Russ Taylor

Lumber prices are expected to increase sharply as early as Q2, 2026 due to continued US trade restrictions and tariff policies, based on analysis by Russ Taylor. Taylor forecasts that the current system of countervailing and anti-dumping duties imposed by the US will restrict Canadian exports, reducing available lumber supply in the US market. …According to Taylor, the combination of excessive tariffs and persistent duties under US Trade Law will continue to penalize Canadian producers and discourage imports. This protectionist strategy is designed to increase profits for US timberland and lumber producers at the expense of buyers who face higher material costs. The analyst explains that the United States aims to reduce Canada’s share of the US lumber market from about 23% to single digits. …Such production growth is unlikely in the near term. When US demand rises, imports will still be required, which will cause price spikes by Q2 2026. 

• See also by Russ Taylor: Canada-US Trade: Unravelling Misinformation in the Lumber Wars