The U.S.-Canada softwood lumber dispute stands as the most protracted trade conflict between the two countries…. An important aspect of this trade dispute is the substitutability of lumber products between the two countries. Canadian lumber imports are detrimental to the U.S. industry only when the products are substitutes. In such a scenario, the imposition of trade restrictions would have a significant influence on the domestic market…. We investigate dynamic relationships between prices for Spruce-Pine-Fir, a softwood species primarily imported from Canada, and Southern Yellow Pine, one of the most popular softwood species domestically produced in the U.S…. Our empirical findings indicate that within the +/-3.4% price differential band, the two lumber products demonstrate a higher degree of substitutability.
- In related news Wood Central’s Jason Ross: Canadian and US Lumber Compete Head to Head Just 16% of the Time

BRUSSELS — The EU and Canada will use a landmark summit next month to announce an expansive new partnership, ranging from breaking down digital trade barriers to joint support for Ukraine and investing in fighting wildfires. “The world is rapidly changing with unprecedented geopolitical challenges as well as challenges across trade, energy, technology, climate, and resources,” reads a joint statement. …The EU and Canada have been seeking to shore up their strategic ties as they grapple with the fallout from U.S. President Donald Trump’s trade war. …The two sides plan to say at their summit in Montreal that they want to speed up investment in critical mineral projects, strengthen supply chains, and improve supply security, including by stockpiling critical resources to mitigate “market fluctuations and geopolitical impacts.” …Ottawa and Brussels will also announce the joint purchase of 50 De Havilland water bombers, to be ready for use in Canada and Europe in 2030 to fight wildfires.
Plaintiffs led by the Canadian government will appeal the Court of International Trade’s July 27 ruling that upheld the Commerce Department’s use of a differential pricing analysis to detect masked dumping in a case challenging the 2021 administrative review of the antidumping duty order on Canadian softwood lumber, according to a Sept. 23
President Trump’s ban on nearly $1 billion worth of Canadian goods went into effect Tuesday, marking the latest salvo in a trade war between the U.S. and its longtime ally to the north. The restrictions include Canadian dairy products, motor vehicles and many alcoholic beverages. Trump, in signing the executive orders to ban the goods, cited Canadian “discrimination” against the American equivalents. Jacob Jensen, as the American Action Forum, said the limits cover $967 million worth of Canadian imports, based on 2025 data. The president last month slapped 50 percent tariffs on $27.6 billion worth of Canadian products, levies that Canadian Prime Minister Mark Carney’s government matched “dollar for dollar. …Carney, meanwhile, has used the trade dispute with Trump to shift his country’s cooperative focus elsewhere. 

The British Columbia Supreme Court has refused to approve a proposed reverse vesting transaction (RVO) for Teal-Jones Group that would have wiped out long-standing fibre supply agreements tied to TFL 46, finding that TimberWest and Domtar held proprietary interests that should not be extinguished. The Monitor argued that the sale of the Surrey Mill and TFL 46 to Gillfor Manufacturing was the best available transaction and that removing the agreements was necessary to preserve the business, but the Court found no sufficient evidence that the agreements were uneconomic or would prevent Gillfor from operating the assets. With the agreements priced at fair market value and their termination expected to cause significant prejudice to TimberWest and Domtar, the Court declined to approve the transaction unless they remained in place. …The prejudice to Domtar if the supply agreements were extinguished would be significant. 

Imported hardwood timber and lumber could be the next wood products to face a US national security tariff, with the Commerce Department’s one-year deadline to report back to the White House on those imports running out at the end of today in Washington. That is according to the proclamation President Donald Trump signed a year ago this week, which requested the update so he could decide whether the phased import duty that Commerce recommended in July last year is warranted. “By October 1, 2026, the Secretary shall provide the President with an update on imports of hardwood timber and lumber, their markets, and the domestic industry,” the proclamation instructs.” …Trump put off the planned increases to 30 and 50 per cent by a year at the end of last year, with the amended proclamation citing “productive negotiations of agreements with multiple countries” on wood products.
The US and China reached new trade and investment arrangements during President Xi Jinping’s September 2026 state visit to Washington, including the relaxation of tariffs affecting lumber and other wood products exported from the US to China. …According to a September 25, 2026 
WASHINGTON — President Trump’s trade war with Canada could intensify the headwinds Republicans are navigating ahead of the November midterms, with its effects poised to reverberate in northern battleground states with crucial Senate races. …The escalating beef with Canada stands to heighten voters’ economic worries and add to the GOP’s political challenge in dead-heat races, analysts said. …Trump’s new import bans on some Canadian goods are set to begin next week, a response to retaliatory tariffs Canada levied earlier this month. …Five of the nine states most likely to decide Senate control border Canada — Alaska, Ohio, Michigan, New Hampshire and Maine. Two more, Texas and Iowa, also do substantial trade with Canada. …“What’s weighing on the top of people’s minds is this general affordability crisis … and they realize that tariffs are another factor that is impacting affordability.”
