Russ Taylor
A federal court dealt another blow to the Trump administration’s tariff agenda, ruling that the 10% global tariffs the president imposed earlier this year are illegal. …Kenneth Katkin, law professor at Northern Kentucky University, said the statutes that authorize tariffs simply do not authorize global tariffs. An appeal is expected. …This development is just one thread in a much larger story that continues to weigh on the housing market. Russ Taylor said the lumber market is getting hit from multiple directions at once, and no single factor is solely to blame. …”With the Iranian war, constricted trade flows, high oil prices, inflation, everyone’s being more conservative,” he said. “That keeps prices at bay.” …A lumber inclusion in the USMCA would ease some of the cost pressure but Taylor pointed out that the US domestic industry has done very well under the current tariff structure and has every reason to resist a deal that changes it.
President Trump said federal agencies “must buy American”, doubling down on his push to prioritize the use of products manufactured, developed and produced in the US. …Government agencies are generally required to buy American-made products under the Buy American Act of 1933, which mandates that federal agencies acquire domestic end products for public use. However, there are several exceptions to the law including unreasonable cost, product unavailability and if domestic preference would be inconsistent with the public interest. Trump has long criticized government agencies for signing too many waivers. In a March executive order entitled “Ensuring Truthful Advertising of Products Claiming To Be Made in America,” Trump pushed forward efforts to crack down on false claims of American-made products.
WASHINGTON — A federal court ruled Thursday against the new global tariffs that President Trump imposed after a stinging loss at the Supreme Court. A split three-judge panel of the Court of International Trade in New York found the 10% global tariffs were illegal after small businesses sued. The court ruled 2-1 that Trump overstepped the tariff power that Congress had allowed. The tariffs are “invalid″ and “unauthorized by law,” the majority wrote. …If the administration appeals, as expected, it would first turn to the US Court of Appeals for the Federal Circuit, based in Washington, and then, potentially, the Supreme Court. …Trump is taking steps to replace the tariffs that were struck down by the Supreme Court in January. …The Office of the US Trade Representative is looking into whether 16 US trading partners are overproducing goods, driving down prices and putting US manufacturers at a disadvantage.
FLORIDA — On the heels of Escambia County adopting an ordinance to establish an Economic Development Ad Valorem Tax Exemption (EDATE) for West Fraser, the sawmill company announced a $70.25 million expansion, creating 30 new jobs. The board voted to approve the ordinance, which will give the Canada-based lumber company a 70% ad valorem tax exemption for a period of five years. Shortly after the vote, FloridaWest Economic Development Alliance announced that West Fraser has invested $70,250,000 in capital expenditures to expand its existing sawmill operation in McDavid. …The project is expected to generate substantial economic activity across Escambia County, supporting local suppliers, contractors and service providers. …Over the next five years, the estimate of the taxable value lost to the county is $70,252,000 improvements to real property, and $3,400,000 to tangible personal property.
NEW YORK — Mercer reported first quarter 2026 Operating EBITDA of $7.8 million, a decrease from $47.1 million in the same quarter of 2025 and an increase from negative $20.1 million in the fourth quarter of 2025. In the first quarter of 2026, net loss was $52.0 million compared to $22.3 million in the same quarter of 2025 and $308.7 million in the fourth quarter of 2025. Mr. Juan Carlos Bueno, CEO, stated: “Our pulp sales realizations showed resilience this quarter as softwood pulp markets held steady, while hardwood pulp performance trended upward on favorable demand-supply dynamics. However, elevated fiber costs across our supply chain and a slower-than-anticipated recovery in prices continued to weigh on our results. …Mass timber momentum continues to build, backed by an order book and commitments of $171 million that support a multi-year production plan. …European softwood pulp prices increased compared to the fourth quarter of 2025 due to supply constraints, although these gains were offset by higher discounts.
VANCOUVER, BC — Canfor Corporation reported its first quarter of 2026 results. …The Company reported an operating loss of $72.5 million for the current quarter, compared to an operating loss of $415.9 million for the fourth quarter of 2025. After taking into consideration a $20.0 million reversal of a previously recognized inventory write-down, the Company’s adjusted operating loss was $92.5 million for the first quarter of 2026, compared to an adjusted operating loss of $145.0 million for the fourth quarter of 2025. These results largely reflected improved performance in both the lumber segment and, to a lesser extent, the pulp and paper segment. Canfor’s President and CEO, Susan Yurkovich, said, “While we saw an improvement in results, largely due to a supply-driven uptick in North American lumber pricing and higher production levels, demand remained relatively subdued. …Global pulp markets continued to face significant headwinds during the first quarter, with pulp producer inventories remaining elevated.”
