US President Trump could decide next year to withdraw from the Canada-United States-Mexico trade agreement (CUSMA), Politico reported on Thursday, citing U.S. Trade Representative Jamieson Greer. “The president’s view is he only wants deals that are a good deal. The reason why we built a review period into CUSMA was in case we needed to revise it, review it or exit it,” Greer told Politico’s White House bureau chief Dasha Burns in a podcast episode that airs Friday. Greer also raised the idea of negotiating separately with Canada and Mexico and dividing the agreement into two parts in the podcast, adding that he spoke with Trump about that possibility just this week. …Trump on Wednesday said that the CUSMA agreement – which faces an upcoming review- will either be left to expire or another deal will be worked out.
Related coverage:
- Open Tools: Mark Carney’s Trade Gamble: Will it Pay Off for Canada?
- Mike Crawley in CBC News: U.S. producers warn Trump’s tariffs jeopardize their access to Canada, Mexico
Montréal, Quebec – Domtar Wood Products announced today a curtailment in its lumber production. Due to challenging market conditions and ongoing economic uncertainty, Domtar will temporarily reduce its lumber production by 100 million board feet for the fourth quarter of 2025, including additional curtailments for the holiday season, at its facilities in Quebec, Ontario, and the United States. “Demand for lumber continues to stagnate in North America, exacerbating an already difficult market,” said Luc Thériault, President of Domtar Wood Products. Domtar will continue to monitor market conditions and adjust its production plans accordingly. [END]
The federal government has rejected an industry request for payouts to softwood producers in Canada on the hook for US duties, fearing that direct intervention would further irritate the US. Canadian softwood producers have paid more than $10-billion since 2017 in accumulated duties, which are cash deposits held in trust by the US that collect interest. The producers expect the US to refund a portion of the duties if and when the two countries resolve the trade dispute. In the meantime, the industry has suggested that the Canadian government make payouts to reflect the present value of anticipated refunds. The two sources said Ottawa would have received any future refunds in exchange for injecting much-needed liquidity into the struggling industry. Ottawa rejected the idea because of fears that such payouts would be viewed as subsidies and become a serious irritant during the wider US trade war, according to a senior government official. [to access the full story a Globe & Mail subscription is required]
The much-pilloried Canada-U.S.-Mexico trade agreement was signed seven years ago this weekend—on November 30, 2018. A year later, it was amended to address rules of origin for autos, digital trade, IP, dairy and, who could forget, a sunset clause. We can all do the math. The December 10, 2019 amendments set in motion a 16-year term for the agreement, with a mandatory review every six years. Which means we’ll see more of a requiem than a birthday bash next week when Mark Carney is in Washington to help kick off the 2026 FIFA World Cup. But don’t bury CUSMA just yet. Despite the U.S. President’s freeze on negotiations, officials from both countries are talking every day and laying the groundwork for what will be an intense 2026. Not many insiders seriously expect CUSMA to go away; they’re working on changes—modifications, enhancements, renovations, depending on your point of view—that will continue to change the fabric of continental commerce.
The United Steelworkers union (USW) welcomes the federal government’s new measures to support Canada’s steel and softwood lumber sectors, calling them a meaningful step forward in the face of US tariffs and global market instability. The package includes tighter import controls, a 25% surtax on steel derivatives, strengthened border enforcement, expanded liquidity supports for softwood producers, a top-up to the Work-Sharing program, lower interprovincial freight costs, and new domestic-content requirements for federal projects. …Marty Warren, USW National Director… underscored that the Work-Sharing top-up will help workers stay on the job during temporary downturns and also pointed to the importance of strengthening procurement rules. On softwood lumber, the union welcomes the government’s efforts… “But let’s be honest, forestry towns cannot rebuild on temporary fixes. A long-term resolution to the softwood lumber dispute with the United States is essential. Without it, workers and communities remain vulnerable to decisions they cannot control.”
Help is on the way for Canadian steel producers and those in softwood lumber affected by the ongoing trade dispute with the United States. Multiple senior government sources confirmed that Prime Minister Mark Carney will announce measures on Wednesday to protect the steel industry, which has been hit with 50 per cent tariffs by the Trump administration. The measures include cutting limits to the amount of steel that can be imported into the country from nations that do not have a free trade agreement with Canada. …The Carney government will also increase the total money available to struggling softwood lumber companies to $1.2 billion. It’s a $500-million increase from the previously announced Softwood Lumber Development Program, which gives companies access to government-backed loans. …Trade talks between the two countries have been put on pause for the last month.
President Donald Trump has yet to follow through on his threat to impose an additional 10 percent tariff on Canadian imports, four weeks after he halted “all trade negotiations” over an anti-tariff ad the province of Ontario ran. Trump’s announcement had Canadian exporters preparing for a worst-case scenario: a sweeping levy layered on top of existing double-digit duties. …The White House did not say whether it still plans to impose the tariff when asked for comment. But a separate US official suggested the Trump administration had opted to hold off on additional duties — which would have sent tariffs on Canadian goods to 45% — and instead continue to dangle the threat as the two sides gear up for future talks. “The Canadians know what’s on the table,” said the official. Volpe said a personal intervention by Carney in Asia last month may have helped matters, too.

