The Canada-US trade talks are facing new pressures as the August 19 tariff deadline approaches. In related news: Canada’s negotiator warned that new tariffs could halt negotiations; Quebec’s premier links the return of US wine to concessions on forestry; David Elstone says the new tariffs are another critical blow; the US Lumber Coalition says Trump is helping curb Canadian lumber; and Brian Menzies argues the US Coalition’s position amounts to protectionism. Meanwhile: Stora Enso plans to close its Veitsiluoto sawmill in Finland; and the outlook for NBSK pulp is cautiously positive.
In Forestry news: Canada’s wildfire season takes a heavy toll on First Nations communities; concerns are raised about coordination of evacuation orders; thunderstorms could increase activity near BC’s existing wildfires; the Steelworkers Humanity Fund donated $30,000 for BC’s wildfire relief; and Northwestern Ontario has 110 active fires. Meanwhile: the Democrats propose 25 bills on wildfire risk and recovery; Oregon explores a proactive approach to fire; why Wall Street supports bioenergy; and more on Maine lumber mill fire investigation.
Finally, Canada’s wood success stories; Europe’s new packaging regulation; and Hawaiʻi’s newest building material.
Kelly McCloskey, Tree Frog News Editor
Effective August 19th, the United States will apply new US tariffs of 50% on a range of BC forest products exports to the US. …While initial news coverage tended to make light of the trade action likely because of the likely symbolic inclusion of hockey sticks, the implications for BC’s already beleaguered forest products sector are serious. …I estimate that BC exported up to approximately $991 million of forest products potentially subject to Section 338 tariffs to the US in 2025. …The impacts of these new tariffs extend well beyond hockey sticks and are likely to be felt across a broad range of forest manufacturing segments. Major producers of veneer, LVL, plywood, MDF, paper products and furniture could be affected directly. However, the impacts may be felt further down the value chain. 
Canada’s top trade negotiator has warned her American counterparts that if the White House imposes new tariffs on Aug. 19, the move would represent a “cliff” that risks halting negotiations with the U.S. According to five sources briefed on the discussions, Janice Charette delivered the message in a meeting last week with United States Trade Representative Jamieson Greer. Four of the sources said Ms. Charette cautioned the Americans on the public mood in Canada should President Donald Trump make good on his threat to impose the new tariffs. The sources said she warned the officials that Ottawa would not be able to rein in or control the public or premiers’ reactions and the federal government will have lost the room to negotiate with the Americans. The Globe and Mail is not identifying the sources, who were not authorized to disclose details of their private briefings on the sensitive trade talks. [A Globe and Mail subscription is required for full access]
The U.S. Lumber Coalition repeatedly accuses Canada of subsidizing softwood-lumber production, preserving excess capacity and distorting trade. That argument deserves scrutiny — but it must be applied consistently. The U.S. is hardly subsidy-free. Federal and state governments support forestry and wood manufacturing through grants, tax provisions and public programs. U.S. dairy producers also receive extensive government support. The question is not whether governments support important industries. Both countries do. The questions are which measures are acceptable, who benefits, and who pays. The coalition is not formally proposing Canadian-style supply management. …The coalition wants Canada to reduce production, limit lumber entering the United States and accept a smaller American market share. …Free trade cannot mean open markets for American exports and managed scarcity for American imports. A principle applied in only one direction is not a principle. It is protectionism — a policy that shelters inefficient U.S. companies from healthy competition while steadily eroding affordability, suppressing innovation, restricting opportunity and, ultimately, destroying jobs. [A subscription to the Vancouver Sun may be required for full access]
There have been three price increase announcements by the majority producers of containerboard in just five months; most recently PCA’s announcement of a $140/ton (liner and medium) increase effective September 1, 2026; IP announced $80/ton for September 1, 2026, and Smurfit Westrock announced $100/ton. These latest announcements all took place within 3 days of each other. AICC believes these increases are without economic justification based on current rawmaterial inputs and economic data. Producers cite (as they have, again without objective justification,and unconvincingly in such a relatively short period of time in between them) economic need, high operating rates (e.g., Inflation, fuel, labor, insurance), and tight supply to justify these increases. AICC is skeptical of these reasons in the current containerboard and corrugated market. Arguably, the increases are reflective of a small group of producers having market dominance.
Canadian northern bleached softwood kraft (NBSK) pulp has gone through a difficult cycle over the past three years. Following exceptionally strong prices after the pandemic, the market weakened as Chinese demand slowed, producer inventories grew and new hardwood pulp capacity came online in South America. …China remains the single most important external influence on Canadian pulp prices. As the world’s largest importer of market pulp, changes in Chinese inventories, paper production and economic growth quickly move global prices. Strong Chinese buying typically supports Canadian producers, while periods of inventory reduction or weak manufacturing place immediate downward pressure on pulp markets. …Recovered (recycled) fibre has become an increasingly important part of the industry. …The industry’s greatest challenge is increasingly on the supply side. …Over the next two to three years, the outlook for NBSK is cautiously positive. Unlike hardwood pulp, very little new softwood capacity is being built globally. [to access the full story, a Globe & Mail subscription is required]
The first requirements of the EU’s new Packaging and Packaging Waste Regulation (PPWR) take effect today, August 12. Duni Group is well prepared and welcomes the regulation, which creates a common framework for the European packaging market. 
TORONTO – The Steelworkers Humanity Fund (SHF) is donating $30,000 to support individuals, families and communities evacuated by recent wildfires in British Columbia. Hot and dry conditions across much of British Columbia have contributed to another difficult wildfire season, forcing thousands of people from their homes and creating uncertainty for many communities. The United Steelworkers union (USW) has documented impacts in several communities and in workplaces represented by the union across the province. These include evacuations and evacuation alerts, union members serving on local emergency response teams who are helping to protect their communities and fight fires, members trapped in their homes and some who lost their homes to the flames. The SHF is providing $30,000 to the Canadian Red Cross British Columbia Wildfire Appeal to assist those impacted by the wildfires. 
Under U.S. federal policy, wood pellets are classified as carbon neutral renewable energy. That label, assigned in an overlooked 2018 rider buried in a massive appropriations bill, is worth billions of dollars. The people who lobbied hardest to put it there were investors who may make billions as a result of that controversial decision. Enviva, the world’s largest wood pellet producer, was built with private equity money. Riverstone Holdings first invested in 2010 through its $4.3 billion Riverstone/Carlyle renewable energy fund, then led a recapitalization worth more than $1 billion in 2020, bringing in money from investment firms Goldman Sachs, Mubadala, Fortress, and Neuberger Berman. None of them were betting on wood, but on a label. Take away the renewable designation and the business disappears. It only works when governments agree to count pellets as “clean.” …Congress should immediately strip the carbon neutrality language from spending bills, keep biomass out of clean energy tax credits, and let the EPA follow the evidence.
SEARSMONT, Maine — Two volunteer firefighters died and 11 others were injured after an oxygen-limiting silo exploded during a fire at a Maine lumber mill. The 20-by-60-foot silo contained kiln-dried wood shavings and residual sawdust. Neither facility employees nor responding firefighters recognized that the silo was oxygen-limiting or that its contents posed a combustible dust explosion hazard. Crews directed water through an opening into the silo’s base for more than 30 minutes. At approximately 11 a.m., firefighters heard a “whoosh” as smoke rapidly vented from the top, and the silo launched into the air as fire erupted below it. NIOSH’s investigation highlights the need for hazard-specific preplans, disciplined accountability and tactics designed for oxygen-limiting silos. Recommendations for fire departments include:
