Daily News for November 07, 2025

Today’s Takeaway

West Fraser Timber to close 100 Mile House, BC, and Augusta, Georgia, lumber mills

The Tree Frog Forestry News
November 7, 2025
Category: Today's Takeaway

Citing timber supply challenges and soft lumber markets—West Fraser Timber is permanently closing both its 100 Mile House, BC, and Augusta, Georgia, sawmills. In related news: Maine’s Woodland Pulp pauses until January; Interfor (-$216M); Mercer (-81M); and Suzano ($115M) report their Q3 net earnings; Oregon’s Chinook Forest Partners acquires South Coast Lumber; and Appalachian Wood Pellets responds to a fire in West Virginia.

In Wood Product news: Alberta looks to grow the Asian market; BC and Michigan seek to advance mass timber’s prospects; and the UK addresses timber’s fire safety and construction standards. In Forestry/Climate news: Canada’s private land forests demand recognition; Oregon State researchers say wildfire risk is reducing timberland values; the loss of the Roadless Rule could trigger new timber wars; and Brazil’s new forest fund gets a $5B start at COP30. 

Finally, Rigged by design? How method and policy keep US lumber duties high.

Kelly McCloskey, Tree Frog News Editor

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Opinion / EdiTOADial

Rigged by Design? How Method and Policy Keep U.S. Lumber Duties High

Kelly McCloskey, Editor
Tree Frog Forestry News
November 7, 2025
Category: Opinion / EdiTOADial
Region: Canada, United States

Kelly McCloskey

Every so often, a technical story reveals a simple truth—showing how easily numbers, once baked into the system, can become policy. A recent essay by analyst Alice Palmer… shows how the US Department of Commerce’s anti-dumping calculations turn fair trade into a numerical fiction—and why, even as markets shift, the duties stay high. …Palmer’s finding naturally raises a broader question: if one methodological choice can create a margin from nothing, are other elements in the system doing similar work? …Tree Frog reached out to Palmer and looked further into how the duty calculations are made—first, anti-dumping, then countervailing duties and finally timing. Taken together, the analysis points to a consistent pattern: much of the duty burden reflects method and timing rather than market reality. …If the anti-dumping and countervailing duties were recalculated using complete data (no zeroing), domestic benchmarks (no non-comparable price substitution), and up-to-date prices (no cycle lag), their combined rate—now roughly 35%—could fall to minimal levels.

In the wider context, the methodological issues described here are not just statistical—they reflect a system without an effective referee. The WTO Appellate Body remains dormant after the US blocked new appointments, and the Canada–US–Mexico Agreement (known in Canada as CUSMA and in the United States as USMCA) offers no practical remedy. The usual checks on bias have eroded, leaving little recourse for affected industries. Political-risk analyst Robert McKellar argues that this represents “a structural vulnerability: when the rules are written by the same players who benefit from them.” Just recently, the US Lumber Coalition reinforced that trend, urging that any USMCA extension be conditioned on eliminating the Chapter 10 binational panel review process—a move that would effectively eliminate external oversight of US trade-remedy decisions. …As McKellar noted, this tension between political power and economic logic typifies today’s protectionist era—a system where duties reflect not only distorted math but also the absence of a functioning arbiter to restore balance.

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Business & Politics

The axe falls on 100 Mile House mill: West Fraser to shutter facilities on both sides of the border

By J.J. Adams
Vancouver Sun
November 6, 2025
Category: Business & Politics
Region: Canada, United States

The softwood timber tariffs levied by the U.S. have begun to hit the lumber industry hard. Citing a drooping softwood lumber demand, compounded by higher duties and additional tariffs that have reached 45 per cent for U.S. markets, West Fraser Timber announced Thursday its plans to permanently shutter both its Augusta, Ga., and 100 Mile House lumber mills by the end of 2025. Approximately 165 employees at the 100 Mile House mill will be laid off, as the company says it can’t secure an adequate volume of economically viable timber. The closing of the mill drops West Fraser’s capacity by 160 million board feet. …The closure of the Augusta lumber mill is a result of challenging lumber demand, and the loss of economically viable residual outlets, which combined has compromised the mill’s long-term viability. Around 130 employees will be laid off there, and further reduce West Fraser’s capacity by 140 million board feet.

