Kevin Mason
In looking across the entire forest products space this year, it is abundantly clear that demand is weak across all segments. There is no expectation of an improvement in 2025 as consumption remains poor and restocking efforts are expected to be limited. As such, any hopes of better supply/demand dynamics are going to come down to supply discipline (slowbacks/downtime/closures). We have some thoughts about how this might play out in the various sectors: Timber and Timberland—Timber harvest guidance will naturally follow wood products demand. Finding a home for pulpwood has been problematic for several years and will only become more difficult amid ongoing downstream capacity shuts. New demand is possible over time, but nothing is expected in the near-term.
Solid Wood—A raft of capacity closures in both Canada and the US had brought the lumber market into better balance to begin 2025. However, with demand weakening further through the first half of 20025 (and given a bleak medium-term outlook), further capacity rationalization will be required to restore balance and lift prices (Canada will be the focus, but the US could also see shuts). In OSB, prices are already at cash- cost levels, demand could slip further in the coming months, and new greenfield capacity is slated for late ’25 and early ’26. Accordingly, closures/downtime are sorely needed. For both lumber and OSB, producers may be awaiting the outcome of the Section 232 investigation before making major changes to operations.
Donald Trump announced Thursday the US will charge a 35% tariff on Canadian imports starting Aug. 1. In an open letter to Prime Minister Carney, he wrote “if you decide to raise your Tariffs, we will be added onto the 35% that we charge.” …“These Tariffs may be modified, upward or downward, depending on our relationship with your Country.” Carney posted on social media that Canada would work towards a revised deadline of Aug. 1 in reaching a new trade deal with the US. “Canada has made vital progress to stop the scourge of fentanyl in North America,” Carney wrote. …Trump pointed to what he called “unsustainable” trade deficits, as well as the Canadian dairy sector. On Wednesday, Trump announced a 50% tariff on copper imports. The US was Canada’s largest copper importer in 2023, accounting for 52% of the total export value. That same year, Canada’s exports of copper and copper-based products were valued at $9.3 billion.
After funding 5 million seedlings for 289 projects, in 38 states and 4 foreign countries, the Hardwood Forestry Fund (HFF) has decided to voluntarily dissolve its operations. The Board announced its final distribution of $190,000 to the Arbor Day Foundation and One Tree Planted to implement Hardwood Tree plantings in line with the HFF’s mission and goals. The Hardwood Forestry Fund promoted hardwood timber growth, management, education, and environmentally sound uses of renewable forest resources by providing grant funding to partnering organizations. …The HFF was formed in 1990 by members of the Hardwood Plywood and Veneer Association, which eventually became the Decorative Hardwoods Association. …During its 35 years of operation, the 
CHILLICOTHE, Ohio — Possibly 18 potential buyers have looked at the Pixelle facility before Thursday’s deadline to make offers. And again, the weekly Monday meeting of the ‘paper mill response team’ was in executive session to be free to hash out plans – as reminiscences from employees, as well as rumors about what is happening there and what is being removed, fill the internet. Mill operator Pixelle – based in Pennsylvania, and owned by H.I.G. Capital of Miami, Florida – has been cooperative with corporate tours of the facility that has been largely shut down. …“The deadline set by HIG for purchase offers to be submitted – July 3 – has passed. To date, no information has been shared with local leaders or regional economic development partners regarding a sale or the future of the mill.
In the second quarter of 2025, the NAHB/Westlake Royal Remodeling Market Index (RMI) posted a reading of 59, down four points compared to the previous quarter. While this reading is still in positive territory, some remodelers, especially in the West, are seeing a slowing of activity in their markets. The second-quarter reading of 59 marks only the second time the RMI has dipped below 60 since the survey was revised in the first quarter of 2020. Higher interest rates and general economic uncertainty have affected consumer confidence and are headwinds for remodeling, but not to the extent that they have been for single-family construction, as is evident in June’s negative reading from the NAHB/Wells Fargo Housing Marketing Index (HMI). As a result, NAHB is still forecasting solid gains for remodeling spending in 2025, followed by more modest, but still positive, growth in 2026. …The Current Conditions Index averaged 66, down five points from the previous quarter. 
