The US and Canada are fighting about lumber once again. The neighbors have feuded over softwood lumber since the 1980s. The US has periodically put in place duties to counteract what it claims are unfair subsidies and sales of lumber priced below market value. …Canada has long resisted changing its trade practices on lumber. But as the Trump administration has become more bellicose about its trade relationship with Canada, the country’s stance may be softening. On July 16, BC Premier Eby said that Canadian officials are now open to putting a quota on the amount of lumber exported to the US. The increased fees will benefit foresters in the US South… but the US would struggle to offset the lumber it gets from Canada in the short-term, potentially driving up housing prices. Here’s what to know about the commodity that has long dominated US-Canada trade tensions. [to access the full story a Bloomberg subscription is required]
Since Feb. 1, 2025, Canada has been plunged into a major trade war, triggered by U.S. President Donald Trump. …These measures threaten thousands of jobs and destabilize the deeply integrated supply chains between the two countries. This is not the first time Canada has faced such a threat. In 2018, similar tariffs were imposed by the same president but lifted in 2019 with the conclusion of the CUSMA. The difference today is the far greater scale and scope of the trade war. …The USW calls for a robust industrial strategy to reduce Canada’s dependence on U.S. trade. Priority must be given to steel, aluminum, wood and materials manufactured in Canada in all government-funded projects. Public money must be used to support Canadian jobs. The union is also calling for a tax credit to encourage the procurement of Canadian-manufactured goods, as well as the creation of strategic reserves of critical minerals to stabilize demand and secure supply chains.
The pieces might be falling into place for Wyoming’s timber industry to make a strong comeback, legislators and land management officials said. The volume of timber being cut in Wyoming might outpace the state’s few remaining sawmills to meet the demand. The increase in demand coincides with tariffs being placed on Canadian lumber. …Long-term success of expanding the Wyoming timber industry hinges on building back the “local timber industry,” instead of trucking logs to mills in other states, Bighorn National Forest Supervisor Andrew Johnson said. Wyoming timber products could include “finger-jointed two-by-four” boards, as well as wooden posts and poles, he said. Johnson made his remarks before the Wyoming Legislature’s Select Federal Natural Resources Committee. He and other land management officials gave optimistic reports as they informed the committee about the outlook for logging and lumber milling in Wyoming, due to recent state and federal policy changes.
Lumber futures have dropped about 12% since hitting a three-year high two weeks ago, a sign that wood buyers stocked up before duties on Canadian two-by-fours more than doubled this month and that traders are worried about the U.S. housing market. Futures for September delivery fell to around $610 per thousand board feet late Friday and have declined in nine of the past 10 trading sessions. On-the-spot prices are also down, according to Random Lengths. …Jordan Rizzuto, chief investment officer at GammaRoad Capital Partners… said that besides indicating that lumber was piled high in U.S. lumberyards before the higher duties took effect, the whipsaw in wood prices is a warning sign for other asset classes. “Lumber’s price behavior over the past several weeks relative to countercyclical and defensive assets suggests potential weakening of new construction and cyclical sectors of the economy,” he said. [to access the full story a WSJ subscription is required]
Lumber futures fell toward $610 per thousand board feet, retreating from the May-2022 high of $695.5 seen August 1st as weakening demand, recovering supply and tariff-driven trade distortions jointly sapped pricing power. Demand has cooled sharply with US single-family starts slipping to an 11-month low and building permits plunging, a direct consequence of elevated mortgage rates that curbs the core market for lumber. On the supply side, sawmills remain under-utilized but production has stabilized and Canadian mills are ramping output off a curtailment-heavy base, Statistics Canada shows production and shipments recovering into mid-2025, keeping physical availability ample. Tariffs meant to restrict Canadian flows are, in this oversupplied environment, simply redirecting trade and encouraging inventory build rather than creating scarcity, so inventories remain high and limit upside even as duties rise.
