Kevin Mason
The Global Supply Chain Pressure Index, which provides a gauge of global supply chain conditions, spiked in April and currently sits at its highest level in almost four years. Several other measures, including the World Bank’s Supply Chain Stress Index are hovering around all-time highs as well. The conflict in the Middle East and resultant spike in energy prices has clearly driven some of the recent increase in supply chain pressure, and the logjam in the Strait of Hormuz, along with some ongoing challenges in the Red Sea, have forced many vessels to take longer routes, adding travel time, increasing fuel costs, and stretching capacity.
However, the situation in Iran is not the sole driver of recent supply chain pressure: In the US we are seeing an acute shortage of truck drivers following a government crackdown on driver qualifications and after a wave of trucking-firm bankruptcies. As a result, the Federal Reserve Bank of St. Louis’ long-distance trucking price index has recently jumped from a reading of 181 in January to 210 in April (also approaching all-time highs last seen during the pandemic). Similarly, overland freight pricing data from DAT Freight and Analytics shows that flatbed truck rates have surged since the onset of the Iran war—the national average spot rate for flatbed trucks was $2.72 per mile in February and has rocketed to $3.64 by May. DAT’s national load-to-truck ratio (the number of loads posted for every available truck posted on the DAT load board) sat at an eye-watering 72 in April, up from 35 in April 2025 and just 19 in April 2024.
A deal with Iran may be in the works, but as we learned after the COVID pandemic, it can take months (if not years) for supply chains to normalize. Buckle up.
US President Trump has said he is “not looking to renew” the Canada-U.S.-Mexico Agreement (CUSMA). “I made the deal and the primary reason I made the deal is that NAFTA was the worst trade deal I’ve ever seen. Yeah. And I made it better. But I had the right to terminate.” …“We don’t need anything to Canada has, we don’t need anything that Mexico has, but they need everything that we have, and they have to treat us better.” …“With Mexico and Canada, we have trade deficits. We should have surpluses with them. We don’t need their cars. We don’t need their lumber. We don’t need their energy.” …CUSMA’s text allows each country the opportunity to extend the agreement for another 16 years or launch a series of annual reviews.
The US Trade Representative has determined that several Brazilian acts, policies, and practices are actionable under Section 301 and has proposed tariffs of 25% on all goods of Brazil, with specified exemptions and an annex of excluded products. …The determination covers multiple areas, including illegal deforestation, and states that timber and agricultural production linked to illegal deforestation can burden U.S. commerce by lowering costs for competing products and distorting prices. The notice describes timber-sector fraud risks, including the laundering of illegally harvested timber through supply chains, and states that illegally sourced timber products can devalue legally sourced timber prices by an estimated 7% to 16%. On wood-related findings, the notice references concerns that Brazilian products may be made with timber harvested illegally. It also describes limits in auditing and verification under Brazil’s Forest Code registration system. …The notice sets a public comment schedule that opens June 1, 2026.
COUSHATTA, Louisiana – C&C Forest Products announced it is investing over $21 million to rebuild its Coushatta sawmill following a 2025 fire, repositioning the facility as a more efficient, cost-competitive specialty lumber and timber operation. The company is expected to create 77 direct new jobs… while retaining 27 current positions. Louisiana Economic Development estimates the project will result in an additional 256 indirect new jobs, for a total of 333 potential new job opportunities in the Northwest Region. …The project will reconfigure the existing facility at 306 Wilkinson St. with updated equipment and improved site layout to support more efficient production. Once complete, the rebuilt sawmill will focus on specialty lumber and timbers and will be capable of producing up to 90 million board feet annually. …C&C Forest Products operates sawmills in Louisiana and Arkansas.
GOODLAND TOWNSHIP, Michigan – Firefighters were on scene for roughly 10 hours working to put out a l
JASPER County, Georgia — Firemen from the Jasper, Tri-Community, Beech Grove, East End Fire, Lake Rayburn and Angelina Fire Departments have all converged on the Lincoln Lumber Mill where a fire in the kiln has sent thick smoke into the air that can be seen for miles. No injuries have been reported. Mike Lout with our media partner KJAS reports the fire broke out this morning at the mill off Highway 96, just south of Jasper. First responders say the fire broke out in the dryer house or kiln of the operation. Firemen have so far been able to limit the fire to the drying house. However, flames and smoke are filling the building and firemen are continuing to pump water into the structure.
