Rodrigo Marchi, Managing Director for the Americas at Suzano, framed his presentation around a central commercial argument: that eucalyptus-based hardwood pulp has moved well beyond its historical role as a cost-reduction tool and is now a performance fibre capable of helping customers compete on product quality.
Rodrigo Marchi
The presentation drew on Suzano’s experience working across tissue, packaging, and printing and writing grades, with a particular focus on substitution opportunities, the structural shift away from softwood, and what Marchi described as a deintegration strategy that is reshaping how some mills approach their fibre furnish. Marchi opened with the demand picture for hardwood pulp, noting the sustained growth trajectory that has characterized the segment over the past two decades, driven primarily by China.
A union representing lumber workers in Canada warned that the federal government needs to help “stabilize” the forestry sector as the trade war with the United States drags on and impacts productivity, leading to sawmill closures. The sentiment emerged at a Tuesday meeting of the House natural resources committee as it continued its study into Canadian energy exports, where Unifor national president Lana Payne told MPs that the industry continues to struggle. Industry Minister Mélanie Joly had unveiled a $1.5-billion aid package for the steel, aluminum and copper sectors on Monday, with the bulk of this amount offered through three-year loans under a program that will be created by the Business Development Bank of Canada (BDC). At the time, Joly stressed that Ottawa is still working to offer “similar terms” through BDC to the softwood lumber and forestry industries.
President Trump said federal agencies “must buy American”, doubling down on his push to prioritize the use of products manufactured, developed and produced in the US. …Government agencies are generally required to buy American-made products under the Buy American Act of 1933, which mandates that federal agencies acquire domestic end products for public use. However, there are several exceptions to the law including unreasonable cost, product unavailability and if domestic preference would be inconsistent with the public interest. Trump has long criticized government agencies for signing too many waivers. In a March executive order entitled “Ensuring Truthful Advertising of Products Claiming To Be Made in America,” Trump pushed forward efforts to crack down on false claims of American-made products.
US President Donald Trump’s administration on Monday asked a US court to pause its ruling against the administration’s 10% global tariff while the federal government pursues an appeal. Last week, the US Court of International Trade ruled that the president’s 10% temporary global duties were unjustified under a 1970s trade law. But the court only blocked the levies for two private importers and the state of Washington. The court ruled that Trump’s imposition of the tariffs under Section 122 of the Trade Act of 1974 was misguided. In February, Trump imposed the so-called global tariff of 10 per cent after the U.S. Supreme Court struck down some tariffs the U.S. president had implemented under the International Emergency Economic Powers Act. CUSMA-compliant Canadian exports heading to the U.S. were exempt from the global tariff.
FLORIDA — On the heels of Escambia County adopting an ordinance to establish an Economic Development Ad Valorem Tax Exemption (EDATE) for West Fraser, the sawmill company announced a $70.25 million expansion, creating 30 new jobs. The board voted to approve the ordinance, which will give the Canada-based lumber company a 70% ad valorem tax exemption for a period of five years. Shortly after the vote, FloridaWest Economic Development Alliance announced that West Fraser has invested $70,250,000 in capital expenditures to expand its existing sawmill operation in McDavid. …The project is expected to generate substantial economic activity across Escambia County, supporting local suppliers, contractors and service providers. …Over the next five years, the estimate of the taxable value lost to the county is $70,252,000 improvements to real property, and $3,400,000 to tangible personal property.
NEW YORK — Mercer reported first quarter 2026 Operating EBITDA of $7.8 million, a decrease from $47.1 million in the same quarter of 2025 and an increase from negative $20.1 million in the fourth quarter of 2025. In the first quarter of 2026, net loss was $52.0 million compared to $22.3 million in the same quarter of 2025 and $308.7 million in the fourth quarter of 2025. Mr. Juan Carlos Bueno, CEO, stated: “Our pulp sales realizations showed resilience this quarter as softwood pulp markets held steady, while hardwood pulp performance trended upward on favorable demand-supply dynamics. However, elevated fiber costs across our supply chain and a slower-than-anticipated recovery in prices continued to weigh on our results. …Mass timber momentum continues to build, backed by an order book and commitments of $171 million that support a multi-year production plan. …European softwood pulp prices increased compared to the fourth quarter of 2025 due to supply constraints, although these gains were offset by higher discounts.
VANCOUVER, BC — Western Forest Products reported a net loss was $19.9 million in the first quarter of 2026, compared to net income of $13.8 million in the first quarter of 2025 and net loss of $17.5 million in the fourth quarter of 2025. …The company reported Adjusted EBITDA of negative $13.6 million in the first quarter of 2026. In comparison, the Company reported Adjusted EBITDA of $3.5 million in the first quarter of 2025 and Adjusted EBITDA of negative $6.2 million in the fourth quarter of 2025. Other highlights include: Lumber production of 118 million board feet (versus 154 million board feet in Q1 2025), Lumber shipments of 113 million board feet (versus 156 million board feet in Q1 2025), Cedar lumber shipments of 25 million board feet (versus 31 million board feet in Q1 2025), Average lumber selling price of $1,422 per mfbm (versus $1,348 per mfbm in Q1 2025), and Average BC log sales price of $193 per m3 (versus $134 per m3 in Q1 2025).
