The Georgia wildfires that destroyed 120 homes are blamed for death of a firefighter. In related news: BC’s Wildfire Service reports out of control wildfire near Coombs; Campbell River First Nation takes action to reduce fire risks; Whistlerites lag on preparedness despite concerns; and last year’s Manitoba wildfires cost $500M. Meanwhile: a new study says warming temperatures may exacerbate forest pest damage; and sustainable forestry concerns are raised by BC ENGOs; the Association of Vancouver Island and Coastal Communities, the Northwestern Ontario Municipal Association; and Harrison Hot Springs council.
In Business news: Prime Minister Carney announced a national sovereign wealth fund; Ontario communities brace for sawmill job losses; and New Zealand and India sign a free trade agreement. Meanwhile: Canada’s home builders report near-record low builder confidence; Canada’s insurance sector urges caution on mass timber; and BCIT hosts mill-ready training for lumber workforce.
Finally, Canada’s supply management defenders could borrow from the lumber trade wars.
Kelly McCloskey, Tree Frog Editor
OTTAWA — The Canadian Kitchen Cabinet Association (CKCA) supports the Government of Canada’s launch of a 
San Group companies and federal bank launch multi-pronged legal attack after insurer denies claims over major 2024 fire in Delta. …At the heart of the dispute is Lloyd’s Underwriters and its move to deny a nearly $31-million insurance claim over claims the fire was not an accident, but a deliberate act of arson carried out by the owners. In a Dec. 30, 2025, letter Lloyd’s informed the Business Development Bank of Canada (BDC) and San Group subsidiary Acorn Forest Products that it was voiding the company’s primary and excess insurance policies. According to court documents, Lloyd’s determined the fire was “caused by arson perpetrated by Acorn, alone or in collusion with others” and through the acts or under the guidance of the company’s “directing minds.” The San Group has strongly denied the allegations. Both Acorn and its parent company maintain that Lloyd’s has failed to provide proof of arson and is using the allegation to avoid a massive payout.
A Nanaimo public hearing on a controversial rezoning application to allow for the industrial development of forested lands near Cedar is entering its third week. …The application was put forward last spring by Harmac Pacific, which operates the Nanaimo Forest Products site. The land is zoned as “rural resource,” meaning the property can’t be used for industry. The rezoning proposal includes a parkland designation for an 11.3-hectare section of “forested buffer” alongside the popular Cable Bay Trail. Paul Sadler, CEO of Harmac Pacific, said the company built the Cable Bay trail in 1990. “We’re interested in protecting it,” he said, adding that the buffer section would quadruple the size of the park area.Sadler said he feels that the public hearing process has been “hijacked” by those opposed to the rezoning… noting that any applications to use the site after it is rezoned would undergo environmental assessments and a government permit process.
After meeting with Prime Minister Mark Carney on Thursday, Premier David Eby confirmed that US liquor products will remain off BC liquor store shelves, despite pressure from American officials. Eby wants the Americans to ease duties and tariffs on the softwood lumber sector before relenting on U.S. liquor products. …The issue gained renewed international attention after US Commerce Secretary Howard Lutnick called the measures against American alcohol products “disrespectful”. …One of the major sticking points for Eby is what he sees as preferential treatment by the US for lumber from Russia and Europe, just as punitive measures are ratcheted up on Canadian softwood products. “The reality is that British Columbians are pissed off about our industry being attacked, our families losing jobs for absolutely no reason, to prefer Russian and European lumber to Canadian lumber,” he said.
Researchers at the U.S. Forest Service’s Southern Research Station and Louisiana State University have published a paper that investigates how the European Union Deforestation Regulations could alter global wood pellet trade patterns. The paper is titled “Wood pellet market restructuring under the European Union deforestation regulation: A dynamic spatial equilibrium analysis.” …“Our results suggest the EUDR reallocates global trade rather than reducing global production,” the researchers wrote. While the regulation succeeds in reducing the European Union’s reliance on imports and increases its share of consumption of deforestation-free products, it does not materially lower the total amount of wood pellets produced and burned worldwide. …The main economic result is a shift in trade flows, where pellets that are blocked from the European market are redirected to Asian buyers. …The large production losses projected for the US Southeast, compared to the much smaller losses for Canada.
