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Opinion / EdiTOADial

The World’s Wildcard Lynchpin – Trying to make sense of a Trump-led US as a global actor

By Robert Mckellar, Principal
Harmattan Risk
February 2, 2026
Category: Opinion / EdiTOADial
Region: Canada, United States, International

Tree Frog Editor: This insight paper by political risk analyst Robert McKellar offers a strategic lens on how a second Trump administration is shaping US behaviour as a global actor — an issue with direct implications for trade-exposed sectors. McKellar is a founding partner at Harmattan Risk and the co-author of “Trump’s Second Term: Political Risk and the Forest Products Sector,” an analysis of US trade policy, tariff dynamics, and geopolitical uncertainty. In this paper, he steps back from industry-specific analysis to explore the broader strategic logic — and contradictions — underlying current US global behaviour, providing context for the policy volatility and trade uncertainty facing the sector.

Robert McKellar

The US, a lynchpin global player, has become a change bomb, and having a clear sense of the US as an agent on the world stage is critical to sense-making that can inform appropriate strategic responses. But as it stands, Trump, whose character shapes his administration, is a wildcard. He is seemingly bored to tears by stability in any issue he deals with, and bored by a set menu of priorities. …Do we resign ourselves to perpetually playing catch up with US moves and their reverberations, or is it possible to get ahead of the Trumpian storm with a reasonably accurate sketch of the US as a global actor? If its moves were guided by strategic rationality, we would be able to extrapolate some idea of its future behaviour, and even a sense of how the international system might look in a few years and the critical challenges any given state might present…

Seasoned observers of US politics and international behaviour might have foreseen some of what is happening now, but by and large they did not expect Godzilla. Thus, they have often latched onto their own predispositions to fill in the considerable blanks. This has, for the most part, yielded two poles of interpretation. One is that Trump and his team are acting on a strategic assessment, and that despite apparent mayhem their moves are rational, even coldly calculating. The other is that the US has succumbed to the baser aspects of personal rule. Thus, Trump’s eccentric character and ego are the main source of US global behaviour. …The emerging reality no doubt lies somewhere in between, but to triangulate to an approximation, we need to prod around both poles of interpretation.

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Business & Politics

Workers must come first: Unions issue urgent warning to Ottawa ahead of CUSMA review

By Robin MacLennan, Editor
Ontario Construction News
February 11, 2026
Category: Business & Politics
Region: Canada, United States

Some of Canada’s major labour organizations are urging Ottawa to put workers at the centre of any renegotiation of the Canada-US-Mexico Agreement as preparations begin for the pact’s mandatory 2026 review. Leaders met with Dominic LeBlanc, the federal minister responsible for Canada–US trade, for what they described as a high-level roundtable on the future of CUSMA amid rising trade tensions and renewed threats of U.S. tariffs. Canadian Labour Congress president Bea Bruske said unions delivered a “clear and urgent message” that Canada should not accept a revised trade deal that weakens domestic industry or costs Canadian jobs. …Bruske was joined by leaders from several large manufacturing and building trades unions representing sectors heavily exposed to trade policy decisions, including auto manufacturing, construction and resource-based industries. Bruske said the upcoming CUSMA review should strengthen Canadian industries and working-class communities, not “hollow them out” in the rush to renew the agreement.

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Unifor forestry delegates select Domtar as pattern bargaining target

Unifor Canada
February 6, 2026
Category: Business & Politics
Region: Canada

MONTREAL — Unifor delegates from across Eastern Canada kicked off bargaining preparations for the forestry industry by selecting Domtar as the target company for the upcoming round of pattern bargaining. “This is a critical moment for our forestry sector and for the members we represent across Eastern Canada,” said Unifor National President Lana Payne. “The industry is facing a number of serious challenges, but we have been through difficult times before and I have complete confidence in our local leaders to achieve fair collective agreements that make progress for workers.” …Key bargaining priorities were discussed at the conference including wage improvements, pension security, benefit coverage, Employment Insurance protections, and measures to support workforce stability and long-term sustainability of operations. …The pattern agreement reached with Domtar will serve as the template for negotiations with all other employers in the eastern forestry sector, including paper mills, sawmills, and forestry operations. 

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Lumber prices have been trending higher, due largely to constrained supply

By Kevin Mason, Managing Director
ERA Forest Products Research
February 2, 2026
Category: Business & Politics
Region: Canada, United States

Kevin Mason

North American lumber markets have enjoyed a bright start to the year, with meaningful price appreciation recorded across virtually all regions and species this month. SYP 2x4s have been the standout performer, with prices increasing by $63 (to $425) since the beginning of January, while S-P-F 2x4s are up by $38 (at $460) over the same period. Lagged housing start data have clouded insights regarding current lumber demand, but we have seen (or heard) little to suggest that underlying demand has improved dramatically over the past couple of months. Instead, we believe that prior supply curtailments coupled with a seasonal inventory build/rebuild has been the catalyst for the recent run in lumber prices. 

Given that recent price increases do not appear to be driven by an uptick in lumber consumption, we suspect that momentum will soon fizzle out, and the deep freeze currently gripping large swathes of North America will likely see trading slow dramatically. These weather events typically stymie lumber consumption on job sites but this is often partially offset by a similar hit to supply, particularly in the U.S. South where the majority of mills are exposed to the elements (in previous winter storms workers have been unable to get to mills, logging trucks are unable to deliver, etc.). …As for panels, pulp and paper prices…

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Collapse of NDP-Green pact gives Eby one more excuse to call early election

By Rob Shaw
Business in Vancouver
February 10, 2026
Category: Business & Politics
Region: Canada, Canada West

The only thing more surprising than the collapse of the co-operation agreement between the BC Greens and NDP would have been if the two sides had agreed on a new deal. …The Co-Operation and Responsible Government Accord (CARGA)… didn’t seem to be meeting anyone’s needs. For the NDP, the deal was supposed to act as a safety net for a slim one-seat majority. …It worked for last year’s budget. But outside of that, the Greens refused to back the NDP on three other confidence matters. And for that, the government agreed to advance the Green causes… [including] an early review of CleanBC and another review of the forestry system. For the Greens …it was a mixed bag, at best. The NDP did launch reviews of CleanBC and forestry, but then didn’t accept the resulting recommendations. The documents seem destined for that dusty shelf in the legislature library where unwanted reports go to die.

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B.C. seeks to appeal DRIPA ruling in top court, says ‘core democratic values’ at risk

By Wolfgang Depner
The Canadian Press in Business in Vancouver
February 7, 2026
Category: Business & Politics
Region: Canada, Canada West

David Eby

VICTORIA — A First Nations leader says the BC government wants amendments that propose a “gutting” of its own reconciliation legislation. Robert Phillips, a member of the political executive of the First Nations Summit, says the First Nations Leadership Council has received and reviewed changes the province wants to make to the Declaration on the Rights of Indigenous Peoples Act, or DRIPA. Phillips said the details of the proposed changes are confidential for now. “But at this point, it’s pretty much almost gutting DRIPA out,” Phillips said of the proposed amendments. …The BC government said that it is asking the Supreme Court of Canada to hear an appeal of the landmark court ruling that found the province’s mineral claims regime were “inconsistent” with the law, while it would also be proposing amendments to the DRPIA Legislation in the coming session of the legislature. 

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Efforts to support laid-off workers ramp up after Crofton mill closure, Chemainus sawmill curtailment

By Jeff Lawrence
Chek News
February 8, 2026
Category: Business & Politics
Region: Canada, Canada West

Efforts to support forestry workers displaced by the closure of the Crofton pulp mill and the ongoing curtailment at the Chemainus sawmill are expanding, as local leaders press the federal government for clearer and more robust income supports. The District of North Cowichan says its Mill Closure Response Working Group met for the first time last week, bringing together municipal, provincial and federal representatives, along with labour, industry and impacted workers, to coordinate next steps. …“The stories we heard at the first working group meeting show how urgent this is,” North Cowichan Mayor Rob Douglas said. “This is why we’re continuing to press the federal government to extend employment insurance supports for all impacted workers and to release the forestry industry support funding announced last summer. People need income security while they plan their next steps.” Updates and resources for affected workers and businesses are available at northcowichan.ca/croftonmill.

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Potential reopening of B.C.’s Eskay Creek mine could become ‘powerhouse’ for northern economy

By Derrick Penner
The Vancouver Sun
February 7, 2026
Category: Business & Politics
Region: Canada, Canada West

Michael Goehring

News of another major mine inching closer to opening in BC’s northwest touched off a buzz in a region that has become more accustomed to absorbing job losses during a major downturn in the forestry sector. The mine proposal, Skeena Resources’s project to reopen the mothballed Eskay Creek gold mine, would mean more than 1,000 construction jobs to convert the underground mine to open-pit operations, then some 770 permanent jobs to run the facility. Eskay Creek environmental permit advances one of 24 major mine proposals across BC’s North. …BC’s main forest industry group, the Council of Forest Industries, has counted 21 permanent or indefinite sawmill closures since 2023 and 15,000 direct job losses in the sector since 2022. And while development of mining projects on the list is likely to unfold over decades, Association CEO Michael Goehring is confident “mining projects have the potential to offset or partially offset those job losses.”

