Daily News for February 03, 2026

Today’s Takeaway

BC Provincial Forestry Advisory Council calls for fundamental shift in forest and land management

Tree Frog Forestry News
February 3, 2026
Category: Today's Takeaway

A report by BC’s new Provincial Forestry Advisory Council says BC’s forest management system needs to be overhauled. In response: 

In Forestry/Climate news: high-tech imaging could improve Alberta’s forest industry; the US Forest Service approves logging in Alaska’s Tongass; New Hampshire balances logging and forest carbon offsets; the BC Community Forest Association launches an educational video; and a new book by Richard Hutto celebrates the upsides of burned forests.

Finally, ERA’s Kevin Mason opines on lumber’s price momentum, and Robert McKellar’s latest piece on Trump and trade.

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Opinion / EdiTOADial

The World’s Wildcard Lynchpin – Trying to make sense of a Trump-led US as a global actor

By Robert Mckellar, Principal
Harmattan Risk
February 2, 2026
Category: Opinion / EdiTOADial
Region: Canada, United States, International

Tree Frog Editor: This insight paper by political risk analyst Robert McKellar offers a strategic lens on how a second Trump administration is shaping US behaviour as a global actor — an issue with direct implications for trade-exposed sectors. McKellar is a founding partner at Harmattan Risk and the co-author of “Trump’s Second Term: Political Risk and the Forest Products Sector,” an analysis of US trade policy, tariff dynamics, and geopolitical uncertainty. In this paper, he steps back from industry-specific analysis to explore the broader strategic logic — and contradictions — underlying current US global behaviour, providing context for the policy volatility and trade uncertainty facing the sector.

Robert McKellar

The US, a lynchpin global player, has become a change bomb, and having a clear sense of the US as an agent on the world stage is critical to sense-making that can inform appropriate strategic responses. But as it stands, Trump, whose character shapes his administration, is a wildcard. He is seemingly bored to tears by stability in any issue he deals with, and bored by a set menu of priorities. …Do we resign ourselves to perpetually playing catch up with US moves and their reverberations, or is it possible to get ahead of the Trumpian storm with a reasonably accurate sketch of the US as a global actor? If its moves were guided by strategic rationality, we would be able to extrapolate some idea of its future behaviour, and even a sense of how the international system might look in a few years and the critical challenges any given state might present…

Seasoned observers of US politics and international behaviour might have foreseen some of what is happening now, but by and large they did not expect Godzilla. Thus, they have often latched onto their own predispositions to fill in the considerable blanks. This has, for the most part, yielded two poles of interpretation. One is that Trump and his team are acting on a strategic assessment, and that despite apparent mayhem their moves are rational, even coldly calculating. The other is that the US has succumbed to the baser aspects of personal rule. Thus, Trump’s eccentric character and ego are the main source of US global behaviour. …The emerging reality no doubt lies somewhere in between, but to triangulate to an approximation, we need to prod around both poles of interpretation.

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Business & Politics

Lumber prices have been trending higher, due largely to constrained supply

By Kevin Mason, Managing Director
ERA Forest Products Research
February 2, 2026
Category: Business & Politics
Region: Canada, United States

Kevin Mason

North American lumber markets have enjoyed a bright start to the year, with meaningful price appreciation recorded across virtually all regions and species this month. SYP 2x4s have been the standout performer, with prices increasing by $63 (to $425) since the beginning of January, while S-P-F 2x4s are up by $38 (at $460) over the same period. Lagged housing start data have clouded insights regarding current lumber demand, but we have seen (or heard) little to suggest that underlying demand has improved dramatically over the past couple of months. Instead, we believe that prior supply curtailments coupled with a seasonal inventory build/rebuild has been the catalyst for the recent run in lumber prices. 

Given that recent price increases do not appear to be driven by an uptick in lumber consumption, we suspect that momentum will soon fizzle out, and the deep freeze currently gripping large swathes of North America will likely see trading slow dramatically. These weather events typically stymie lumber consumption on job sites but this is often partially offset by a similar hit to supply, particularly in the U.S. South where the majority of mills are exposed to the elements (in previous winter storms workers have been unable to get to mills, logging trucks are unable to deliver, etc.). …As for panels, pulp and paper prices…

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Louisiana-Pacific proposes $157M plant in North Branch, Minnesota

By Brian Johnson
Finance & Commerce
February 2, 2026
Category: Business & Politics
Region: United States, US East

MINNEAPOLIS — A Nashville-based provider of wood building products is proposing a $157 million manufacturing plant in North Branch, a project that could advance with help from the state’s Minnesota Forward Fund program. Louisiana-Pacific Corp. wants to build the 250,000- to 350,000-square-foot facility on a five-parcel, 120-acre site in the northeast portion of North Branch’s Interstate Business Park. The project is a candidate for up to $10 million in funding from the Minnesota Forward Fund.” …The funding “may be forgiven if certain project goals are met. …At the new facility, Louisiana-Pacific would manufacture pre-finished siding products, including the company’s “Smartside” and “ExpertFinish” siding, Sondrol said at the North Branch EDA meeting in December.