LOUISIANA — Davis Timber Company, Inc. announced it will invest $1.9 million to expand its Beauregard Parish operations with new production capabilities that will enhance efficiency and strengthen Louisiana’s timber industry. The company is expected to create 12 direct new jobs while retaining 11 current positions. Louisiana Economic Development estimates the project will result in an additional nine indirect new jobs, for a total of 21 potential new job opportunities in the Southwest Region. …Davis Timber Company’s expansion will take place at its production facility within the Beauregard Regional Airport Industrial Complex in DeRidder, where the company produces poles and pilings used in utility and infrastructure applications. The project will add new processing capabilities to the existing operation, improving efficiency and enhancing product readiness for market.
UK — Forestry has long sat at the margins of the insurance market, often folded into broader property portfolios and lightly scrutinised. That position is becoming harder to sustain. The class now requires a level of focus and expertise the market has not always applied, said Daniel Longden, head of forestry at Orvia Underwriting. The sector differs from traditional property risks in one fundamental way: it is constantly changing. Trees grow, are harvested and replanted, altering the risk profile year by year. That dynamic sits alongside an exposure to catastrophe events that can erase entire areas in a single incident. …This variability complicates underwriting and limits the development of standardised data sets, helping explain why the class has remained relatively niche despite growing investor interest. …Where underwriters once relied heavily on historical loss data and third-party reporting, satellite technology now offers a more direct view of exposure.
India is a strategic priority for New Zealand because of its growing global influence, economic scale, and regional importance. This is why New Zealand is building a broad, deep, and enduring strategic relationship with India. By 2030, India’s GDP is expected to reach around NZ$12 trillion, making it one of the world’s largest economies. India’s rapidly growing middle class is projected to soon reach 715 million – those consumers alone will be a larger market for New Zealand than the European Union or ASEAN. …The impact and value of the NZ-India FTA will grow over time – delivering greater market access through streamlined border processes and phased tariff cuts. …On forestry and timber – a major export to India – over 95% of our exports become tariff-free immediately at entry into force. Almost all other exports benefit from tariff elimination over seven years, providing a valuable market option for wood exporters.
Seven paper mills have closed in France since the beginning of 2024, raising concerns about a broader decline in the country’s paper and pulp industry. The warning comes from COPACEL, which highlighted the trend during its annual press conference. The industry group also pointed to a fragile outlook for several production sites entering 2026. Out of a total of 81 paper mills in France, seven have permanently ceased operations. According to COPACEL, the closures have significant consequences for employment, regional development and industrial sovereignty. France is already a net importer of pulp, paper and cardboard, increasing its reliance on foreign supply. At the same time, two packaging paper companies are undergoing court-led restructuring, while a group operating two large pulp mills is in conciliation proceedings. Several other companies are considered financially vulnerable. Meanwhile, French manufacturers face persistently high production costs linked to energy prices, taxation and administrative complexity.
VANCOUVER, BC — West Fraser Timber reported the first quarter results of 2026. First quarter sales were $1.334 billion, compared to $1.165 billion in the fourth quarter of 2025. First quarter earnings were $(188) million, compared to earnings of $(751) million in the fourth quarter of 2025. First quarter Adjusted EBITDA was $(66) million compared to $(79) million in the fourth quarter of 2025. Included in first quarter Adjusted EBITDA in the Lumber segment is ($114) million of duty adjustments related to prior periods compared to nil in the fourth quarter of 2025. …North America Engineered Wood Products segment Adjusted EBITDA of $11 million, and Europe Engineered Wood Products segment Adjusted EBITDA of $10 million. …Sean McLaren, West Fraser’s President and CEO said “Excluding the impact of prior year duty adjustments, we were pleased to see all of our core segments – lumber, NA EWP, and Europe EWP – report positive Adjusted EBITDA.” 
Lumber futures fell to $566 per thousand board feet, the lowest in seven weeks, as broader uncertainty and ongoing trade tensions weigh on sentiment. The US has recently outlined preliminary antidumping and countervailing duties on Canadian softwood lumber, with the antidumping rate reduced from 20.