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Smurfit Westrock to permanently close paper machine at La Tuque mill in Canada

Smurfit Westrock plc
February 9, 2026
Category: Business & Politics
Region: Canada, Canada East

LA TUQUE, Quebec — Smurfit Westrock announced it will permanently close one of the paper machines at its La Tuque, Quebec, mill. The machine’s annual production capacity of 127,000 tons of solid bleached sulfate (SBS) has faced ongoing scale and cost challenges. The change is part of the company’s commitment to strengthen its SBS portfolio and ensure the long-term competitiveness of its paperboard operations. Smurfit Westrock will also close the extrusion facility in Pointe-aux-Trembles, Quebec, which converts grades produced on the La Tuque machine. The closures will result in a limited workforce reduction of approximately 30 at La Tuque and approximately 60 at Pointe-aux-Trembles. …“This was a difficult but necessary decision to align with market realities and strengthen our long-term position,” said Laurent Sellier, president and CEO.

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J.D. Irving criticizes Holt Liberals for abruptly rejecting forestry proposal

By Adam Huras
The Telegraph-Journal
February 9, 2026
Category: Business & Politics
Region: Canada, Canada East

J.D. Irving, Limited has written a public letter criticizing the Holt government for abruptly torpedoing its pitch to conserve areas where it can currently harvest wood, including around municipal watersheds and tourism hot spots, in exchange for access to other already protected lands. It’s a swap the province’s largest forestry company contends has the support of several municipalities across the province that it spent months consulting. But it was quickly dismissed in a short public statement by Natural Resources Minister John Herron last week amid anger from environmental and Indigenous groups. That has now led JDI to call Herron’s response “the worst kind of reactive policy that puts investment, jobs and our economy at risk.” The company then also quotes Premier Susan Holt from her own recent state of the province address where she pledged a “steady hand” and no “rash decisions” as the province’s companies grapple with US tariffs.

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New Brunswick Premier Susan Holt says end to softwood tariffs doesn’t seem to be in sight

By Adam Huras
The Telegraph-Journal
February 5, 2026
Category: Business & Politics
Region: Canada, Canada East

Susan Holt

Premier Susan Holt says a meeting with Prime Minister Mark Carney and the country’s premiers left her with little optimism that a deal to end punishing softwood lumber tariffs is anywhere in sight. “I wish I had left those conversations with more optimism.” The US has levelled tariffs on softwood lumber ever since the expiry of a former trade deal in 2017. …“The sense right now is that we need a window of opportunity for us to be able to leverage something in the discussion in order for softwood to get addressed,” Holt said. …As of late 2025, US Customs and Border Protection said it had collected over US$7.2 billion in cash deposits from Canadian softwood lumber producers since 2017. It means that New Brunswick producers have paid upwards of $500 million in duties to date. …Holt suggests the money could be used to entice American industry into a deal.

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Natural resources minister says logging already-protected areas off the table

By Silas Brown
CBC News
February 5, 2026
Category: Business & Politics
Region: Canada, Canada East

By John Herron

New Brunswick’s Natural Resources Minister John Herron says his government’s effort to protect more of the province’s landmass will not include proposals to log in existing conservation areas on Crown land. On Thursday, Herron said the commitment to increase protected lands by 15% will be done “the right way. The target will be achieved by adding new lands, not by revisiting or weakening existing protections”. …On Monday, CBC reported that J.D. Irving asked the government to be able to log 32,000 hectares of protected areas in exchange for conserving areas with tourism or social value. A spokesperson confirmed that the land swaps in J.D. Irving’s proposal would not be allowed. “We will achieve our target by identifying and protecting new, low-conflict Crown lands,” Herron said. “This work is underway and will be informed by science, guided by Indigenous consultation, and advanced through early and respectful collaboration with communities and stakeholders.”

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Roseburg Rep responds to more Roseburg Forest Products layoffs

NBC News
February 9, 2026
Category: Business & Politics
Region: United States, US West

ROSEBURG, Oregon – Oregon lawmakers are reacting to another round of layoffs at Roseburg Forest Products. The company announced its third round of layoffs in six months on Wednesday, impacting approximately 146 positions at its Riddle plywood facility. The latest cuts bring Roseburg Forest Products’ total job losses to nearly 400 since September. Roseburg Republican State Representative Virgle Osborne, who worked for the company decades ago, said timber businesses have been forced to move away from what was once their core focus due to environmental regulations. “It has made timber more expensive. It has made the federal cut less, and we’re not able to be competitive as we used to be competitive. …Representative Osborne says the company has done what it can to adjust to the reality of the timber industry by moving toward engineered wood products and mass timber.

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Roseburg Forest Products to cut 146 positions at Riddle Plywood facility

By Andrew Griffin
The News-Review Today
February 4, 2026
Category: Business & Politics
Region: United States, US West

RIDDLE, Oregon — Roseburg Forest Products (RFP) announced it will cut 146 positions from its Riddle Plywood facility, moving all of its specialty plywood production services to the Coquille Plywood facility. The staffing reduction went into effect Wednesday. The reduction comes as part of a “strategic realignment of production” at the two facilities. As Riddle Plywood facility has expanded its veneer production services, the Coquille Plywood plant has become RFP’s primary specialty plywood operation. Team members impacted by the reduction will receive continued health care coverage and 60 days of compensation. …Roseburg Forest Products President and CEO Stuart Gray said. “This production realignment improves how our veneer and fiber resources flow into our core product segments and is essential to Roseburg remaining a competitive.” …The decision comes after RFP discontinued operations at its Dillard hardwood plywood facility.

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Forestry industry in Montana faces declines, uncertainty

By David Erikson
The Missoulian in the MSU Exponent
February 2, 2026
Category: Business & Politics
Region: United States, US West

Montana’s forestry industry is entering this year with more questions than answers, from low lumber prices to high housing costs for workers to questions about tariffs, but there is room for strategic adaptation. That’s according to an economist who gave an update on the sector in the 2026 Montana Economic Report, put out by the Bureau of Business and Economic Research at the University of Montana. …Scott said the number of people employed in the private sector in forestry in Montana statewide has dropped in 2025. …His main points are that while timber harvests are down, the federal government is making a push to increase harvests. …He said the Trump administration’s tariff policy remains another wildcard. “A combination of lumber and trade-related tariffs has been implemented to bolster domestic demand, by raising the cost of Canadian lumber… it is still too early to tell whether these measures will meaningfully shift trade flows.”

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Inside a high-tech Maine sawmill powering the state’s forest economy

By Scott McDonnell
WMTW ABC News 8
February 10, 2026
Category: Business & Politics
Region: United States, US East

ENFIELD, Maine — “Everything you see in back of us here is new,” said Jason Brochu of Pleasant River Lumber. Between this mill in Enfield and another in Dover-Foxcroft, Pleasant River Lumber produces about 130 million board feet of lumber each year. The operation employs around 300 Mainers with jobs tied to logging, trucking, cabinet-making and log home businesses. Reaching that level of production required a major investment. “Since 2018, we’ve put in about 100 now, probably $80 million on this site alone,” said Chris Brochu of Pleasant River Lumber. Inside the mill, the results are hard to miss. Advanced technology now drives nearly every step of the process. …For Pleasant River Lumber, owners say protection comes not just from forest management, but from trade policy. “Canada produces way more lumber than they need, so they’ve got to dump it somewhere. And we can’t compete with that,” Jason Brochu said.

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Hardwood built Kentucky. Now, the industry is at risk of collapse

By James Wells, GreenTree Forest Products
The Courier Journal
February 8, 2026
Category: Business & Politics
Region: United States, US East

On the ground in Kentucky, the consequences are devastating: sawmills shutting down nearly every week, skilled workers losing good-paying jobs and spreading ripple effects. …For much of the second half of the twentieth century, our mill and dozens of others across Eastern Kentucky produced Appalachian hardwood lumber used to make furniture, cabinets, flooring and countless other products that furnished American homes. Hardwood was not just a commodity; it was an economic engine, a cultural cornerstone for Kentucky. Today, it is hard to believe that this legacy industry is at real risk of collapse. …The offshoring of the US furniture industry roughly 25 years ago sharply reduced domestic demand for hardwoods. The 2008 recession deepened the damage, while cheaper substitute products steadily flooded the market. Then came the trade war with China — delivering a fatal blow to many family-owned sawmills and leaving the rest of the industry reeling.

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Boom or dust? How tariffs are helping this Maine sawmill but creating more uncertainty for others

By Emmett Gartner
The Maine Monitor
February 8, 2026
Category: Business & Politics
Region: United States, US East

Duties on Canadian imports are driving up domestic sales at some Maine lumber companies. …Protection from historically lower Canadian lumber prices has given Pleasant River Lumber the confidence to add an additional manufacturing shift in Enfield, according to co-owner Jason Brochu. Photo by Katherine Emery. …Historically Canadian companies have both outbid them for timber harvested in Maine and undercut American lumber prices when they export the finished lumber product back across the border. …An industry analyst and two other mill leaders said that inflation and a sputtering housing market make it unclear whether the tariffs will have a positive or negative effect on business in the long run. The effects of the tariffs will also vary based on the different products sawmills make. …Sawmills rely on certainty, said Alden Robbins, of Robbins Lumber, and neither the markets nor foreign trade relationships have been stable recently.

