To better compete with Canada’s transcontinental railroads, efficiencies within the trucking industry, and to capitalize on a more relaxed regulatory environment, the railroad industry is entering into a consolidation phase with the major operators all reportedly in play. On the heels of the 2023 merger between Canadian Pacific and Kansas City Southern which connected Canada, the US and Mexico with the first single-line railway, Union Pacific and Norfolk Southern are pursuing a merger that would create the first coast-to-coast railway system in the US. The tie-up between Norfolk Southern and Union Pacific raised the possibility of further consolidation in the industry with investors eyeing a merger between CSX and BNSF, or with CPKC. While mergers might satisfy shareholders and activist investors, industry insiders see the trend creating more inefficiencies. …Freight Rail Customer Alliance is opposed to further consolidation given that past mergers have resulted in higher transportation costs and unreliable service for customers.
In related coverage:
The US Court of International Trade threw out a legal challenge from Canadian softwood lumber producers J.D. Irving Ltd. granting a motion-to-dismiss from the Commerce Department. Timothy Reif said in the opinion that J.D. Irving, which had challenged Commerce’s 2022 antidumping administrate review on grounds that the agency erred by assigning a higher cash deposit rate in the order, has its proper venue under a binational panel though the USMCA now reviewing the Commerce order. While the Canadian firm said it was challenging not the Commerce fine order but the instruction for the cash deposit rate. Reif said the challenge entered on the commerce final result and thus should rest before the USMCA panel. [to access the full story, a MLex.com subscription is required]
WASHINGTON – US Secretary of Agriculture Brooke Rollins announced the USDA has taken the next step in the rulemaking process for rescinding the 2001 Roadless Rule by opening a public comment period. …The USDA Forest Service is publishing a notice seeking public comment on its intention to develop an environmental impact statement for the proposed rescission of the rule. The notice details the reasons for rescinding the rule, the potential effects on people and resources, and how national forests and grasslands are managed. The USDA will publish the notice August 29, 2025. …While the rescission would apply to roadless areas in Alaska, state-specific rules for Colorado and Idaho would not be affected by the proposal. In total, the 2025 rescission would apply to nearly 45 million acres of the nearly 60 million acres of inventoried roadless areas within the National Forest System. …The public is invited to comment no later than Sept. 19, 2025. 
President Donald Trump on Friday announced he’s directing his administration to investigate imports of furniture into the United States that will lead to higher tariffs by October. “Within the next 50 days, that Investigation will be completed, and Furniture coming from other Countries into the United States will be Tariffed at a Rate yet to be determined,” Trump wrote. “This will bring the Furniture Business back to North Carolina, South Carolina, Michigan, and States all across the Union,” Trump said. …Already, furniture prices have been increasing over the past few months as Trump hiked tariffs on countries including China and Vietnam, the top two sources of imported furniture. Both countries imported $12 billion worth of furniture and fixtures last year, according to US Commerce Department data. …Furniture stocks, such as Wayfair, William-Sonoma and Restoration Hardware, all tanked in after-hours trading Friday.
We welcome the recent announcement from the White House regarding the US–EU Framework Agreement on Reciprocal, Fair, and Balanced Trade. Notably, the European Union has committed to addressing U.S. concerns about the EUDR, acknowledging that US commodity production poses negligible risk to global deforestation. This recognition is a positive step toward ensuring Southern Pine lumber producers and exporters are not unfairly burdened by regulations that fail to account for the sustainability and stewardship practices already in place within the American forestry sector. …The EUDR’s stringent traceability requirements (such as geolocation data for every plot of land from which timber is sourced) present serious compliance obstacles for U.S. producers. …Recognizing the broad impact of the EUDR across multiple agricultural sectors, the forest products industry is strategically voicing its objections through official trade and commerce channels.
The timber industry, a cornerstone of South Carolina’s economy, is grappling the closure of several key mills. The recent shutdowns of mills in Darlington and Estill have sent ripples through the local supply chain, affecting forest management and the livelihoods of many in the industry. …The timber industry in South Carolina is struggling with significant challenges after major mill closures, including the International Paper Mill in Georgetown, the WestRock Plant in Charleston, the International Paper in Savannah and the Containerboard Mill in Riceboro. Michael Campbell, president and CEO of the South Carolina Timber Producers Association, highlighted the broader economic impact. “It’s a widespread county thing because the loggers tend to haul up to 100 miles away from the mill, so within 100 miles of that mill everything’s impacted,” he said. Despite some new mill announcements, Campbell said they are insufficient to compensate for the lost wood volume.
DARLINGTON COUNTY, South Carolina — Monday marked the last day of operation at the Canfor sawmill in Darlington. The mill announced its closure 
Lumber futures have come under strain after the initial tariff-driven upswing has fizzled out and the cracks in the housing market are beginning to show… retreating from an early August high of ~$695 per thousand board feet to about $560, a decline of nearly 19.5%, making it just shy of the 20% mark that would push it into a technical bear market. Lumber futures saw a surge driven by tariffs and optimism over lower interest rates, which pushed prices to their highest levels in more than three years. However, the enthusiasm soon faded away, as recent housing data disappointed, and builders scaled back due to higher input costs, weaker demand and looming affordability challenges. Housing affordability remains stretched even with potential rate cuts, requiring better wage growth or increased supply for meaningful improvement, according to Rafe Jadrosich, Senior US Homebuilders and Building Products analyst.
