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
Derek Nighbor, President and CEO of the Forest Products Association of Canada, appeared before the Parliamentary Standing Committee on International Trade to outline the promise and complexity of growing Canadian forest sector exports to Japan — and to make a pointed case for sustained federal investment to make it happen. Canada currently ships roughly $1 billion annually to Japan, a figure Nighbor put in context: it reflects a century of Canadian forestry trade there and 50 years of work by the Canada Wood Group. “It’s a heavy lift,” he said. Against nearly $8 billion in annual softwood lumber exports to the United States — now facing combined duties and Section 232 tariffs in the 45% range — Japan is a real but incremental diversification opportunity. Canada holds 65% of Japan’s 2×4 dimension lumber market, built by actively developing a wood-building culture where one didn’t naturally exist. Holding and growing that share, Nighbor told the committee, requires sustained technical engagement on codes, standards, and the platform frame system — not simply shipping more product. He also flagged headwinds: declining Japanese housing starts, growing domestic Japanese lumber supply, aggressive European entry across lumber, pulp, and pellets, and tightening Japanese sustainability and traceability requirements.
The US Department of Commerce is 

CROFTON, BC — Numerous companies and investors have expressed an interest in purchasing the Domtar pulp mill site in Crofton since the facility shut down operations earlier this year. Domtar said in a statement that it is exploring a variety of possibilities for the future of the waterfront site, and North Cowichan Mayor Rob Douglas said a number of interested parties have contacted the municipality directly looking to buy the site for a range of potential uses, including manufacturing, energy production, and other industrial purposes. …“Domtar has retained BMO Capital Markets to evaluate potential purchase proposals and expects to make a decision regarding the site’s future in the coming months.” Douglas said that as decisions about the site’s future use will ultimately rest with Domtar or a prospective new owner, and not the municipality, he is encouraging interested parties to contact Domtar directly.
Ottawa’s decision not to include softwood lumber among the industries that will benefit from $1 billion in tariff relief funding sparked frustration from BC Premier David Eby, who said softwood lumber in the province has been “decimated” by U.S. tariffs. “I don’t know what it’s going to take, really, to get the bureaucrats and the ministers in Ottawa to recognize that softwood lumber employs more people in Canada than steel and auto parts combined,” Eby said. …”I really feel like BC’s projects are not getting the attention they deserve.” …Eby said he does not know why the industry would have been overlooked, though he hopes a separate funding announcement just for softwood lumber is in the works. …Jeff Bromley, wood council chair with the United Steelworkers, said 150,000 workers across Canada make their living off forestry. “I wish they would have included a broader program that would have helped our forestry industry,” he said.
MACKENZIE, BC — Conifex will temporarily curtail sawmill operations at its Mackenzie facility for about seven weeks starting May 19, 2026, with a target restart in July 2026. This planned sawmill curtailment is primarily driven by log inventory levels and fibre availability, in conjunction with seasonal logging breakup conditions impacting supply across the BC Interior. Logging operations are expected to resume in early June, subject to, among other things, weather conditions. The curtailment represents an approximately 25 million board feet supply impact. We continue to advance initiatives underway to broaden our available financing options. …Conifex restarted the Mackenzie sawmill in February after a four-week curtailment. The restart followed the completion of a $19 million secured term loan for its subsidiary Conifex Mackenzie Forest Products. 


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.
The clock began ticking April 7 on one of the most important Supreme Court of Canada cases in New Brunswick’s history. That’s the date the country’s top court told law firms involved in the Wolastoqey Nation’s landmark title claim it would determine if it would allow “leave for appeal.” …On one side are logging firms and other private property owners who say they’re caught in the middle of a three centuries-old fight that had nothing to do with them. The Indigenous nation wants the Supreme Court to overturn a Court of Appeal decision last December. That ruling found the nation would have no chance of success in its lawsuit proving that it has Aboriginal title over privately held lands. …By that measure, the Wolastoqey Nation could sue governments but would have no means to take back control of most of their old territory. …If the appeal goes ahead, the Supreme Court could hear the case as early as this fall.









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.
The Bank of Canada held its policy interest rate at 2.25 per cent for the fourth consecutive time on Wednesday, but warned that it would be closely watching the impact of rising oil prices on inflation in the coming months amid ongoing uncertainty caused by the war in Iran. …Inflation has been close to two per cent for over a year but rose to 2.4 per cent in March after slowing to 1.8 per cent in February. The central bank base case forecast is that inflation will peak in April at about three per cent before returning to the two per cent target in early 2027, but that is assuming global oil prices decline. U.S. tariff measures along with the uncertainty surrounding the Canada-United-States-Mexico Agreement (CUSMA) have also added to the uncertainty ahead of the July 1 CUSMA review deadline, especially since the Canadian government has not yet launched formal discussions with U.S. officials.
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.”
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.


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. 

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.
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.

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]
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.
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.
Finland’s economy has long been rooted in its forests—but in 2026, the sector sits at the intersection of energy transition, environmental regulation, and global market uncertainty. A glance at Finland’s real-time energy production reveals a system increasingly diversified across nuclear, hydro, and renewables. Yet beneath this transition lies a quieter but equally critical story: the evolving role of forestry in powering both industry and energy systems. Finland’s energy picture depends heavily on whether we look at electricity output or total primary energy consumption. …The broader energy balance tells a different story. When heat, fuels, and industrial energy are included, bioenergy remains Finland’s largest energy source, at roughly 135 TWh, ahead of nuclear energy at about 105 TWh. Oil remains significant at around 70 TWh, while hydro and wind contribute roughly 25 TWh and 20 TWh, respectively. This matters for forestry because forest-based energy remains central to Finland’s energy system, even as its role is slowly declining.