The imbalance in President Trump’s treatment of America’s closest trading partners may come from his desire to make Canada the 51st state, some Canadians believe.

Trump has justified tariffs on goods from Canada, the top U.S. export market, by accusing it of failing to stop the cross-border flow of fentanyl, even though U.S. government data shows Canada accounts for only 1% of the fentanyl that enters the United States.

President Trump announced Thursday that he would grant a 90-day extension to Mexico to allow for further trade negotiations, but the white house did not extend the same courtesy to Canada.