RUSS TAYLOR provided the latest quarterly report from the 
WASHINGTON — U.S. consumer confidence unexpectedly edged higher in April amid a rally in share prices following a ceasefire in the war with Iran and improved perceptions of the labor market, helping to ease households’ financial worries for now. Despite the rise in confidence to a four-month high, the survey from the Conference Board on Tuesday showed higher gasoline prices stemming from the conflict with Iran remained a source of concern for consumers. Fewer planned vacations over the next six months and the share of those intending to drive to their holiday destinations was the lowest since April 2020. …The Conference Board said its consumer confidence index climbed 0.6 point to 92.8 this month. Economists had forecast the index easing to 89.0. It was in stark contrast with the University of Michigan’s Surveys of Consumers, which last week showed its Consumer Sentiment Index slumping to a record low in April.
For the second consecutive month, a leading index reported an increase in North American containerboard pricing. Month-over-month containerboard prices rose $30 per ton in April, following March’s $40 per ton increase, according to monthly data released Friday in Fastmarkets RISI’s Pulp & Paper Week publication. When also taking into consideration the $20 per ton decrease the index reported in February, containerboard pricing has a year-to-date net increase of $50 per ton. …On the boxboard front, most prices remained relatively flat in April. Solid bleached sulfate remains in oversupply, although demand was flat to slightly improved. 
JAKARTA — The Industry Ministry is pushing for packaging diversification and the development of alternative materials to strengthen the competitiveness of domestic manufacturers, particularly in the food and beverage sector, as global dynamics continue to drive up plastic prices …“We see the geopolitical situation in the Middle East as a catalyst to improve efficiency and accelerate innovation in more sustainable packaging alternatives,” said Putu Juli Ardika. In response, industry players have begun diversifying packaging materials, turning to paper, glass, metal and recycled plastics such as recycled polyethylene terephthalate (rPET), according to the ministry. Putu noted that the shift reflects both cost considerations and a broader push toward sustainability. Furthermore, the ministry sees strong potential in paper-based packaging, supported by Indonesia’s well-established pulp and paper industry. Paper packaging is increasingly being adopted across the retail, food and beverage, e-commerce and logistics sectors.
NEW BRUNSWICK — Postmedia plans to stop printing most New Brunswick newspapers in Moncton. Postmedia publishes the Times & Transcript, Telegraph-Journal, Daily Gleaner and other local newspapers. They are printed and distributed from a building along Main Street in downtown Moncton. Dave Arsenault, president of the New Brunswick Media Guild, confirmed that print and distribution will cease in Moncton and be moved elsewhere. …”Following an assessment of printing and insert packaging operations, it was determined that outsourcing these operations from Postmedia’s Moncton facility would allow us to continue serving print subscribers and advertisers while supporting long-term financial sustainability,” the company said Wednesday. The printing will be outsourced out of province starting Aug. 2. Postmedia bought most of New Brunswick’s English-language newspapers from Irving-owned Brunswick News in 2022.
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. 
More efficient use of lumber byproducts leads to more sustainable forest management. That’s why Michigan Technological University researchers are developing a biomaterial lighter than steel and just as strong, made from leftover wood waste, that could revolutionize the lumber industry. …Xinfeng Xie, associate professor of forest biomaterials, and his team have partnered with the Defense Advanced Research Projects Agency’s Waste Upcycling for Defense (WUD) program to turn scrap wood into a strong, sustainable building material. …Led by Xie, students began by using a group of wood-decay fungi, also known as xylophagous fungi, to break down lignin, the tough, rigid structural polymer in plant cell walls. This biological approach leaves behind cellulose nanofibers that are stronger than steel, and its only byproducts are carbon dioxide and water. …The project also provides a physical product that has a positive impact on the future of their industry.
Last Wednesday, BC Premier David Eby released a statement celebrating B.C.’s wild places and passion for protecting the environment… commemorating Earth Day. …The problem? Conservation advocates, the BC Greens and a former BC Liberal cabinet minister who led a government biodiversity review said Eby’s claim about strengthening ecosystem protections largely isn’t true. Ken Wu, of the Endangered Ecosystems Alliance, said that after a promising start under Eby, BC has “stalled and started going backwards” when it comes to protecting ecosystems such as old-growth forests. …Former BC Liberal MLA Mike Morris, said he gives the Eby government “a failing grade” on strengthening ecosystem protections. …BC Green Party MLA Jeremy Valeriote said he hasn’t seen any evidence the government is strengthening ecosystem protections. …“With a huge deficit, and a premier taking it on the nose from the Conservatives on economic development, there’s a lot of focus on Look West,” he said.
