
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.

The US Department of Commerce is
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.
The U.S. Endowment for Forestry and Communities (the Endowment) has partnered with the USDA Forest Service’s Forest Products Laboratory to highlight innovation, stewardship and economic opportunity in America’s forest products sector through a 


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.”








Sumitomo Forestry’s $4.5 billion Tri Pointe buyout was approved with more than 99% support, taking the combined Japanese-owned share of US single-family home construction from just 0.2 per cent in 2015 to close to 6 per cent in 2026. Sumitomo Forestry’s buyout of Tri Pointe Homes, one of California’s largest builders, was approved at a special meeting in Irvine, California, earlier this month, with the deal set to be completed by mid-year. The Tri Pointe transaction, first announced in February, is the largest US homebuilder acquisition by a Japanese forest-based conglomerate in history, and follows the same playbook Sumitomo has already run across Australia, where Japanese conglomerates wholly or partly own just under 30 per cent of the country’s top 20 housebuilders. …Tri Pointe gives the Tokyo-listed parent access to California and Nevada, the two major US growth states where Sumitomo… had no meaningful presence. 

Mass timber is frequently praised for its aesthetic appeal and sustainability benefits. However, what often goes unrecognized are the construction phase advantages it brings to a project—advantages that directly impact schedule certainty, jobsite safety and overall delivery predictability. Beyond appearance and environmental performance, mass timber fundamentally changes how buildings are built. For owners and developers focused on speed to market and reduced risk, these operational benefits deserve just as much attention as design and carbon metrics. Mass timber construction shifts critical decision-making earlier in the project lifecycle. Structural elements such as cross-laminated timber (CLT) panels and glulam beams are fabricated off-site and arrive ready to install. There is no waiting on cure times, no extended periods of formwork or shoring, and fewer weather-related delays during structural erection.
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.
A new effort to force states to affirm the Trump administration’s views on DEI, transgender athletes and immigration when signing contracts with the U.S. Forest Service is threatening millions of dollars in wildfire grant funding and fire reduction projects on federal lands. Some liberal states can’t sign the documents because the policies clash with state law, forestry experts say. Already, at least one state is reporting that the new rules have stalled work to reduce wildfire risk and assist with projects on national forest lands. Other states say the requirements are so vague that they don’t know how to follow them. And some timber industry leaders believe the standoff could cut into their revenues. …The update to the requirements governing federal partnerships comes even as many Western states brace for a brutal wildfire season, following a winter that brought record high temperatures and a paltry snowpack.
The U.S. Endowment for Forestry and Communities announced a new Request for Proposals (RFP) to accelerate the deployment of innovative technology solutions that improve forest health, strengthen forest management capacity and support the long-term strength of working forests, wood markets and forest-reliant communities. Across the country, forests are facing growing pressure from wildfire, pests and disease, fragmentation, limited active management and shifting market conditions. At the same time, new technology is creating practical opportunities to help landowners, forest managers and partners better monitor forests, make informed decisions and carry out work more effectively at the landscape scale. …The Endowment will provide up to $500,000 through this RFP to support one or more projects. …Proposals are due on June 4, 2026, at 5 p.m. EDT.
LAKE TAHOE BASIN, Calif. – A yearlong investigation by Mother Jones is casting new scrutiny on the use of glyphosate in California forests at the same time the U.S. Forest Service Lake Tahoe Basin Management Unit plans to use the controversial herbicide across thousands of acres in the Lake Tahoe Basin. Glyphosate, commonly sold under the brand name Roundup, is widely used to kill shrubs and hardwood vegetation that compete with replanted conifers after fires and logging operations. However, the herbicide has long been controversial. In 2015, the cancer research arm of the World Health Organization classified glyphosate as a “probable carcinogen,” and manufacturer Bayer has paid more than $12 billion in settlements tied to lawsuits alleging the herbicide caused cancer.


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.

SALEM, Ore. —
PORTLAND, Ore. — 
Colorado wildfire leaders are bracing for what could be an especially busy and dangerous summer for wildfires across the West. The Colorado Division of Fire Prevention and Control presented its wildfire preparedness plan to Gov. Jared Polis on Thursday, April 30, during a news conference where state and federal partners affirmed their readiness to respond and called on the public to prepare. “We are facing a very challenging fire year, where our resources will be tested across not only Colorado, but across the West,” said Colorado Division of Fire Prevention and Control Michael Morgan during the briefing at the division’s hangar in Broomfield. Colorado — and most of the West — is heading into summer after some of the worst winter snowpack conditions on record and persisting widespread drought. The latest U.S. Drought Monitor Report shows that 100% of Colorado and roughly 70% of the West are facing some level of drought.
SACRAMENTO, Calif. —The rising cost of jet fuel is putting pressure on airlines and organizations that rely on planes, but Cal Fire says its aerial firefighting operations will not be affected as crews prepare for peak fire season. Cal Fire operates the largest aerial firefighting fleet in the world, with aircraft stationed across California to respond to fires wherever they ignite. Despite the high jet fuel costs, the organization says it remains committed to fighting fires without interruption and that public safety is non-negotiable. One way Cal Fire saves money is by conducting some of its training sessions in flight simulators instead of using planes and helicopters. This approach reduces fuel consumption and minimizes wear and tear on the aircraft, which lowers maintenance costs.
…Wildfires burned more than 1.9 million acres in Oregon in 2024. By the time they finally died down at the end of October, the state had spent more than $350 million fighting them, greatly exceeding the $10 million it had allocated. “By July 21, I had already completely blown through my cash on hand,” said Kyle Williams, Oregon Department of Forestry’s deputy director for fire operations. Contractors weren’t promptly paid for services they’d already provided, from digging fuel breaks to supplying meals, and the state had to hold an emergency legislative session to allocate the money. That summer highlighted the flaws in how the state funds both firefighting and the preventive work that reduces the chances of large, destructive blazes in the first place. This year, as drought and a devastating snowpack stack up across the West, officials are bracing for what could be a challenging fire season. The Idaho Department of Lands has roughly $38 million set aside. 
With wildfires already burning and drought persisting across much of the US, fire experts are bracing for what could be an extreme fire season. The U.S. Forest Service is going into it having done far less work than in recent years to manage the dry, flammable vegetation that can fuel catastrophic fires. In 2025, the Forest Service reduced vegetation on almost 1.5 million fewer acres than in 2024, according to an analysis of the agency’s data by NPR and firefighting experts. …The Forest Service said in a statement that the drop in prevention work is mostly due to staff being occupied with firefighting and because environmental conditions were not right for doing prescribed burns in the Southeast. The agency lost 16% of its workforce as of last summer, with 5,860 personnel leaving in the first six months of 2025 as part of the Trump administration’s efforts to reduce the size of government.
Our warming world is set to enter an
LONDON and SAN FRANCISCO – Octopus Energy Generation, one of Europe’s leading renewables investors, is ramping up efforts to slash CO₂ pollution at scale – inking a major US deal that will help remove up to 50 million tonnes of carbon dioxide from the air. Octopus’s fund management team is set to invest $500 million in afforestation and reforestation projects in the US developed by public benefit and climate technology company Living Carbon. On top of that, Octopus has put nearly $13 million into Living Carbon’s fast-growing, cutting-edge carbon removal development business. …Across the US, roughly 130 million acres of land lie degraded and could be reforested. …The locations include old mining sites and worn-out farmland, transforming these spaces into CO₂-absorbing sinks that slash emissions and combat climate change. These projects will also have a host of additional benefits: restoring wildlife habitats, improving water quality, strengthening soils, and supporting local economies in rural communities.


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.