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Standing Committee on Natural Resources: Forest Owners Demand Full Recognition

By Sandra Bishop
Canadian Forest Owners
November 6, 2025
Category: Business & Politics
Region: Canada

OTTAWA, ON – Canadian Forest Owners (CFO) appeared before the House of Commons Standing Committee on Natural Resources today as part of its study on the forest industry, which is being severely affected by the ongoing softwood lumber dispute. Andrew de Vries, Chief Executive Officer of CFO, and Vincent Miville, Vice-Chair of CFO and Executive Director of the Quebec Federation of Forest Producers, presented recommendations aimed at better recognizing the strategic role of forest owners and the importance of private forests in Canada. CFO represents 480,000 forest owners who collectively own about 10% of Canada’s forested land, but account for 20% of the country’s timber production. These owners supply wood to the forest industry, contribute to regional economies, and provide essential environmental services to rural communities. “The lack of understanding of private forests is a blind spot in Canada’s forest and trade policy, and as a result, support programs for the sector often overlook their essential contribution,” said de Vries.

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Alberta Forestry Heads to Asia Amid Soaring U.S. Tariffs

By Aspen Dudzic
Alberta Forest Products Association
November 6, 2025
Category: Business & Politics
Region: Canada West

Canada’s forest industry has been bruised by U.S. trade barriers this year. The combination of softwood lumber duties and section 232 tariffs result in a staggering 45 per cent tax on Canadian lumber coming into the U.S., artificially pricing us out of a market that takes almost 50% of what is produced in Alberta. Market diversification isn’t just smart business anymore—it’s an economic imperative. This Friday, Alberta’s Minister of Forestry & Parks, Todd Loewen, and a delegation from Canada Wood and both the Alberta and B.C. forest industries are wheels up on a critical trade mission to Japan and South Korea to strengthen relationships and grow market demand for our sustainable wood products. Few markets hold higher standards for quality product than Japan and South Korea—and Alberta can deliver. Our cold climate and short growing season give our trees long fibres and tight growth rings, resulting in wood that is exceptionally strong, stable, and lightweight.

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China restores soybean licenses for U.S. firms, ends log ban

By Ella ‌Cao, Yukun Zhang and Ryan Woo
Reuters in Yahoo! Finance
November 7, 2025
Category: Business & Politics
Region: United States, International

BEIJING — China will restore soybean import licences for three US firms ​and lift its suspension on US log ‌imports starting November 10, its customs authority said on Friday in ‌another sign of easing trade tensions between the two nations. …The halt on US log imports was a retaliatory ‍measure after US President Trump’s March 1 order to investigate lumber imports. Investor sentiment improved after Trump met Chinese ​leader Xi Jinping in South Korea, reducing fears that ‌the world’s two largest economies might abandon efforts to resolve their trade disputes. Following the meeting, Beijing lifted tariffs on some US farm goods. …However, traders remain cautious, as a ‍10% ⁠tariff on all US imports remains in effect, limiting ⁠expectations for a broader recovery in trade flows.

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Chinook Forest Partners to Acquire South Coast Lumber Company

South Coast Lumber Co.
November 5, 2025
Category: Business & Politics
Region: United States, US West

GRANTS PASS and BROOKINGS, Oregon — Chinook Forest Partners, a forestland investment manager located in Southwest Oregon, announced it has entered into a definitive agreement to acquire South Coast Lumber Co. and affiliates. This acquisition encompasses 104,000 acres of premium coastal forest with modern manufacturing facilities. …Mike Beckley, CEO and President of South Coast said, “We are confident they will honor the legacy the Fallert family has built over four generations, while helping South Coast reach new levels of growth and opportunity.” …The transaction is expected to finalize before year-end 2025, pending customary closing conditions.