A panel at the 2026 SFI Annual Conference — Leveraging SFI Certification for Global Reporting Frameworks and Market Assurances — took on one of the more pressing questions facing the forest sector: as global disclosure frameworks multiply and investors demand quantifiable outcomes, does forest certification still do the job? Shenandoah Johns, Chief Environment and Sustainability Officer at West Fraser, walked through five major disclosure frameworks that have arrived in the last five years and identified the gap between what certification was designed to demonstrate and what regulators are now asking for. Paige Goff, VP Sustainability at Domtar, made the case for not overcomplicating what is already working. Kirsten Vice, Senior VP Sustainability and Canadian Operations at NCASI, framed 2026 as a year of influence — with key nature-related frameworks being finalized — and called on the sector to shape its own targets before others do it for them. Jason Metnick, President of SFI, moderated.
With support from the B.C. government, a Vancouver business is conducting a field trial of its technology to assess whether it can reduce the frequency of wildfires ignited by lightning. Through the Province’s Integrated Marketplace program, delivered by Innovate BC, Vancouver-based Skyward Wildfire Technologies is receiving as much as $1 million to assess the effectiveness of its lightning-caused wildfire prediction and reduction technology in reducing wildfires ignited by lightning. Lightning is the leading cause of wildfires in B.C. In 2024, lightning was responsible for 70% of wildfire ignitions and 97% of all area burned in BC. …Skyward’s technology uses proprietary AI-enabled forecasting to identify areas of elevated lightning-caused wildfire risk and a targeted intervention designed to reduce cloud-to-ground lightning strikes. This technology has the potential to support wildfire-prevention efforts in fire-prone regions in BC.
WASHINGTON — The Intertribal Timber Council (ITC) expressed deep disappointment following the European Commission’s release of its EUDR simplification review, saying the package offers no meaningful relief for Indigenous Tribal Nations and leaves major concerns raised by Tribal forest managers unresolved. Despite months of engagement from Tribal representatives and repeated warnings about unintended impacts on Indigenous communities, the Commission declined to reopen the regulation and instead proposed only limited technical adjustments through implementing acts, FAQs, and guidance documents. As a result, compliance obligations affecting Tribal Nations in low-risk countries remain fundamentally unchanged. …US Tribal Nations manage 7.8 million hectares of forestland under sovereign governance systems. …The ITC is calling on the European Commission to recognize Tribal forests in the United States as low-risk, legally protected systems.
UK — The significant decline in the number of trees produced by Britain’s nurseries provides a “stark illustration” of the sector’s ‘falling’ confidence, an industry leader has said. Around 139 million trees were grown in the UK’s private and public nurseries across 2025/26, a sharp fall on previous years. In both 2024/25 and 2023/24, nurseries grew slightly over 160 million trees, with 2022/23 totalling slightly under 152 million. This means the total number of trees produced fell by around 14% between 2024/25 and 2025/26. …The findings were contained with the Forestry Commission’s new Tree Supply report – published in late April – which pointed to reduced planting expectations in Scotland as being a major cause of the decline. Stuart Goodall, chief executive at industry body Confor, said: “the report provides a stark illustration of the concerns that have been raised for a number of years – government targets for tree planting are not being met and this is affecting confidence and business activity in the sector.
Many US pellet exporters are evaluating new potential markets abroad to diversify their portfolios and adjust to evolving policy landscapes. At the same time, other countries around the world are increasing production and use of wood pellets as a coal replacement for power generation, as well as renewable heating option for residential heating systems and industrial utilization. From Vietnam to smaller markets such as Poland, global wood pellet production continues to grow. …US manufacturers produced over 11 million tons of wood pellets in 2025, including premium and utility pellets. A majority of that volume was exported—an estimated total of 9.37 million tons last year. Globally, pellet producers are experiencing a tug of war between increased biomass use due to decarbonization efforts and increased scrutiny from programs such as the European Union Deforestation Regulation and other countries’ evolving policy mechanisms. …Finding new substantial markets for US pellets may prove to be a challenge. 
New Brunswick’s wildfire season has begun with more forests burned than at this time last year, according to the government’s wildfire dashboard. As of Wednesday afternoon, the dashboard reported there has been 178 fires so far this season, which have burned 343 hectares of forest. At the same date in 2025, there had been 100 fires burning 87.7 hectares of forest. The 10-year average for the period up to May 6 is 84 fires burning 105 hectares. As of 9 a.m. Wednesday, there were no out-of-control fires in the province, compared with six Tuesday night. …New Brunswick’s wildfire season begins in early April and continues through the summer. Last year, several fires resulted in restrictions on forest trail use. In Moncton, municipal fire departments joined with provincial firefighters. …“Record-low precipitation, minimal snowpack, and prolonged drought have pushed fire risks higher than normal,” the Department of Natural Resources said.