When Domtar announced it would be shuttering a Vancouver Island pulp mill and laying off 350 workers, it came as little surprise to those who knew the company was losing millions of dollars despite cost-cutting measures by management and staff. What’s not widely known is that the company had been buying and transporting American pulp to the Cowichan Valley facility to keep it running after struggling to find enough material in Canada. “It’s cheaper and it’s more readily available and dependable, in terms of its supply,” said Domtar’s senior director of public affairs, Chris Stoicheff. “That should give an indication to British Columbians of where we’re at.” …The forestry sector has been urging the government to reform permitting and approvals processes and reduce red tape in order to make them more economically viable. Stoicheff says the opposite has been true, with companies going from weeks-long waits for harvesting permits to year-long waits.
More than 100 unionized North Island forestry workers on strike rallied in Campbell River on Wednesday. They’ve been without a contract for more than six months. They warned their employer that they are united and will succeed in their demands… The United Steelworkers marched to the Campbell River offices of Western Forest Products… The company owns a controlling 55 per cent share of La-kwa sa muqw Forestry (LKSM). On Oct. 20, the union filed a common-employer application with the Labour Relations Board. “…we’re challenging the fact that LKSM is actually a separate company. …We believe our members deserve the same collective agreement that all WFP members have,” said Brian Butler, president of United Steelworkers Local 1-1937 …“What this issue is really about is the union’s demand that it wants all contractors, new contractors, working for us, including First Nation contractors, to be mandatorily certified with the union,” said Greg DeMille, Operations Manager of La-kwa sa muqw Forestry.



The District of 100 Mile House’s mayor and one of its councillors went to Victoria for meetings with provincial government officials over the impending West Fraser Mill closures on Monday, Nov. 24. During the Mayor’s Report at the Nov. 25 District of 100 Mile House Council meeting, Mayor Maureen Pinkney and Coun. Donna Barnett both revealed details about a visit to Victoria regarding issues surrounding 100 Mile, including the impending permanent closure of the 100 Mile West Fraser mill, as well as frequent closures of the emergency department at the 100 Mile Hospital. On Nov. 6, West Fraser Lumber announced in a release that it would be closing its 100 Mile House lumber mill following a two-month wind-down.
MACKENZIE, BC — Forestry company Conifex Timber announced that it will temporarily curtail operations at its Mackenzie, BC sawmill for a planned four-week period commencing December 15, 2025. The curtailment is being implemented in response to, among other things, continued weakness in North American lumber markets. The curtailments will begin on December 15, for a planned four-week duration, Conifex said, adding that it is expected to reduce production by roughly 13 million board feet. The North American timber industry has gone through several curtailments in response to US President Trump’s decision to implement tariffs. …The company said it does not anticipate any challenges in securing sawlogs to maintain capacity operations in the future, once market conditions permit a return to full operations. It also expects to see gradual recovery in demand in the second half of 2026.




Ottawa threw the beleaguered softwood lumber industry a bone. …The new measures include $500 million in new loan guarantees for softwood lumber companies. “Loans are only good if i can sell my prioduct and pay for those loans,” said Brian Menzies, at the Independent Wood Processors Association of BC. “At 45%, I can t sell my product into the United States.” Other steps announced include cutting freight rates. …The measures are window dressing – say some – when compared to the impact of the steel industry supports. “I’m afraid we’ve come to the point that ‘Sophies choice’ is happening and softwood lumber is the child who’s going to be left behind,” said Menzies. It’s a concern shared at Leslie Forest Products, in Delta where James Sanghera said the measures won’t make a difference. “Most of the wood we’re sending down to the States is going on truck.”
The looming closure of a lumber mill in central BC is highlighting the forestry industry’s challenges in accessing an economically viable timber supply — with one academic urging an “emergency response” to deal with it. West Fraser Timber announced it would shut its mill in 100 Mile House by the end of the year. BC’s forestry industry has taken major hits over the last few years, as escalating US duties on softwood lumber imports have piled atop challenges like a major beetle infestation and wildfires, leading to thousands of jobs lost. …UBC professor Gary Bull explained that to have an “economically viable fibre supply,” it needs to make sense financially for a company to transport logs from a forest to its mill. And the viability is complicated by the fluctuating price of lumber. …Bull estimated that insect outbreaks and wildfires have contributed to a 50 to 60 per cent reduction in available fibre near 100 Mile House.
“The BCIT School of Construction and the Environment offers two Associate Certificate programs designed to support workforce development in the North American lumber and sawmill sector:
VANCOUVER, BC — A large fire broke out on the banks of the Fraser River in Delta on Thursday morning. Fire crews from Delta and Surrey were called between 9 a.m. and 10 a.m. to the former sawmill under demolition north of the Alex Fraser Bridge on Alaska Way. The land is owned by the Port of Vancouver and the organization confirmed the fire is at the site of the former mill. There are currently no impacts to port operations. …The fire broke out on the site of the former Acorn mill, which stopped operations after a blaze in April 2024. The sawmill was built in 1963 and was acquired by forestry giant Interfor in 2001. It was used primarily to cut specialty timber for traditional Japanese home construction. In 2022,
The BC NDP’s new
Delegates from B.C.’s largest forestry trade mission to Asia have returned home, bringing back business deals, signed agreements and deeper ties with key trading partners in Japan and South Korea, driving growth and investment for B.C.

