Blog Archives

Today’s Takeaway

COP30 kicks off with call for action, absent the United States

The Tree Frog Forestry News
November 10, 2025
Category: Today's Takeaway

Tuesday Note: Don’t forget to commemorate (virtually if need be) Remembrance Day in Canada, Veterans Day in the USA. The Frogs will be back on Wednesday.

Monday’s News: The UN climate talks kicked off today in Brazil, absent the United States. In related news: what does a successful COP30 look like; what’s Canada’s role; the US says the summit is misguided; and Germany supports UN’s tropical forest protection scheme. In Forestry news: Pacific Regeneration Technologies is concerned about the end of Canada’s 2B Tree program; California has a seed collection crisis; new research on how Redwoods fare amid wildfires; the unpredictability of Oregon’s landslides; and why Sweden’s forest policy matters.

In Business/Politics news: Zoltan van Heyningen says US duties exist because of past and ongoing harm; Bob Brash says BC needs to own its role in undermining the forest sector’s prosperity; Vaughn Palmer and Mayor Maureen Pinkney opine on West Fraser’s 100 Mile House mill closure; and CTV interviews Derek Nighbor on the fed’s support for lumber. Meanwhile: JD Irving’s Dixfield, Maine mill was damaged by fire; and Doman and Taiga report Q3, 2025 earnings.

Finally, WorkSafeBC fines the BC government for two wildfire fighting incidents from 2023.

Kelly McCloskey, Tree Frog News Editor

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Opinion / EdiTOADial

Canada-US Softwood Lumber Trade: When Trade Becomes Tactics

By Russ Taylor
Russ Taylor Global
November 12, 2025
Category: Opinion / EdiTOADial
Region: Canada, United States

Russ Taylor

Over the course of my fifty-year career, I have never seen so much misinformation, distortion and political theatre as in 2025. …The recent surge in rhetoric and written attacks aimed at Canada and its softwood lumber industry has been both amusing and perplexing. …The momentum of misinformation continues, with US protectionism and the unrealistic notion of self-sufficiency in softwood lumber production being vigorously promoted. The underlying strategy is clear: penalize all exporters with tariffs to reduce imports, leverage US Trade Law to escalate Canadian duties, inflate US lumber prices, and thus force US lumber buyers to subsidize domestic timber and lumber producers. In this climate, free or fair trade has become undesirable for American lumber companies, especially since the burden of higher-priced lumber—both domestic and imported due to excessive tariffs—is ultimately borne by consumers, home builders and renovators.

US Trade Law has evolved into a permanent tool against Canadian lumber imports, relying on complex methodology to produce calculated duties. Paired with the current US tariff policy, these mechanisms serve to work against all lumber exporters to the US. …While hard facts are the foundation of sound analysis, the intentionally opaque nature of the duty and tariff system makes accessing reliable data difficult. …In conclusion, I urge people to revisit President Ronald Reagan’s 1987 speech on free trade and tariffs, as well as the reports of numerous economists who oppose tariffs. The United States will continue to require billions of board feet of Canadian and other imported lumber. Tariffs will only heighten price volatility and drive prices higher. Fair trade stands to benefit both consumers and producers on both sides of the border, whereas protectionism will result in distinct winners and losers.

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Editor’s Note: Following “Rigged by Design?” — Clarifying Commerce’s Method

By Kelly McCloskey, Editor
The Tree Frog Forestry News
November 12, 2025
Category: Opinion / EdiTOADial
Region: Canada, United States

Following Tree Frog News’ November 7 op-ed, Rigged by Design? How Method and Policy Keep U.S. Lumber Duties High, the US Lumber Coalition responded (Understanding Why Duties Persist — Not Because of Arbitrary Math, But Because of Past and Ongoing Harm) noting that the Department of Commerce did not use “zeroing” in its latest anti-dumping calculation. The note below clarifies what Commerce actually applied and what remains unresolved.

Following publication, the US Lumber Coalition pointed out that the Department of Commerce did not use “zeroing” in its latest anti-dumping calculation. In reviewing the record, Tree Frog News found that Commerce applied a differential-pricing framework, which uses statistical tests to determine comparison methods.¹ However, a 2020 WTO panel found that this framework could produce mathematically similar distortions to zeroing — in effect, “replicating the problem without using the name.”² but because the most recent review record is largely redacted and the WTO Appellate Body remains inactive, there has been no external review of how this method performed in the most recent review.

The more important question, then, is whether the procedural change has addressed the sources of bias identified in past WTO rulings — specifically in how Commerce calculates anti-dumping margins, measures subsidies, and selects its review periods — which continue to produce duty levels that appear inconsistent with actual market conditionsTree Frog News will continue to report as new information emerges.