Economic uncertainty has clouded the pallet market outlook, as July’s job report revealed weaker-than-expected job growth. The elimination of the de minimis tariff exemption for low-value shipments is expected to improve pallet demand. Anticipated interest rate cuts will have a knock-on effect on housing affordability, stimulating the construction sector which in turn impacts lumber prices. …As pallet usage has grown, softwood has become the dominant material used in pallet manufacturing due to its abundance and cost-effectiveness. Hardwood mills were hit hard, and many saw closures, after the Chinese property market collapsed as that was its biggest end-use market. This Canadian softwood lumber supply shock does certainly leave the door open for the hardwood pallet to regain some market share. Supply and demand indicators are pointing to higher prices towards the end of 2025 and into 2026.
Boosted by a surge in the multifamily sector, US housing starts saw a sizeable jump in July, posting the highest total of starts since February. Housing completions were also up in July, while building permits were down. According to the numbers released by the US Census Bureau on Tuesday, overall housing starts totaled 1.428 million in July, up 5.2% from June and 12.9% above July 2024. It was the highest number of overall starts since February’s 1.490 million. The sector was paced by buildings with five or more units, which had 470,000 starts in July, up from 421,000 in June. This is the highest total of multifamily starts in more than a year. Single-family housing starts were also up, coming in at 939,000 for July. This reflects a 2.8% increase month over month; however, totals are still low compared to most months over the last year. …Odeta Kushi, at First American, said the single-family housing starts numbers are concerning.
Box demand touches nearly every industry, from flat-screen TVs to packaged food, all of which see sales fluctuate based on how flush shoppers feel. …Sales of corrugated cardboard used to make boxes are slumping, signaling that retail demand across industries may be due for a correction. US box shipments fell to the lowest second-quarter reading since 2015, with companies like International Paper Co. and Smurfit Westrock Plc reporting drops in box shipments. The drop in packaging demand appears to be tied to President Donald Trump’s mixed messaging on tariffs, with companies not stocking up on packaging while they wait to find out how the levies will affect costs and demand. [to access the full story a Bloomberg subscription is required]
KLAWOCK, Alaska — Steinway pianos have a particular sound. …The secret to the sound isn’t merely Steinway’s skilled craftsmen—who’ve been using the same methods since 1853—but the specialized wood they use for the soundboards. It comes from the Tongass National Forest in Alaska. Unfortunately, a broken promise from the federal government will soon stop the music. …In 2016 the U.S. Department of Agriculture created a management plan that promised the availability of old-growth timber from the Tongass annually on a fixed schedule. …Not only has the Forest Service never met the timber-sale goals outlined in their management plan, in the past four years it offered less than 10% of the annual needs for the industry. …An executive order from President Trump… and a lawsuit we filed against the USDA earlier this year haven’t been enough to get the Forest Service to stop starving the industry. [to access the full story a WSJ subscription is required]
The sternly worded statements and letters are filled with indignation and outrage: Republican US lawmakers say Canada has done too little to contain wildfires and smoke that have fouled the air in several states this summer. …They’ve demanded more forest thinning, prescribed burns and other measures to prevent fires from starting. They’ve warned the smoke is hurting relations between the countries and suggested the US could make it an issue in tariff talks. But what they haven’t done is acknowledge the role of climate change — a glaring and shortsighted omission, according to climate scientists. It also ignores the outsized US contribution to heat-trapping gases that cause more intense heat waves and droughts, which in turn set the stage for more destructive wildfires, scientists say. …“I don’t think there’s much they can do,” said Michigan climate scientist Jonathan Overpeck. He noted that hotter temperatures are melting permafrost in northern Canada.
The odds of high-severity wildfire were nearly one-and-a-half times higher on industrial private land than on publicly owned forests, a new study found. Forests managed by timber companies were more likely to exhibit the conditions that megafires love—dense stands of regularly spaced trees with continuous vegetation connecting the understory to the canopy. The research, led by the University of Utah, University of California, Berkeley, and the United States Forest Service, is the first to identify how extreme weather conditions and forest management practices jointly impact fire severity. Leveraging a unique lidar dataset, the authors created three-dimensional maps of public and private forests before five wildfires burned 1.1 million acres in the northern Sierra Nevada, California. …Although the study demonstrates that private industrial lands fare worse, both private and public agencies have much room for improvement to protect our nation’s forests.
