The Supreme Court ruling does not reverse duties imposed under other statutory authorities available to the president. This includes the approximately 35% combined antidumping and countervailing duties on Canadian softwood lumber, the 10% global Section 232 tariff on softwood lumber, and the 50% global Section 232 tariff on steel and aluminum imports. This tariff uncertainty — along with whether importers and businesses that paid tariffs under IEEPA can receive up to $175 billion in refunds — leaves tariff policy in a state of chaos, which will likely result in additional, complex litigation. American consumers and businesses are unsure how any new tariffs will affect them. In the meantime, more than 60% of builders surveyed by NAHB have reported seeing higher costs because of tariffs. With the nation facing a housing affordability crisis, NAHB continues to urge the president to exempt building materials as part of his tariff strategy.
President Donald Trump announced a temporary import duty under Section 122 of the Trade Act of 1974, shortly after the US Supreme Court struck down his tariffs imposed under the International Emergency Economic Powers Act. The Section 122 surcharge is scheduled to take effect February 24 and remain in place for up to 150 days. Under the proclamation, Section 122 duties do not apply to goods that are subject to Section 232 of the Trade Expansion Act of 1962 or that are USMCA compliant. The implications for wood products are as follows:
Delaware – President Trump’s announcement of a 15% tariff following last week’s Supreme Court ruling has created uncertainty in financial markets. While some retailers and consumer companies may benefit from reduced trade barriers, domestic lumber and packaging firms face increased competition from cheaper imports. …On Monday, domestic lumber companies saw their stock prices drop amid concerns that cheaper foreign imports could undercut their pricing power. The court’s tariff decision threatens to erode the competitive advantage that domestic packaging and lumber businesses previously held against lower-cost foreign competitors, industry analysts warn. RBC analysts identified potential negative consequences for companies including Clearwater Paper, Rayonier, Sylvamo, and Smurfit WestRock. A recent industry survey revealed that most U.S. purchasers reported declining containerboard prices in February, as increased European imports expanded supply and created additional pricing pressures. Monday trading saw Smurfit and domestic competitor International Paper decline by 7% and 6%, respectively.
US President Donald Trump just lost his biggest emergency tariff weapon at the US Supreme Court – but for Canadian exporters and long‑term investors, the real story is that the pressure has shifted to narrower, more strategic sectors that matter for jobs, growth and returns. …Trump reacted by promising new tariffs through other statutes. …Section 232 now defines Canada’s real exposure. …Softwood timber and lumber: 10 percent tariffs imposed last October, alongside US countervailing and anti‑dumping duties on Canadian lumber that the Commerce Department increased from 14.5 percent to 35 percent earlier this year. …Upholstered wooden furniture, cabinets and vanities: 25 percent tariffs since last October; a planned increase in January was paused. …Dominic LeBlanc, Canada’s minister for US–Canadian trade relations, told CBC News that “what’s hurting the Canadian economy are the sectoral tariffs under a different American law,” and said this “reminds us again of the importance of diversifying our trading relationships.” 
The US Lumber Coalition has expanded its list of complaints against Canadian softwood producers. The group has presented nine “new subsidy allegations,” claiming that Canadian producers benefit from federal government programs, including one that offers refundable tax credits for clean technology such as solar power. …The Commerce Department is investigating the nine new allegations put forward by the group. Canada has repeatedly rejected American arguments that Canadian producers benefit from subsidies and also denies dumping. …One of the group’s complaints targets a federal program in Canada, open to eligible forestry companies, that provides refundable tax credits for carbon capture, utilization and storage. In addition, the group’s allegations name provincial programs in BC, Alberta, Ontario and Quebec. …The Commerce Department deferred a potential probe, suggested by the Coalition, into cases pertaining to alleged subsidies for long-term timber tenures in BC and Alberta. [to access the full story a Globe & Mail subscription is required]
OTTAWA — The Supreme Court of Canada will help decide the appropriate means of reviewing a company’s complaint about the service provided by a railway. In November 2023, the Canadian Transportation Agency ruled that Canadian National Railway Co. failed to meet the level of service it owed to Alberta Pacific Forest Industries Inc. The agency is a federal regulator and quasi-judicial tribunal and, under section 41 of the Canadian Transportation Act, its decisions may be appealed to the Federal Court of Appeal on questions of law or jurisdiction. CN wanted to contest factual findings so it pursued an appeal under a provision of the Federal Courts Act, not under section 41.
Raw logs were being loaded for export at the shuttered Crofton pulp mill – just weeks after hundreds of local workers were laid off over a lack of wood fibre, and as about 120 sidelined Chemainus sawmill employees brace for their EI benefits to run dry. “I don’t want a handout, I want a job,” said Brian Bull, who was laid off from Western Forest Products’ Chemainus sawmill. …North Cowichan’s mayor says repeated appeals to federal officials to grant workers the additional 20 weeks of EI benefits promised by the Prime Minister in the summer of 2025 have gone unanswered. “There’s about 120 workers impacted at the Chemainus sawmill. The majority are set to lose their EI benefits next month. …So laid-off Chemainus sawmill workers are urging the provincial government to stop raw log exports. Elzinga said he fears their the Chemainus sawmill may never re-open, due a lack of fibre supply.