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Understanding Why Duties Persist — Not Because of Arbitrary Math, But Because of Past and Ongoing Harm

By Zoltan van Heyningen, Executive Director
The US Lumber Coalition
November 10, 2025
Category: Opinion / EdiTOADial
Region: Canada, United States

Zoltan van Heyningen

TreeFrogNews recently published an opinion by its Editor Kelly McCloskey. As is often the case for those trying to defend Canada’s softwood lumber trade practices, they must rely on arguments that are irrelevant to the current round of antidumping and countervailing duty cases against unfairly traded Canadian lumber imports. In this instance, Mr. McCloskey’s criticism of the zeroing methodology is beside the point, because the US Department of Commerce did not use zeroing when calculating the antidumping duty rates that are currently in place.

Canada’s unfair trade practices are real. The harm to US companies, workers, and communities is real. Government aid to Canada’s lumber industry, whether provincial or federal, is a subsidy, because providing government money to an industry is the very definition of a subsidy no matter how it is presented. Canada is entitled to its own system and to decide what role the Canadian government plays with respect to its lumber industry. Canada is not entitled to unrestrained access to the US market for its massive excess lumber capacity and production while that industry benefits from subsidies and engages in well-documented dumping practices. Canada is also not entitled to maintain a USMCA Chapter 10 dispute settlement system that is different from any other bilateral or multilateral dispute settlement system.

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Business & Politics

Canada to reroute lumber exports as Trump’s tariffs bite

By Ilya Gridneff
The Financial Times
November 13, 2025
Category: Business & Politics
Region: Canada, United States

Canada’s forestry industry plans to divert a significant share of its wood exports from the US to new international markets. …The aim to send some 1bn board feet to alternative markets underscores how Trump’s tariffs are starting to reshape some global supply chains, although tensions between the US and Canada over wood exports have simmered for more than half a century. …“The US simply needs to fact-check better before they end up with a large shortage of lumber that may cause further housing shortages,” said Rick Doman, chair of FII BC. …Zoltan van Heyningen for the US Lumber Coalition said the American timber industry could replace 1bn board feet of Canadian imports “without batting an eyelid”. …The NAHB says at just 64% of capacity it “will take years” for US domestic lumber production to expand to meet industry demands. …Mike McDonald, a UK-based consultant, acknowledged it would take time to establish confidence among European consumers. [to access the full story a FT subscription is required]

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Trump’s trade war is pushing Canada closer to China

By Lex Harvey
CNN News
November 12, 2025
Category: Business & Politics
Region: Canada, International

HONG KONG —  It is an image that just a year ago would have seemed unfathomable: the Canadian and Chinese leaders standing side by side. …The tide began turning early last month… Prime Minister Carney and leader Xi Jinping met on the sidelines of the Asia-Pacific Economic Co-operation summit in South Korea – the first time leaders of the two countries had met in eight years. …That has since been followed by another ministerial visit to China. China also reinstated Canada to its approved travel list for tour groups. …But as leaders in Ottawa and Beijing signal it may be time to start doing business again, some experts warn China could be attempting to exploit Canada at a vulnerable moment. …Meanwhile, the US has increasingly ramped up its economic war on its northern neighbor. …Beijing has said it will drop the canola tariffs if Ottawa does the same for Chinese electric vehicles.

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How the feds plan to support the forestry sector

By Sarah Plowman
CTV News
November 9, 2025
Category: Business & Politics
Region: Canada

Sarah Plowman with a look at the support the federal budget is offering the forests sector after being hit hard by US tariffs. Includes an interview with Derek Nighbor, President and CEO of the Forest Products Association of Canada.

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Port McNeill mayor underscores the resilience and the challenges of small forestry towns

Resource Works
November 16, 2025
Category: Business & Politics
Region: Canada, Canada West

James Furney

On federal budget day 2025, Port McNeill Mayor James Furney—one of the founding signatories of the Alliance of Resource Communities—joined CBC Radio’s The House to discuss challenges and hopes for rural Canada’s forestry towns. Furney began by reflecting on the effects of the 45% US tariff on Canadian lumber imposed by US president Trump. Yet, he emphasized optimism in exploring new markets, particularly in Asia, to revitalize the region’s forestry industry. …While acknowledging that tax incentives in the 2025 federal budget could offer some relief, Furney cautioned that they might not be enough to attract major investments back into small-town forestry. “The forest industry has not been an attractive place for investment for a long time,” he explained. “We’ve lost the majority of our large company investments to the U.S., where they’re much better received.” Despite the economic uncertainty, Furney described a community that remains resilient and hopeful.