Economists, researchers and analysts have warned that President Trump’s tariffs on most goods will deliver a taxing blow to consumers via higher prices. However, recent months’ economic data has shown that overall inflation has remained fairly tame. Trump touts the positive economic reports as signs that tariffs are working. However, the chorus of concern is growing: Prices are moving higher, and economists say this is just the beginning. Here’s a look at the mechanisms behind why price hikes, and hotter inflation, are a slow burn: Tariffs have been applied in a staggered manner; …Trade policy and tariffs are in flux; …Shipping takes time; …Domestic supply chains take time, too; …Inventories were loaded up before tariffs hit; …Some costs are being eaten; …Businesses are hesitant to pass on higher prices; …Awareness of goods prices is lower in summer than fall and winter; …Economic data is often lagged; …Inflation indices are comprehensive.
This week was supposed to mark the deadline for other countries to strike trade deals with the US — or face tariffs of up to 49% on the goods they sell in the United States. President Trump is still threatening sky-high import taxes, but he has pushed back the effective date to Aug. 1, sowing even more uncertainty. Here’s an update on where Trump’s tariff policy stands, from which tariffs he has in place to which countries are currently affected. A 10% tariff applies to just about everything the US imports. …Higher tariffs on tap for other countries — maybe. …China already has a higher tariff after tit-for-tat retaliations. …The European Union could also face stiffer tariffs. …Mexico and Canada face special scrutiny. …The U.K. and Vietnam are the only two countries with deals in place. …Separate tariffs apply to steel, aluminum and autos. …But tariffs also face a legal challenge.
The top ten builders captured a record 44.7% of all new US single-family home closings in 2024, up 2.4 percentage points from 2023 (42.3%). This is the highest share ever captured by the top ten builders since NAHB began tracking BUILDER magazine data on new single-family home closings in 1989. The 2024 share constitutes 306,932 closings out of 686,000 new single-family houses sold in 2024. However, closings by the top 10 builders only represent 30.1% of new single-family home completions, a wider measure of home building that covers not-for-sale home construction. Also of note, the top 15 builders accounted for more than half of all closings (51%) for the first time ever in 2024.
WASHINGTON, DC – Fannie Mae published the results of its June 2025 
University of Oregon researchers hope to make wood — often overlooked in health care facilities — more commonplace in those settings. Exposed wood, they’ve found, can resist microbial growth after a brief wetting. During the study, wood samples tested lower for levels of bacterial abundance than an empty plastic enclosure used as a control. “People generally think of wood as unhygienic in a medical setting,” said assistant professor Mark Fretz, co-director of the UO’s Institute for Health in the Built Environment and principal investigator for the study. “But wood actually transfers microbes at a lower rate than other less porous materials such as stainless steel.” Numerous studies support those properties of wood. A UO-led research team including scientists from the Salk Institute for Biological Studies in San Diego and Portland State University wanted to explore what happens when wood gets wet and then dries. 
Picture a hospital and you might imagine concrete, stainless steel or plastic. But University of Oregon researchers hope to make wood—often overlooked in health care facilities—more commonplace in those settings. Exposed wood, they’ve found, can resist microbial growth after it briefly gets wet. During their study, wood samples tested lower for levels of bacterial abundance than an empty plastic enclosure used as a control. “People generally think of wood as unhygienic in a medical setting,” said assistant professor Mark Fretz, co-director of the UO’s Institute for Health in the Built Environment and principal investigator for the study. “But wood actually transfers microbes at a lower rate than other less porous materials such as stainless steel.” In a 
Nationwide, women made up 26.4% of the roughly 775,000 people who worked in the paper manufacturing and printing industry in 2021, according to the U.S. Bureau of Labor Statistics. At pulp, paper, and paperboard mills, they made up 14% of positions. That’s what brought the Wisconsin Paper Council and Ahlstrom — a global Finnish company that produces specialty papers and packaging at five plants in Rhinelander, Mosinee, Kaukauna, De Pere and Stevens Point — gifted $20,000 to establish the program in 2023. In 2024, Ashman received $1,000 from the program after graduating from Appleton East High School. Now, at 19, Ashman works as an intern with Thilmany mill in Kaukauna, helping with environmental compliance and coordinating cleanup efforts along the Fox River. The scholarship was used to help pay for her college tuition. She said what was even more valuable was the internship opportunity she landed at the award-giving reception in 2024.