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Louisiana-Pacific proposes $157M plant in North Branch, Minnesota

By Brian Johnson
Finance & Commerce
February 2, 2026
Category: Business & Politics
Region: United States, US East

MINNEAPOLIS — A Nashville-based provider of wood building products is proposing a $157 million manufacturing plant in North Branch, a project that could advance with help from the state’s Minnesota Forward Fund program. Louisiana-Pacific Corp. wants to build the 250,000- to 350,000-square-foot facility on a five-parcel, 120-acre site in the northeast portion of North Branch’s Interstate Business Park. The project is a candidate for up to $10 million in funding from the Minnesota Forward Fund.” …The funding “may be forgiven if certain project goals are met. …At the new facility, Louisiana-Pacific would manufacture pre-finished siding products, including the company’s “Smartside” and “ExpertFinish” siding, Sondrol said at the North Branch EDA meeting in December.

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Experts warn of pulp overcapacity in Finland

By Markku Björkman
Pulp and Paper News
February 11, 2026
Category: Business & Politics
Region: International

Finland’s forest industry could be forced to reduce capacity again as rising raw material costs and weaker market conditions weigh on profitability. That assessment comes from Juha Varis, senior portfolio manager at S-Bank. …The warning comes amid a more challenging environment for pulp and paper producers. Wood prices remain elevated while demand for several forest industry products has developed more weakly than expected, increasing investor expectations that production cuts may follow. …Björn Wahlroos said that a large and modern pulp mill in Finland could be forced to shut down due to a lack of raw material. His remarks triggered wider discussion within the sector. …Varis said overcapacity in the European forest industry is evident across several segments. He added that investors expect some reduction in capacity but that it remains unclear which companies or plants might be affected.

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Forestry industry sounds alarm over ‘cheap’ timber imports from China landing in Australia and threatening jobs

By Sam Bradbrook
ABC News, Australia
February 3, 2026
Category: Business & Politics
Region: International

Australia’s forestry industry says cheap imported timber products are flooding the local market and taking up increased space in local homes and buildings. South Australian Forest Products Association (SAFPA) chief executive Nathan Paine said international trade conditions, fuelled by US tariffs, were responsible for imports reaching Australia at about half the price of local timber. This timber includes laminated veneer lumber (LVL) — a construction product that competes with locally grown radiata pine. …Analysis from Forest and Wood Products Australia showed LVL imports had increased 63% in 2025 compared to a year earlier. …Primary Industries Minister Clare Scriven said the state government could stand behind its past support for the timber industry. Housing Industry Australia chief executive of industry and policy Simon Croft said the pandemic’s trade disruptions had caused a spike in construction costs.

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Finance & Economics

Trade fears linger even as the Bank of Canada survey brightens outlook

By Liezel Once
The Canadian Mortgage Professional
February 10, 2026
Category: Finance & Economics
Region: Canada, United States

The Bank of Canada’s latest survey of financial-market participants pointed to a modestly brighter growth outlook than the central bank’s own projections, even as trade tensions with the US remain the dominant threat hanging over Canada’s economy and housing market. In the fourth‑quarter Market Participants Survey, 93% of respondents cited an “increase in trade tensions” as the top downside risk to Canadian growth, well ahead of tighter global financial conditions and weaker consumer spending. Participants still assign a 20% probability to a recession over the next six months, but their median forecast calls for real GDP growth of 1.6% by the end of 2026 and 1.9% by late 2027, slightly stronger than the Bank’s own projections of 1.1% and 1.5%. While the survey suggests some stabilization in expectations, it underscores that tariff policy remains the key macroeconomic swing factor. …PwC Canada’s latest survey among 133 CEOs showed that only 27% expect the domestic economy to improve over the next 12 months.

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Housing starts momentum to slow as economic uncertainty weighs on demand

By Kevin Hughes, Deputy Chief Economist
Canada Mortgage and Housing Corporation
February 10, 2026
Category: Finance & Economics
Region: Canada

Kevin Hughes

OTTAWA — Canada’s homebuilders will continue to face headwinds from higher costs, weaker demand and more unsold homes, particularly in the condominium market, as new home construction is set to decline through 2028. Geopolitical and trade uncertainty and slow population growth will continue to weigh on housing demand, but with pronounced regional differences across the country. This according to the latest Housing Market Outlook (HMO) released by Canada Mortgage and Housing Corporation (CMHC). …At the national level, housing demand is expected to remain low, with sales staying below historical averages and prices showing modest gains after falling in 2025. Elevated rental construction will continue to drive new supply but will moderate over the forecast period. However, regional housing markets vary significantly. Construction and home sales in Ontario and British Columbia will be weaker than their 10-year averages, while remaining above historical averages in the Prairies and Quebec.

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U.S. Lumber Coalition Applauds Treasury Secretary Bessent For Stating the Facts Regarding Softwood Lumber

The US Lumber Coalition
February 6, 2026
Category: Finance & Economics
Region: Canada, United States

Treasury Secretary Scott Bessent, during a recent Congressional hearing, stated the simple facts regarding softwood lumber prices: prices are at historical lows and are driven by supply and demand factors… they not driven by President Trump’s implementing additional tariff measures. …”It is unfortunate that the misleading campaign by the NAHB and Canada attacking President Trump’s enforcement and tariff measures, which are designed to help the US become self-sufficient in its lumber needs, continues to be echoed by others,” added van Heyningen. …The cost of lumber makes up less than 2% of the total cost of a new home, and hence never has and never will be a factor in housing affordability. …Canadian softwood lumber companies pay virtually all of the duties and tariffs, not U.S. consumers. …(note: approximately 93% of duty deposits paid through 2023, i.e., $5.8 billion, is slated to be liquidated into the US Treasury.)

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Lumber Futures Drop to Near 4-Week Lows

Trading Economics
February 5, 2026
Category: Finance & Economics
Region: Canada, United States

Lumber futures slipped below $590 per thousand board feet, the lowest level in nearly four weeks, as housing demand weakened and earlier restocking momentum faded. Demand softened as financing costs edged higher and housing activity cooled, with US pending home sales plunging 9.3% month on month in December 2025, removing a key source of construction and renovation related wood consumption ahead of the spring building season. At the same time, mills continued running to rebuild inventories after the winter squeeze, increasing physical availability while distributors reported quieter order books. The combination of softer demand and rising availability encouraged position unwinds after January’s rally, with falling volumes and open interest amplifying the price decline. [END]

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China’s softwood lumber imports fall 12% in 2025 under construction pressure

The Lesprom Network
February 4, 2026
Category: Finance & Economics
Region: Canada, International

In 2025, China’s imports of softwood lumber decline 12% year-on-year to 14.6 million m3, marking the third consecutive annual reduction in import volume. The value of softwood lumber imports contracts 11% to $3,002 million, while the average import price increases 1% to $206 per m3. China’s softwood lumber import volume in 2025 stands at about half of the 2019 peak level and represents the lowest annual volume of the past decade. The decline reflects weak construction activity, as commercial housing sales fall to 881 million m2 in 2025, which is 37% below the five-year average and 41% below the ten-year average. New home prices continue to decrease, with prices in December falling 0.4% from November and standing 2.4% lower year-on-year, while housing starts in December fall 19% year-on-year and remain 59% below the five-year average and 64% below the ten-year average. Russia accounts for 70% of China’s softwood lumber imports in 2025. …Canada supplies 8% of total imports… while Belarus also holds an 8% share.

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One grand bargain to fight Canada’s housing crisis

By Tim Richter and Tyler Meredith
The Globe and Mail
February 2, 2026
Category: Finance & Economics
Region: Canada

Canada’s housing and homelessness crisis touches nearly every Canadian. Over the past decade, while federal housing spending has increased, affordability has worsened for all but the wealthiest, and homelessness is surging. Despite recent declines in housing prices and rents, unsheltered homelessness is still up 300% since 2018, according to the most recent national point-in-time count. The country has a narrow but historic window to tackle this crisis and rebuild our housing system so it delivers at the speed, scale and affordability this moment demands. …Federal action alone won’t get us there. Provinces and territories control the planning systems, development-charge frameworks, zoning rules, supportive housing, health services and income supports. …That is why we need a Canada Housing Accord. [Tim Richter is the chief executive of the Canadian Alliance to End Homelessness and Tyler Meredith is a senior fellow at the Munk School of Global Affairs and Public Policy]

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Canada’s Real GDP Was Unchanged In November

Statistics Canada
January 30, 2026
Category: Finance & Economics
Region: Canada

Real gross domestic product (GDP) was essentially unchanged in November, following a 0.3% decline in October, as contractions in goods-producing industries offset expansions in services-producing industries. Goods-producing industries declined 0.3% in November, down for the third time in four months, driven by contractions in the manufacturing and agriculture, forestry, fishing and hunting sectors in the month. …The manufacturing sector fell 1.3% in November, with decreases in both durable-goods and non-durable-goods manufacturing industries. …The agriculture, forestry, fishing and hunting sector declined 1.1% in November, following a 0.6% decrease in October, as nearly all subsectors were down in November. …Forestry and logging (-2.8%) declined for the third straight month in November. This was the subsector’s largest contraction since May 2023, bringing activity to a record low level, as timber harvesting companies scaled back production in response to sawmill production cutbacks and weak lumber markets.