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Interfor expects continued volatility amid U.S. tariffs

By Karen McKinley
The Trail Times
November 14, 2025
Category: Business & Politics
Region: Canada, Canada West

GRAND FORKS, BC — Interfor’s Grand Forks sawmill will be partially returning to operations this week, with one shift a day, according to the Mayor Everett Baker. On Friday afternoon that he had received a call from Interfor, informing that one shift will be starting as of Nov. 12, with 68 employees returning. Last month, Interfor announced it was shutting down the sawmill indefinitely due to market conditions amid another 10 per cent duty on softwood lumber, bringing the tarriff to 45%. …Despite the headwinds, Interfor noted that only about 25% of its lumber is exported from Canada to the US, limiting its exposure to the tariffs. …Over the mid-term, Interfor said it expects Canadian lumber to remain a key supply source for the U.S. market, but warned that growth in U.S. production will be constrained by labour shortages, equipment delays and other challenges. 

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University of Northern BC researcher recognized among world’s most influential scientists for conservation research

University of Northern British Columbia
November 12, 2025
Category: Business & Politics
Region: Canada, Canada West

Oscar Venter

PRINCE GEORGE, BC – University of Northern BC researcher Dr. Oscar Venter is helping to guide where action is most needed to protect and restore Canada’s remaining intact ecosystems – work that has earned him a place among the world’s most highly cited scientists. The FRBC West Fraser Conservation Solutions Research Chair has been named to the Clarivate Highly Cited Researchers 2025 list. The annual list recognizes researchers whose published work ranks among the top one per cent of most cited papers in the world. …“This recognition reflects the vital research being done by the team of emerging scientists in my lab… as we work toward achieving national and international conservation targets.” …The annual list reflects the most influential researchers globally based on a rigorous evaluation process that includes citation activity, quantitative metrics and qualitative analysis. Venter is recognized for his contributions in the Environment and Ecology category.

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West Fraser answers questions on 100 Mile House mill closure

By Patrick Davies
The Williams Lake Tribune
November 13, 2025
Category: Business & Politics
Region: Canada, Canada West

Members of the management team for West Fraser’s 100 Mile Lumber appeared in front of the District of 100 Mile House Council to answer questions about the permanent closure of their 100 Mile House mill by the end of December. …Mayor Maureen Pinkney began the meeting, noting that the closure is sad news and that she was surprised they were going straight to closure without any curtailment. …Rob Baron, West Fraser’s regional manager of operations, said “The conditions that precipitated the decision to go to permanent closure are really entirely related to long-term viability related to the high cost of saw logs coming to this mill”. …They’re currently getting their shutdown coordinator set up and have resources on site to help their employees through the transition. …Baron said West Fraser doesn’t have any plans for what they’ll be doing with the property in the future, but welcomes anyone interested in the facility to contact them.

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Corner Brook Pulp and Paper Remains on Shutdown Awaiting Higher Water Levels

VOCM.com
November 13, 2025
Category: Business & Politics
Region: Canada, Canada East

Kruger is keeping a close eye on the province’s rainfall. The company shut down production at Corner Brook Pulp and Paper late last month because of extremely low water levels preventing Deer Lake Power from supplying sufficient energy to operate the mill. A spokesperson for the company says while rainfall has increased in recent days, the lake level remains below the threshold necessary to resume viable operations. Kruger is watching the situation closely and is encouraged by more significant rainfall in the forecast in the coming days. [END]

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UNB researcher explores human-in-the-loop autonomous truck technology to solve labour gaps in New Brunswick’s forestry sector

By Tim Jaques
University of New Brunswick
November 12, 2025
Category: Business & Politics
Region: Canada, Canada East

Yukun Lu

UNIVERSITY OF NEW BRUNSWICK — A platoon of logging trucks makes its way through remote forest roads, each responding independently to the environment. A drone buzzes overhead, feeding information to the vehicles. Here’s the thing: only the lead truck is driven by a human. The others, equipped with sensors and controllers, drive themselves. It sounds like a scene from a sci-fi movie, but this high-tech system could soon find its way to New Brunswick’s back roads. When Dr. Yukun Lu came to UNB, she brought with her a background in autonomous vehicle control. …That challenge is the shortage of skilled truck drivers in the province’s forestry sector, and the solution she’s researching is a human-led autonomous truck platooning system designed to make logging transport safer, more efficient and sustainable. …Lu is an assistant professor at the UNB faculty of engineering and the director of the Intelligent Mobility and Robotics Lab (IMRL).

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US, South Korea formalize details of July trade pact

By Philip Neuffer
Supply Chain Dive
November 14, 2025
Category: Business & Politics
Region: United States, International

The United States and South Korea formalized a trade-related agreement that cements a 15% tariff rate for imports from South Korea, per a joint fact sheet published by the White House Thursday. …As part of the formalized agreement, the U.S. will charge a 15% tariff on most imports from South Korea. This will include Section 232 levies on cars, auto parts, timber, lumber and wood derivatives, per the fact sheet. For such sector-specific goods subject to additional tariffs, the US will limit the total tariff burden to 15%. In exchange, South Korea will ease restrictions on US car imports, including eliminating a 50,000-unit limit on vehicles that meet U.S. safety standards. …The US also plans to remove tariffs on certain products, such as generic pharmaceuticals and ingredients as well as natural resources that are not available domestically.