Six Republican lawmakers have 
OREGON — Jeff Brink takes pride in working on the same land his father did, in the national forests surrounding Oakridge, Oregon. But in the decades since, less and less timber has been harvested, and more and more megafires have threatened his hometown. “There needs to be some active management, because no management has given us this result,” he said. When the Trump administration announced executive actions aimed at increasing timber production on federal lands, Oregonians had mixed responses. Loggers and timber towns celebrated the attention, while environmentalists sounded the alarm over fears of deregulation and environmental harm. Local stakeholders wonder what forest management will look like in practice. …The timber industry and environmentalists still have questions as to the actual implementation of policy and changes in practices by federal agencies. Oregon Wild is one of many environmental groups that believe the new executive actions threaten landmark environmental laws.
Members of the U.S. Senate Energy and Natural Resources Committee differed along party lines at a Thursday hearing about how the U.S. Forest Service should partner with states and how the federal wildfire response should be organized. Senators of both parties emphasized the importance of working with state forest managers. But while Republicans praised the efforts of Forest Service Chief Tom Schultz … to reach out to state governments, Democrats noted that President Trump’s 
The U.S. Forest Services plans to cut its budget by $391 million for fiscal year 2026, according to a 
With a paint can in hand, a forester walks step by step through the dense Arizona ponderosa pine forest, marking trees with distinctive orange streaks. The forester is part of a timber-marking crew assessing if each tree should stay or go during harvest, per a prescription from the Forest Service silviculturist. Trees to remain receive the orange marking; the others will be harvested. Timber-marking crews cover thousands of acres of Forest Service lands each year, prepping critical thinning projects to reduce the number of trees and move forest lands toward a condition less vulnerable to catastrophic wildfire. With this laborious operation, many began to ask: Couldn’t there be a more efficient way of marking trees?
WASHINGTON, D.C. – Northland congressmen are pushing for stronger forest management practices in Canada. Representatives Tom Tiffany of Northwest Wisconsin and Pete Stauber of Northeast Minnesota were included on the letter sent to Canada’s ambassador Kirsten Hillman urging better management of forests to help with wildfire risk. In the letter, the lawmakers wrote: “As I’m sure you know, this is not the first year Canadian wildfire smoke has been an issue. …While we know a key driver of this issue has been a lack of active forest management, we’ve also seen things like arson as another way multiple large wildfires have ignited in Canada. With all the technology that we have at our disposal, both in preventing and fighting wildfires, this worrisome trend can be reversed if proper action is taken.” …The letter asked the ambassador to address the issue with key Canadian agencies, such as the Canadian Forest Service.
New federal laws could “lock up” timber land for decades at a time, raising concerns big companies could elbow out smaller competitors and that timber revenue for counties could be delayed for years. President Donald Trump’s tax cuts and spending bill, which he signed into law earlier this month, increases the length of federal logging contracts to a minimum of 20 years. The contracts, which determine how long a logging company has to harvest on the land under contract, have typically averaged three to four years, and the longest contracts extended up to 10 years. The concern raised by a coalition of timber companies and local governments is that companies could sign long-term contracts, then wait years to harvest trees. “If the timber volume is tied up in these 20 year contracts,” Doug Robertson, executive director of the Association of O&C counties, said, “that volume then is no longer available to generate revenue for the counties and the state.”
MULLAN, Idaho — The Bureau of Land Management is offering the Gentle Annie Timber Sale, totaling approximately 493,000 board feet, for commercial thinning on 100 acres near Mullan, east of Kellogg in Shoshone County. The harvested timber will supply critical materials for construction and other industries, supporting jobs across Idaho’s Panhandle. This thinning project will remove dead and downed wood caused by insects and disease, leaving an average of 55 trees per acre. The result: a healthier, more fire-resilient forest. “We’re excited to continue our work in the Mullan Urban Interface and hope this timber sale will help reduce the town’s risk of catastrophic wildland fire,” said BLM District Manager Kurt Pindel. “We’ll also be limiting the spread of insects and disease within the timber stand, as well as harvesting some merchantable timber for the local economy.” 
Montana Fish, Wildlife and Parks (FWP) completed its review of a proposal to permanently protect 53,000 acres of private timberland in Flathead and Lincoln counties, recommending the state purchase a conservation easement that would keep the working forest in timber production while guaranteeing year-round public access and preserving wildlife habitat. The Montana Fish and Wildlife Commission is scheduled to vote on the proposal on Aug. 21 in Helena. …In total, the project would encompass 85,752 acres of private timberland owned by Green Diamond Resource Company. The first phase of the project… received final approval in December. The new easement would encompass forestlands in the Cabinet Mountains between Kalispell and Libby. …If approved, Green Diamond would maintain ownership of the land under an easement owned by FWP [allowing them to] sustainably harvest wood, preclude development, protect important wildlife habitat and associated key landscape connectivity, and provide permanent free public access to the easement lands.