WAYNE, Pennsylvania — Saothair Capital Partners, a private equity firm, announced it has completed the acquisition of EAM Corp. from Domtar through a newly-formed affiliate. Founded in 1998 and headquartered in Jesup, Georgia, EAM is a manufacturer of nonwoven airlaid and laminated absorbent materials used in feminine hygiene, adult incontinence, baby diaper, medical, industrial and food packaging applications. …Following the acquisition, current EAM General Manager Vanecia Carr will serve as Chief Executive Officer and Lori Venn will serve as Senior Vice President, Sales and Marketing.
Lumber climbed to $617 per thousand board feet, the highest level since October, as constrained supply outweighed subdued conditions in the housing market. The US lumber market remains tight, with domestic production failing to fully offset reduced imports from Canada following tariffs. Canada still supplies roughly 30% of US consumption, underscoring its continued importance despite trade barriers. The US Commerce Department has proposed lowering combined duties on Canadian lumber to 24.8% from 35.2%, but an additional 10% Section 232 tariff keeps the effective rate close to 35%. Supply pressures have been further intensified by wildfire damage and other production disruptions in Canada, prompting British Columbia to introduce emergency measures aimed at boosting timber availability after storms and fires threatened output. [END]
There have been consistent signs that the housing market is poised for a rebound. Russ Taylor has been tracking North American lumber markets for decades. The data, he said, keeps telling a different story. …”If things are unaffordable and there’s uncertainty and consumer confidence is weak, then nothing happens. People might be saving more money if they’re not spending it, but everyone’s worried about jobs and everything else, so they’re not spending.” The number Taylor keeps coming back to is lumber consumption. In 2016, the country consumed roughly 50 billion board feet. In 2025, the number was almost exactly the same. Ten years of demographic tailwinds, rising equity, and persistent housing shortage arguments, and consumption has not budged. …Housing starts have been declining every year since their 2021 peak, and Taylor expects 2026 to continue that trend. Repair and remodeling, which accounts for roughly 40% of US lumber consumption, has been similarly stagnant since the COVID period.
North American lumber futures climbed to approximately USD 597.50 per thousand board feet on June 3, their highest level since April, as persistent supply constraints continued to offset subdued housing demand. North American lumber futures rose to around USD 597.50 per thousand board feet on June 3, reaching their highest level in eight weeks. The move represents a 4.1% increase from a month earlier and reflects a market still dealing with the impact of Canadian import disruption. The price rise comes despite historically soft housing starts, showing that supply concerns remain an important driver for the market. Mills and distributors are holding limited inventories, while seasonal restocking ahead of the summer building season has added support to prices. …The net result is a structurally tight supply position. Mills and distributors are holding limited inventories, while buyers are entering the summer building season with restocking needs.
Lumber increased to 598.00 USD/1000 board feet, the highest since April 2026. Over the past 4 weeks, Lumber gained 3.57%, and in the last 12 months, it increased 0.5%.
Annual inflation rose to a three-year-high of 4.2% in May, underscoring how elevated energy prices are rippling through the US economy, according to new data from the Bureau of Labor Statistics. Prices rose 0.5% on a monthly basis, driven higher by the US-Israeli war with Iran, the latest Consumer Price Index shows. The higher cost of energy accounted for 60% of the monthly increase. …“[4.2%] is still too hot for comfort, but the more important news was that the increase was concentrated mainly in energy, especially gasoline, rather than spreading widely across the economy,” economist Sung Won Sohn, at Loyola Marymount University. …May’s release is the first inflation report since Kevin Warsh was sworn in as the chair of the Federal Reserve, succeeding Jerome Powell. With inflation moving in the wrong direction and the labor market showing signs of resilience, economists expect the US central bank to keep rates unchanged — or even consider raising them.