Premier Tim Houston says he would institute a ban on entering the woods again, if the circumstances called for it, in spite of a judge saying last year’s province-wide decree was unreasonable. Houston was reacting to a Nova Scotia Supreme Court ruling that says the province failed to consider individual mobility rights — enshrined under Section 6 of the Charter of Rights and Freedoms — when it told people to stay out of the woods on Aug. 5, 2025. The ban was imposed during an extended period of drought when wildfire risks were high to extreme. It remained in place across the province for several weeks. The court decision, released last week, suggested that Charter rights should be considered in a more meaningful way before the next emergency. Houston said he respects the decision but he stood by last year’s ban. He disputed the judge’s conclusion that the province did not consider Charter rights. 
Autonomous skidders that drag felled trees around logging sites. A database detailing each tree in the forest. A screen that shows loggers which trees to cut and which to leave standing to maximize financial returns decades down the line. Weyerhaeuser, the country’s top logger and one of its oldest companies, is betting artificial intelligence can deliver these and other big changes to American forestry, which has come a long way from oxen and axes. Many applications envisioned by Weyerhaeuser executives are unique to a company that manages timberlands in the US and Canada that together cover an area roughly the size of Indiana. …Among the initiatives is the creation of a digital twin of Weyerhaeuser’s timberlands using satellite imagery, drone photography and lidar. …Weyerhaeuser is also studying semiautonomous logging equipment. At a meeting with investors, executives showed video of a driverless skidder, dragging freshly downed timber around a Southern logging site. [to access the full story a WSJ subscription is required]
The recently announced major restructure of the US Forest Service may disrupt a number of forestry positions in Idaho. But the details as to how those positions will be affected and what work will continue or be eliminated under the plan remain unclear. Anna Webb, an entomologist and federal employee union representative based in Boise, received a notice about two weeks ago that her position in the agency would be affected. …Leaders of the federal employee union that represents Forest Service employees for the Boise, Payette, Salmon-Challis and Sawtooth national forests are concerned about the disruption to local employees as well as the potential long-term consequences to forest health. …Although Idaho’s forests are overseen by two out-of-state regional offices, many regional and some national positions are based in Idaho — all of these may be affected by the proposed restructure.
Climate change is expected to alter the extent and severity of forest pest damage, with substantial economic and ecological consequences, but predicting future pest impacts is challenging. Here we use 20 years of data to assess how bioclimatic and biotic factors have influenced forest damage by 30 high-impact pest species and to identify ecological signals in those relationships. We found consistency in pest damage responses to maximum temperature in the warmest month, including recent average conditions and shifts from a historical baseline. Mean damage from focal pest species tends to be higher in regions with moderate maximum temperatures and in regions with faster rates of warming. In certain cases, the direction and magnitude of relationships between climate and forest damage vary by pest guild, native status and region of occurrence. Our findings provide empirical support for expectations of climate-induced stress to host trees and temperature-boosted pest performance, leading to increased pest damage in future forests.
Drax has extended its wood pellet shipping contract with Ultrabulk through March 2031, with a mechanism to reduce carbon emissions year on year from sea freight journeys, according to Drax. The agreement follows the first UK arrival of the M.V. Ultra Yorkshire, a Handymax carrier operated by Ultrabulk, which completed its first transatlantic voyage carrying over 29 thousand tonnes of biomass pellets from the Port of Greater Baton Rouge to the Port of Liverpool. The cargo is set for rail transport to Drax Power Station in Selby. …The company estimated the voyage produced around 90% less CO2 than standard maritime fuels such as VLSFO or ULSGO.
GEORGIA — Smoke has filled the air across parts of the Peach State this week as wildfires continue to burn out of control in southern Georgia, forcing evacuations and destroying homes. According to the Georgia Forestry Commission, crews responded to 34 new wildfires Wednesday that burned about 75 acres statewide. But officials say the biggest concern remains two large, active fires that have already scorched tens of thousands of acres. The Pineland Road Fire in Clinch County has grown to nearly 29,606 acres and is about 10% contained. In Brantley County, the Highway 82 Fire has burned more than 4,400 acres and is roughly 15% contained. Officials say dry conditions, high winds, and a lack of rain are making the fires harder to control. …The growing wildfire threat prompted Brian Kemp to declare a state of emergency, allowing more state and federal resources to assist, including expected support from FEMA.