The USDA Agricultural Marketing Service published a final rule in the
US Customs and Border Protection agents spent four days investigating Auckland timber processor Hermpac after a complaint from the US Lumber Coalition. The finding was uncomfortable. A wholesaler on America’s east coast had been routing Canadian-origin wood through New Zealand for processing before shipping it into the US. …The purpose, according to the investigation, was to dodge the punishing duties the US imposes on Canadian softwood lumber. This is the first confirmed case of a New Zealand processor being directly investigated by US Customs in connection with the Trump-era tariff regime. …The fight is no longer just about headline rates. It is now about who inspects your paperwork, and whether the value you add in New Zealand counts. …The practical takeaway is unglamorous but urgent. Review and document your origin classifications now, before a competitor files a complaint, not after Customs agents turn up.
The United States and the state of North Carolina have filed a 


Lumber futures fell to around $530 per thousand board feet, remaining near their lowest level in nine months, as rising borrowing costs weigh on housing demand. Growing concerns over inflationary pressures have fueled a broader selloff in global government debt markets, pushing yields to their highest level in nearly two decades. As a result, mortgage rates climbed above 7%, a level last seen in January 2025, further weighing on prospective homebuyers. Although lacking any particular economic significance, economists refer to the threshold as a psychological ceiling. Meanwhile, lumber-intensive single-family housing starts increased 7.6% in August. Providing an offsetting pressure, Ottawa had announced counter-tariffs of 25% on US lumber and 50% on plywood following US tariffs on several lumber-related goods.
Much of the current discussion about BC exports understandably focuses on tariffs and the evolving trade relationship with the US. …A complete picture of what the province sells to earn its way in the world must include services. They generate roughly 40% of the province’s international export earnings. …The shift toward services has been underway for decades, supported by steady growth in gateway transportation and the rapid expansion in technology and professional services. …BC’s export mix has become more diversified partly because services have performed well, but also because merchandise exports have struggled. …The largest contributor to the decline in BC’s real merchandise exports is softwood lumber and other forestry-related exports, which have plunged since 2017. That decline reflects a shrinking timber harvest mainly attributable to provincial policy changes, a dwindling fibre supply, rising costs and other pressures that have reduced the competitiveness of the B.C. forest sector.
VANCOUVER, BC — Record exports of commodities are moving to new and growing overseas markets this year as the Port of Vancouver helps move more of what Canadians make, mine, harvest and grow to more customers. Overall cargo volumes for the Port of Vancouver hit a record 88.1 million metric tons (MMT) for the first six months of 2026, up 3% compared to the same period for 2025. …“From Quebec aluminum… Alberta energy and BC forestry products and critical minerals—we’re proud to move what Canadians make. More than $1 billion in goods moves through the port each and every day, and with game changing projects on the horizon like Roberts Bank Terminal 2 we’re ready to step up to deliver more.” …The Port of Vancouver handles about half of Canada’s two-way container trade, comprising exports of forestry products, food, machinery and premium grain, and imports like consumer goods and manufacturing parts.


Diesel prices have surged to levels that are creating significant cost pressures for logging and log-hauling businesses, which depend on heavy-duty trucks and fuel-intensive operations. As fuel costs climb, the expense of moving raw forest products rises with every mile, tightening margins and straining contractors who already operate on thin financial footing. These increases ripple through the entire supply chain, affecting delivered wood costs and operational predictability. As FRA President Tim O’Hara notes, “Rising diesel prices are creating real challenges for logging and hauling businesses, and mills have been working with contractors to ease some of that burden. It’s a strong reminder that our wood supply chain succeeds when every link supports the other.” The analysis underscores the need for short-term relief measures to stabilize costs and support the sector during this period of volatility. 

A US diesel export ban could become a self-defeating exercise that would do little to ease high US fuel prices but could worsen supply and economic disruptions around the globe, analysts said. US President Donald reportedly said on Tuesday he backed the idea of a ban. Average US diesel prices have jumped to a record $6.5107 a gallon. Diesel is critical to the global economy because it powers transportation, farm equipment and the machinery used to make and move goods. High fuel prices stoke inflation — already a pain point for Trump and Republicans. …”Given that a surplus of diesel in the US could paradoxically force American refiners to cut supplies of oil products – potentially within a few weeks – a ban would ultimately be self-defeating,” Capital Economics said in a note. Restricting US diesel exports would wreak havoc on fuel markets in the US and abroad.