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International Paper to close five German sites, cut 500 jobs

By Katie Pyzyk
Packaging Dive
November 12, 2025
Category: Business & Politics
Region: United States, International

International Paper announced it plans to close five sites in Germany as part of its integration with DS Smith, the London-based packaging company it acquired in January. The manufacturing sites included are a conventional box plant, a display and offset site, and three sheet plants; another display site also will partially close. IP expects roughly 500 roles to be affected by the closures, which it anticipates will occur by the end of 2026. IP is engaging with labor representatives, and until that activity progresses it will not comment further. …IP launched the streamlining stateside last year prior to the DS Smith acquisition and in Europe this year following the deal finalization. [Editors note: the planned closures are outlined in a UK regulatory notice linked to IP’s DS Smith integration. German labour law requires formal consultation with employee representatives, and outcomes can change during that process.]

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US Building Material Dealers press for new softwood lumber agreement

By National Lumber and Building Material Dealers Association
Door & Window Market Magazine
November 12, 2025
Category: Business & Politics
Region: United States

The National Lumber and Building Material Dealers Association (NLBMDA) submitted comments to the Office of the US Trade Representative (USTR) ahead of next year’s joint review of the United States-Mexico-Canada Agreement (USMCA). “While USMCA recognizes the interconnectivity of the lumber and building materials sector… raw and semi-processed Canadian lumber remains exposed to market instability without a new Softwood Lumber Agreement (SLA). NLBMDA strongly recommends that the US prioritize negotiating a new, long-term SLA with Canada and integrate it into the USMCA framework. Since the previous agreement expired in October 2015, duties on Canadian lumber have fluctuated year to year, creating uncertainty for LBM dealers and the broader industry. …Establishing a new, long-term SLA that safeguards the US wood products sector and workforce while recognizing the essential role ofCanadian lumber in the North American marketplace would help restore pricing stability, ensure predictable access to critical building materials, and strengthen the supply chain.

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Legault warns 30,000 Quebec forestry jobs could be lost as trade war continues

By Nicolas van Praet and Brent Jang
The Globe and Mail
November 13, 2025
Category: Business & Politics
Region: Canada, US East

François Legault

Quebec Premier François Legault is warning that 30,000 forestry jobs could be lost in the province because of Canada’s trade war with the US, an estimate equivalent to half the work force in that industry. His comments have set off alarm bells in various Quebec regions and logging towns. The sector represented 9.6% of Quebec exports by value in 2023 as well as GDP of $6.4-billion. …“What we want is that Trump pulls back [on tariffs] and that we’re able to diversify a part of our forest industry sales. But at the same time, we have to be realistic.” That includes having forestry workers retrain for mining jobs, he said. Political observers have remarked in recent days on what they characterized as… a reckless pronouncement. “When the captain of the ship says ‘It’s done’ and tells workers ‘Don’t go into that industry,’ it sets off a panic.” [to access the full story a Globe & Mail subscription is required]

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Augusta mill closing: Canadian timber company shutting down off Doug Barnard Parkway

By Joe Hotchkiss
The Augusta Chronicle
November 10, 2025
Category: Business & Politics
Region: United States, US East

An Augusta lumber mill is closing permanently. The West Fraser Timber mill is expected to shutter by the end of 2025, putting 130 employees out of jobs, the company announced. “The closure of the Augusta lumber mill is a result of challenging lumber demand, and the loss of economically viable residual outlets, which combined has compromised the mill’s long-term viability,” the company said. …West Fraser said it “expects to mitigate the impact on affected employees by providing work opportunities at other company operations, where available.” The Canadian company’s lumber mill operations closest to Augusta are in the Georgia cities of Blackshear, Dudley, and Fitzgerald, all at least 100 miles away. West Fraser also runs facilities in Cordele and in Allendale, South Carolina, that produce oriented strand board. …“The announcement is difficult news for employees, their families, suppliers, and the community,” Georgia Forestry Association’s Tim Lowrimore said.

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New Zealand forestry and wood sector shines on successful India trade mission

By Todd McClay, Minister
The New Zealand Government
November 17, 2025
Category: Business & Politics
Region: International

Todd McClay

New Zealand’s forestry and wood-processing sector has taken centre-stage during a highly successful trade mission to India, Forestry; Trade and Investment Minister Todd McClay says. Mr McClay joined a delegation of 13 New Zealand companies to India this week to pursue new growth opportunities, strengthen market insights, and cement New Zealand’s reputation as a reliable, long-term supplier of premium wood products. …“It also gave our sector valuable first-hand understanding of India’s forestry policies and its fast-growing domestic market.” Wood and wood products are already New Zealand’s largest goods export to India, worth NZ$134 million in the year to June 2025 and growing. “While logs and pulp remain the backbone of current trade, the real opportunity lies in higher-value processed timber products that match India’s rapid urbanisation and emphasis on sustainable construction,” Mr McClay says.