Photographs of forests in the western U.S. from the mid-1800s show a starkly different reality compared to today, says Paul Hessburg, an ecologist at the University of Washington. …Today, many of these forests are overgrown and dominated by younger trees. Back then, they were typically more open — “park-like”. …Fire played an integral role — perhaps the integral role — in shaping these ecosystems. …Hessburg and others see the rejection of active management in part as a response to the “legacy” of commercial, industrial-scale logging of natural forests. Those rampant harvests often took the oldest and largest trees in the U.S., before a mix of science, policy and advocacy for species like the northern spotted owl caused a shift away from the practice in the 1990s. …“We created a climate that’s hostile to people and health and forests,” he says. What’s critical now is finding ways to adjust, for both ourselves and our forests. 
PENNSYLVANIA — The Allegheny National Forest is set to ramp up logging by more than 10% this year as part of a push from President Donald Trump to boost domestic lumber supplies. The move has sparked fierce debate between environmentalists and pro-logging groups who disagree on cutting trees to reduce wildfire risks or improve forest health. In the coming fiscal year, the state’s only national forest is set to sell 45 million board feet, an over 12% increase from this fiscal year, said Alisen Downs, for the Allegheny National Forest. …Allegheny National Forest has proposed a five-year plan starting next fiscal year, Downs said.“I think a slow and steady progress toward that increase is probably the best approach,” said Julia McCray, of the Allegheny Forest Alliance, which includes local officials and people from the timber industry. …While next year’s logging will be an increase… it’s not a historic high. 
The Trump administration wants to scrap a rule that protects tens of millions of acres of national forest from road-building and large-scale logging—but its zeal to log will face a reality check from government downsizing, possible litigation, and even a soft timber market. The US Forest Service is grappling with budget cuts and staffing shortages. At the same time, environmental groups are already gearing up for legal battles, arguing the so-called Roadless Rule safeguards endangered species, clean water, and biodiversity. “The administration can sprint and rescind the Roadless Rule, but then what?” said Murray Feldman, at Holland & Hart LLP in Boise. “It seems like a moonshot to try to reverse decades of national forest management plans by revoking one specific set of rules. But we’ll see.” …The Forest Service hasn’t taken any official steps to rescind the Roadless Rule since Rollins’ announcement in June. 
A budget crisis a century in the making is coming to a head as Oregon’s rural counties. The crisis originates with a compromise from the era of President Teddy Roosevelt and was prolonged by piecemeal solutions made during the Timber Wars of the 1990s. Now the president’s signature One Big Beautiful Bill removes a key funding source for Oregon’s timber counties. If nothing is done, rural counties could find themselves with no money to pay for sheriff’s departments or other essential needs. …Many rural Oregon counties once relied on a portion of revenue from trees logged on federal lands to cover the costs of essential services. That federal land doesn’t generate local property taxes… So the federal government started sharing a portion of its logging revenues with those counties. When those declined, federal lawmakers came up with the Secure Rural Schools program. …But Congress needs to regularly re-authorize the program.
HELENA, Mont. — U.S. Forest Service Chief Tom Schultz and Montana Governor Greg Gianforte signed a historic Shared Stewardship Memorandum of Understanding, establishing a new framework between the U.S. Forest Service (USFS) and the State of Montana to advance forest restoration and reduce wildfire risk across the state. Montana’s Shared Stewardship Agreement expands collaborative efforts to accelerate active forest management, safeguard communities, and support sustainable timber production. “This agreement is exactly the kind of forward-leaning, state-driven leadership that President Trump and USDA have championed since day one,” said U.S. Secretary of Agriculture Brooke Rollins. “By cutting burdensome, unnecessary red tape and empowering Montana to lead, we’re proving that through real partnership, conservation and economic growth can go hand-in-hand. This partnership is just another example of our shared commitment to protect lives, livelihoods, and our forest resources — while creating opportunities for hardworking Americans.”