The number of residential remodelers employed during the second quarter of 2026 was seasonally adjusted at 454,100, accounting for over 49% of the total residential building construction employment . While remodeling employment experienced a loss of 5,100 compared to the first quarter of 2026 and fell 1.0% year-over-year, it has grown over 19% compared to its level prior to the COVID-19 pandemic. …The average hourly earnings in nominal terms (i.e., not adjusted for inflation) for residential remodelers during the second quarter of 2026 was $37.91, up $0.32 or 0.8% compared to the previous quarter. …NAHB Economics has recently created the NAHB Remodeling Input Price Index (RIPI) which is a fixed-weight composite that measures monthly price changes among nonlabor inputs associated with residential improvements and routine residential maintenance & repair. As of the second quarter of 2026, the NAHB RIPI shows that input costs for remodelers rose 6.6% on a year-on-year basis, up from the 3.9% increase in the previous quarter.

UK — Demand in softwood markets remains patchy at best, and an overall weakness in the market predominates leading merchants to adopt an ultra-cautious approach. Now that the Scandinavian mills are back in production after the summer holidays, their attention is focused on which markets will be able to absorb their productions. With UK demand on the back foot, importers and are concerned that the Swedes may try to squeeze unwanted volumes into the UK with price inducements. If this happens, and an excess of softwood arrives, it can only result in another self-destructing price war. …To mitigate the effects of low demand, some sawmilling groups are reducing production. …Sawmillers Holmen have announced reduced output for their Linghem mill in Sweden, Stora-Enso is discussing permanent closure of the Veitsiluoto unit in Finland, and there has been an overall drop in production among German softwood producers. …Further afield, curtailments are spreading across the US and Canada.
An analysis originally published by Austria’s Landwirtschaftskammer Kärnten says Europe’s timber industry continues to face weak construction activity, high financing costs and subdued demand. Global Wood’s English-language report says… The European timber industry is facing a prolonged period of consolidation as weak construction activity, industrial recession and higher financing costs continue to pressure the sector. The outlook was discussed at International Wood Day in Klagenfurt, Austria, where around 300 industry leaders and experts gathered. Raiffeisenbank International chief economist Gunter Deuber said Germany’s continued industrial weakness is affecting Central European sawmills, panel manufacturers and timber construction companies, with building permits remaining at historically low levels. High household savings and cautious spending are also limiting residential construction, while stricter lending conditions and elevated construction costs are delaying projects. Although interest rates have fallen, financing remains more expensive than before 2022. 
Developing formaldehyde-free and high-performance wood adhesives is imperative for sustainable wood utilization. To overcome performance trade-offs in lignin adhesives, we developed a formaldehyde-free aqueous adhesive formulation via reactive cysteine-functionalized lignin, achieving high performance with an unprecedentedly low lignin loading (20 wt %), which is sprayable and injectable and exhibits excellent fluidity. It undergoes self-curing via forming amide bond, achieving robust bonding performance under simple hot-pressing conditions. The solvent-free lignin adhesive for plywood outperforms commercial resins, demonstrating exceptional dry strength (4.0 MPa), high wet-strength retention (83.7%), and superior durability against extreme temperatures (−196° to 190°C), humid heat aging, and solvents. …This work establishes an environmentally friendly and scalable strategy for constructing full bio-based adhesives with exceptional processability and durability, providing a paradigm for lignin valorization within lignin-first biorefinery frameworks.


LONDON — With rising expectations to prove material origin, a
EUROPE — The European Federation of Wooden pallet and Packaging Manufacturers (FEFPEB) fully supports the PPWR’s objectives to strengthen circularity and promote reuse.However, following our review of the work concerning wooden pallets, we have seriousconcerns that the current assessment does not adequately reflect how pallet reuse operates inpractice or provide a sufficiently representative basis for establishing a mandatory minimumnumber of rotations. For the reasons set out in the attached statement, FEFPEB does not support the introduction ofa mandatory minimum rotation requirement for wooden pallets on the basis of the currentassessment. In particular, we believe that the evidence base and methodology should bereassessed, with meaningful involvement of the wooden pallet sector, before any suchrequirement is considered. Wooden pallets already operate within mature systems of repeated use, repair, reconditioning,and recycling across Europe. Their circular performance cannot always be captured through individual rotation counts.