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Finance & Economics

One grand bargain to fight Canada’s housing crisis

By Tim Richter and Tyler Meredith
The Globe and Mail
February 2, 2026
Category: Finance & Economics
Region: Canada

Canada’s housing and homelessness crisis touches nearly every Canadian. Over the past decade, while federal housing spending has increased, affordability has worsened for all but the wealthiest, and homelessness is surging. Despite recent declines in housing prices and rents, unsheltered homelessness is still up 300% since 2018, according to the most recent national point-in-time count. The country has a narrow but historic window to tackle this crisis and rebuild our housing system so it delivers at the speed, scale and affordability this moment demands. …Federal action alone won’t get us there. Provinces and territories control the planning systems, development-charge frameworks, zoning rules, supportive housing, health services and income supports. …That is why we need a Canada Housing Accord. [Tim Richter is the chief executive of the Canadian Alliance to End Homelessness and Tyler Meredith is a senior fellow at the Munk School of Global Affairs and Public Policy]

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Wood, Paper & Green Building

Laws of Cricket changed to allow previously ‘illegal’ bats

By Harry Latham-Coyle
UK Independent
February 3, 2026
Category: Wood, Paper & Green Building
Region: International

©SapwoodWorkshop

The MCC’s Laws of Cricket will be changed to permit bats made from more than one piece of wood to be used in the recreational game in a move to combat rising prices and more sustainable manufacturing processes. While “laminated” or “Type D” bats have previously been allowed in junior cricket, regulations have insisted that bats used in open-age recreational cricket must be made from a single piece of willow. However amid a shortage of English willow and a surge in prices driven by increased demand, the MCC has moved to change its laws from 1 October 2026 to allow bats made from up to three wooden pieces to be used in open-age cricket. Bat manufacturers will also be allowed to use woods other than willow behind the face of the bat as part of the law change.

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Lenzing AG to become majority owner of TreeToTextile AB

TreeToTextile
February 2, 2026
Category: Wood, Paper & Green Building
Region: International

The Lenzing Group is taking another strategic milestone by acquiring a controlling majority in the Swedish innovation company TreeToTextile AB. This step strengthens Lenzing’s position as a leading provider of sustainable, wood-based specialty fibers and expands its innovation pipeline with a highly scalable, patent-protected technology platform. The transaction is executed through the issuance of new shares. TreeToTextile represents the next major technological leap in cellulosic fiber production – following the development of viscose in the early 20th century and Lenzing’s own Lyocell technology in the 1990s. The process offers a significantly improved sustainability profile, attractive cost advantages, and broad applicability across textile and nonwoven markets. With the majority acquisition, Lenzing underscores its commitment to consistently advancing its premiumization strategy and further expanding its leadership position in the global specialty fiber market.

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Forestry

High-tech imaging could improve cultivation of trees essential to Alberta’s forestry industry

University of Alberta
February 3, 2026
Category: Forestry
Region: Canada West

University of Alberta researchers have, for the first time, captured a much better view of what may be contributing to failures in lodgepole pine seed orchards — a tree essential to Alberta’s forest industry. The researchers used synchrotron microcomputed tomography, an advanced 3D imaging method usually used in medicine, in a pilot study to visually explore why some pollinated female pine cones, known as conelets, are healthy while others dielong before they fully develop. Carried out at the Saskatoon-based Canadian Light Source, the technique provided a clearer view of the internal reproductive structures of healthy and unhealthy conelets — a big improvement over previous low-resolution images, says study co-author Barb Thomas, a professor in the Faculty of Agricultural, Life & Environmental Sciences. “This represents the next step in using this technology to help determine why conelet failure occurs and how we can potentially change our management in the orchards,” she notes.

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New take on how to turn around the B.C. forestry industry

By CTV News
YouTube
February 2, 2026
Category: Forestry
Region: Canada West

A new report is offering its take on how to turn around BC’s forestry industry. As of now six mills have announced permanent closures, with six more being hit with either indefinite or temporary closures. Even if the recommendations are adopted, it could take years to change the trajectory of the industry. The report has identified four major themes to begin to fix a forest industry that is in a fast decline in BC, seeing job losses, mull curtailments, and closures.