Our many stunning hiking and walking trails in the Columbia-Pacific region offer locals and visitors alike wondrous views of forests of many different stages of succession, from recent clearcuts attempting to come back to life, to ancient old growth stands that somehow avoided the ax and the saw. The beauty of our area is one of its most valuable assets — so it may seem odd to some people that these forests include significant numbers of dead trees. Some call them ugly, while others refer to them as beautiful, but they do in fact have formal names. A standing dead tree is known as a snag, but once it falls to the ground it is a nurse log, so named because its rotting wood nurses young plants and fungi in their first years of life. One could also refer to a decaying stump covered in mosses, lichens, and other green growing things as a nurse stump.
Streams that wind through Western Washington’s forests are essential habitat for frogs, bugs, and lots of other tiny critters. These streams are also a critical source of clean, cool water downstream. This means these streams are an important part of large watershed ecosystems. For the past 26 years, the timber industry, Tribes, environmental organizations, and Washington State agencies have worked together to address pollution and meet water quality standards through the “Forests and Fish Agreement.” The agreement aims to address pollution that can come from forestry activities like logging and forest road construction and maintenance, while maintaining both a viable timber industry and water quality. This coordination primarily happens through the Forest Practices Board, an independent state agency chaired by the elected Commissioner of Public Lands. Rules adopted by the Board are implemented and enforced by Washington’s Department of Natural Resources.
In the face of a backlash, Utah Republican Sen. Mike Lee has revamped his public land sell-off measure to target only Bureau of Land Management holdings while also declaring, “we’re just getting started.” A reconciliation budget proposal revised by Lee’s Senate Energy and Natural Resources Committee targets BLM land within five miles of undefined “population centers.” It puts checkerboard BLM holdings back on a priority list for his “mandatory disposal” measure and takes lands under permit for grazing off the auction block. The revision would shift 15% of revenue to local governments and conservation. The bill would appropriate $5 million to carry out the mandatory sales, which are designed to be offered within 60 days of passage and regularly thereafter. …But opposition to Lee’s measure comes from “all walks of life,” said Land Tawney, former president and CEO of Backcountry Hunters and Anglers. That includes “Democrats, Independents, Republicans, hunters, anglers, bird watchers, kayakers, ranchers [and] loggers,” he said.
ALEXANDRIA, Louisiana — Wildfires and drought destroyed over 60,000 acres of trees in the summer and fall months of 2023 and costing the state $71 million in timber loss. …The wildfires came from record-breaking high temperatures and little to no measurable rainfall that summer. Now, as Louisiana continues to revive its timber industry, there is a renewed interest in the Virginia pine trees that are across the state. But that is also being facilitated by the potential for tariffs on Canadian and Chinese wood and wood products. “The issue has been of Canada and China flooding our markets with their products,” Dr. Mike Strain, the commissioner of Louisiana’s Department of Agriculture and Forestry said. “So, all of that together, I think we’re going to see a strengthening in the timber industry.” …Strengthening the timber industry also calls for more paper mills. “We really need a mill in the Florida parishes,” he said.
Many forests are losing their winter snowpack as global temperatures rise, and that could substantially slow their growth – and reduce the amount of carbon they remove from the atmosphere. Current projections “are not incorporating that complexity of winter climate change, so they are likely overestimating what the future carbon storage will be”, says 
COLLEGE STATION, Texas — Forestry workers could benefit from the use of exoskeletons that support their back and upper limbs, results of a 
The BC Wildfire Service said Tuesday (July 8) afternoon it’s aware of the wildfire in Washington State 16 km southwest of Northport and is assisting in fire suppression. The location is south of Highway 3 between Christina Lake and Trail, and is being referred to as the “Hope Fire”. The fire was first reported at approximately 1:15 p.m. was estimated later in the afternoon to be 600 acres (243 hectares) in size. BC Wildfire said in a social media post that the US Department of Natural Resources is responding and have resources on-site. BC Wildfire has also deployed airtankers to support wildfire suppression efforts. “At this time there is no threat to the Canada-US border,” it said. Stevens County Emergency Management has announced Level 3 (LEAVE NOW) evacuation orders in the area of Three Pines Youth Camp, according to a statement from Stevens County Emergency Management.