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Global Consulting Alliance: Forest Sector Outlook Report Q4, 2025

Russ Taylor Global
February 1, 2026
Category: Finance & Economics
Region: Canada, United States, International

RUSS TAYLOR provided the latest quarterly report from the Global Consulting Alliance featuring commentary from six independent consulting companies that focus on the international forestry and wood products sectors. Highlights include:

  • The forest products sector exited 2025 fundamentally reshaped. Rather than a cyclical rebound, the year was characterized by structural adjustment, widening regional divergence, and a shift in strategic priorities.
  • Capacity expansion remained concentrated in Asia-Pacific and Latin America, while Europe and North America focused on rationalisation, consolidation, and selective reinvestment. Sustainability, traceability, and supply-chain transparency accelerated as core strategic imperatives.
  • Climate policy, carbon markets, and evolving sustainability and disclosure requirements are increasingly shaping forest investment decisions, land-use trade-offs, and fibre availability, reinforcing regional divergence and influencing long-term asset values.
  • As the industry enters 2026, forestry, pulp, and wood products producers are increasingly positioning around resilience, cost discipline, and regional strategy, rather than scale-driven growth, reflecting a slower global growth outlook, elevated costs, and a more fragmented trade environment.

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Western Forest Products reports Q4, 2025 net loss of $17.5 million

Western Forest Products Inc.
February 10, 2026
Category: Finance & Economics
Region: Canada, Canada West

VANCOUVER – Western Forest Products reported adjusted EBITDA of negative $6.2 million in the fourth quarter of 2025. In comparison, the Company reported Adjusted EBITDA of $14.4 million in the fourth quarter of 2024 and Adjusted EBITDA of negative $65.9 million in the third quarter of 2025, which included a non-cash export tax expense of $59.5 million related to the determination of final duty rates from the sixth Administrative Review. Net loss was $17.5 million in the fourth quarter of 2025, as compared to a net loss of $1.2 million in the fourth quarter of 2024, and net loss of $61.3 million in the third quarter of 2025. …For the full year 2025, the net loss was $82.4 million compared to to a net loss of $34.5 million in 2024. …“Despite more challenging markets and higher softwood lumber duties and tariffs in 2025, we enter 2026 with a significantly improved balance sheet to navigate the expected near-term market uncertainty,” said Steven Hofer, President and CEO of Western Forest Products.

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US Construction Costs on the Rise: Unpacking the Producer Price Index Price Surge

By Alex Carrick
Construct Connect
February 10, 2026
Category: Finance & Economics
Region: United States

The US Bureau of Labor Statistics (BLS) reports that as of December 2025, the year-over-year increase in consumer prices and construction bid prices both stood at 2.7%. While an annual price increase below 3.0% is generally considered manageable, several factors suggest construction material costs are more concerning than they may appear. …The international oil market has been relatively stable, with gasoline prices decreasing by 10.8% in the PPI and diesel fuel costs dropping by 8.2%. Additionally, the weak new homebuilding market has eased pressure on construction materials. Softwood lumber prices declined 8.2%, while plywood and gypsum saw slight gains of 0.6% and 0.5%, respectively. Particle board and oriented strandboard (OSB) prices retreated significantly, falling 28.5%. …Two key PPI sub-indices reveal broader trends in construction material prices. The “inputs to new construction” series rose 3.5% year-over-year, while the “construction materials special index” climbed a steeper 6.2%. These figures indicate that some materials are experiencing sharp price hikes, particularly those affected by tariffs.

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Weaker Demand, Unchanged Lending Conditions for Residential Mortgages in Fourth Quarter

By Eric Lynch
The NAHB Eye on Housing
February 10, 2026
Category: Finance & Economics
Region: United States

Lending standards for most types of residential mortgages were essentially unchanged but overall demand was weaker in the fourth quarter of 2025, according to the recent release of the Senior Loan Officer Opinion Survey (SLOOS). However, for commercial real estate (CRE) loans, lending standards for multifamily were looser, while standards for construction & development were essentially unchanged. Demand for construction & development loans was stronger, while demand for multifamily loans was essentially unchanged for the quarter. After three consecutive 25 basis point cuts to finish 2025, the Federal Reserve decided to maintain its key short-term interest rate (i.e., Federal Funds) unchanged during its first meeting of 2026. …Given the current macroeconomic landscape and a change in leadership at the Fed as Jerome Powell’s term as Chair ends in May, NAHB anticipates that any further rate cuts will occur in the latter half of this year.

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US Builders’ Top Challenges for 2026

By Ashok Chaluvadi
NAHB Eye on Housing
February 5, 2026
Category: Finance & Economics
Region: United States

The most significant challenge builders faced in 2025 was high interest rates, as reported by 84% of builders in the latest NAHB/Wells Fargo Housing Market Index survey. A smaller, albeit still significant share of 65% expect interest rates to remain a problem in 2026. The next four most serious issues builders faced in 2025 were buyers expecting prices/interest rates to decline (81%), concern about employment/economic situation (65%), the cost/availability of developed lots (63%), and negative media reports making buyers cautious (62%). Builders expect these challenges to persist with limited improvement in 2026. In addition to those top tier challenges, 54% to 61% of builders also reported facing serious problems in 2025 with cost/availability of labor (61%), rising inflation in the US economy (59%) gridlock/uncertainty in Washington (58%), impact/hook-up/inspection and other fees (57%), and local/state environmental regulations and policies (54%). Looking ahead at 2026, fewer builders expect high interest rates (65%) rising inflation in the US economy (46%) to be a significant problem.

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Affordable Housing Starts in the US Labor Market

By Kathryn Anne Edwards, labor economist
Bloomberg
February 5, 2026
Category: Finance & Economics
Region: United States

When it comes to housing affordability, the logic of “build build build” is straightforward enough: Housing is too expensive. If there were more of it, prices would fall. …Homebuilders are even pushing a plan for a million new affordable houses. …Unfortunately, it’s not that simple. The problem of housing affordability is much bigger than insufficient supply; it’s a mismatch with demand. And that demand is driven by income inequality that has seen soaring income growth at the top and tepid growth (or even stagnation) in the middle. In other words: The way to improve housing affordability is to reduce income inequality. …What’s needed are policies that increase income for households at the bottom and middle. Rather than boosting the housing supply in the hope that they benefit, the answer is to fix the labor market to make sure that they do. 

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US Mortgage Rates Declined Despite Higher Treasury Yields

By Catherine Koh
NAHB Eye on Housing
February 4, 2026
Category: Finance & Economics
Region: United States

Long-term mortgage rates continued to decline in January. According to Freddie Mac, the 30-year fixed-rate mortgage averaged 6.10% last month, 9 basis points (bps) lower than December. Meanwhile, the 15-year rate declined 4 bps to 5.44%. Compared to a year ago, the 30-year rate is lower by 86 bps. The 15-year rate is also lower by 72 bps. The 10-year Treasury yield, a key benchmark for long-term borrowing, averaged 4.20% in January – an increase of 8 bps from the previous month, but remained considerably lower than last year by 43 bps. While mortgage rates typically move in tandem with the treasury yields, the spread between the two narrowed during the month. Reports that the Trump administration encouraged Fannie Mae and Freddie Mac to expand purchases of mortgage-backed securities (MBS) boosted demand for MBS, pushing mortgage rates lower. However, treasury yields rose sharply in the final week of January from global and fiscal pressures. 

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U.S. timberland values remain firm in 2025 despite flat timber prices

The Lesprom Network
February 3, 2026
Category: Finance & Economics
Region: United States

The United States is one of the world’s largest timberland investment markets, with returns driven primarily by land values rather than timber prices, according to Domain Timber Advisors’ timberland market analysis. Timberland values remain strong at the end of 2025, supported by continued appreciation in land values, while timber prices remain relatively flat. …During 2025, Domain underwrites 14 institutional bid events, 54 public listings, and 38 off-market or non-public offerings. By the end of the fourth quarter, the acquisition pipeline consists of 46 deals covering more than 500 thousand acres, providing visibility into pricing dynamics, regional demand shifts, and emerging non-timber value drivers. …Looking ahead, Domain states that renewable energy development and technology infrastructure are expected to expand non-timber revenue opportunities in 2026 and beyond. Alternative timber product markets, including molded fiber products and biomass-to-electricity, are expected to offset part of the pulpwood demand lost due to mill closures and production quotas.

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Suzano reports Q4, 2025 net income of $R116 million

Reuters in Trading View
February 10, 2026
Category: Finance & Economics
Region: International

Brazilian pulp maker Suzano posted a core profit and a net revenue for the fourth quarter above analysts’ expectations, while also announcing a new share buyback program and its market pulp strategy for the year. Core profit, or adjusted earnings before interest, taxes, depreciation and amortization (EBITDA), stood at 5.58 billion reais, down 14% year-on-year. Suzano attributed the core profit fall to a lower average net pulp price and the depreciation of the US dollar against the Brazilian real in the period. Net profit of 116 million reais reversed a 6.7 billion real loss, on the back of lower net financial expenses. Net revenue fell 8% to 13.1 billion reais. Volumes of pulp sold by Suzano rose 4% to 3.4 million metric tons; paper sales increased 10% to about 474,000 tons.

