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 US International Trade Commission determined on August 21 that revoking the existing antidumping duty order and countervailing duty order on wooden cabinets and vanities from China would likely lead to “continuation or recurrence of material injury within a reasonably foreseeable time.” The Kitchen Cabinet Manufacturers Association (KCMA) said that ruling “means that the antidumping and countervailing duty orders will remain in place for at least another five years and continue to provide relief to the US domestic industry from dumped and subsidized merchandise from China.” As a result of the Commission’s affirmative determinations, the existing orders on imports of these products will remain in place. …The action comes under the five-year (sunset) review process required by the Uruguay Round Agreements Act. The Commission’s public report on Wooden Cabinets and Vanities from China will be available by October 3, 2025.
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.
The United States is the top wood-importing country. Trade issues and tariffs could be a significant factor in determining the path of least resistance for lumber, lumber futures, and wood product prices over the coming weeks and months. …The offseason for lumber demand is on the horizon. The potential for increased price variance due to the uncertainty created by U.S.-Canada trade relations remains high, and the path of least resistance of U.S. short-term interest rates is likely to be lower. Time will tell if longer-term rates follow any Fed Rate cuts over the coming months. Lumber remains a critical construction material, and the current price levels offer a positive risk-reward profile. Accumulating lumber-related assets on a scale-down basis during periods of price weakness over the coming weeks and months could be optimal for 2026, provided the housing market improves and lumber demand rises. 
Lumber buyers placed unsuccessful bets on tariffs and interest rates Lumber prices have dropped by more than 14% from a record high in early August. Many home builders, contractors and retailers wagered that higher U.S. tariffs on imports would boost the cost of lumber, while lower interest rates would lift demand for the building material. But those bets have failed to pay off – and lumber prices have tallied a steep decline from a record high reached only three weeks ago. That price decline could lead to a drop in production at a time when home-building and housing demand starts to heat up. The demand component for spring 2025 was a “complete swing and a miss,” said Greg Kuta, at lumber broker Westline Capital Strategies. …On Tuesday, lumber futures for September delivery settled at $595.50 per thousand board feet. …Canadian mills are losing out with lumber prices well under the cost of production,” Kuta said.
While new homes remain largely unaffordable, builder efforts to improve housing affordability paid dividends in the second quarter of 2025, according to the latest data from the NAHB/Wells Fargo Cost of Housing Index (CHI). The CHI results from the second quarter of 2025 show that a family earning the nation’s median income of $104,200 needed 36% of its income to cover the mortgage payment on a median-priced new home. Low-income families, defined as those earning only 50% of median income, would have to spend 71% of their earnings to pay for the same new home. …The second quarter of 2025 marked the largest historical gap where existing home prices exceeded those of new homes. …The percentage of a family’s income needed to purchase a new home was unchanged at 36% from the first to the second quarter, while the low-income CHI fell from 72% to 71% over the same period. 
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.
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..jpg)
SLB-Funded NYC Mass Timber Studio Expands With Landmark Projects: Building on the success of its first round of projects in 2024, the NYC Mass Timber Studio announced a second cohort of selected projects this month to help catalyze deployment of wood construction throughout New York City. … After supporting successful accelerator programs in Boston, Georgia, and New York City, the SLB is now exploring collaborations with cities in Arizona, California, Colorado, Pennsylvania, Oregon, and Texas. 
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. 
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. 
For a small but growing number of Oregon forestland buyers, timber output is no more than a potential byproduct. Their purchases are driven less by a desire for logs than for clean, drinkable water. …city governments have long drawn their drinking water from surrounding forests, but experts say more are now actually buying the tracts encompassing those crucial streams and rivers. …The prospect of hotter, drier weather diminishing summer stream flows — even as populations keep growing — is spurring cities to assert more control over their water supplies, experts say. …Apart from water quality considerations, cities are buying forested watersheds to encourage old growth characteristics, with the intent of actually boosting water supplies over the long term, experts say. …Though municipal ownership of forest watersheds is intended to pre-empt disputes between cities and timber operators, the arrangement can still lead to tension over management decisions.
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.
PORTLAND, Oregon — The USDA Forest Service and the Oregon Department of Forestry are investing $750,000 to restore oak habitat and reduce wildfire risk in the southern Willamette Valley. The project will reduce the risk of uncharacteristic wildfire and restore fire-adapted oak ecosystems that are important to wildlife, water quality, and rural communities. Work includes treating 150 acres of hazardous fuels while supporting partner efforts to treat an additional 1,200 acres — for a total of 1,350 acres restored. Landowners will receive assistance to implement oak management activities, including hazardous fuels mitigation, that promote resilient and fire-adapted forests. This investment is part of the Forest Service’s Landscape Scale Restoration (LSR) program, a nationally competitive grant program that supports collaborative, science-based projects across state, tribal, and private forestlands. The Forest Service invested $7 million to fund 19 projects nationwide, including $300,000 to this project in Oregon.
Wildfires are a natural part of the landscape in much of Central and Eastern Oregon. James “Jim Bob” Collins has seen the damage a wildfire can cause and the effects it has on the land after the smoke clears. His district had worked for months to receive a $21 million grant from the U.S. Department of Agriculture that would have gone to wildfire mitigation in forests and rangelands. But this summer, just as wildfire season was starting, the government walked back on its offer in Wheeler County and across the state. All told $90 million worth of conservation work is on hold across Oregon. That’s left ranchers like Collins and his neighbors, whose land bears the scars of last year’s fires, hoping the rest of this year’s wildfire season is uneventful, as he and the conservation district he serves explore new ways to pay for the work.
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.
ATLANTA — The U.S. Department of Agriculture’s Forest Service announced it is investing more than $2.1 million in four projects across nine states in the Southern Region to restore state and private forestlands. These investments directly support the agency’s efforts to reduce wildfire risk, increase timber production, and expand rural economies, while providing critical support to landowners across management jurisdictions as they work to promote healthy, productive forests that benefit rural communities. The investments, totaling more than $7 million nationwide, are being delivered as competitive grants through the Landscape Scale Restoration program. Of the total funding, $600,000 will support two projects for federally recognized tribes. …In the Southeast, protecting wildlife habitat and restoring important forest ecosystems such as longleaf pine and oak are important priorities to ensure continued economic productivity of rural working lands.
…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). 
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.
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.
