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Recently, the Wall Street Journal’s editorial board published a piece titled “
Having already forced Colombia to accept deportees by threatening a 25% tariff, President Donald Trump is readying the same move against Canada and Mexico as soon as Saturday. But this time, the stakes are higher and many economists surveying the possible damage doubt Trump would be comfortable with self-inflicted wounds from the tariffs. Trump has repeatedly insisted that tariffs on Canada and Mexico are about illegal border crossings and the smuggling of fentanyl. But the Republican president is also motivated by the idea that tariffs would force other countries to “respect” the US. …The economics division of the insurance company Nationwide estimated that Trump’s proposed tariffs on Canada and Mexico would increase inflation by as much as 0.5 percentage points and pull down growth by 0.7 percentage points. The analysis noted it did not “account for potential retaliatory tariffs from Canada or Mexico, which could amplify the deleterious impact.”
President Trump said, “We don’t need Canada to make our cars. We don’t need their lumber because we have our own forests,” he said. “We don’t need their oil and gas.” Mr. Trump is wrong on all three, but we’ll focus on lumber. The U.S. doesn’t produce enough lumber to meet domestic demand and thus imports about a third of the softwood used in home construction, mostly from Canada. …Mr. Trump’s tariff threat has created uncertainty for lumber wholesalers and contractors that could delay rebuilding. The U.S. can’t ramp up lumber production in the near term to meet domestic demand, so contractors will have to eat the tariff cost on lumber from Canada or import more from other countries, which would be expensive. If Mr. Trump wants to increase U.S. lumber production, he could open up more federal land for logging. …More tariffs will punish Americans trying to rebuild. [to access the full story a WSJ subscription is required]


Homeownership has long played a starring role in the American dream. …Nearly nine in 10 homeowners (88% / 81% in 2025) in a survey said the true cost of owning a home is more expensive than they’d expected. …Recent, unexpected hurricane-related floods in Western North Carolina and massive fires across Los Angeles County, which both occurred after the survey was conducted, will surely raise costs even more dramatically this year, and not just in the affected regions. This will be due to fierce competition for construction supplies and labor as disaster-stricken areas compete for resources and everyone else looks to maintain and improve their homes. Tariffs, depending on how they’re applied – e.g., Canadian lumber for rebuilding or across-the-board Chinese imports hitting home improvement store shelves – and potential disruption to the construction workforce can also surge homeownership costs.
Looming tariffs could cause the cost of construction materials like lumber and mortar to skyrocket— if they actually happen. President Trump indicated these tariffs could go into effect as soon as Feb. 1. If a 25% tariff is imposed on both of the United State’s bordering neighbors, prices of imported goods will inevitably go up. This could be felt particularly keenly in the residential construction industry, which relies heavily on foreign imports for materials. Combined, nearly 20 percent of the total goods used in residential construction in the United States are imported from Canada and Mexico. …Lumber prices have already risen 17 percent in the last year, with much of that increase coming after tariffs on Canadian lumber were raised to nearly 15 percent in August. According to the NAHB, “Total imports of sawmill and wood products from Canada in 2023 was $5.8 billion.
Lumber prices are 9.6% higher than they were one year ago. …Impact of wood and lumber prices on the cost of a new home: In addition to narrowly defined framing lumber, products such as plywood, OSB, particleboard, fiberboard, shakes and shingles make up a considerable portion of the total 
President Donald Trump’s proposal to implement significant tariffs on the country’s key trading partners could have ripple effects on the U.S. housing market. …The tariffs could drive up prices for new homes and renovations, further straining an already tight market. “The tariffs will raise the cost of materials, which could directly increase the cost of constructing new homes,” said Wayne Winegarden at Pacific Research Institute. Experts said tariffs are a tax that increases the costs of imported goods, including building materials. …Higher material and construction costs caused by the tariffs could make buying a home out of reach for many people. “The tariffs will slow down the economy and will also encourage the Federal Reserve to pursue a higher interest rate environment,” Winegarden said. …Together, the higher rates coupled with the rising cost of construction will significantly reduce housing affordability.”