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Metsä Group considers 3-month curtailment at four Finish sawmills

Metsä Group
November 12, 2025
Category: Business & Politics
Region: International

Metsä Fibre will start change negotiations on possible layoffs of up to 90 days at the company’s sawmills in Lappeenranta, Rauma, Renko and Vilppula. The negotiations are prompted by challenging market conditions for sawn timber and harvesting, which have created a need for production downtime. According to the estimate, if implemented, the planned measures could lead to the lay-off of all personnel at Metsä Fibre’s Lappeenranta, Rauma, Renko and Vilppula sawmills for a maximum of 90 days during 2026. The change negotiations cover the entire staff of Lappeenranta, Rauma, Renko and Vilppula sawmills, approximately 350 people.

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Finance & Economics

Lumber prices expected to spike by Q2 2026 as tariffs restrict imports

By Russ Taylor, Russ Taylor Global
Lesprom Network
November 12, 2025
Category: Finance & Economics
Region: Canada, United States

Russ Taylor

Lumber prices are expected to increase sharply as early as Q2, 2026 due to continued US trade restrictions and tariff policies, based on analysis by Russ Taylor. Taylor forecasts that the current system of countervailing and anti-dumping duties imposed by the US will restrict Canadian exports, reducing available lumber supply in the US market. …According to Taylor, the combination of excessive tariffs and persistent duties under US Trade Law will continue to penalize Canadian producers and discourage imports. This protectionist strategy is designed to increase profits for US timberland and lumber producers at the expense of buyers who face higher material costs. The analyst explains that the United States aims to reduce Canada’s share of the US lumber market from about 23% to single digits. …Such production growth is unlikely in the near term. When US demand rises, imports will still be required, which will cause price spikes by Q2 2026. 

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Canada’s lumber industry at a crossroads: Shrinking capacity and challenging market diversification

By Håkan Ekström, Global Wood Trends and Glen O’Kelly, O’Kelly Acumen
The American Journal of Transportation
November 12, 2025
Category: Finance & Economics
Region: Canada, International

Canada’s lumber industry is heavily export-dependent. Roughly 65% of Canadian lumber production is sold abroad, and the US remains by far the largest customer, accounting for about 87% of exports in 2025 . This reliance leaves Canada highly exposed to US trade policy. …Canada’s lumber and forest sector is expected to continue contracting through 2030. Sawmill capacity will decline, particularly among smaller and older operations in regions affected by insects and fires, and export patterns will slowly rebalance away from the US. Rural communities will bear the greatest impacts. If US tariffs are eventually removed, the surviving modern mills could benefit from improved margins as lumber prices are likely to increase in the US. Meanwhile, opportunities exist in gradually growing overseas markets and in the domestic construction sector, where housing starts would need to roughly double by 2035 to meet projected demand. 

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GreenFirst reports Q3, 2025 net loss of $57.4 million

GreenFirst Forest Products Inc.
November 11, 2025
Category: Finance & Economics
Region: Canada, Canada East

TORONTO —  GreenFirst Forest Products announced results for the third quarter and three quarter ended September 27, 2025. Highlights include: Q3 2025 net sales from operations was $70.2 million, compared to $84.5 million in Q2, 2025. Q3 2025 net loss from continuing operations was $57.4 million compared to net loss of $9.6 million in Q2 2025. Adjusted EBITDA from continuing operations for Q3 2025 was negative $47.2 million, compared to negative $5.2 million in Q2 2025. Benchmark prices saw decreases during the quarter which resulted in an average realized lumber prices of $695/mfbm for Q3 2025. …“Q3 2025 results were impacted by a weak lumber market and ongoing uncertainty surrounding higher duty rates and tariffs,” said Joel Fournier, GreenFirst’s Chief Executive Officer.

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Remodeling Gaining Larger Share of Residential Construction Market

By Natalia Siniavskaia
The National Association of Home Builders
November 17, 2025
Category: Finance & Economics
Region: United States

As the nation’s housing stock ages and new homes remain out of reach for many buyers, remodeling is capturing a growing share of the residential construction market. Home renovation has become a more practical and cost-effective alternative to improve housing conditions, driving demand on the consumer side. On the supply side, more home builders are taking remodeling projects to grow their business. NAHB’s recent analysis of 25 years of Quarterly Census of Employment and Wages (QCEW) data suggests that the rise of remodelers is a sustained structural shift rather than a temporary post-pandemic surge. Over the past 25 years, the number of remodeling companies has nearly doubled, from fewer than 69,000 in 2000 to more than 128,000 in the first quarter of 2025. Remodelers now represent over half (56%) of all residential building construction companies.