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Russia timber industry under pressure after 2.5% lumber output drop

Wood & Panel Europe
February 10, 2026
Category: Finance & Economics
Region: International

Russia’s lumber industry is entering a period of sustained pressure as production volumes continue to fall and regulatory risks increase. Official data shows that lumber output declined by more than 2.5% last year, reinforcing concerns across the forestry and wood processing sectors. According to Rosstat, Russia’s lumber production dropped from 29.2 million cubic metres in 2024 to 28.48 million cubic metres in 2025. Output remains well below historical highs. Current production is estimated to be 2 to 3 million cubic metres lower than the 2019 peak of roughly 32 million cubic metres. The downturn reflects structural challenges rather than short-term disruption. Domestic demand has weakened. Export markets have narrowed. Access to European machinery and technology has been reduced. These pressures are being felt across both logging and downstream processing operations. China now absorbs more than 70% of Russia’s lumber exports. …Softwood lumber production fell by 3.5% last year. Output declined to 25.7 million cubic metres. 

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Metsä Group reports Q4, 2025 net loss of EUR 227 million

Metsä Group
February 5, 2026
Category: Finance & Economics
Region: International

FINLAND — Metsä Group report a net loss of EUR 227 million in Q4, 2025… as demand for market pulp remained muted in both Europe and China and production at the Joutseno pulp mill was halted during June–December. …Metsä also reported sales of Euro 5.83 billion in 2025, up 1.5% from 2024, while its comparable operating result turned negative at Euro –85 million due to weak market conditions and higher fixed costs. The Group’s operating result was Euro –271 million, compared with Euro 186 million in 2024. Result before taxes stood at Euro –335 million, with a comparable figure of Euro –147 million. 

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Wood, Paper & Green Building

Government tables bill giving Build Canada Homes land acquisition power

By Raffy Boudjikanian
CBC News
February 5, 2026
Category: Wood, Paper & Green Building
Region: Canada

The federal government introduced legislation that would enshrine its housing agency as a Crown corporation on Thursday, giving it land acquisition authority as well as the ability to partner with private developers — as questions remain over the number of units it intends to build. “We are making a generational decision that affordable housing is, and must remain, a top priority of the federal government, and that we play a key role, alongside local, provincial and territorial governments, in ensuring that everyone in Canada has a safe and affordable place to call home,” said Housing Minister Gregor Robertson. Robertson said the existing Canada Lands Company, a Crown corporation that redevelops federal properties, would be folded into Build Canada Homes. …Unclear in the legislation is how many units Build Canada Homes intends to actually build, or other performance indicators.

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A circular economy needs circular materials: the case for Canadian mass timber

By Martin Neilson, architect
The National Observer
February 5, 2026
Category: Wood, Paper & Green Building
Region: Canada

Imagine if we embraced wood as the primary solution for everything we are capable of building tall. As Canada and industry mobilize to scale our national housing stock under Build Canada Homes, I believe that the way we build in Canada is on the precipice of a pivotal moment. Optimizing mass timber for multifamily residential construction — a key pillar of the federal housing plan — presents a tremendous opportunity to bolster our forestry and manufacturing economies while gaining on national targets for emission reductions. On top of delivering urgently needed housing, prioritizing Canadian mass timber is also regenerative for our communities, our economies and our planet. …Having received Royal Assent in 2009, British Columbia’s Wood First Act was enacted to promote the use of wood in provincially funded buildings — a prime example of legislation that strengthened the provincial forestry industry and heavily influenced mass timber adoption across the province. 

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Sustainable and supportive timber and wood products

By Kelly Pau
The Architect’s Newspaper
February 10, 2026
Category: Wood, Paper & Green Building
Region: United States

As mass timber continues to grow in popularity in the US, manufacturers are evolving the scale and sourcing of wood production to meet rising demand. Mercer Mass Timber – Mercer Mass Timber recently helped complete the pictured Anthony Timberlands Center for Design and Materials Innovation, which uses Southern Yellow Pine CLT at its core. Mid-Atlantic Timberframes – For an addition to Pennsylvania’s Lancaster Airport, Mid-Atlantic Timberframes used Southern Yellow Pine LaminatedDecking to merge the new construction with glulam structures from the 1980s. …Sylva Thermally Modified Red Oak – This thermally modified wood cladding is sourced from abundant and sustainably grown U.S. forests, which helped make it a winner in the AN2025 Best of Products Awards. …Mass Timber Modules – Kalesnikoff designed cross-laminated-timber modules to build Integrated Design Cubed’s Knight Building, a 95-bedroom employee housing complex in Montana, which was constructed in 11 months thanks to this smart-timber design.

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Why Architects Are Returning to Timber: The Renaissance of Wooden Windows in High-End Home Design

FINE Magazine
February 8, 2026
Category: Wood, Paper & Green Building
Region: United States

Walk through any design-forward neighbourhood… and you’ll notice something the catalogues haven’t caught up with yet. The windows are changing. After decades dominated by vinyl, aluminium, and composite frames, timber is making a decisive return to high-end residential architecture. And the architects driving this shift aren’t motivated by nostalgia. They’re choosing wood because, for the homes they’re designing, nothing else performs quite the same way. The broader design world has been moving in this direction for several years. Mass timber construction, reclaimed wood interiors, rammed earth walls, natural stone — the 2025–2026 architectural conversation is dominated by what designers call “material honesty.” The idea is straightforward: use materials that are what they appear to be. No laminate pretending to be oak. …The knock against timber windows has always been practical: they need maintenance, they warp, they cost more. Two decades ago, much of that was fair. Modern engineered timber has changed the equation.

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Wildfire home insurance under fire in Southern California

International Association of Fire and Rescue Services
February 5, 2026
Category: Wood, Paper & Green Building
Region: United States, US West

California’s wildfire insurance crisis intensified this week as major insurers faced renewed scrutiny over denied or delayed payouts, while regulators and lawmakers moved to address mounting consumer complaints. The Los Angeles Times reported that insurers defending their claims‑handling practices are under pressure after fire survivors said they were required to produce extensive documentation — including itemized inventories and receipts — before receiving payments, even when their homes were completely destroyed. Lawmakers criticized the practice as burdensome and insensitive to victims who lost everything in the fires.  According to the Guardian, the industry’s retreat from high‑risk regions has accelerated, with non‑renewals and steep premium increases affecting thousands of homeowners across Southern California. Some residents reported annual premiums rising into the tens of thousands of dollars as insurers adopted increasingly aggressive wildfire‑risk scoring models. 

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UC Berkeley’s mass timber research is impacting the decarbonization of California’s construction industry

University of California, Berkeley
February 5, 2026
Category: Wood, Paper & Green Building
Region: United States, US West

Drawing on research developed by Paul Mayencourt’s team at the UC Berkeley Wood Lab, Mad River Mass Timber has emerged as California’s first producer of dowel-laminated mass timber, which has the potential to improve forest health, mitigate wildfire risk, and accelerate the production of affordable housing — while also contributing toward the long-term goal of decarbonizing the environment.  With guidance from Assistant Professor Paul Mayencourt and the UC Berkeley Wood Lab, Humboldt County’s Mad River Mass Timber is pioneering the commercial manufacture of dowel-laminated timber (DLT) in the state. The first vertically integrated producer of mass timber in California, MRMT transforms waste wood from our forests into construction-ready building panels. …Until now, builders in California have had to source mass timber from Washington or Canada. MRMT’s locally produced DLT can play a key role in the state’s transition to low-carbon construction methods. 

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New Library’s Mass Timber Nods to Central Oregon’s Lumber Mill Heyday

By Narte Traylor
ARCHITECT Magazine
January 30, 2026
Category: Wood, Paper & Green Building
Region: United States, US West

Redmond, Oregon’s new library is bigger, clearer, and easier to use. In downtown Redmond, Deschutes Public Library’s two-story Redmond Library—designed by The Miller Hull Partnership with local firm Steele Associates—more than doubles the size of the former branch. The project’s mass timber structure is central to that approach. Exposed wood columns, beams, and ceilings give the interior a clear framework and a warm material baseline. In Central Oregon, the structure also serves as a visible reminder of the area’s economic history, when the logging and milling industries shaped towns across the region, including Redmond. …Program planning grew from extensive community engagement. …The result is a library that serves as a flexible piece of public infrastructure—one that uses mass timber as both structure and signal. 