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Multiple departments respond to fire at Appalachian Wood Pellets in Kingwood (West Virginia)

The Preston County News & Journal
November 6, 2025
Category: Business & Politics
Region: US East

KINGWOOD, W.Va. — Multiple volunteer fire departments and emergency medical services responded Wednesday night to a fire at Appalachian Wood Pellets that affected multiple buildings. Officials reported the blaze has been contained, and no injuries were reported. Preston County Office of Emergency Management Director Justin Wolfe said initial reports of the blaze at 383 Mill Road were received at 11:33 p.m. Wednesday. …Initial reports noted that crews mounted an attack against the blaze, with additional fire departments being requested for assistance. Based on reports, the fire affected structures outside the main plant, including an open trailer with material, an open roofed storage structure and a belt-to-silo apparatus, and encroached on a maintenance building.

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Woodland Pulp pausing mill operations until end of December

By Emmett Gartner
The Maine Monitor
November 7, 2025
Category: Business & Politics
Region: United States, US East

BAILEYVILLE, Maine — Woodland Pulp announced to its employees on Tuesday that the company will pause manufacturing at its Baileyville pulp mill and wood chip plant from late November to mid-December. During that month-long hiatus, the company will temporarily lay off 144 employees at both facilities, said Scott Beal. Woodland Pulp is Washington County’s largest employer, and the layoffs will apply to about one third of the mill workforce. Beal attributed the “extended downtime” to declining prices in the global pulp market. …Poised on the banks of the St. Croix River across from Canada, Woodland Pulp is one of Maine’s last major mills. …Daigneault said that broader tariffs on Canadian and European manufacturing equipment may add to the financial difficulties Maine mills are already experiencing. …Woodland Pulp is one of six mills in the northeast US and Quebec that have recently paused or decreased wood deliveries.

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Finance & Economics

Mercer reports Q3, 2025 net loss of $81 million

Mercer International Inc.
November 6, 2025
Category: Finance & Economics
Region: Canada, International

NEW YORK — Mercer International reported third quarter 2025 Operating EBITDA of negative $28.1 million, a decrease from positive $50.5 million in the same quarter of 2024 and negative $20.9 million in the second quarter of 2025. In the third quarter of 2025, net loss was $80.8 million compared to $17.6 million in the same quarter of 2024 and $86.1 million in the second quarter of 2025. Mr. Juan Carlos Bueno, CEO, stated: “In the third quarter of 2025, persistent global economic and trade uncertainties, fiber scarcity in Germany as well as the impact of pulp substitution accelerated the decline in pulp market demand and pricing, which negatively impacted our operating results and contributed to a $20.4 million non-cash inventory impairment charge in the quarter.

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Interfor reports Q3, 2025 net loss of $216 million

Interfor Corporation
November 6, 2025
Category: Finance & Economics
Region: Canada, United States

BURNABY, BC — Interfor reported its Q3, 2025 results. The company recorded a net loss of $215.8 million compared to net earnings of $11.1 million in Q2’25 and a net loss of $105.7 million in Q3’24. Adjusted EBITDA was a loss of $183.8 million on sales of $689.3 million in Q3’25 versus Adjusted EBITDA of $17.2 million on sales of $780.5 million in Q2’25 and an Adjusted EBITDA loss of $22.0 million on sales of $692.7 million in Q3’24. Lumber production of 912 million board feet was down 23 million board feet versus the preceding quarter. This decline largely reflects the Company’s announcement on September 4, 2025, to temporarily curtail production. …Weak lumber market conditions were reflected in Interfor’s average selling price of $618 per mfbm, down $66 per mfbm versus Q2’25. …Interfor’s strategy of maintaining a diversified portfolio of operations in multiple regions allows the Company to both reduce risk and maximize returns on capital over the business cycle.

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Suzano reports Q3, 2025 net income of R$ 2 billion (US$ 115 million)

Suzano
November 6, 2025
Category: Finance & Economics
Region: International

São Paulo, Brazil — Suzano reported its results for the third quarter of 2025 (3Q25), reporting sales of 3.6 million tonnes of pulp and paper combined, a 20% increase on the same quarter last year (3Q24). The positive result is driven by the operations of the Ribas do Rio Pardo pulp mill, inaugurated in 2024, and by the integration of paper production from assets acquired in the United States in October 2024. Net revenue for the quarter totalled R$12.2 billion, broadly flat on the comparable period last year. Adjusted EBITDA totalled R$5.2 billion and operating cash generation was positive at R$3.4 billion. The movement is mainly influenced by lower pulp prices and a weaker exchange rate for exports. Net profit totalled R$2 billion.