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Williams Lake Indigenous forestry project seeks support for continued funding

By Rebecca Dyok
The Williams Lake Tribune
February 3, 2026
Category: Forestry
Region: Canada West

A First Nations-owned company west of Williams Lake says continued funding is essential for projects that use fire-killed wood instead of burning it in slash piles or leaving it to decay. Percy Guichon and Daniel Persson with Central Chilcotin Rehabilitation Ltd. (CCR) attended a Jan. 27 regular city council meeting in Williams Lake to provide an update on the Palmer Project, a multi-year Indigenous-led stewardship initiative which aims to reduce wildfire risk and improve public safety and forest health through spacing treatments that remove hazardous fuels. To date, the project located along Palmer Lake Road, about one and a half hour west of Williams Lake, has treated more than 1,500 hectares with recovered fibre utilized by Atlantic Power for biomass and Cariboo Pulp & Paper for pulp. Fibre was also previously utilized by Drax, which closed in Williams Lake by the end of 2025, into fibre pellets for bioenergy.

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The BC Community Forest Association Launches ‘Rooted Together’

The BC Community Forest Association
February 3, 2026
Category: Forestry
Region: Canada West

VICTORIA, B.C. – The Traditional Territory of the Lekwungen Peoples: The BC Community Forest Association (BCCFA) has released a new film entitled Rooted Together, created to highlight the value and impact of community forests throughout British Columbia. It explores how community forests support environmental stewardship, local economies, and strong, resilient communities throughout the province. The film centres on a simple but powerful idea that forests are best managed by the people who live closest to them. Featuring voices from Indigenous and community forest leaders plus renowned forestry experts and specialists, the film explores how community forests go beyond timber to prioritize social, cultural, environmental, and economic values. “The film was designed as an educational tool to increase awareness and understanding of the important role community forests play in reconciliation, wildfire resilience, sustainable forest management, and local economic development,” said Jennifer Gunter, Executive Director, BCCFA. 

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B.C. forestry review seeks overhaul, moving focus away from harvest volumes

By Ashley Joannou
Canadian Press in Business in Vancouver
February 2, 2026
Category: Forestry
Region: Canada West

VANCOUVER — A government-commissioned review of forestry in British Columbia is calling for the system to be razed and rebuilt with a focus on trust and transparency about the state of the province’s forests, shifting away “from managing harvest volumes to managing lands.” …The authors of the report, including industry representatives and academics, pitch a model that would change who makes decisions about lumber allotment, taking that power away from the provincial government and shifting it to regional bodies that manage defined areas. …Shannon Janzen a co-chair of the advisory council, and former chief forester, said the use of area-based land management is not a new idea and is already in use in places like Ontario and Alberta. …Forest Minister Ravi Parmar would not commit to implementing the report’s recommendations, telling reporters that he has to consult with other ministries. …A statement from the BC Council of Forest Industries said it would be reviewing the recommendations with its members. …Brian Menzies, the executive director of the Independent Wood Processors Association of B.C., said there’s little detail in the report about how its members would access more fibre.

Additional coverage:

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Provincial Forestry Advisory Council Final Report Calls for Fundamental Shift in Forest and Land Management

By Brandon Wirsz
The Provincial Forestry Advisory Council
February 2, 2026
Category: Forestry
Region: Canada, Canada West

Victoria, B.C. – A new independent report from the Provincial Forestry Advisory Council (PFAC) finds that British Columbia’s current forest management system is failing to meet a range needs, including communities, First Nations, businesses and the environment. The report concludes that small, incremental reforms are not enough to address the scale of challenges facing the sector. Titled From Conflict to Care: BC’s Forest Future, the report identifies outdated systems, limited access to trusted public data, and deep structural misalignment as major drivers of ongoing conflict and instability. Decades of layered rules and centralized, top-down decision-making have created a system that lacks the predictability and flexibility needed to respond to today’s ecological, economic, legal and social realities. “This isn’t about tinkering around the edges or adding more rules,” said Shannon Janzen, co-chair, PFAC. “It’s about rethinking the system as a whole. From Conflict to Care lays out a practical path forward, one that moves beyond elusive short-term fixes toward a system capable of addressing challenges and realizing the opportunities that we actually face.”