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Michigan Awards $350K to Jump-Start Nine Mass Timber Building Projects

The Iron Mountain Daily News
February 7, 2026
Category: Wood, Paper & Green Building
Region: United States, US East

LANSING, Michigan – A state program to aid mass timber projects in Michigan has been extended for the Upper Peninsula after the region submitted no applications for funding in 2026. …A supplemental call for proposals makes available $50,000 through March 2. Those awards will be announced March 16. The awardees are:

  • Genesis, Highland Park: $60,000. Reuse of an existing 2-story apartment building.
  • CoHab House, Lansing: $60,000. Part of the larger Churchhill Gardens project.
  • Daniels and Zermack Architects: $45,000. Renovation and addition.
  • Sam Beauford Woodworking Inst: $45,000. Educational facility for skilled trades.
  • The Hive Building B, Detroit: $40,000. The Hive on Gratiot, six-story structure.
  • Bella Vita Condos, Traverse City: $25,000. A mixed-use, multistory development
  • Kent County Admin Building, Grand Rapids: $25,000. 
  • MSU Research Foundation, East Lansing: $25,000. New institutional project.
  • Mixed-Use Building, Mt. Pleasant: $25,000. Hybrid construction types.

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Ohio City Hotel Gets Financing Extension for Mass Timber Tower

Ken Prendergast
NEOtrans: Northeast Ohio Transportation / Transformation
January 30, 2026
Category: Wood, Paper & Green Building
Region: United States, US East

CLEVELAND, Ohio — A state panel this week extended its offer to help finance construction of a new 129-room boutique hotel in Cleveland’s Ohio City neighborhood. While that doesn’t guarantee the hotel will move forward, the developer leading the project said construction can’t start without the state’s financing. The board… offered until Jan. 31, 2027 are $35 million worth of state bonds for the roughly $55 million project that would build a Marriott Tribute Portfolio boutique hotel. …The air quality facilities noted in the resolution include the seven-story building’s proposed use of mass-timber in its construction. …The presence of wood-timber construction above a first-floor reinforced concrete deck is noted in this axonometric view of the proposed Ohio City Hotel (DLR). The use of mass timber instead of reinforced concrete can save up to 40% in ongoing heating and cooling emissions for a building’s user as well as reduced emissions, according to Dan Whalen, at Places Development. 

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Takeaways from COP 30 for the building sector and next steps

By Roxana Dela Fiamor
US Green Building Council
February 9, 2026
Category: Wood, Paper & Green Building
Region: International

At COP 30 in Belém, Brazil, the 2025 United Nations climate conference was widely seen as an “implementation COP”. …Here, USGBC shares concrete initiatives from COP 30 for a people-centered transition of the buildings sector and what will shape the agenda in 2026. …Public procurement and low-carbon construction – The ICBC adopted a Global Framework for Action on Sustainable Procurement, recognizing that public spending, around 13–20% of GDP, can serve as a strategic lever to create demand for low-carbon construction materials and practices. By leveraging the purchasing power of national and local governments, policymakers can send the long-term market signals needed to shift the construction sector toward net zero, given that construction and infrastructure together account for the largest share of public authority budgets. Ministers and over 300 stakeholders also endorsed the Principles for Responsible Timber Construction, promoting bio-based, circular building practices and ensuring the sustainable management of wood resources as demand grows.

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PEFC-certified wood at heart of 2026 Winter Olympics construction

The Programme for the Endorsement of Forest Certification (PEFC)
February 6, 2026
Category: Wood, Paper & Green Building
Region: International

Excitement surrounds the upcoming Milan-Cortina Winter Olympics and Paralympics. For the 2026 Games the use of traceable and responsibly sourced wood is a key part of the event with PEFC-certified Italian forests at the heart of its sustainability aims. The region of Trentino-Alto Adige, with its commitment to certified wood construction, is leading the charge to combine sustainable forest management with the regeneration of Italy’s Alpine communities. …The Fabio Canal Cross-Country Ski Stadium in Tesero has undergone major redevelopment. …XLAM Dolomiti, a leader in Italy’s structural timber sector, made a significant contribution to the Milan-Cortina Olympic works. Using exclusively PEFC-certified wood, the company was involved in the construction of the Athletes’ Village in Porta Romana, Milan and demonstrates how certified timber can meet the demands of large-scale, high-profile urban developments. The Athletes’ Village includes structural mass timber and following the Games, the development will be transformed into Italy’s largest affordable student housing project. [see time-lapse video]

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Forestry

FireSmart funding running dry has B.C. fire chiefs worried

By Jordy Cunningham
The Ladysmith Chemainus Chronicle
February 7, 2026
Category: Forestry
Region: Canada, Canada West

Surprised and devastated. That was West Kelowna Fire Chief Jason Brolund’s initial reaction to hearing about changes to the FireSmart program due to a lack of funding. The FireSmart Community Funding and Supports (FCFS) program closed its intake application on Jan. 30, according to the Union of BC Municipalities (UBCM). “To hear that the funding is abruptly not being replenished is really concerning for us,” said Brolund. “We know our community is no stranger to wildfire. We know the devastating effects that it can have.” The FireSmart Program is a provincially-funded initiative to increase the awareness of community-based planning and acitivies to reduce the risk of wildfire. …In lieu of this, UBCM president Cori Ramsey is asking for B.C. Premier David Eby to make renewing the FireSmart funding a priority while encouraging local governments and First Nations to write about the benefits they’ve gained from the program.

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“Task forces are where things go to die,” Public Workers of Canada Local 8 president

Byu Justin Baumgardner
My Cowichan Valley Now
February 9, 2026
Category: Forestry
Region: Canada, Canada West

NORTH COWICHAN, BC — A representative for mill workers in North Cowichan addressed council to oppose the idea of a special task force to identify why mills are closing in the region. Adrian Soldera, president of Public and Private Workers of Canada Local 8… said everyone already knows why the mills are closing and that a new task force would be a waste of time. …He said the Crofton mill is ending several jobs at its plant and that the Chemainus sawmill now faces extended curtailment efforts due to a fibre crisis. Soldera added that putting another group together to investigate why the mills are closing would be redundant. …“its like asking for a committee to study why a house is on fire while the roof is already collapsing,” Soldera said. “Every day this task force spends sitting in a boardroom another family in a mill town wonders if they can pay their mortgage.”

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BC Natural Resources Forum: A different economic consensus has emerged

By Jim Rushton
Resource Works
February 6, 2026
Category: Forestry
Region: Canada, Canada West

PRINCE GEORGE, BC — In the early 2010s, a shift back toward resources was underway. Today, that consensus has strengthened and broadened. At the BC Natural Resources Forum, both Premier Eby and Opposition Leader Trevor Halford placed strong emphasis on the projects underway and openly championed the North. They declared their support for the direction BC is taking on natural resources and infrastructure, though there remain tactical disagreements. … The big downer is forestry. …“The forest sector, without doubt, has been the hardest hit sector,” Premier Eby said. …He highlighted reforms under the Path 45 program, aimed at increasing the province’s actual timber harvest. …Kim Haakstad, president and CEO of the BC Council of Forest Industries (COFI), announced that “a coalition of forestry workers, community leaders, and industry representatives have organized an online petition asking the BC government for immediate changes to forestry policies that are making it difficult for companies to operate.” 

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BC report highlights forestry problems, but political will remains the barrier to real reform

Wildsight
February 8, 2026
Category: Forestry
Region: Canada, Canada West

The Provincial Forest Advisory Committee’s (PFAC) report on forest management acknowledges long-standing problems in BC’s forestry system, but ultimately fails to address the core reasons meaningful reform has stalled for decades, says Wildsight. While the report includes some positive recommendations — including support for a publicly accessible, LiDAR-based forest inventory and new regional, area-based planning structures — it does not confront the political barriers that continue to undermine forest protection, ecosystem health and public confidence. “The biggest obstacle is not a lack of data — it’s a lack of political will and leadership,” said Eddie Petryshen. “Decisions about old-growth protection are being delayed because the system still prioritizes perceived timber supply impacts over ecological health and the public interest.” …“Unless the PFAC report is followed up by broad-scale legislative change, it risks becoming yet another document that gives the illusion of progress, yet fails to deliver any real solutions.”

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BC’s latest forest study leading to more ‘land back’

By Tom Fletcher
The Western Standard
February 7, 2026
Category: Forestry
Region: Canada, Canada West

BC NDP Forests Minister Ravi Parmar avoided the usual political pledges to accept recommendations from the latest in-depth analysis of the province’s troubled forest industry. The NDP government’s appointed experts, the Provincial Forest Advisory Committee, tabled their findings on February 2 after a six-month review of an industry that is moving from decline to collapse. …Parmar took the NDP’s familiar path, rather than address the sweeping recommendations to restructure the entire forest land base… he said the mill closures that are devastating communities across the province are mostly Donald Trump’s fault. …The report calls this a “land care” system. Its recommendations give a careful nod to indigenous rights and title. Of course, the NDP government has already begun its own project to establish regional management areas… with Crown land control being quietly turned over to selected indigenous groups claiming title. It sidesteps a too-slow BC Treaty Commission and bypasses Canadian case law.