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Wood, Paper & Green Building

Top influencers showcase B.C. wood

naturally:wood
November 6, 2025
Category: Wood, Paper & Green Building
Region: Canada West

Here is the latest news from naturally:wood

  • Online personalities soak in B.C.’s mass timber projects in a whirlwind tour: This fall, naturally:wood invited Australian influencers Archimarathon to British Columbia to learn about B.C.’s North American-leading portfolio of mass timber and wood buildings—from the Temple of Light in the remote Kootenay Bay to Beatty Street in downtown Vancouver.
  • Woodrise 2025 brought together over 800 global leaders in Vancouver to promote timber construction and sustainable, resilient building practices. With informative panels featuring local legends, to tours of unique B.C. buildings such as Richmond Olympic Oval and the Sea to Sky Gondola, visitors left equipped with best practices and feeling inspired to implement learnings in their local regions.
  • Case Study: In 2015, the French cultural centre Alliance Française Vancouver began working with local architects and engineers to design a new facility. The result became Vancouver’s first mass assembly, mass timber building over two storeys. While the project was a success, the team faced significant challenges along the way.

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Michigan launches Mass Timber Catalyst Program to boost sustainable construction

By Ilana Amselem
The Architect’s Journal
November 6, 2025
Category: Wood, Paper & Green Building
Region: US East

Michigan is the latest state to launch an initiative aimed at accelerating mass timber construction. The new Michigan Mass Timber Catalyst Program will provide cash awards ranging from $25,000 to $75,000, along with technical assistance and peer-learning opportunities, to encourage the use of engineered wood in new buildings. Although mass timber products are not yet manufactured in Michigan, interest in the material is growing rapidly. …The Catalyst program, produced collaboratively by the Michigan DNR, MassTimber@MSU, the Michigan Green Building Collaborative, and WoodWorks, will support early-stage projects that use mass timber as a primary structural or architectural material. …Awarded teams will join a cohort led by MassTimber@MSU and Woodworks to work through design, procurement, cost estimation, and code approval challenges. …In New York City, the NYCEDC’s Mass Timber Studio offers $25,000 Grants and technical support for early-stage projects…. In the Southeast, the Georgia Mass Timber Accelerator… provides funding and technical assistance to teams exploring timber-based design solutions.

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Industry-first fire safety testing eliminates critical knowledge gap in CLT construction

Willmott Dixon
November 6, 2025
Category: Wood, Paper & Green Building
Region: International

UNITED KINGDOM—Willmott Dixon has commissioned comprehensive fire safety tests for cavity barriers on Cross-Laminated Timber to eliminate a technical gap that has created uncertainty and delays on cross-laminated timber (CLT) projects across the sector. The testing programme, which Willmott Dixon did in partnership with passive fire protection specialist Siderise and CLT manufacturer KLH, provides the industry with certified solutions for projects using cross-laminated timber (CLT) and Siderise cavity barriers in both wall and floor applications. Previously, all projects would have required individual technical assessments. …the tests examined three critical interface scenarios that appear across CLT construction projects: wall interfaces in vertical configuration with EW-CB 30 Cavity Barrier; floor and wall interfaces in horizontal configuration with EW-CB 30 Cavity Barrier; and floor and wall interfaces in horizontal configuration with RH25 90/30 Cavity Barrier for rainscreen applications. All three tests passed successfully, covering worst-case scenarios including 100mm five-layer CLT panels tested to rigorous European standards.

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Timber Development UK publishes new guidance on the Construction Products Regulation

Specification OnLine UK
November 6, 2025
Category: Wood, Paper & Green Building
Region: International

A new guidance document explaining the requirements of the Construction Products Regulation (CPR) for timber and wood-based products has been launched by Timber Development UK (TDUK). This latest resource for the timber sector clarifies how manufacturers, importers and distributors can ensure they remain compliant when placing timber products on the UK construction market. The Construction Products Regulation, first introduced in 2013, sets legal responsibilities for anyone supplying construction materials covered by a designated or harmonised standard. The new TDUK guide outlines what these obligations mean for timber businesses and how to meet them, including guidance on CE and UKCA marking, Declarations of Performance, and the specific product standards that apply across the wood sector – from structural timber and panels to glulam, LVL, and timber cladding. …The publication is available to download from the TDUK website.

