Ken Kalesnikoff & David Eby
BC Wood announced that Premier David Eby will open the 22nd Annual Global Buyers Mission (GBM) and deliver the welcoming remarks on Friday, September 5th, before the tradeshow begins. This shows the significance of the GBM to British Columbia’s forestry and value-added wood industry, with the Premier joining us to explore the tradeshow floor and engage directly with the delegates. Premier Eby’s presence highlights the critical role of BC’s wood and forestry sector in driving innovation, sustainability, and economic growth. As one of the largest events of its kind in Canada, the GBM brings together over 700 delegates from around the globe, fostering connections that generated over $34 million in new business last year alone. For 22 years, the GBM has been a staple for generating business for Canada’s wood manufacturers. This showcases to international delegates, Canada’s wood manufacturing capabilities as some of the finest in the world.
The US and Canada are fighting about lumber once again. The neighbors have feuded over softwood lumber since the 1980s. The US has periodically put in place duties to counteract what it claims are unfair subsidies and sales of lumber priced below market value. …Canada has long resisted changing its trade practices on lumber. But as the Trump administration has become more bellicose about its trade relationship with Canada, the country’s stance may be softening. On July 16, BC Premier Eby said that Canadian officials are now open to putting a quota on the amount of lumber exported to the US. The increased fees will benefit foresters in the US South… but the US would struggle to offset the lumber it gets from Canada in the short-term, potentially driving up housing prices. Here’s what to know about the commodity that has long dominated US-Canada trade tensions. [to access the full story a Bloomberg subscription is required]
As of mid-2025, the global tariff environment has grown increasingly unpredictable. The United States has reinforced its protectionist stance with new and expanded duties aimed at key trade partners. Most notably, a 50% tariff on imports from Brazil was enacted, targeting a wide range of products. Wood pulp and certain industrial inputs were explicitly exempted, though lingering confusion around the policy’s scope has led companies to reassess sourcing strategies. …Many of the early US tariffs implemented—such as those targeting Canadian softwood lumber, Chinese finished goods, and EU paperboard products—remain in place. …In response to this complex tariff environment, companies are increasingly focusing on supplier diversification, regional trade agreements, and nearshoring strategies to reduce risk. While some nations—like Mexico and Chile—have emerged as viable alternatives for sourcing pulp, packaging, and paper products, the reshuffling of trade lanes is still underway. 
Lumber futures have dropped about 12% since hitting a three-year high two weeks ago, a sign that wood buyers stocked up before duties on Canadian two-by-fours more than doubled this month and that traders are worried about the U.S. housing market. Futures for September delivery fell to around $610 per thousand board feet late Friday and have declined in nine of the past 10 trading sessions. On-the-spot prices are also down, according to Random Lengths. …Jordan Rizzuto, chief investment officer at GammaRoad Capital Partners… said that besides indicating that lumber was piled high in U.S. lumberyards before the higher duties took effect, the whipsaw in wood prices is a warning sign for other asset classes. “Lumber’s price behavior over the past several weeks relative to countercyclical and defensive assets suggests potential weakening of new construction and cyclical sectors of the economy,” he said. [to access the full story a WSJ subscription is required]
Lumber futures fell toward $610 per thousand board feet, retreating from the May-2022 high of $695.5 seen August 1st as weakening demand, recovering supply and tariff-driven trade distortions jointly sapped pricing power. Demand has cooled sharply with US single-family starts slipping to an 11-month low and building permits plunging, a direct consequence of elevated mortgage rates that curbs the core market for lumber. On the supply side, sawmills remain under-utilized but production has stabilized and Canadian mills are ramping output off a curtailment-heavy base, Statistics Canada shows production and shipments recovering into mid-2025, keeping physical availability ample. Tariffs meant to restrict Canadian flows are, in this oversupplied environment, simply redirecting trade and encouraging inventory build rather than creating scarcity, so inventories remain high and limit upside even as duties rise.
VANCOUVER, BC — Conifex Timber reported results for the first quarter ended March 31, 2025. EBITDA was negative $3.2 million for the quarter compared to EBITDA of $4.9 million in the first quarter of 2025 and negative $7.1 million in the second quarter of 2024. Net loss was $8.3 million for the quarter versus net income of $0.6 million in the previous quarter and net loss of $9.7 million in the second quarter of 2024. …Lumber production in the second quarter of 2025 totalled approximately 35.3 million board feet, representing operating rates of approximately 59% of annualized capacity. Second quarter production was negatively impacted by operating the sawmill on a four-day configuration, necessitated by reduced log availability.