Timber traders, pallet makers, and furniture suppliers selling into Europe will not have to trace bamboo, rattan, or used and second-hand wood to a forest plot after the European Commission’s rewrite of the EU Deforestation Regulation’s product list came into force on Friday. That is according to
The bipartisan 21st Century ROAD to Housing Act — the first major overhaul of housing legislation in more than 30 years — is good news. But the policy, which aims to accelerate housing production across the country, also sets in motion surging demand for one of the oldest and most consequential building materials on Earth: wood. …As cities grapple with the need to increase housing production and decarbonize the built environment, they must take seriously the ecological impact of these material demands. …Since the 1990s, many North American timber operations have received certifications from forestry-standard groups, signaling to eco-conscious developers, architects, and investors that their wood products were responsibly produced. The Forest Stewardship Council (FSC) and the Sustainable Forestry Initiative (SFI) cover the majority of operations in North America. …But SFI policies around clearing primary forests are vague, while the FSC Mix label allows a product to include a majority of wood from non-certified logging operations.
The Mark Carney government has been open-handed this year when it comes to funding major projects in BC that it deems to be in the national interest. The government promised $3.9 billion for the North Coast Transmission Line… It invested $500 million to expand the Red Chris gold and copper mine and pledged financial support for the $10-billion Roberts Bank port expansion. …A Canadian scientist and a University of BC professor say the federal government’s funds and perks are subsidizing the destruction of nature, contravening Canada’s global biodiversity commitments “Biodiversity again loses out,” Justina Ray, president and senior scientist for Wildlife Conservation Society Canada, said. Ray and Jessica Dempsey, a University of BC professor who studies the political economy of biodiversity loss, both said Prime Minister Mark Carney’s investment summit in Toronto last week underscores that the government’s priority is to facilitate resource extraction, despite the toll on nature.
HDI Risk Consulting has published a new climate risk assessment of Canada’s Boreal Forest using its modelling platform, mapping how heat stress, drought, wildfire, water scarcity and permafrost thaw interact across a region spanning Canada, Alaska and the northern US. The analysis is part of HRC’s Iconic Landmarks series, applying spatial climate data to identify where physical risk concentrates and how it cascades into business interruption for the forestry, mining, energy and transport sectors that depend on the region. “Climate risk moves through interconnected systems. The Boreal Forest is a clear example of that interaction,” said Wiebke Cundill, HRC’s team lead for natural hazards and climate risk analysis. …Given how much Canadian lumber, energy and minerals feed directly into US manufacturing and construction, HRC’s point, that “a wildfire in Canada can quickly become a US business problem,” is grounded in real, measurable trade data rather than a general climate-adjacency claim.
The European Union has updated its regulation on deforestation-free products (EUDR), which is intended to ensure that products placed on or exported from the EU market do not contribute to deforestation or forest degradation. …The EU amended the regulation in December 2024 and December 2025, introducing simplification measures intended to reduce administrative costs and compliance burdens for affected companies. The EUDR will begin applying to large and medium operators on December 30. Micro and small operators will be subject to the regulation beginning June 30, 2027, while micro and small operators already covered by the EU Timber Regulation will have a December 30 compliance date. The EUDR replaces the EU Timber Regulation and is part of the European Commission’s broader effort to reduce the EU’s contribution to global deforestation, greenhouse gas emissions, and biodiversity loss. …An
Recent headlines have made clear the need for change in BC’s forest sector. …We can and should emphasise building with renewable materials sourced from BC timber, such as expanding local production of mass timber and continuing to advance tall wood construction. …The Faculty of Forestry & Environmental Stewardship (FES) at the University of British Columbia (UBC) is doing just that. …Our recently launched UBC Richards Buchanan Professorship in Forests, Nature and Human Health is taking this line of research one step further. …Made possible with a multi-million-dollar gift from philanthropist Bruce Buchanan and leveraging support from UBC, the scope of this innovative professorship overlaps with such fields as medicine, public health, epidemiology, environmental health, neuroscience and/or environmental psychology. Potential topics of investigation span urban greening, forest therapy, nature-based solutions, Indigenous health, community well-being, biophilic design and/or environmental change, such as from extreme heat events, air pollution or wildfire smoke.
British Columbia has endured another extreme drought with damaging impacts seen across the province. …Playing out year over year, the chaotic cycle of drought crises has become a familiar experience for BC. We argue it’s the result of provincial water management that continues to treat drought as a short-term seasonal emergency rather than the year-round, persistent problem it has become. A
NEW BRUNSWICK — Ken Thomas has been harvesting lumber from forests in Stanley for over 32 years. …But these days, he’s consumed with the thought of what to do next, when he pulls these 20-foot logs out of the forest and looks for a buyer, now that his longtime purchaser is pulling out of the game — at least temporarily. Earlier this month, the AV Nackawic mill announced it will temporarily shut down at the end of October. The mill owner, AV Group, had already stopped purchasing wood in August. …If the Nackawic mill closes permanently, there will be about 257,000 hectares of Crown land licensed to AV Group that will be up for grabs. …In the meantime, while the province decides the next steps for the licence, Herron has allowed the mixed hardwood cut and grown for the Nackawic mill to be exempt from regulations keeping it in the province.