Mortgage rates continued to increase in May as inflation accelerated. According to Freddie Mac, the 30-year fixed-rate mortgage averaged 6.41% in May, up 7 basis points over April. Since the conflict in the Middle East began, the 30-year mortgage rate has increased by 36 basis points. The average 15-year rate averaged 5.76% in May, up 7 bps from April, and up 33 basis points since the end of February. Even so, both rates remain lower than a year ago by 41 bps and 19 bps, respectively. The 10-year Treasury yield, a key benchmark for long-term borrowing, averaged 4.47% in May, 16 bps higher than the previous month. …Persistently high inflation has also strained household budgets. As people used more of their disposable income or drew down on savings to cover everyday expenses, the personal saving rate fell to 2.6% in April. The rate was the lowest since June 2022 when CPI was at its peak.
Mass timber has emerged as a leading material in the pursuit of low-carbon, sustainable construction. With its warm, natural aesthetic and significantly lower embodied carbon than steel and concrete, mass timber is increasingly used across a wide range of building types. However, unlike conventional steel or concrete structures, the very characteristics that make it appealing also create unique challenges. The constraints of mass timber construction, such as exposed structural elements and prefabricated panels with limited flexibility, demand a new level of precision and foresight in the design and coordination of mechanical, electrical, and plumbing (MEP) systems. By anticipating the structural and aesthetic challenges of mass timber and engaging in thoughtful MEP design and coordination, engineers, architects, and specifiers can deliver high-performance buildings that not only celebrate the beauty of timber but also help meet decarbonization and sustainability goals. …Mass timber’s prefabricated nature and exposed aesthetics require precise, early-stage coordination among mechanical, electrical, and plumbing systems. 
If you’ve ever spent some time amongst old-house lovers, and especially the craftspeople who work on them, you’ll no doubt have heard mention of “old-growth lumber.” It’s a material that’s spoken of with reverence, usually as supporting evidence for the “they don’t build ’em like they used to” argument, and always contrasted with today’s lumber, which is deemed comparatively subpar. So what is it about old-growth lumber that makes it so legendary, and if it’s so great, why don’t we use it anymore? …So yes, the trees are generally between 100 and 150 years old, but old-growth lumber is also characterized by competition to survive and disturbance history. In other words, if the forest is left alone for long enough, and no natural disasters reset the clock, you end up with old-growth trees. So it’s not that we can’t produce old-growth lumber now, it’s that it doesn’t fit our production needs.
New York’s Packaging Reduction and Recycling Infrastructure Act (PRRIA) has not reached the finish line. The state legislature adjourned without voting on
The first eight wolves arrived through the Roosevelt Arch on the morning of 12 January 1995, in a horse trailer escorted by two park service patrol cars. The wolves had been live-trapped in three different packs in Jasper National Park and the surrounding wilderness of Alberta, Canada, weighed, fitted with radio collars, and flown south. Wyoming Farm Bureau Federation lawyers had obtained a stay from a federal appeals court before the plane landed, and the wolves spent the next several hours confined in their transport crates while the legal status of the project was resolved. The stay was lifted just after midnight. …What happened in the thirty years after 1995 has become one of the most-cited and most-contested case studies in contemporary ecology.
Mature and old-growth forests are vital for biodiversity, carbon storage, cultural traditions and economic activity. But in Alaska and British Columbia, these rich resources haven’t been reliably mapped, leaving much unknown about what land is protected. Now, University of Oregon researchers are leading a comprehensive mapping effort that sheds light on the location, makeup and conservation status of old-growth forests across the region. Their data show that more than 40% of mature and old growth forests in the study area are in places that lack permanent legislative protection. These forests also store the most carbon in the study area. …Old-growth forests in Alaska and British Columbia are protected through a range of land classifications, including national parks, national monuments and wilderness areas. But by far the greatest area of old-growth forest was found in “Inventoried Roadless Areas” in Alaska.