Box demand touches nearly every industry, from flat-screen TVs to packaged food, all of which see sales fluctuate based on how flush shoppers feel. …Sales of corrugated cardboard used to make boxes are slumping, signaling that retail demand across industries may be due for a correction. US box shipments fell to the lowest second-quarter reading since 2015, with companies like International Paper Co. and Smurfit Westrock Plc reporting drops in box shipments. The drop in packaging demand appears to be tied to President Donald Trump’s mixed messaging on tariffs, with companies not stocking up on packaging while they wait to find out how the levies will affect costs and demand. [to access the full story a Bloomberg subscription is required]
US mills consumed more recycled paper in 2024 compared to 2023 while exports decrease. The American Forest & Paper Association (AF&PA) recently announced its annual paper recycling rates, with 60%-64% of paper and 69%-74% of cardboard available for recovery being recycled in the United States in 2024. Paper continues to be one of the highest recycled materials in America, supported by successful recycling systems throughout the country. In 2024 alone, 46 million tons of paper was recycled in the U.S., which equates to 125,000 tons of recycled paper being turned into new, essential products like cardboard boxes, paper packaging, and toilet paper every day. …US mills used 1.29 million more tons of recycled paper to make new products in 2024 – that’s 32.7 million tons compared to 31.3 million tons in 2023.
Technological advances are also primary drivers of construction material innovations. …Also, there are new 
Road closures, evacuations, travel chaos and stern warnings from officials have become fixtures of Canada’s wildfire season. But as the country goes through its second-worst burn on record, the blazes come with a twist: few are coming from the western provinces. Instead, the worst of the fires have been concentrated in the prairie provinces and the Atlantic region, with bone-dry conditions upending how Canada responds to a threat that is only likely to grow as the climate warms. Experts say the shift serves as a stark reminder that the risk of disaster is present across the thickly forested nation. …“We had fire everywhere,” said Paul Kovacs, at the Institute for Catastrophic Loss Reduction at Western University. “And so for the first time, we had a different thought about wildfires as a country. …This is a national issue. This can show up anywhere.”
KLAWOCK, Alaska — Steinway pianos have a particular sound. …The secret to the sound isn’t merely Steinway’s skilled craftsmen—who’ve been using the same methods since 1853—but the specialized wood they use for the soundboards. It comes from the Tongass National Forest in Alaska. Unfortunately, a broken promise from the federal government will soon stop the music. …In 2016 the U.S. Department of Agriculture created a management plan that promised the availability of old-growth timber from the Tongass annually on a fixed schedule. …Not only has the Forest Service never met the timber-sale goals outlined in their management plan, in the past four years it offered less than 10% of the annual needs for the industry. …An executive order from President Trump… and a lawsuit we filed against the USDA earlier this year haven’t been enough to get the Forest Service to stop starving the industry. [to access the full story a WSJ subscription is required]
As of mid-August, the 2025 fire season is shaping up to be Canada’s second-worst on record. Since the spring, headlines across the country have consistently highlighted a community ordered to evacuate, a new fire sparking somewhere, or unique resource-sharing situations for fire management. Enter the newly-created 
The sternly worded statements and letters are filled with indignation and outrage: Republican US lawmakers say Canada has done too little to contain wildfires and smoke that have fouled the air in several states this summer. …They’ve demanded more forest thinning, prescribed burns and other measures to prevent fires from starting. They’ve warned the smoke is hurting relations between the countries and suggested the US could make it an issue in tariff talks. But what they haven’t done is acknowledge the role of climate change — a glaring and shortsighted omission, according to climate scientists. It also ignores the outsized US contribution to heat-trapping gases that cause more intense heat waves and droughts, which in turn set the stage for more destructive wildfires, scientists say. …“I don’t think there’s much they can do,” said Michigan climate scientist Jonathan Overpeck. He noted that hotter temperatures are melting permafrost in northern Canada.
LAKE HURON, Ontario — Jenifer Brousseau often picks berries and traditional medicines in the bush around her community in northeastern Ontario. But in recent years, Brousseau and many others from Serpent River have been concerned about the forestry industry’s use of herbicides that contain the chemical glyphosate. …Environmental groups — including Friends of the Earth Canada, the David Suzuki Foundation, Safe Food Matters and Environmental Defence Canada — have launched a court challenge of Health Canada’s conclusions on glyphosate. …Some small municipalities in northern Ontario have also started to petition the province in their effort to get the ban. …Fred Pinto, an adjunct professor of forestry at the University of Toronto said herbicides are just one tool used by forestry companies to manage vegetation. Pinto said herbicide spraying is often done using aircraft in areas that have little to no road access.