Private woodlot owner Andrew Clark says this year is one of the toughest he’s seen in the six decades he’s worked in the woods. For him, sales are ‘maybe 50 per cent’ of what they were last year. “It is the lack of markets which are the result of the tremendous uncertainty that the industry is in now because of the actions of the American government,” he said. He feels some of the federal government’s new supports – announced this week – could help. Prime Minister Mark Carney announced Wednesday a $500-million increase to the previously announced Softwood Lumber Development Program, which gives companies access to government-backed loans, totaling $1.2 billion. He also said Ottawa is working with railway companies to cut freight rates when transporting Canadian lumber across the country by 50 per cent. But Clark says the current situation – with the U.S. duties and tariffs amounting to 45 per cent – isn’t sustainable.


The Nova Scotia Forestry Innovation Transition Trust is investing $1.8 million to assist private landowners and forest contractors in finding new markets for underutilized wood fibre and to support sustainable forestry management. According to a 



KINGSPORT, Tennessee — About 300 gallons of waste leaked from Domtar’s mill site to Domtar Park, according to Tennessee Department of Environment and Conservation documents. Of the 300 gallons of waste, which included liquids and solids, about 150 gallons were recovered. The mill’s 25-acre lagoon was lowered four to six inches as a precautionary measure in response to the leak, Domtar told the Times News. In its letter to TDEC, Domtar said no detrimental effects were observed to the property or the environment due to the “organic nature” of the lagoon’s contents. Domtar also said it believed the waste found at Domtar Park was “partially” treated through its wastewater treatment process. “The leak did not reach waters of the state and Domtar representatives indicated mitigation was taking place. No further action was taken by the department,” said TDEC spokesperson Jennifer Donnals in a statement to Six Rivers Media.

MANCHESTER, Tennessee – Several US sawmills are struggling to stay open after industry leaders said years of trade uncertainty have drained export markets and tightened margins. The Hardwood Federation estimates at least one sawmill is going out of business every week. Additionally, the National Hardwood Lumber Association (NHLA) reported that more than 4% of U.S. sawmills have been lost due to closures and consolidations. The equipment from those sawmills ends up in a growing pile of auction fliers on Johnny Evans’ desk at the Evans Lumber in Manchester, Tennessee. However, Evans is desperate to save his sawmill from being auctioned off due to ongoing trade talks. …Evans said a lot of this goes back to trade tensions that began in 2018, during the first Trump administration. That’s when some countries, like China, stopped buying American hardwood in retaliation to President Donald Trump’s tariff policies.


KINCHELOE, Michigan — A unique manufacturing facility opened in September along a CN line in Kincheloe, Michigan. Located in the Chippewa County Industrial Park in Michigan’s upper peninsula, the $7.3 million, 20,000-square foot facility serves as a transportation and logistics hub for wood and lumber dealer Maple Transport. The facility features a rail spur and is situated near Interstate 75. The new manufacturing hub will support Michigan’s $20 billion forest products industry and serve other new or expanding businesses, Maple Transport officials say. Project funding included $5.8 million from the U.S. Economic Development Administration, $1.25 million in matching dollars from the Michigan Economic Development Corp., and contributions from the Chippewa County Economic Development Corp. and a Strategic Site Readiness Program grant. Construction began in spring 2024 on the manufacturing facility, which Maple Transport will use to ship wood products, CN officials said in an email. The facility will be served by both CN and trucks.
STEVENS POINT, Wisconsin – USDA Rural Development Wisconsin State Director Andrew Iverson announced the Timber Professionals Cooperative Enterprises (TPCE) will use a Rural Development loan of $800,000 to re-open and expand the former Hoffman Wood Fiber sawmill in Shawano County. This investment is through the Timber Production Expansion Guaranteed Loan Program (TPEP). TPCE will use guaranteed loan funds to purchase over 49 acres of real estate and equipment. The equipment will allow TCPE to improve the efficiency of manufacturing wood chips. The project also includes plans to expand capabilities of the site to manufacture new, higher-value products from the same raw materials. The project will create six jobs. …TPCE plans to implement a detailed process to improve productivity involving processes in the wood yard and chip mill. Installation of an automatic log feed deck will help increase production from 2,500 to 4,000 tons per month.