A panel at the 2026 SFI Annual Conference — Leveraging SFI Certification for Global Reporting Frameworks and Market Assurances — took on one of the more pressing questions facing the forest sector: as global disclosure frameworks multiply and investors demand quantifiable outcomes, does forest certification still do the job? Shenandoah Johns, Chief Environment and Sustainability Officer at West Fraser, walked through five major disclosure frameworks that have arrived in the last five years and identified the gap between what certification was designed to demonstrate and what regulators are now asking for. Paige Goff, VP Sustainability at Domtar, made the case for not overcomplicating what is already working. Kirsten Vice, Senior VP Sustainability and Canadian Operations at NCASI, framed 2026 as a year of influence — with key nature-related frameworks being finalized — and called on the sector to shape its own targets before others do it for them. Jason Metnick, President of SFI, moderated.
…I recently wrote about how the Trump administration’s efforts to reorganize the US Department of Agriculture (USDA) Forest Service and shutter 57 of its 77 research and development (R&D) facilities isn’t really about efficiency—it’s about hollowing out another science agency whose mission is to protect people, places, and livelihoods. The Forest Service has since updated its website to qualify that these R&D closures are “possible” but not a foregone conclusion. Yet, as details emerge, one thing is painfully clear: this plan would dismantle the world’s premier—and largest—wildfire research agency when wildfire risk, climate impacts, and economic losses are accelerating. Given increasing severity of wildfires, losing this research would diminish our understanding of managing forests under climate change. Trump’s plans to end climate studies, allowing forest fuel loads to build and diseases to spread, leaves our hands tied as we try to prevent wildfires without the benefit of evidence-based science.
The American Forest Resource Council warns that Washington’s Department of Natural Resources is headed for deep budget trouble that will result in state worker layoffs and force taxpayers to foot more of the bill to keep the agency running. Counties that rely on logging revenue from land the agency manages could be at financial risk, too. While it’s become common for the group to clash with the department, they’re not the only ones complaining. Foresters inside the agency are pointing to Public Lands Commissioner Dave Upthegrove’s decision to pause some timber sales for eight months as a reason for the looming deficit in a key operating account, which covers many of the department’s expenses for managing timberland. …Upthegrove and other agency leadership say … it has less to do with recent timber sale activity on state land and more to do with the timing of when logging revenue reaches the agency. 
Oregon’s congressional Democrats on Wednesday warned that federal agencies tasked with helping prevent and fight fires in the Northwest could be understaffed and underprepared going into the 2026 fire season. Oregon’s U.S. Sens. Ron Wyden, Jeff Merkley, and Portland and Willamette Valley-area U.S. Reps. Suzanne Bonamici and Andrea Salinas left a Wednesday wildfire season briefing at the Northwest Interagency Coordination Center in Portland with “deep concerns” about federal agencies’ capacity to respond to what’s expected to be a long and severe fire season in the region. The center is the headquarters for a wildfire prevention and response network that includes nine state and federal agencies across the West. The lawmakers said budget cuts and the loss of staff at federal science and land management agencies — especially at the U.S. Forest Service, tasked with the largest share of federal wildland fire prevention and response — have created needless uncertainty and chaos.
LAKE TAHOE, Calif./Nev. – An annual aerial survey that monitors forest health was significantly reduced in 2025 due to a lack of funding, resulting in many portions of California forests, including the Tahoe area, not being included. Since 2006, the U.S. Forest Service Pacific Southwest Region’s Aerial Survey Program has flown over California forests every year to observe and document tree mortality, defoliation, and other damage. These annual estimates capture tree mortality patterns and trends, which researchers and foresters use to monitor ecosystem disturbances often caused by insects and disease. The information is also important for fire behavior forecasting. Typically covering large swaths of California landscape and a majority of national forests in California, including the Tahoe National Forest and the Lake Tahoe Basin Management Unit, 2025’s survey was limited to Southern California forests and the far southern Sierra Nevada. The report states surveys were conducted in areas where 2025 drought conditions were most severe.
OSCODA COUNTY, Mich. — Crews are working to contain a wildfire in Oscoda County after it prompted evacuations Monday. The wildfire is about 100 acres and primarily on national forest land around Camp Ten Road near Lost Sky Ranch. Residents living near Camp 10 Road were evacuated to a shelter Monday afternoon, but were able to return home several hours later. Monday night officials said two structures were destroyed and the fire was about 80 percent contained. …A Red Flag Warning is in effect for parts of Michigan due to critical fire weather, including high winds, low humidity and dry vegetation.