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Supreme Court’s tariffs case could have minimal impact on construction costs

By Tyler Williams
HousingWire
November 14, 2025
Category: Finance & Economics
Region: United States

The Supreme Court could decide on the legality of many of the Trump administration’s tariffs within months, but the ruling won’t impact many of the administration’s levies on imported construction materials such as lumber, steel, aluminum and copper. …Many construction materials imported into the US will remain subject to hefty tariffs regardless of how the Supreme Court rules. Some homebuilding leaders warn that home prices could increase by thousands of dollars beginning next year. …Cristian deRitis, at Moody’s Analytics, said “While importers of other building materials might experience some relief, this could be temporary. The administration may choose to expand the Section 232 tariffs as a fallback strategy if the reciprocal tariffs are invalidated,” deRitis said. …There hasn’t yet been an increase in lumber prices, but NAHB Chairman Buddy Hughes forecasted that the lumber tariffs “will create additional headwinds for an already challenged housing market by further raising construction and renovation costs.”

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US Credit Conditions for Builders Continue to Be Tight

By Paul Emrath
NAHB Eye on Housing
November 14, 2025
Category: Finance & Economics
Region: United States

Credit conditions on loans for residential Land Acquisition, Development & Construction (AD&C) were still tightening in the third quarter of 2025, according to NAHB’s quarterly survey on AD&C Financing. The net easing index derived from the survey posted a reading of -11.0 (the negative number indicating that credit tightened since the previous quarter). …More details from the Fed’s survey of lenders—including measures of demand and net easing for residential mortgages—appeared in a previous post. …More detail on credit conditions for residential builders and developers is available on NAHB’s AD&C Financing Survey web page.

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State-Level Analysis of Canadian Softwood Lumber Trade

By Jesse Wade
NAHB Eye on Housing
November 11, 2025
Category: Finance & Economics
Region: United States

International trade remains a source of volatility across the building materials sector, particularly in the softwood lumber market. …The average duty rate on Canadian softwood lumber entering the US has tripled, now hovering around 45%. These elevated trade barriers pose additional challenges for home builders who rely on Canadian lumber to meet construction demand. In 2024, Canadian softwood lumber exports to the U.S. totaled $5.1 billion, accounting for approximately 74% of the total value of softwood lumber imports. Canada remains the dominant supplier. Trade data from the U.S. Census Bureau enables tracking of import destinations at the state level. …This analysis invites the question of where Canadian softwood lumber imports are ultimately headed within the United States. In 2024, Washington state was the top destination, receiving $560.1 million worth of imports. Texas followed closely behind with $451.7 million, reflecting strong demand in the southern housing market. On the other end of the spectrum.

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PotlatchDeltic’s Merger With Rayonier to Dilute Benefit From Canadian Lumber Duties, US Tariffs. RBC Says

Fidelity.com
November 10, 2025
Category: Finance & Economics
Region: United States, US West

PotlatchDeltic is set to benefit from rising softwood lumber duties on Canadian lumber and US tariffs on imports from all countries, but its pending merger with Rayonier will dilute the impact, RBC Capital Markets analysts said in a Monday note. “We expect some straightforward benefits of scale as the company comes together with Rayonier, although we think it will take some time for an inflection in timber demand to play out,” analysts said. Despite some potential headwinds on loss of incentives, the company expects to increase its solar development land area to 40,000 to 45,000 acres by the end of the year, analysts said. …RBC is positive on the company’s ramp-up at the Waldo sawmill and thinks its lumber business is running well, but noted that a soft commodity backdrop has been unsupportive. RBC downgraded the stock’s rating to sector perform from outperform.

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Wood, Paper & Green Building

Fire Destroys Under-Construction Apartment Project in Utah

By Jim Parsons
ENR Mountain States
November 10, 2025
Category: Wood, Paper & Green Building
Region: United States, US West

SALT LAKE CITY, Utah — Investigators are searching for the cause of a fire that engulfed an under-construction apartment project in Lehi, Utah, south of Salt Lake City. The 304-unit multi-family complex, called Alta Vista, broke ground earlier this year. …Flames at a four-story wood-framed building were first reported at 10:17 am Sunday, Nov. 9, by the project’s on-site security guard. The fire quickly spread to the rest of the building, most of which eventually collapsed, according to a statement from the city of Lehi. …A statement from Wood Partners read: “The project was under construction and did not have any residents. There were no fatalities in the fire…. We are working closely with local officials through the investigation, cleanup and recovery processes.” …Fire department officials say it may take several days before they can determine the blaze’s cause and point of origin.