PENNSYLVANIA — The Allegheny National Forest is set to ramp up logging by more than 10% this year as part of a push from President Donald Trump to boost domestic lumber supplies. The move has sparked fierce debate between environmentalists and pro-logging groups who disagree on cutting trees to reduce wildfire risks or improve forest health. In the coming fiscal year, the state’s only national forest is set to sell 45 million board feet, an over 12% increase from this fiscal year, said Alisen Downs, for the Allegheny National Forest. …Allegheny National Forest has proposed a five-year plan starting next fiscal year, Downs said.“I think a slow and steady progress toward that increase is probably the best approach,” said Julia McCray, of the Allegheny Forest Alliance, which includes local officials and people from the timber industry. …While next year’s logging will be an increase… it’s not a historic high. 
The Trump administration wants to scrap a rule that protects tens of millions of acres of national forest from road-building and large-scale logging—but its zeal to log will face a reality check from government downsizing, possible litigation, and even a soft timber market. The US Forest Service is grappling with budget cuts and staffing shortages. At the same time, environmental groups are already gearing up for legal battles, arguing the so-called Roadless Rule safeguards endangered species, clean water, and biodiversity. “The administration can sprint and rescind the Roadless Rule, but then what?” said Murray Feldman, at Holland & Hart LLP in Boise. “It seems like a moonshot to try to reverse decades of national forest management plans by revoking one specific set of rules. But we’ll see.” …The Forest Service hasn’t taken any official steps to rescind the Roadless Rule since Rollins’ announcement in June. 
Officials in Nova Scotia say a wildfire in the western part of the province has grown and could force people out of their homes, while cooler temperatures and low winds have helped firefighters in Newfoundland and Labrador. The Long Lake wildfire is expected to grow, said Scott Tingley, manager of forest protection with Nova Scotia’s Natural Resources Department. On Sunday evening, the Nova Scotia Department of Natural Resources said the fire had almost doubled in size, growing from 11 square kilometres in the morning to nearly 20 square kilometres. It had spread past Godfrey Lake to the intersection of Fairns and West Dalhousie roads on one side and the south side of Spectacle Lakes on the other, it added. “These are not favourable firefighting conditions,” Tingley told reporters Sunday morning. “It’s very, very dry.” Two contracted helicopters were helping local firefighters along with crews from Prince Edward Island and Ontario, he said.
NOVA SCOTIA –More than one hundred homes have been evacuated as an out of control wildfire near West Dalhousie in Annapolis County continues to burn Friday morning. The fire broke out Wednesday on the north side of Long Lake, about 20 kilometres east of Annapolis Royal, Nova Scotia. The provincial Department of Natural Resources has said a lightning strike caused the fire. …The national weather forecaster has issued an air quality statement for Annapolis County and parts of Halifax County, saying smoke from the wildfires is reducing air quality in the area, and that people who are more likely to be impacted by smoke — including pregnant people, infants and young children, people with chronic health conditions and people who work outdoors — should avoid strenuous outdoor activities.
PAYSON, Arizona — Crews on the ground and in the air are making progress against the Washington Fire, which had burned an estimated 550 acres about 11 miles north of Payson. The lightning-caused blaze, which started Aug. 13, was 6% contained with nearly 500 personnel assigned as of Sunday. Firefighters are working to keep the fire boxed in between the Highline Trail to the south and Forest Road 300 to the north, while strengthening handlines and contingency lines around threatened communities and cabins. Officials say a combination of dozer work, hose lays, handlines and aerial water drops helped slow the spread and protect structures on the fire’s edge. …Dry, hot weather is expected to challenge suppression efforts in the days ahead, with firefighters also on alert for new starts. …Evacuation orders remain in place for Mountain Ridge Cabins, Washington Park and Shadow Rim Ranch.
GORMAN, California — 
ATHENS — Wildfires intensified across southern Europe on Wednesday with a round-the-clock battle to protect the perimeter of Greece’s third-largest city and at least three deaths reported in Spain, Turkey and Albania. Outside the Greek port city of Patras, firefighters struggled to protect homes and agricultural facilities as flames tore through pine forests and olive groves. Tall columns of flames rose behind apartment blocks on the outskirts of the city. …Spanish Prime Minister Pedro Sánchez expressed condolences after the death of a firefighting volunteer in the hard-hit Castile and León region north of the capital, Madrid, where thousands have been displaced by evacuations. In Turkey, a forestry worker was killed Wednesday while responding to a wildfire in a southern region, officials said. The Forestry Ministry said the worker died in an accident involving a fire truck that left four others injured.