…a University of Delaware professor has found that there is something of value to be learned from what’s left behind in the remnants of a wildfire. The charred debris left in the wake of wildfires … is known as wildfire char. UD’s Pei Chiu, professor of civil, construction and environmental engineering, studies wildfire chars and the ways they just might prove useful in reducing methane, a powerful gas that traps heat in the atmosphere. Methane emissions come from many different sources, ranging from livestock manure to landfills and wastewater treatment plants. This work also informs his research on biochar — man-made chars created from leftover wood chips, rice husks, corn stover and other agricultural biomass — that can be used in soil amendments, stormwater treatment and other applications. Chiu shares five important facts about char — both natural (wildfire char) and manmade (biochar). 
The US Forest Service kicked off timber sales in the Hoosier National Forest this week despite resistance from advocacy groups and Gov. Mike Braun, who called the federal project “misguided.” The timber auction is part of a controversial forest management plan called the Houston South Project — an initiative the USFS says will promote tree growth, reduce disease and move the landscape toward “desirable conditions.” Local environmental advocates have been suing the agency to halt operations since 2020, saying the project could jeopardize the quality of drinking water 130,000 Hoosiers rely on in Lake Monroe. But the project is plowing ahead, despite local outcry and direct pleas from Braun to halt the project. The Forest Service declined to immediately comment to IndyStar’s request, instead asking for one to two weeks to respond. …The project includes prescribed burns on 13,500 acres of forest and permitting timber harvests on another 4,300 acres across the next 10-15 years.
A new study, led by the University of Missouri, has uncovered how poplar trees can naturally adjust a key part of their wood chemistry based on changes in their environment. This discovery … could help create better biofuels and other sustainable products. The study, “Factors underlying a latitudinal gradient in S/G lignin monomer ratio in natural poplar variants,” was published in the journal Proceedings of the National Academy of Sciences. …”Understanding how plants make lignin could help us improve its conversion into high-value biomaterials and improve the competitiveness of U.S. biorefineries,” Jaime Barros-Rios, an assistant professor of plant molecular biology, said. Poplars are used in the paper and pulp industry. Now, they’re being explored as a source of bioenergy—fuels, plastics and other bioproducts. They are useful for scientific research because their genome has been fully mapped.
The smoke from the Los Angeles wildfires smelled like plastic and was so thick that it hid the ocean. Firefighters developed instant migraines, coughed up black goo and dropped to their knees, vomiting and dizzy. Seven months later, some are still jolted awake by wheezing fits in the middle of the night. …Fernando Allende, a 33-year-old whose U.S. Forest Service crew was among the first on the ground, figured he would bounce back from his nagging cough. But in June, while fighting another fire, he suddenly couldn’t breathe. …doctors discovered blood clots in his lungs and a mass pressing on his heart. They gave him a diagnosis usually seen in much older people: non-Hodgkin lymphoma, an aggressive cancer. It would be unthinkable for urban firefighters to [work] without wearing a mask. But people who fight wildfires spend weeks working in toxic smoke and ash wearing only a cloth bandanna, or nothing at all.
PAYSON, Arizona — Crews on the ground and in the air are making progress against the Washington Fire, which had burned an estimated 550 acres about 11 miles north of Payson. The lightning-caused blaze, which started Aug. 13, was 6% contained with nearly 500 personnel assigned as of Sunday. Firefighters are working to keep the fire boxed in between the Highline Trail to the south and Forest Road 300 to the north, while strengthening handlines and contingency lines around threatened communities and cabins. Officials say a combination of dozer work, hose lays, handlines and aerial water drops helped slow the spread and protect structures on the fire’s edge. …Dry, hot weather is expected to challenge suppression efforts in the days ahead, with firefighters also on alert for new starts. …Evacuation orders remain in place for Mountain Ridge Cabins, Washington Park and Shadow Rim Ranch.
GORMAN, California —