The Agriculture Department is making an ultimatum to thousands of its employees as part of its sweeping relocation plans — move to keep their jobs or quit. USDA is embarking on a multi-part reorganization plan that involves relocating more than half of its D.C.-area workforce to hubs across the country by the end of this summer. Employees impacted by these relocation plans work at the Food Safety and Inspection Service, Forest Service, Economic Research Service, National Institute of Food and Agriculture, and Food and Nutrition Service. …The memo also states that NASS and all components under USDA’s research, education and economic mission area will offer buyouts and early retirement to employees who received relocation notices. The Forest Service told employees earlier this month that it will offer Voluntary Early Retirement Authority (VERA) and Voluntary Separation Incentive Payments (VSIP) to staff impacted by its relocation plans.
SEATTLE — Few public universities get more federal research funding than the University of Washington. So as President Trump has already cancelled or suspended about a quarter of all funding for the National Science Foundation and National Institutes for Health, the atmosphere on this leafy Seattle campus is tense. The anxiety is even trickling down to lower profile places once considered safe from White House politics, like UW’s School of Environmental and Forest Sciences. Here, newly proposed U.S. Forest Service funding cuts and a larger reorganization of the agency would have immediate consequences as the West looks poised for an epic summer of wildfires and smoke. “We have a wildfire crisis in the West [and] in the United States,” says Ernesto Alvarado, a fire ecologist and associate professor at the school. …But the Seattle smoke lab is now on a list of 56 out of 90 research stations identified for closure.
The U.S. Forest Service has faced budget and staffing cuts under the Trump administration, and a new analysis shows those cuts are impacting how much land the agency is able to treat to prevent wildfires. The Forest Service treated 35 percent fewer acres for wildfire mitigation in 2025, compared with the previous year. Mitigation efforts include tree thinning, brush clearing, and prescribed burning. That’s according to Forest Service data assessed by the public lands advocacy group, Center for Western Priorities. That means nearly one and a half million fewer acres were treated overall. These treatments lower wildfire risks, and make fires easier to fight, which better protects communities and keeps firefighters safe. In a state-by-state breakdown, the Center’s analysis found 63% less acres of Forest Service land in Montana were treated for wildfire risk. The Trump administration has proposed further cuts to the U.S. Forest Service’s budget, staff, and local support – including closing regional offices nationwide.
Utah Sen. Mike Lee and fellow Republicans added a repeal of the controversial roadless rule to a previously bipartisan wildfire bill on Wednesday. The amended Wildfire Prevention Act passed out of the US Senate Energy and Natural Resources Committee on an 11-9 vote split along party lines and now heads to the full Senate. The act would nullify the 2001 roadless rule. …This move comes nearly a year after the USDA began an effort to rescind the roadless rule through an administrative process. The environmental review is currently underway and a decision is expected later this year. …Democratic senators introduced a second amendment early in the meeting on Wednesday in an attempt to strike the repeal of the roadless rule from the bill. …Senators in both parties initially supported the Wildfire Prevention Act, which instructs federal land agencies to set targets and report on prescribed fire and forest thinning to reduce wildfire risk.
Extreme drought and rising temperatures in the US are poised to overwhelm the Trump administration’s plans to control wildfire by logging federal forests, scientists say. …The drought is expected to lead to catastrophic wildfires that stand to become the new normal amid climate change, the researchers say. “The type of drought we’re seeing this year across the West is a glimpse into the future,” said Erica Fleishman, at Oregon State University. …The US is on track in 2026 for more wildfires than 2025, a much wetter year. More than 5 million acres burned last year. As of April, 1.8 million acres had burned so far across the US—double the acres burned in the same period last year. Trump administration officials say wildfire risk makes it imperative to log forests and help the timber industry. The administration is taking an aggressive approach to quickly suppress wildfires as it increases logging by 25% this year.