The roadless rule has flaws. Repealing it entirely could create new ones. …Would more roads help or hurt places such as Mill City? A Trump administration proposal would repeal what’s called the “roadless rule,” which prohibits road building and many types of forest management on 45 million acres of national forest. The regulation could be repealed as soon as next year. Supporters of the administration’s plan argue that these areas should be actively managed to reduce wildfire risks, while many conservationists worry that new roads would hurt forests that are home to many vulnerable wildlife species. The forests also provide drinking water and other environmental benefits. Public comment is open through Oct. 6. …However you feel about the rule, the Forest Service currently lacks the capacity to maintain roads and conduct wildfire mitigation and forest restoration projects at the scale needed. [to access the full story a Washington Post subscription is required]
A California group said in an Instagram post that it had located the largest redwood tree on Earth following a two-year search. While celebrating the remarkable tree, the post also provides a reminder that awe-inspiring forests are not guaranteed to last, especially as old-growth habitat continues to disappear. In its post, Sacramento Food Forest described an old-growth coastal redwood as having a “base width of 116 feet,” and said it is “over 1,500 years old and 310 feet tall.” It also claimed the tree is wider at the base than “the largest tree in the world, a giant sequoia named General Sherman.” While these precise claims aren’t fully verified, the post included a video showing the tree’s remarkable size. Sacramento Food Forest said larger redwoods once occupied a 2 million-acre coastal band before widespread logging drastically shrank that area.
The recent Public Forum letter criticizing the Fix Our Forests Act (FOFA) raises legitimate concerns about protecting forests and addressing climate change. But portraying the bipartisan legislation primarily as an effort to expedite logging misses much of what the bill is intended to accomplish. Climate change is making wildfires more dangerous. …We need to address both problems. Recent research provides a striking example. Scientists examined 164 forest plots burned during California’s massive 2021 Dixie Fire. In untreated forests, there was a 58% probability that every tree in a plot would be killed. Thinning alone lowered that risk to 48%. But where thinning had been followed by prescribed fire, the probability of complete tree mortality fell to just 4%. That distinction matters. Responsible forest management is not simply another name for logging. The research suggests that thinning alone provides limited protection unless surface fuels are also addressed. Prescribed fire was a critical part of the treatment.
AUGUSTA, Maine — A new Department of Agriculture, Conservation and Forestry Maine Forest Service (MFS) report underscores the effectiveness of environmentally friendly practices during timber harvesting. Released Oct. 1, the “
NORTH CAROLINA — A few weeks ago, the U.S. Department of Agriculture released the draft environmental impact statement for its plan to open the remaining pristine roadless areas of our national forests to mining, logging and road building. Pushed by anti-public lands corporate and industry interests, this raid on the lands that belong to all Americans raises the alarm about the ability to pass an irreplaceable resource down to future generations. …The release of the draft environmental impact statement opened a 30-day public comment period with a now-past deadline of midnight Sept. 21 – less than half the traditional 60- to 90-day comment period traditionally provided for proposed actions of this magnitude. Conservation organizations and others are formally requesting an extension, but past behavior shows the current administration is not interested in what you or I think. That’s why it is vital to raise your voice in support of the Roadless Rule before Oct. 6.
LOUISIANA — Governor Jeff Landry issued an
MINNESOTA — At the North Star Logging Expo in Grand Rapids, Minn., I got a quick lesson in operating heavy equipment and a more sobering one about the pressures facing the people who make their living with it. Loggers are struggling with something out of their control: the price of diesel fuel. That matters to the whole state because the timber industry doesn’t just cut trees. It’s a key steward of rural Minnesota’s economy and environmental health. If you spent any time worrying about wildfire smoke, climate change or jobs in the past year, you’re invested in figuring this out. …Brady Hasbargen, a fourth-generation logger from Birchdale, Minn., along the Canadian border, said he uses about 100,000 gallons of diesel every year. Last year, he spent about $300,000 on fuel. With diesel now priced above $6 per gallon, that cost will double and could go even higher. That’s well beyond his profit margin.
States and cities sued the Trump administration Thursday for repealing rules that limit planet-warming 