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US Department of the Interior Announces $20M to Strengthen Local Wildfire Response

The US Department of the Interior
February 2, 2026
Category: Forestry
Region: United States

WASHINGTON — The Department of the Interior today announced that up to $20 million is available to strengthen local governments’ wildfire response capacity, a key priority for President Donald J. Trump. The Slip-on Tanker Pilot Program equips small, remote emergency response agencies with practical, deployable tools that strengthen preparedness and protect lives, property and infrastructure.  “As remote, rural communities continue to grapple with the devastating impacts of intensifying wildfires, President Trump is taking strong action to ensure they have the resources needed to respond swiftly when wildfires ignite,” said Secretary of the Interior Doug Burgum. “This program provides a commonsense approach to help local departments deploy more rapidly, use existing equipment more efficiently, and respond before fires threaten their communities.”  With the recent announcement on taking the next step to establish the Wildland Fire Service, Interior is advancing a comprehensive approach to wildland fire management.

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A Beautifully Burned Forest: Learning to Celebrate Severe Forest Fire (Book Review)

By Andy Kerr
The Wildlife News
February 2, 2026
Category: Forestry
Region: United States, US West

Richard Hutto is speaking truth to power (the fire-industrial complex) as well as to ignorance (most Americans) in his book about severe forest fire. The powerful include the federal land management agencies; Congress; federal, state, and local elected officials; Big Timber; and the private-sector fire-fighting industry. The ignorant include most of the media. …The truth is that those severe forest fires that Smokey Bear warned us about are not bad, unnecessary, and preventable but are in fact good, necessary, and inevitable. …To Hutto (and to forest scientists and forests), a severe forest fire is a gift the forest receives; the forest is not destroyed by severe fire. …To Hutto, “burned forests are magical places that seem to harbor plant and animal species and visual experiences found under no other forest condition.” …Richard L. Hutto is Professor Emeritus in Biological Sciences and Wildlife Biology at the University of Montana.

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Forest Service moves forward with logging project near Ketchikan

By Sydney Dauphinais
Alaska Public Media
February 2, 2026
Category: Forestry
Region: United States, US West

ALASKA — The US Forest Service is moving forward with a plan to harvest over 5,000 acres of trees in the Tongass National Forest, just east of Ketchikan. A majority of that will be old-growth trees, which some people worry will be devastating to the forest. The Forest Service released the final environmental impact statement for the South Revilla project earlier this month. It would allow for the harvest of over 4,000 acres of old-growth timber, and over 1,000 acres of young growth timber. …Cathy Tighe, a district ranger, says the …project includes construction of new trails, a cabin, boat launches and outhouses. …The Ketchikan-area plans were originally introduced in 2016, under the first Trump administration, but were shelved in 2020 with the change in administrations. …Critics say that old-growth logging projects of this scale will be devastating. …There is a 45-day objection period that follows the release of the final environmental impact statement.

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New Hampshire reaches deal with carbon-offset company over largest private forest

By Kate Dario
New Hampshire Public Radio
February 2, 2026
Category: Forestry
Region: United States, US East

PITTSBURG, New Hampshire — The state has reached a deal on the management of the Connecticut Lakes Headwaters Working Forest, a 146,000 acre property constituting 3% of New Hampshire’s forests, according to Gov. Kelly Ayotte. The forest is privately owned but is under a conservation easement, which means the state has oversight regarding how the land is managed and can ensure it remains a working timberland. Since the land was purchased in 2022 by an out-of-state carbon offset company, Aurora Sustainable Lands, local loggers have raised concerns about reduced timber harvesting on the property. As a carbon-offset company, Aurora curbed logging in order to sell the carbon they stored. …In the plan agreed upon last month, Aurora will increase the average annual timber harvest. …“The Connecticut Lakes Headwaters Working Forest is critical to recreation, tourism and the timber industry in our North Country,” Ayotte said.

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Hundreds of trees felled as ash dieback spreads

By Jane Trumble
BBC News
February 3, 2026
Category: Forestry
Region: International

Urgent work to remove dead and diseased ash trees in a Brighton woodland is under way. …Before the felling started ash trees were inspected for signs of the ash dieback fungus, and large trees which appear to be fighting the disease have been left. Alan Robins, cabinet member responsible for parks says, where possible, tree trunks and stumps will be left to create habitats for wildlife. Thinning out the woodland could help to prevent the spread of ash dieback, the council says. Peter Small, arboriculture manager for the council, says there are so many dead trees the woodland has become dangerous. He says the work “does look severe” and “afterwards these areas will look different”. The Woodland Trust says the fungus, which originated in Asia, overwinters in leaf litter on the ground. … The fungus eventually blocks its water transport systems, causing it to die.

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