This study investigates the economic impact of sawmill entry and exits in Michigan between 2019 and 2023, a period marked by ongoing structural changes in the industry, including the closure of several large mills and the opening of smaller or mid-sized operations. Using observed employment changes… we applied an employment-based multiplier analysis to estimate how net sawmill job losses affected the statewide economy. The results show that while only 273 direct jobs were lost due to net changes from sawmill entry and exit during this period, the broader ripple effects were much larger, approximately 820 jobs and $211 million in output loss. These effects were most pronounced in labor-intensive sectors such as logging and transportation, as well as in downstream sectors like wholesale trade and real estate. The findings highlight the central role of sawmills in regional supply chains and states labor markets, with two-thirds of job losses occurring outside the mills themselves.
When Millard Dority came out of retirement to oversee the expansion of Jesup Memorial Library, he had one goal: to prove that Maine could produce its own cross-laminated timber. Instead, he uncovered a glaring hole in the state’s forest economy. …But with no CLT factories in Maine, the wood had to be trucked from New England to Illinois for processing, then hauled back to Bar Harbor—a headache in a state blanketed by forests. …The Jesup Library expansion is one of just 27 CLT projects in Maine, using spruce-pine-fir and eastern hemlock from New England. Forestry expert Andy Fast said these underused species are finding new life through CLT, but warned, “Supply chain efficiencies will determine whether it’s a viable product longer term.” Despite interest, Maine has failed to land a CLT manufacturer. LignaTerra Global and SmartLam both announced plans in 2018, only to back out. [to access the full story a Bangor Daily News subscription is required].
Canada’s forests are burning. …Smoke from these fires has degraded air quality across Canada and the US. The situation has led some US policymakers to publicly blame Canada for failing to manage wildfires and to demand more active forest management. These critiques are hypocritical, given their record of climate change denial. …Yet beyond partisan politics, the US continues to impose tariffs on Canadian lumber, undermining our capacity to invest in stronger forest management. …Eliminating or reducing US tariffs would instantly raise the value of Canada’s standing forest stock, sending a price signal that makes forestry activity viable in regions that are currently too remote or costly to harvest. At the margin, higher returns would unlock investment in better forest management, including areas that are now left untouched because they are uneconomic to service. …Lifting tariffs would be the first step, but it would not be a cure-all. 
Ten members of the US House of Representatives’ Committee on Natural Resources are making an unusual visit to Alaska this week during a break from business on Capitol Hill. The 45-person committee deals with a variety of issues pertaining to public lands in the United States, and the visit is giving eight Republicans and two Democrats a chance to put their literal hands on the topics they cover. …Among the group was the committee’s chairman, Rep. Bruce Westerman, R-Arkansas, as well as the home-state Republican Rep. Nick Begich. Also attending were Reps. Harriet Hageman, R-Wyoming; Tom Tiffany, R-Wisconsin; Pete Stauber, R-Minnesota; Rob Wittman, R-Virginia; Val Hoyle, D-Oregon; Paul Gosar, R-Arizona; and Sarah Elfreth, D-Maryland. …Several of the Republican lawmakers said they believe there is room to increase logging in the Tongass in order to meet the demand for lumber to build housing, particularly locally.
The Northwest Forest Plan (NWFP) was developed in 1994 for the 24 million acres of federal land within the range of the northern spotted owl… A network of large reserves for the spotted owl across its range (late successional reserves (LSRs)) were created in the NWFP along with a system of riparian buffers to protect streamside areas. …The Forest Service is currently updating the NWFP and chartered a committee under the Federal Advisory Committee Act to help advise on amending the plan. …We strongly endorse this proposal for widespread restoration treatments in dry forests inside and outside of the LSRs. Reducing stand densities in these forests while retaining all trees over 150 years of age is essential to owl survival, as is reintroduction of fire as a regular management tool. …Integrating forest restoration in dry forests with spotted owl conservation is one of the biggest challenges in updating the NWFP.
Oregon’s forestry sector, once the state’s driving industry, has scaled back dramatically, the result of modernization and reduced harvests since the 1990s. Yet the industry is still adding workers and looking to replace retirees — now with a growing demand for technical expertise. The industry’s employers say they’re struggling to fill the jobs they have. Retirements have thinned the ranks, turnover is high and new workers are hard to recruit. Adding to the trouble, a workforce study found the sector will add 3,400 jobs annually through 2030. In particular, the report found Oregon’s colleges and universities aren’t producing enough forestry graduates to meet demand — suggesting Oregon employers might have to recruit from elsewhere to staff some of the highest-paying jobs in a signature sector. It’s a counterintuitive finding for an industry that’s been cutting further in recent months through the closures of mills and factories. Officials say that’s because there’s more to forestry work than logging.
Mechanization has reduced fatal injuries for loggers in the northeastern United States but introduced new health risks linked to prolonged equipment use, according to interviews with 29 loggers across New York, Pennsylvania, and West Virginia. Participants reported concerns over weight gain, back pain, and cardiovascular risks from extended sedentary work, as well as mental stress from financial burdens and limited access to affordable health insurance. The findings come 
A wildfire that destroyed four homes in central Oregon was starting to stabilize on Monday, authorities said, while a blaze in Northern California wine country has so far spared some of the state’s most famous vineyards. Moisture helped the 1,200 firefighters battling Oregon’s Flat Fire, but more work needed to be done. Dry, hot weather had fueled a rapid expansion of the blaze across 34 square miles of rugged terrain in Deschutes and Jefferson counties since the fire began late Thursday. …Officials said firefighters had protective lines of some sort around the entire fire, including roads, but the fire remained at 5% containment. …Meanwhile, the Pickett Fire in Northern California has charred about 10 square miles of remote Napa County, known for its hundreds of wineries. It was 15% contained on Monday. …western United States have been sweltering in a heat wave … with temperatures hitting dangerous levels in Washington, Oregon, Southern California, Nevada and Arizona.