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Forestry review finds five years of NDP policy has failed to stabilize sector

By Rob Shaw
Business in Vancouver
February 4, 2026
Category: Forestry
Region: Canada, Canada West

Two experts hired by the BC government to review the future of the province’s forestry sector did more than just issue recommendations this week. They quietly shredded more than five years of New Democrat forest policy that underpins Premier David Eby’s entire approach to the industry. Foresters Garry Merkel and Shannon Janzen co-authored a report proposing a wholesale shift from government-led forestry decisions to as many as 100 community-led, area-based planning bodies. It would be the most significant overhaul in forest policy in decades, with the goal of stabilizing the collapsing sector. Implicit in that recommendation is a blunt verdict on the current system: It isn’t working or sustainable. …Merkel contrasted his and Janzen’s recommendations of up to 100 Regional Forest Management Areas as a better way because they are truly local and “we need the… major decision-makers to be small enough so they’re connected to it.” All of which puts the NDP government in a bind.

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Province to take over any prosecution of Walbran protesters

By Roxanne Egan-Elliott
The Times Colonist
February 4, 2026
Category: Forestry
Region: Canada, Canada West

The attorney general of BC has decided to take over any potential prosecutions of those arrested for violating an injunction prohibiting people from blocking roads in an area of the Walbran Valley. Forestry company Tsawak-qin Forestry Limited Partnership, which has rights to log in the area where protesters have set up blockades, asked the attorney general to take over the proceedings, and to determine if there is enough evidence to charge those arrested with criminal contempt. Those arrested have faced civil contempt of court charges for alleged breaches of the injunction. …Lawyer Noah Ross, who represents Bill Jones, a Pacheedaht First Nation elder who opposes the logging, said, “By being willing to step in and fund the prosecution, they make it effectively cheaper for the logging company”. …The decision means it’s now up to the BC Prosecution Service to determine what charges, if any, it will approve against those arrested.

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Better government co-ordination on wildfire resilience will strengthen B.C.

By Doug Donaldson, Oliver M. Brandes, Jon O’Riordan
The Vancouver Sun
February 3, 2026
Category: Forestry
Region: Canada, Canada West

Forests Minister Ravi Parmer hosted the high-profile first National Wildfire Symposium in Vancouver and wildfire risk featured prominently at the 23rd B.C. Natural Resources Forum in Prince George. Dialogue at the symposium made it clear that wildfire is a coast-to-coast-to-coast challenge. It has stretched the resources of all provinces and territories. …But what if there is a way for our provincial government to more effectively spend available dollars to maintain wildfire suppression, improve prevention capabilities and support beneficial fires as an essential ecological function, while at the same time becoming better at identifying cross-government areas for new investments to improve wildfire resilience? This is the focus of a new report being published by the POLIS wildfire resilience project at the University of Victoria’s centre for global studies. By pursuing more dedicated and strategically focused cross-government integration and better collaboration, the provincial government can leverage capacity and save money over time.

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BC Must Overhaul the Province’s Forestry Industry, Report Says

By Zoë Yunker
The Tyee
February 4, 2026
Category: Forestry
Region: Canada, Canada West

A forest advisory council has recommended shifting BC’s forest regime towards more local decision-making. The plan has received applause from forestry groups, the BC Greens and the head of the BC First Nations Forestry Council. But some experts warn the plan lacks teeth and risks putting fragile forest ecosystems at risk. …“I think of this like the cod fishery,” said Garry Merkel, a forester and co-chair of the advisory council, at the report’s launch event Monday. Merkel likened B.C.’s crisis to the fishery collapse on Canada’s East Coast. …BC First Nations Forestry Council’s Lennard Joe said he supports efforts to bring forest decision-making closer to people it affects. …But UBC forest management professor Peter Wood noted that the report made little mention of the province’s Old Growth Strategic Review. …Rachel Holt, a conservation ecologist worries that the council’s recommendations stop short of changes that are required to protect key ecosystems.

In related coverage:

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B.C. forests policy likened to paddling in circles

By Vaughn Palmer
The Vancouver Sun
February 3, 2026
Category: Forestry
Region: Canada, Canada West

Vaughn Palmer

The co-chair of the provincial forestry advisory council… Garry Merkel presided over the release of what he characterized as “another freakin’ review” of BC forest policy. …The council report cast doubt on two other mainstays of NDP forest policy. It suggests “many” of the 54 recommendations in the recent review of BC Timber Sales should be paused or ceased altogether. Merkel also disparaged the forest landscape plans.  …His co-chair, Shannon Janzen, former vice-president of Western Forest Products… and their half dozen colleagues believe they’ve produced a set of recommendations — 10 in all — to get everyone paddling together and in the same direction. The changes would be sweeping and fundamental. …A report that offers “no comfort” for today’s crisis in the industry, but suggests waiting five years and maybe things will be better? I doubt the New Democrats will put it at the top of the cabinet agenda for action this day.

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Northward Shift of Boreal Tree Cover Confirmed By Satellite Record

By Chris Burns
NASA Scientific Visualization Studio
February 6, 2026
Category: Forestry
Region: United States

For the first time, researchers have been able to confirm that our planet’s boreal forests are on the move. Using nearly a quarter million Landsat satellite images spanning 36 years, scientists have confirmed for the first time that Earth’s boreal forest—the planet’s largest forested biome—is shifting northward, revealing unprecedented changes in this critical ecosystem that stores more than a third of the world’s forests and helps regulate our global climate. [5 min. video]

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Wildfire Urgency Unites Congress. The ‘Fix Our Forests’ Act Does Not.

By Katie Surma
Inside Climate News
February 3, 2026
Category: Forestry
Region: United States

Lawmakers from both parties agreed at a congressional hearing Tuesday that the federal government must act to address the growing threat of catastrophic wildfires, but they were sharply divided over how, and whether pending legislation known as the Fix Our Forests Act offers the right path forward.  The House of Representatives passed the FOFA legislation in January 2025, and its companion bill is pending in the Senate. …Republican supporters of the bill championed its focus on fast-tracking the thinning and clearing of forests on large tracks of land by making exceptions to requirements in bedrock environmental laws. They argue that those steps are a fix for intensifying fires. …Democrats on the House Committee sharply criticized parts of the wildfire bill, arguing that it unnecessarily erodes environmental safeguards and expands logging, despite limited evidence that either makes communities safer. …Outside of the hearing, scientists and environmental advocates also criticized parts of FOFA.

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Montana forester on timber lawsuits: ‘Judges shouldn’t be managing our forests’

By Duncan Adams
The Bozeman Daily Chronicle
February 10, 2026
Category: Forestry
Region: United States, US West

MISSOULA, Montana — Forester Sean Steinebach felt stunned when US District Court Judge Donald Molloy in Missoula vacated a federal magistrate judge’s favorable recommendations about the proposed South Plateau timber project. “Judge Molloy is a thorn in my side,” said Steinebach, outreach forester for Sun Mountain Lumber, based in Deer Lodge. …Molloy’s ruling was filed Dec. 11, vacating March 31 recommendations by Magistrate Judge Kathleen DeSoto that had allowed the project to proceed. Sun Mountain Lumber operates a sawmill in Deer Lodge and one in Livingston. …Steinebach said incessant lawsuits by environmental groups like the Alliance for the Wild Rockies, the Center for Biological Diversity and the Council on Wildlife and Fish sabotage timber projects, threaten sawmill communities, loggers and others. …One key issue for Judge Molloy was secure habitat for grizzly bears, but Canada lynx habitat was also a concern. Both are considered threatened species under the Endangered Species Act.

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University of Oregon research overturns long-held ideas about forest fires in the western Cascades

By Karen Richards
KLCC Public Radio
February 8, 2026
Category: Forestry
Region: United States, US West

University of Oregon Assistant Research Professor James Johnston said he was taught that when a large fire burned a moist, Western Cascade forest to the ground, and the area didn’t burn for hundreds of years afterward, that’s what created a complex, old-growth landscape. Instead, his study found that ancient tree stumps in the Mount Hood and Willamette National Forests had burn scars from multiple fires over their long lives. It’s the first time tree-ring scars have been used to document fire records in the region. Johnston said forests are complex because of—not in spite of—lower-severity wildfires which don’t kill many of the trees. …Johnston said to figure out the best ways to foster healthy forests, relatively recent upheavals also need to be considered. Those include clearcuts, human infrastructure at the margins of forests, and hotter and drier weather patterns.

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Washington plan to kill barred owls a futile waste of money

By Ann Donnelly, Clark Country Republican Party
The Columbian
February 7, 2026
Category: Forestry
Region: United States, US West

Quietly, garnering little public attention, armed federal agents of the US Fish and Wildlife Service are seeking to shoot every barred owl in Pacific Northwest forests. The grisly plan exemplifies government at its most misguided. Barred owls are being condemned for being invasive. But are they? They have been present in Pacific Northwest forests for 130 years. Barred owls are prolific and adaptable. The spotted owl is neither. It has been listed as a threatened species since 1990. Spotted owls have benefited from decades of restrictions. The limits have been costly for our region’s timber industry and rural communities. Yet the spotted owl population has not rebounded. …Exterminating the barred owl has been criticized as futile, inhumane and costly by bipartisan coalitions of Senate and House members, by animal rights advocates, and Audubon Society chapters. …Secretary Burgum should end the plan and preserve owl habitats and the timber industry.

