West Fraser reported an $80M Q3 loss and indefinite curtailments at its Alabama OSB and Arkansas lumber mills. In related news: Acadian Timber ($4M) and Smurfit Westrock ($219M) reported Q3 profits, while International Paper recorded a $1.1B loss. In other Business news: Ottawa announced $11M for Conifex in BC; Millar Western extended its Quesnel River Pulp curtailment; J.D. Irving’s Saint John paper mill may close over electricity costs; and New Brunswick offered to purchase AV Group’s forestland. Meanwhile: the US Federal Reserve held interest rates steady; tariffs raise building costs in North Carolina; and Portland State University has a new mass timber art and design facility.
In Forestry/Wildfire news: Canadian researchers study post-wildfire forest recovery; BC’s Summerland wildfire may elevate slide risks; and the US lost 10 million acres of forests in 30 years. Meanwhile: questions about BC’s old-growth under the Conservatives; Alberta’s mountain caribou face logging-related concerns; Domtar highlights climate-smart forestry practices; and the EU’s deforestation rules will impact Brazil and Argentina.
Finally, Maine prison logging instructors received a Logger of the Year award.
Kelly McCloskey, Tree Frog News Editor





The U.S. Department of Commerce is seeking public comment on subsidies, including stumpage subsidies, provided by countries exporting softwood lumber or softwood lumber products to the United States between January 1 and June 30, 2026. Under the Softwood Lumber Act of 2008, Commerce is required to report to Congress every 180 days on subsidies provided by lumber-exporting countries. Comments are due November 30, 2026.
West Fraser announced that it will indefinitely curtail its Huguley OSB mill in Lanett, Alabama and lumber mill in Leola, Arkansas. These curtailments are expected to take effect in the fourth quarter following orderly wind-downs. These decisions are the result of continued weakness in demand for wood products used in new home construction and repair and renovation applications. …Sean McLaren, West Fraser’s CEO, “We were also impacted by higher energy-related input costs. Our teams responded by running mills to demand, reducing inventory and controlling costs. …These actions are expected to reduce West Fraser’s OSB capacity by 500 million square feet (3/8-inch) and SYP capacity by 225 million board feet, both on an annual basis. This action reflects the challenging market conditions facing our business and is not a reflection of the dedication and performance of our employees at Huguley and Leola.
As voters in North Carolina and across the nation head to the polls, the rising cost of seemingly everything is dominating much of the political discourse. While fuel prices get a lot of the attention, other products in North Carolina also are seeing price increases. …While inflation − the Federal Reserve said the U.S. annual inflation rate in September 2026 was 3.7% − is fueling price hikes across the board, tariffs are helping heat up costs. Key to the rising costs in certain North Carolina sectors is the growing trade war with Canada. …Canada is North Carolina’s largest export partner, representing 20.2%, or $8.7 billion worth of exports in 2024, according to the N.C. Department of Commerce. Residential building material prices, including lumber, are up nearly 10%. …On both sides of the border forest products, which can be especially important economic engines in rural areas, have found themselves targeted by tariffs.
VANCOUVER, BC
EDMUNDSTON, New Brunswick – Acadian Timber reported financial and operating results1 for the three months ended September 26, 2026. During the third quarter, Acadian generated sales of $24.0 million compared to $23.0 million in the third quarter of 2025. Acadian generated $4.4 million of net income, $5.0 million of Adjusted EBITDA and $3.3 million of Free Cash Flow during the third quarter. The Board of Directors declared dividends of $5.4 million, or $0.29 per share, to our shareholders. Acadian’s balance sheet remains solid with $16.4 million of net liquidity as at September 26, 2026, which includes funds available under our credit facilities. …For the nine months ended September 26, 2026 timber sales and services were $62.0 million, $3.0 million lower than the same period of 2025. …”The changes that we made in Maine are paying off, with higher volumes and lower costs driving significantly stronger Adjusted EBITDA,” said Malcolm Cockwell, Interim CEO. 







A new analysis reveals that nearly ten million acres of U.S. forest were permanently lost between 1990 and 2017. Scientists from Clark University found that Georgia, Texas, North Carolina, Florida, Arkansas, Alabama, Virginia, Mississippi, Missouri, South Carolina, and Tennessee experienced the most significant losses. The primary drivers identified were development and cropland expansion. The report also introduces the U.S. Forest Monitor, a digital platform designed to track permanent forest conversion. Arbor Day Foundation CEO Dan Lambe stated that the research highlights the urgency of restoring lost forests and addressing pressures like land conversion. Additionally, Forest Stewardship Council U.S. President Sarah Billig noted that small landowners face difficult decisions due to a downturn in the paper industry and increased urban development pressure.