Snuneymuxw First Nation is calling on other levels of government to act to protect its waters following an oil spill and long-standing discharge of “toxic sawmill effluent” at Duke Point near Nanaimo. The nation is calling for a full environmental investigation following the incidents it says are caused by Environmental 360 and Western Forest Products. The nation has sent letters to the federal, provincial and municipal governments calling on them to act. This comes after an 
The CN railway running through 100 Mile House will not be discontinued after all. District of 100 Mile House Mayor Maureen Pinkney said that the consultant hired to assess the rail line’s future had told her, and around 87 other stakeholders in the region between North Vancouver and Prince George, that removal of the rails was off the table. …CN Rail announced it would be discontinuing service between Squamish and 100 Mile House… and that rails and ties are removed after discontinuance. …Potentials for the new use of the rail tracks include the return of passenger rail to 100 Mile House. …Pinkney said that there could be opportunities from the saved rail line to make up for lost tax revenue from the closure of the West Fraser Mill, as well as the OSB plant. 
The BC government is forecasting that the natural gas industry will play a larger role as the top driver of provincial resource revenue, while warning about tough times in the former economic powerhouse of forestry. Natural gas royalties are expected to ring in at nearly $1.3-billion for the 12 months ending March 31, 2027, up 38%. …The government is anticipating $521-million in forestry revenue for the 2026-27 fiscal year, up 3%, but still down sharply when compared with several years ago. …In the 2020-21 fiscal year, forestry revenue surpassed $1.3-billion and natural gas royalties reached $196-million. …Tuesday’s budget introduces a temporary Stumpage Payment Deferral Program in an effort to ease the cash crunch for companies. The voluntary program covers the first 11 months of 2026. …The government anticipates that the trend of depressed annual volumes of tree harvesting will continue over the next several years, restricting the production of softwood lumber. [to access the full story a Globe & Mail subscription is required]
The United Steelworkers union found positives in a difficult BC budget. …Recognizing the uncertainty created by US trade policy… USW Western Canada Director Scott Lunny said… “Today’s budget advances the government’s work towards long-term economic stability, including BC’s goal of securing $200 billion in private-sector investment over the next decade in sectors including mining, forestry and manufacturing”. …USW noted positives, including: a continued commitment in funding to strengthen permitting capacity in resource industries; a $400- million Strategic Investments Special Account to leverage federal government dollars for investment and job creation in key sectors like value-added forestry, responsible mining, manufacturing and clean energy; and unprecedented investment in skilled trades funding as well as a training grant to encourage apprenticeships. …”While we welcome the $20 million to help workers and employers in tariff-impacted sectors like steel and forestry, there is still a missing commitment to stabilizing and sustaining the primary forestry sector,” said Lunny.
The decision by the US Supreme Court to invalidate many of President Trump’s tariffs has been met with mixed reactions in Quebec, as the steel, aluminum and lumber sectors remain subject to US tariffs. Economy Minister Jean Boulet said, “its effects for Quebec seem limited,” noting that Quebec exports in accordance with CUSMA were already exempt. “American tariffs on lumber and other key sectors remain in place,” Boulet stressed. …Stakeholders from Quebec’s economic and union sectors pointed out that Friday’s ruling is far from putting an end to the trade war with our southern neighbors. …“While this decision is great news for free trade, its impact on Canada remains limited and we are not out of the woods yet,” said senior public policy analyst Gabriel Giguère in a statement. Moreover, the review of the USMCA planned for this year still looms over Canada-US relations.
It took only a few hours after the 
The US Customs and Border Protection agency said it will halt collections of tariffs imposed under the International Emergency Economic Powers Act at 12:01 a.m. EST on Tuesday, more than three days after the US Supreme Court declared the duties illegal. The agency said in a message to shippers on its Cargo Systems Messaging Service that it will de-activate all tariff codes associated with US President Trump’s prior IEEPA-related orders as of Tuesday. The IEEPA tariff collection halt coincides with Trump’s imposition of a new, 15% global tariff under a different legal authority to replace the ones struck down by the Supreme Court on Friday. CBP gave no reason why it was continuing to collect the tariffs days after the Supreme Court’s ruling. The message noted that the collection halt does not affect other tariffs imposed by Trump under the Section 232 national security statute and the Section 301 unfair trade practices statute.
OTTAWA — The Canadian minister responsible for Canada-United States trade said Wednesday that Mexico was keen to maintain a trilateral agreement under the free trade pact between the three North American neighbors that is up for review this year. “I am reassured by the Mexican economy secretary … his desire to work with Canada and to ensure that the review of CUSMA results in a strengthened and ongoing trilateral trade arrangement,” Dominic LeBlanc said in a press conference from Mexico. LeBlanc is heading a group of over 370 delegates to Mexico for a six-day trade mission amid fears that U.S. President Donald Trump could ditch the decades-old three-way free trade agreement between the U.S., Mexico, and Canada when it comes up for review later this year. “The Mexicans have very similar interests to Canada,” LeBlanc said. “We both remain absolutely committed to the trilateral free trade agreement and working together as this review process unfolds,” he added.