Agriculture Secretary Brooke Rollins claims “moving the Forest Service closer to the forests we manage is an essential action that will improve our core mission of managing our forests.” That is sophistry — a failed attempt to justify an ill-advised, destructive reorganization plan to remove Forest Service headquarters from Washington and radically cut its research infrastructure. Her fallacy implies that adjacent communities have a superior claim on national forests. …Government nihilists and dismantlers have for years peddled the “proximity begets policy expertise” canard, without evidence. …Meanwhile, Tom Schultz, the chief of the Forest Service, made clear his lingering allegiance to his former employer’s interests. Last month, he laid them out to House appropriators: “timber sales, critical minerals permitting, grazing allotment management.” That timber, he said, is “vital to the nation’s well-being.” In reality, only 6 percent of the total timber supply in the country comes from national forests.
Deming, Washington — Leroy Sande was pioneering a road with his excavator in Southeast Alaska when stumps, rocks, everything else — including his rig — started to pitch down the hillside. As if reaching out with his own arm, the logger instinctively grabbed at the slick sandstone beneath 10 feet of soil with the excavator’s bucket. “Well, you ain’t grabbing sandstone,” Sande, now 83, recalled. “…There was nothing to grab onto that wasn’t going down the hill.” About 400 yards down slope, the excavator tipped over and came to a stop. It was the only time in his 50-plus-year career in the woods that Sande put an excavator on its side, and even then, he emerged from the machine unscathed. Logging is the most deadly occupation in the nation… Injuries that aren’t fatal can put someone out of work for weeks, months, years or the rest of their life. The annual 
Wildfires are reversing decades of air quality improvements across much of the US. Expanded use of prescribed fire is a primary proposed solution, but air quality trade-offs—more initial smoke for less smoke later—remain poorly quantified. Using two decades of satellite-derived measurements of fire severity and smoke particulate matter across California, we assessed the causal effect of low-severity wildfire, a proxy for prescribed burning, on subsequent wildfire activity and air quality. We found that low-severity fire reduced the probability of very-high-severity wildfire by 92%, with reductions lasting a decade and extending 5 kilometers from treated locations. Reduced future smoke far outweighed the smoke produced during treatment, with benefit-cost ratios exceeding five after a decade. Sustained treatment of 500,000 acres annually would reduce cumulative smoke fine particulate matter (PM2.5) by about 10% after a decade.
OREGON — A proposed new management strategy for the three national forests in Northeastern Oregon could more than triple the amount of commercial logging over the next two decades. The Forest Service hasn’t officially released a draft environmental impact statement for the revised management plans for the Wallowa-Whitman, Umatilla and Malheur national forests, which will start a 90-day public comment period. …Shaun McKinney, Wallowa-Whitman supervisor, said on Wednesday that he expects the Forest Service will publish the draft in the Federal Register “any time.” …Typically, national forests update their plans every 15 years or so. But the current plans for the three forests in the Blue Mountains date to 1990. The three forests encompass about 5.5 million acres, including about 311,000 acres in Washington that are part of the Umatilla National Forest. 
On the B.C. government website, you can read the following: “B.C. is a world leader in sustainable forest management”. …However, if you talk to BC forest ecologist Rachel Holt… or former B.C. Liberal MLA Mike Morris, you get a very different perspective. …The Council of Forest Industries says, “in BC. three to four tree seedlings are planted for every tree that is cut”. That does not solve the problem. In the last 40 years, the rate of cutting has sped up. That means there are many very young forests, not suitable for wildlife habitat and not suitable for logging. …Several groups in BC are pushing for less logging, protection of our remaining primary forests and more ecologically sound forestry practices. The down side? Large forestry companies make less profit. The upside? More jobs, healthy forests… fewer wild fires and fewer greenhouse gases.
Three environmental groups are suing to block the logging of nearly 400 acres of state forestland in Washington’s Elwha Watershed. Filed Monday, the lawsuit against the state’s Department of Natural Resources argues the agency failed to adequately assess the environmental harm of two timber sales, known as “Parched” and “Tree Well.” Logging would pose a “direct threat” to Port Angeles’ drinking water, which is sourced solely from the Elwha River, the lawsuit contends. “There’s only about 800 acres of structurally complex forests left in the watershed. And nearly half of those are these two timber sales that we appealed,” said Elizabeth Dunne, an attorney with Earth Law Center… Under the Department of Natural Resources’ standards, only trees that predate 1850 are considered old growth and set aside for conservation. The oldest stands proposed for harvest in the Parched sale are around 140 years old, dating back only to the 1880s. 