Volumes of OCC (old corrugated containers) and mixed paper are shifting with societal and economic trends, industry experts said during a paper industry update webinar presented by the Recycled Materials Association. Box shipments in 2025 are likely to get off to their usual slow start, said Ryan Fox, at Bloomberg. …For full-year 2025, Bloomberg estimates box shipments at 385 billion square feet and more than 31 million tons, an increase of 0.5%-1% over 2024 levels. …Fox added, paper company executives have largely said they don’t see “any observable things happening in 2025 that are going to cause a major inflection in demand.” …TetraPak makes the case for poly-coated paper. …Graphic Packaging provides update on Waco mill
…some electric utilities and cooperatives are urging the Senate to seal the deal on the “Fix Our Forests Act” that aims to expedite some federal approvals and reduce wildfire risk overall. The legislation …establishes requirements for managing forests on federal land, including reducing wildfire, expediting certain forest management projects, and implementing forest management projects and activities. …The legislation prohibits courts from immediately halting a project unless they determine that the person suing to stop it “is likely to succeed on the merits” of the case if the lawsuit gets a full hearing. …The National Rural Electric Cooperative Association applauded the bill, arguing it would make it easier for electric cooperatives to reduce the risk of catastrophic wildfires, and called on the Senate to also pass the bill. …Pacific Gas & Electric “supports legislation that would expedite permitting and approvals and reduce barriers to the essential work of keeping powerlines clear of vegetation.”
PORTLAND, Ore. – The United States Forest Service (USFS) is currently taking comments on its proposed changes to the Northwest Forest Plan (NWFP) through March 17. The NWFP dates back to the mid-1990s, serving as the blueprint for conserving forests and wildlife habitat along the West Coast. It covers over 24 million acres managed by the Forest Service and other federally managed lands, spanning from California and up through Washington. The proposed amendments intend to provide an updated management framework that incorporates best available scientific information and current conditions in order to better address the social, economic, and ecological changes experienced over the last 30 years. The proposed changes outlined in a Draft Environmental Impact Statement focus on themes of fire resilience, economic benefits, and forest stewardship, with Tribal inclusion and adapting to changing conditions interwoven throughout these themes.
BATON ROUGE, La. — Louisiana produces 70% more forests than it is cutting down. The Forestry Association is trying to encourage industry to utilize those resources, including renewable fuel makers. The state has been working on reforestation closely since the 1940s when the issue of losing critical timber came to a head. With paper mills closing up shop over the years, Louisiana Forestry Association Executive Director Buck Vandersteen said the state is nearing a forest level that will be hard to manage against disease and wildfires. Vandersteen talked about four mills that are in the works of opening in some of the northern parishes in the state. Those companies harvest the larger trees for hardwood. Smaller brush and trees offer an opening for the biofuel industry to thrive. …With the Trump administration … undoing the push towards renewable energy, there is a question of how this will impact the industry in Louisiana.
Controlled burns are a key to Georgia’s strategy of preventing the kind of wildfires that are devastating the Los Angeles area… The fires in LA, fueled by historic drought and powerful Santa Ana winds, have raised questions about the vulnerabilities of other communities, particularly as human development spreads into wildlands. More frequent and more costly natural disasters, such as wildfires, have also contributed to surging home insurance costs nationwide. …Georgia lately has been averaging about 1,200 wildfires a year — a historical low, said Johnny Sabo, director of the Georgia Forestry Commission, which issues permits for controlled burns under proper conditions. He credited the state’s overall response and management for preventing most of those fires from getting out of hand. In Georgia, more than 90% of the state’s woodlands are in private hands, including commercial timberland that generates billions in economic impact each year, according to the forestry commission.
Georgia is the nation’s top forestry state, grappling with overproduction and the aftermath of severe storms which damaged timber supplies. Industry leaders and policymakers are turning to sustainable aviation fuel to boost the industry, create jobs and reduce carbon emissions. Sen. Larry Walker, R-Perry… said the growing demand for sustainable aviation fuel from companies like Delta Air Lines highlights its potential. However, he emphasized expanding production requires strategic federal policies and research to ensure long-term growth. “To invest in a facility that manufactures SAF, it’s a huge investment. It’s a long-term proposition,” Walker stressed. “We need some certainty out of Washington what the public policy is going to be, what the incentives to create this industry are.” …Walker added state lawmakers plan to introduce bills during the 2025 legislative session to support forestry innovation and expand sustainable aviation fuel production in the state.