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Joe Giddings on the ‘mind-blowing’ growth of bio-based materials

The Architects’ Journal UK
November 12, 2025
Category: Wood, Paper & Green Building
Region: International

Built by Nature’s Joe Giddings, a co-founder of ACAN, talks about building responsibly with timber and sustainable forestry initiatives On the eve of Cop 30 in northern Brazil. …Giddings takes a deep dive into BbN’s five principles for responsible timber construction, which provide a holistic framework for building with timber without unintended consequences. He also describes BbN’s workstreams to quantify and promote lean use of timber. Current research includes the development of two new metrics for assessing the impact of building with timber: the use renewal ratio (the time that timber remains locked up in a building compared with how long it takes the tree that supplied it to grow) and wood use intensity (the volume of timber used per square metre of building). Giddings challenges numerous tropes. Local is not always best, he says. …To catch up on all episodes of AJ Climate Champions, click here.

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Forestry

B.C.’s century-long feast on big, old trees has sent forests into freefall

By Zoë Yunker
The Narwhal
November 12, 2025
Category: Forestry
Region: Canada

BC’s NDP government has recently lent a steadying hand to its beleaguered forestry sector, pausing stumpage fees, expediting permits and investing in mills to prevent its looming fall — but some say to no avail. “Why does it keep getting worse?” Prince George-Mackenzie Conservative MLA Kiel Giddens asked during the spring legislative session. …A new report commissioned by the Sierra Club BC points to a theory: BC’s supply of unlogged, high-value trees that industry has long relied on is dwindling, rendering short-term fixes and freebies inadequate. …Pressure on BC’s most at-risk forests appears to be intensifying. The report says the province’s efforts to temporarily pause logging in rare forests through old-growth deferrals have failed. Instead, BC forests were four times more likely to be logged inside recommended deferral zones than outside over the past four years. …The report suggests BC’s century-long feast on big, old trees is approaching its end.

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Drift logs destroying intertidal ecosystems

University of Victoria News
November 13, 2025
Category: Forestry
Region: Canada, Canada West

Logs are a familiar sight on the beaches along the coast of Vancouver Island and Haida Gwaii and are often viewed positively, as they can stabilize the banks, be used for firewood or act as benches by beach-goers. However, new research from the University of Victoria (UVic) shows that these logs are not as innocuous as they seem. According to a study published by UVic biologist Tom Reimchen and two of his students, free-floating logs that wash ashore, referred to as drift logs, are causing widespread destruction of rocky intertidal ecosystems communities along the coast of Western Canada. …While drift logs may seem rather stable to the casual observer, more than 90 per cent of logs are displaced annually, and log movement during storms is frequent and extensive. This movement disrupts the ecological environment in the intertidal zone—the stretch of beach between the highest high tide and the lowest low tide. …This research was published in Marine Ecology.

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C̕awak ʔqin Forestry questioned for fires

By David Wiwchar
Nanaimo News Now
November 10, 2025
Category: Forestry
Region: Canada, Canada West

A First Nations joint-venture forestry company is under fire for its burning practices. C̕awak ʔqin Forestry recently lit up a series of burn piles only a few metres from where a local company turns post harvest wood waste into much needed hogfuel for the Catalyst paper mill. Under provincial guidelines, forest harvesters are supposed to look for grinding or chipping opportunities ahead of burning. Keith Wyton from the local air quality council says local governments should push foresters to not burn. …Forest companies are allowed to pile and burn slash at this time of year, but Wyton wants the BC Government to step in. …C̕awak ʔqin General Manager Geoff Payne said they were operating within provincial guidelines and were permitted to burn. C̕awak ʔqin Forestry is a joint venture between Western Forest Products and the Huu-ay-aht First Nation.

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Washington forestland owners in ‘most contentious’ battle in quarter century

By Don Jenkins
The Capital Press
November 10, 2025
Category: Forestry
Region: United States, US West

The Washington Forest Practices Board may vote Nov. 12 to widen and lengthen riparian buffers, taking millions of dollars worth of timber out of production. Forest landowners and the wood-products are mounting a last-ditch effort to persuade the board to not adopt what they say would be a massive taking of private property. The state Department of Ecology says wider and longer buffers would keep timber harvests from raising temperatures in non-fish bearing streams in most cases. Timber groups haven’t been in a battle this divisive since the industry, state agencies and tribes settled on seminal logging rules in 1999, Washington Forest Protection Association’s Darin Cramer said. …Studies confirmed logging raises water temperatures. The timber industry argues that even if temperatures rise, they soon go down and generally do not exceed acceptable levels.  Massachusetts-based consultant Industrial Economics estimates the rule will take somewhere between 67,000 acres and 170,000 acres out of production.

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Global deforestation slows, but forests remain under pressure, FAO report shows

UN FAO
November 17, 2025
Category: Forestry
Region: International

ROME — Deforestation has slowed in all of the world’s regions in the last decade, according to the Global Forest Resources Assessment 2025 of the FAO of the United Nations). Released every five years, the 2025 edition of the report was published today during the Global Forest Observations Initiative Plenary in Bali, Indonesia. The latest data show that forests cover 4.14 billion hectares – about one-third of the planet’s land area. In addition to slowing deforestation rates, FRA 2025 highlights further positive news for the world’s forests, which includes more than half of forests now covered by long-term management plans, and one fifth of forests now being within legally established protected areas. However, the report notes that forest ecosystems worldwide continue to face challenges, with the current rate of deforestation at 10.9 million hectares per year still too high. …The annual rate of net forest loss fell from 10.7 million hectares in the 1990s to 4.12 million hectares in 2015–2025.