Wildfire season is upon us in Northern Arizona. Although our fire-adapted ponderosa pine forest could experience a wildfire at any time, May and June are typically the driest and most fire-prone months for large, destructive wildfires, following spring’s gusting winds that strip moisture from grasses and downed logs. National Weather Service (NWS) officials say this year, especially, we need to be particularly vigilant as winter’s snowpack was far below normal. Although last fall’s warm storms bumped up precipitation for the year with 0.93 inches above-normal rainfall, winter snowfall fell short. Just 26.9 inches of snow landed in Flagstaff for the 2025-’26 winter season, far below the 90-inch annual average. Thus, Flagstaff is entering summer with a snowpack deficit that ranked this winter season as the fourth-lowest snowfall in Flagstaff’s recorded weather history, dating to 1899.
Barred owls …are now officially under attack themselves. Theoretically, they’ve been in danger since the U.S. Department of Fish and Wildlife released its barred owl management plan in 2024, announcing its intention to kill tens of thousands of barred owls per year for up to 30 years to protect the northern spotted owl and California spotted owl populations. The federal government and some environmentalist groups agree that protecting the endangered owl is necessary, but others argue it is inhumane and exists only to aid the timber industry. It’s been two years since the plan’s announcement, but only since November has a group in Washington officially begun killing barred owls… The Yakama Nation Tribe in South Central Washington has initiated barred owl management on reservation lands and is actively killing the once-protected species. They are the first and currently the only group in Washington to do so.
In fall, hoards of winter ticks latch on to New Hampshire’s moose — sometimes upward of 50,000 per adult animal. Over the course of the winter, the ticks drink their fill of blood, weakening adult moose and sometimes killing calves. …a team of New Hampshire researchers has a new hypothesis: Could the way forests are logged make moose more or less likely to encounter parasites? …Winter ticks are the driving force behind years of decline in Northeastern moose populations. …In recent decades, parasitism of moose by winter ticks has boomed… major driver was a boom in the local moose population… The sheer abundance of hosts helped tick populations in the region reach the high levels they remain at today. …One option is raising hunting quotas to reduce the number of moose… Another line of attack is the use of pesticides. …But there’s another idea … that has not been extensively studied: managing their habitat.
A bill aimed at making Louisiana more enticing to the wood pellet industry has sailed through the state Legislature. House Bill 670 won unanimous approval in the Louisiana House and Senate and was granted final passage on Wednesday (May 27). It would ease regulations for pellet manufacturers while directing state support toward workforce development, financial incentives and infrastructure improvements designed to meet the industry’s needs. The industry has come under fire for repeatedly breaking air pollution rules in Louisiana and Mississippi and contributing to greenhouse gas emissions in the United Kingdom, where most of the pellets are burned to produce energy marketed as “sustainable biomass.” The bill’s supporters admitted they knew little about the industry but backed the measure in hopes of reviving the state’s struggling logging sector. …“This bill uses taxpayer money to support a foreign industry and makes it easier for them to pollute Louisianians’ air and water,” said the Dogwood Alliance. 
TUSCALOOSA, Alabama — A worker at a lumber mill in north Tuscaloosa County was killed in a workplace accident Wednesday night, investigators have confirmed. Captain Jack Kennedy, the commander of the Tuscaloosa Violent Crimes Unit, confirmed that they are investigating a workplace fatality at the W G Sullivan Lumber Co. on Highway 171 east of Samantha in the northern part of the county. Kennedy said the worker, whose identity the VCU is not publicly releasing, died in an accident involving machinery. He said the body will be sent to Montgomery, where the Alabama Department of Forensic Sciences for autopsy. At this time, the VCU does not believe there was a criminal element to the death, which is why they are not identifying the victim publicly.