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Bill seeks to repeal rule that locks up Washington timberland

By Don Jenkins
Capital Press
February 4, 2026
Category: Forestry
Region: United States, US West

OLYMPIA — The House Agriculture and Natural Resources Committee showed a lively interest in repealing a rule that will lock up 200,000 acres of timber in Western Washington. The committee held a hearing Feb. 3 on House Bill 2620, sponsored by a mix of conservative Republicans and progressive Democrats. The bill targets the Forest Practices Board’s decision in November to widen and lengthen riparian buffers along streams without fish. The bigger buffers will eliminate $2.8 billion worth of timber, a University of Washington analysis estimates. The rule barely passed, 7-5. …The buffers, which go into effect Aug. 31, are needed to keep logging from raising water temperatures in most cases, according to Ecology. Timber groups say Ecology’s no-increase-in-water-temperature standard is humanly impossible to meet. What matters is that water temperatures stay cool enough for fish downstream, they argue. Forest landowners and the Washington State Association of Counties suggested buffers that would take 44,500 acres out of production. 

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A Beautifully Burned Forest: Learning to Celebrate Severe Forest Fire (Book Review)

By Andy Kerr
The Wildlife News
February 2, 2026
Category: Forestry
Region: United States, US West

Richard Hutto is speaking truth to power (the fire-industrial complex) as well as to ignorance (most Americans) in his book about severe forest fire. The powerful include the federal land management agencies; Congress; federal, state, and local elected officials; Big Timber; and the private-sector fire-fighting industry. The ignorant include most of the media. …The truth is that those severe forest fires that Smokey Bear warned us about are not bad, unnecessary, and preventable but are in fact good, necessary, and inevitable. …To Hutto (and to forest scientists and forests), a severe forest fire is a gift the forest receives; the forest is not destroyed by severe fire. …To Hutto, “burned forests are magical places that seem to harbor plant and animal species and visual experiences found under no other forest condition.” …Richard L. Hutto is Professor Emeritus in Biological Sciences and Wildlife Biology at the University of Montana.

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Forest Service moves forward with logging project near Ketchikan

By Sydney Dauphinais
Alaska Public Media
February 2, 2026
Category: Forestry
Region: United States, US West

ALASKA — The US Forest Service is moving forward with a plan to harvest over 5,000 acres of trees in the Tongass National Forest, just east of Ketchikan. A majority of that will be old-growth trees, which some people worry will be devastating to the forest. The Forest Service released the final environmental impact statement for the South Revilla project earlier this month. It would allow for the harvest of over 4,000 acres of old-growth timber, and over 1,000 acres of young growth timber. …Cathy Tighe, a district ranger, says the …project includes construction of new trails, a cabin, boat launches and outhouses. …The Ketchikan-area plans were originally introduced in 2016, under the first Trump administration, but were shelved in 2020 with the change in administrations. …Critics say that old-growth logging projects of this scale will be devastating. …There is a 45-day objection period that follows the release of the final environmental impact statement.

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New Hampshire reaches deal with carbon-offset company over largest private forest

By Kate Dario
New Hampshire Public Radio
February 2, 2026
Category: Forestry
Region: United States, US East

PITTSBURG, New Hampshire — The state has reached a deal on the management of the Connecticut Lakes Headwaters Working Forest, a 146,000 acre property constituting 3% of New Hampshire’s forests, according to Gov. Kelly Ayotte. The forest is privately owned but is under a conservation easement, which means the state has oversight regarding how the land is managed and can ensure it remains a working timberland. Since the land was purchased in 2022 by an out-of-state carbon offset company, Aurora Sustainable Lands, local loggers have raised concerns about reduced timber harvesting on the property. As a carbon-offset company, Aurora curbed logging in order to sell the carbon they stored. …In the plan agreed upon last month, Aurora will increase the average annual timber harvest. …“The Connecticut Lakes Headwaters Working Forest is critical to recreation, tourism and the timber industry in our North Country,” Ayotte said.

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Carbon, Climate & Bioenergy

Canada eyes boosting fines for industrial emissions

By Anne Mulkern
E&E News by Politico
February 10, 2026
Category: Carbon, Climate & Bioenergy
Region: Canada

Mark Carney

Major Canadian factories and power plants could soon pay more for their planet-warming emissions. Prime Minister Mark Carney is pushing to strengthen a federal policy that forces many industrial, manufacturing and electricity-generating facilities to reduce their carbon intensity. The aim is, in part, to make up the emissions reductions lost when Carney ended a carbon tax on gasoline, diesel and natural gas consumption. Carney’s administration is already negotiating potential rule changes with oil-rich Alberta, a province responsible for about a quarter of the country’s greenhouse gas emissions. The two aim to agree on changes by April 1. But with many provinces using their own carbon-pricing system, changing the federal standards could be politically difficult, experts said. Canada’s 10 provinces and three territories regulate several hundred factories and power plants. [to access the full story an E&E News subscription is required]

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Trump EPA set to repeal scientific finding that serves as basis for US climate change policy

The Associated Press
February 10, 2026
Category: Carbon, Climate & Bioenergy
Region: United States

WASHINGTON — The Trump administration on Thursday will revoke a scientific finding that long has been the central basis for US action to regulate greenhouse gas emissions and fight climate change, the White House announced. The Environmental Protection Agency will issue a final rule rescinding a 2009 government declaration known as the endangerment finding. That Obama-era policy determined that carbon dioxide and other greenhouse gases endanger public health and welfare. …White House press secretary Karoline Leavitt said… the action “will save $1.3 trillion in crushing regulations,” she said. …The endangerment finding is the legal underpinning of nearly all climate regulations under the Clean Air Act for motor vehicles, power plants and other pollution sources that are heating the planet. It is used to justify regulations, such as auto emissions standards, intended to protect against threats made increasingly severe by climate change — deadly floods, extreme heat waves, catastrophic wildfires and other natural disasters.

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US Department of Energy (DOE) scientists blasted climate report ordered up by boss

By Scott Waldman
E&E News by Politico
February 2, 2026
Category: Carbon, Climate & Bioenergy
Region: United States

Misleading. Unjustified. Hypocritical. Those are just some of the words that Department of Energy scientists used to describe a 141-page report on climate change that was commissioned by DOE Secretary Chris Wright. The feedback appears in newly revealed emails that were made public as part of a court fight between DOE and public interest groups. And they show that criticism of the report isn’t limited to scientists outside the Trump administration. The department’s own internal reviewers took issue with the document, which was written by five climate contrarians from outside DOE who were handpicked by Wright. …One DOE reviewer echoed that opinion and said it was “misleading” for the report to talk about how climate change could boost plant growth without mentioning its other drawbacks. Another comment described the report’s criticism of climate modeling as an “unjustified (and at worst a biased) judgement.” 

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Global economy must move past GDP to avoid planetary disaster, warns UN chief

By Matthew Taylor
The Guardian UK
February 9, 2026
Category: Carbon, Climate & Bioenergy
Region: International

The global economy must be radically transformed to stop it rewarding pollution and waste, UN secretary general António Guterres has warned. Speaking to the Guardian after the UN hosted a meeting of leading global economists, Guterres said humanity’s future required the urgent overhaul of the world’s “existing accounting systems” he said were driving the planet to the brink of disaster. “We must place true value on the environment and go beyond gross domestic product as a measure of human progress and wellbeing. Let us not forget that when we destroy a forest, we are creating GDP. …In January, the UN held a conference in Geneva titled Beyond GDP attended by senior economists from around the world. …A report published by the group late last year argued that… the need for an economic transformation had become increasingly urgent.

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Health & Safety

Federal board investigates fatal chemical release at Baileyville, Maine pulp mill

News Center Maine
February 9, 2026
Category: Health & Safety
Region: United States, US East

BAILEYVILLE, Maine — Federal investigators are looking into a chemical release at the Woodland Pulp mill in Baileyville that killed one worker and injured nine others. The US Chemical Safety and Hazard Investigation Board said Monday it has opened an investigation into the January 27 incident at the facility. One of the injured workers remains hospitalized. The person who died was a 20-year-old University of Maine student taking part in an internship at the mill. According to the company, the release may have occurred when concentrated sulfuric acid mixed with sulfurous compounds within an enclosed sewer. The reaction can generate toxic hydrogen sulfide gas. The release occurred in the mill’s bleach plant area. Investigators will examine chemical handling practices, process safety systems, and the company’s emergency response. A team has already been sent to the site to collect evidence, conduct interviews, and review records. 

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Can mass timber reduce construction accidents in New York city?

By Slawomir Platta, The Platta Law Firm
Woodworking Network
February 4, 2026
Category: Health & Safety
Region: United States, US East

Construction in New York City is one of the most dynamic and demanding industries in the country — but it’s also one of the most dangerous. …That’s why innovation in building materials and methods can have a real impact not only on efficiency and sustainability but also on safety. One such innovation, mass timber, is gaining traction. …Mass timber components are prefabricated in controlled factory settings. This approach greatly reduces the need for tasks like cutting, welding, or mixing concrete on-site — tasks that are commonly associated with jobsite injuries. …Additionally, since large panels arrive ready to install, crews spend less time working at height, which directly reduces the risk of falls — the leading cause of construction fatalities in the U.S., according to OSHA’s fall protection guidelines. …It also means a reduced need for powered hand tools and high-decibel equipment, lowering the risk of accidents related to hand injuries or communication breakdowns.

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