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FSC Passed Motion to Control False Claims for FSC Products

Forest Stewardship Council
November 13, 2025
Category: Forestry
Region: International

Forest Stewardship Council (FSC) has confirmed that Motion 30/2025 passed at its General Assembly in Panama. The motion establishes a roadmap for a digital information and volume-control system designed to strengthen the integrity of FSC claims and reduce the risk of false or fraudulent declarations within the supply chain. FSC says the measure will support greater transparency and traceability across certified products. …The Policy Motion reads: FSC shall gradually phase in a requirement for Certificate Holders to use a universal information and volume control system. This system shall be implemented using a risk-based, stepwise approach with full implementation no later than 2030. FSC should also establish supporting tools and services to ensure that all producers and companies can comply with the requirement.

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European Parliament backs simplification of EU’s anti-deforestation rules

By Marta Pacheco
Euronews
November 13, 2025
Category: Forestry
Region: International

The controversial law was supposed to come into force in December last year but the latest proposal would see its implementation delayed for a second time to late 2026. European lawmakers backed on Thursday a proposal to slash due diligence requirements for business operators under the European Union’s anti-deforestation law, after pressure from industry groups and countries outside Europe claimed the law was too burdensome. The ballot followed the European Commission’s announcement last month of an IT glitch that effectively delayed the law’s implementation until the end of 2026. …Under the new draft bill to simplify the law, lawmakers backed a Commission proposal that seeks to reduce the data load handled by the IT system linked to the EU’s anti-deforestation law and to cut the administrative burden for farmers, foresters and other economic operators. …While most member states back the delay to 2026, many others continue to hold divergent views.

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Carbon, Climate & Bioenergy

To make progress on deforestation at COP30, countries must be paid to keep forests standing

By Mohamed Irfaan Ali
ReutersB
November 17, 2025
Category: Carbon, Climate & Bioenergy
Region: International

BRAZIL — More than 30 years after the world first came together in Brazil to tackle climate change, global temperatures are still rising and so is impatience with talk over action. …For decades, protecting forests felt like an uphill struggle. Now, that’s changing. Forest nations and partners around the world are rewriting the economics of conservation, turning forest stewardship into an engine of prosperity and sustainable growth. In Guyana, our pioneering system for high-integrity carbon credits has shown how trees can be worth more standing than cut down. Brazil’s leadership on the new Tropical Forests Forever Facility (TFFF) is creating a predictable, long-term finance reward for countries to preserve their forests and direct proceeds to Indigenous Peoples and local communities. Across the world, investors are beginning to recognise that keeping forests standing is not just good for the planet, it’s good for their bottom line.

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Joint Europe-Canada carbon pricing push at COP30 could be ‘hugely impactful’

By Darius Snieckus
The National Observer
November 14, 2025
Category: Carbon, Climate & Bioenergy

Wopke Hoekstra

The head of the EU’s Climate, Net Zero and Clean Growth commission believes ongoing collaboration on energy, trade and climate action between Europe and Canada can create “much more traction” for plans to establish an international carbon market, seen as a key mechanism to curb rising greenhouse gas levels. Wopke Hoekstra said carbon pricing could be “hugely impactful” in creating a commercial incentive for polluting industries to shrink their carbon footprint by linking financial costs to CO2 emissions. “If you think about the tools that can come out of a COP that is going to be less about sweeping statements and more about implementation, carbon pricing, particularly in the context of [climate change] mitigation, is at the very top of the list,” he said. Hoekstrat called carbon pricing “truly an idea for which the time has come.” 

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Health & Safety

In the Bowels of the Pulp Mill

By Jane Byers
The Tyee
November 14, 2025
Category: Health & Safety
Region: Canada, Canada West

Informed by her observations and evaluations of hundreds of jobs, ergonomist Jane Byers’ Coming Home From The Candy Factory shines a spotlight on the physical labour that often leads to workplace injuries. The book is fueled by Byers’ drive to make the workplace safer but also inspired by her working-class background and her father’s work in a power plant. Byers takes on the forgotten labour of women, whose unpaid housework and child-rearing is often not considered work at all. “I donned the high-tech turnout gear. My get-up, including fire-retardant boots, a self-contained breathing apparatus, flash hood and helmet, was safety-checked ahead of time. I was given a crash course on using the breathing apparatus by the trainer before I walked into the burn house. …The “fireman” job in the bowels of the pulp mill is a far cry from that of the revered structural firefighters. In fact, it’s one of the worst jobs I have ever observed.”

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