to watch

    • 31 Dec 2026The Q-027 forecasts on the EU share of Canada's exports resolve.
    • 30 Sep 2027F-0176 resolves.
    • 31 Dec 2027F-0174, Canada in recession, resolves.

    Exposure by channel

    Exposure band per channel, with the figure and the published line
    ChannelFigureBandPublished line
    Capital in CanadaCapital and financeC$11.3bn 2025Direct investment position in Canada (book value, immediate investor country)LowHigh ≥C$100bn · Medium ≥C$25bn and <C$100bn · Low ≥C$10bn and <C$25bn, or a pledge with nothing found placed

    Bands follow the published materiality lines for this theme. A low-confidence figure alone caps a band at Medium.

    Canada's imports from Ireland (C$ bn)
    Canada's imports from the country: C$4.93bn (2025)20254.93Canada's imports from Ireland: C$3.86bn (2024)20243.86

    Drawn to scale from zero. Source: Statistics Canada, Canadian International Merchandise Trade open data, imports HS2 x country (ODPFN022), 2025 and 2024; Statistics Canada, Canadian International Merchandise Trade open data, imports HS6 x country (ODPFN015), 2025.

    Briefs and questions

    Strature analysis, not from the brief: researched by Strature from public sources and kept in our country dossier, updated 25 Oct 2026. General research, not advice. Who else is exposed: US tariffs and Canada →

    Filter the questions Domain · Series · Topic
    Domain Series Topic

    Where Ireland acts · 1 question

    Decision Brief · Q-027 · 1 questionBeyond CETA: what the EU relationship adds, and when exporters should commit
    Geopolitical · Geoeconomic
    How many member states still have not ratified CETA, nine years on?

    “France and Italy are among 10 member states that have not ratified CETA, 9 years after it began to apply. For exporters, today's terms keep running, but any access beyond them waits on those votes.”

    The brief’s reading of the evidence; not a registered forecast.
    Primary Canada Affected Belgium +8

    What it says about IrelandActor: takes the action

    “the same 10 as not: Belgium, Bulgaria, Cyprus, France, Greece, Hungary, Ireland, Italy, Poland and Slovenia”

    From the brief

    Each answer is quoted verbatim from the brief, and so is each sentence under “What it says”; anything labelled “Context, not from the brief” comes from the public source named beside it. Answers with a register ID are our estimates, scored when they resolve; the others are the brief’s reading of the evidence, not forecasts.

    Regions in these questions Europe · North America

    ISO 3166-1 name: Ireland (IRL). Country and territory names follow common usage and imply no position on sovereignty.

    Published briefs

    Briefs with Ireland as their subject.

    No published brief has Ireland as its subject yet; the questions above name it in another role.

    Forecast register

    Forecasts on the register attached to the questions above.

    Each is our estimate, scored when it resolves. Published briefs only; the full register lists every one.

    No registered forecast is attached to these questions yet.

    The forecast register

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    General research for general circulation; not investment, legal or tax advice and not tailored to any reader. Every probability is our estimate, scored when it resolves.

    Sources and licences

    No figure on this page yet.

    Cite this page Strature, “Ireland”, Strature GPS, https://strature.net/gps/irl/, 31 Oct 2026.

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