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Forestry

Repeal of roadless rule could mean return of timber wars

By Jason Kauffman
Columbia Insight
November 6, 2025
Category: Forestry
Region: United States, US West

BOISI, Idaho — The Trump Administration’s decision earlier this year to do away with the 2001 Roadless Area Conseravtion Rule on national forest lands sent shockwaves through environmental and outdoor recreation communities. According to environmentalists and an Idaho public official who has been involved in roadless rule politics since the issue’s inception, the move could transport stakeholders in the Pacific Northwest back to the rancor and political divisions of the timber war years. …“The national rule itself put the whole timber wars to bed. It really did,” said James Caswell, former director of the Bureau of Land Management. …The rule led to conditions in which environmentalists became less combative about forest management, according to Caswell. Instead, enviros became more willing to work with timber industry and Forest Service officials. …The decision puts the forest objectives of fishermen, hunters, ATVers, bird watchers and others on the back burner.

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Wildfire risk making timberland less valuable, long harvest rotations less feasible

By Steve Lundeberg
Oregon State University
November 6, 2025
Category: Forestry
Region: United States, US West

CORVALLIS, Oregon – Rising wildfire risk in the Pacific Northwest combined with notoriously volatile timber pricing may lower forestland values by as much as 50% and persuade plantation owners to harvest trees much earlier than planned, a new analysis of Douglas-fir forests shows. Under the worst-case scenarios, modeling by researchers at Oregon State University suggests harvesting trees at 24 years would make the most economic sense. Absent wildfire risk, the optimal age would be 65 years. Generally, private landowners harvest between those two ages, but it’s not a surprise for the optimal rotation age to go down in these scenarios, the scientists say. “Basically, under high wildfire risk that rises with stand age, every year you wait to harvest you’re rolling the dice,” said Mindy Crandall, at OSU College of Forestry. Earlier harvesting reduces both long-term timber revenue and carbon storage potential, as well as impacting wood quality, adds study co-author Andres Susaeta.

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New species of toads that give birth to live young discovered in Tanzania

By Emma Caton
The Natural History Museum, London
November 6, 2025
Category: Forestry
Region: International

©Michele Menegon

Scientists have uncovered three new toad species that have been hiding in plain sight. These hauntingly beautiful tree toads from Tanzania’s Eastern Arc Mountains have an unusual way of reproducing. Unlike many other frogs and toads, they give birth to live young rather than lay eggs. A description of the three latest additions has been published in the journal Vertebrate Zoology opens in a new window. They are now called Nectophrynoides saliensis, Nectophrynoides uhehe and Nectophrynoides luhomeroensis. All frogs in this genus were originally thought to belong to a single species first described from Tanzania’s Southern Highlands in 1905. But cutting-edge genomic sampling has helped reveal that there are actually multiple species. …Scientists now believe that skipping the tadpole phase enables these frogs to reproduce away from water. Each new species of Nectophrynoides has since been found to share this live-bearing strategy.

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Carbon, Climate & Bioenergy

Brazil’s Forest Fund Gets Its First Pledges – A $5 billion start

By Daniel Carvalho and Dayanne Sousa
Bloomberg
November 7, 2025
Category: Carbon, Climate & Bioenergy
Region: International

Brazil’s main plan to protect the Amazon rainforest, the centerpiece of its COP30 climate agenda, is moving ahead — with Norway playing a key role in its launch, though initial funding falls well short of expectations. The Tropical Forest Forever Facility, or TFFF, designed to support the conservation of endangered forests worldwide, will receive around $5 billion in pledged contributions — far short of its $25 billion target. Norway and France have agreed to join Brazil in investing in the fund, while Germany will announce its contribution on Friday, Brazilian ministers said on Thursday. “It is an unprecedented initiative,” President Luiz Inácio Lula da Silva said. “Forests are worth far more standing than felled.” The new fund could play a pivotal role in forest protection as the current climate policies and green finance remain insufficient to address the magnitude of the global challenge, said Lula.

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