Eurasia Group’s “Top Risks For 2026″ report says Canada could be hit hardest by US political revolution. In related news: Canada is diversifying some trade away from the US; single-family housing starts rebound in the US as total starts fall; Ontario’s Fort Frances biofuel plant could bring old mill site back to life; poor markets lead West Fraser to record a goodwill impairment charge in Q4. Meanwhile: the US Endowment collaborates on sustainable bio-fuel; Maine Woodland Owners honour retiring CEO Tom Doak; Jamestown’s Troy Harris points to the value of SLB investments.
In Forestry/Climate news: a BC court halts a First Nation forest licence transfer near Terrace, a BC judge rules that old-growth protestors could be prosecuted criminally; RCMP investigate an equipment fire near the Walbran Valley logging protests; Utah’s forest agreement with the USDA may expand timber production; eco-friendly toilet paper is not always green; and the US Supreme Court considers taking up the Roundup/cancer case.
Finally, bark microbes eat climate gases, and PEFC dispels timber construction misconceptions.
Kelly McCloskey, Tree Frog News Editor
A new global risk assessment is warning that no country would be more “profoundly affected” by a political upheaval in the US than Canada. Published Monday, the Eurasia Group’s “
VANCOUVER, BC — West Fraser Timber announced that it will record an impairment of its Lumber segment goodwill in the fourth quarter of 2025 due to persistently challenging economic conditions. The Company is also providing initial 2026 guidance for key product shipments, operational costs and capital expenditures. In Q4-2025, West Fraser expects to record an approximately $409 million non-cash impairment of goodwill as a result of the protracted downcycle that has caused management to recalibrate certain assumptions used in its annual goodwill impairment test. Adjustments to these assumptions include, but are not limited to, species-specific product pricing trends, lower demand and pricing for wood chip residuals, and the depth and duration of the current downcycle and its expected recovery. The impairment represents the entire amount of goodwill associated with the Company’s US lumber operations.
For a town still feeling the loss of its paper mill more than a decade ago, the promise of new industry is tantalizing; 50 or more new jobs, a much-needed boost to the local economy, perhaps a stepping stone to attract new business or help those already here expand. …the plan to build a new $210-million biofuel plant in Fort Frances is coming close to fruition and it could be a game-changer for the region – if it breaks ground this fall as anticipated. After an exhaustive search, the team has settled on the former Resolute mill site for its pilot project, a refinery that can turn the byproducts of logging … into synthetic gas, diesel and aviation fuel. The town is close to an abundant feedstock source, in the heart of a small labour market, owns its own affordable power production and is not far from colleges primed to provide essential training.
Canada is becoming far more attractive in commodity goods to the rest of the world, as it diversifies its trade away from the US, says one analyst. Imports outpaced exports in October. Merchandise imports increased by 3.4% in October while exports increased by 2.1%. Because of this, Canada’s merchandise trade balance went from a surplus of $243 million in September to a $583 million deficit in October. …William Pellerin, a trade lawyer, said whether it be Malaysian kitchen cabinet manufacturers, or Chinese goods, he said “Canada is becoming far more attractive at lower pricing in many commodity goods and in many manufactured sectors.” On the other hand, the data shows exports to the US made up 67.3% of all Canadian exports, which is the lowest since the pandemic. …Cabinet and wood makers face a difficult challenge as they face a 25% tariff and lose access to the US market, said Pellerin.
WASHINGTON — US single-family homebuilding rebounded in October, but permits for future construction eased, signaling caution among builders as new housing inventory remains high and demand soft. Single-family housing starts, which account for the bulk of homebuilding, increased 5.4% to a seasonally adjusted annual rate of 874,000 units in October, the Commerce Department’s Census Bureau said on Friday. Starts dropped to a pace of 829,000 units in September from a 869,000-unit pace in August. The reports were delayed by the 43-day government shutdown. …Permits for future single-family homebuilding fell 0.5% to a rate of 876,000 units in October. They increased to a pace of 880,000 units in September from a 858,000-unit rate in August.
Toilet paper…is typically made with trees, energy-intensive manufacturing processes and chemicals that can pollute the environment. Experts say more consumers are seeking toilet paper made from recycled content or sustainable materials, but it can be hard to know what to look for. Sustainable toilet paper often costs more, but can have significant environmental benefits. According to the Environmental Paper Network, a coalition of nonprofits, more than 1 billion gallons of water and 1.6 million trees could be saved if every American used one roll of toilet paper made from recycled content instead of a roll made from forest fibres. Increasingly, manufacturers are making toilet paper from recycled paper products … using chlorine-free bleaching techniques. …Looking for recycled content is a good place for environmentally conscious consumers to start, said Gary Bull, at the University of British Columbia. Preconsumer materials include scrap materials from manufacturing or unsold paper. Postconsumer materials come from used paper products.
Three pieces of logging equipment owned by Fraser Valley Timber were torched overnight Jan. 1 into the morning of Jan. 2, putting multiple employees immediately out of work and potentially costing the company hundreds of thousands of dollars in replacement costs. …While a company spokesperson suggested to television media that the fire may be linked to nearby anti-logging protests, members of the Ada’itsx/Fairy Creek blockade denied any involvement. RCMP said investigators have not made any connection between the fire and the protest. Blockade members posted on Facebook that to assign blame to them before the facts are known “serves to vilify old-growth forest protectors without grounds.” …the Office of the Fire Commissioner brought an accelerant detection dog to the scene as part of the investigation. “…the Office of the Fire Commissioner is assisting in determining the circumstances, origin, and cause of the fires,” according to the Ministry of Public Safety and Solicitor General.
North Cowichan will hire a wildfire specialist to support wildfire-protection planning in the municipality. At its meeting on Dec. 3, council voted to allocate $95,000 in North Cowichan’s budget for 2026 for the position from the Climate Action and Energy Plan’s reserve funds, and funding for the wildfire specialist will come from general taxation in following years. As well, council decided to allocate $115,000 in the 2026 budget for the creation of a Strategic North Cowichan Wildfire Plan, with the funding also coming from CAEP reserve funds. Council adopted a resolution establishing wildfire preparedness as a strategic priority in September, and the key actions identified and recommended by staff since then include strengthening the fire department’s wildfire-response capabilities, vegetation management, FireSmart education, evacuation planning, infrastructure standards, and community volunteer initiatives.
A BC judge has quashed a decision from the province to transfer a major forestry licence to an Indigenous-owned forestry company, after the government was found to have failed to uphold the “honour of the Crown” with a neighbouring nation. The Jan. 8 ruling centred on the BC Ministry of Forest’s decision to approve the transfer of a forest licence to the Kitsumkalum First Nation. The transfer, which occurred after the previous holder Skeena Sawmills entered into bankruptcy proceedings in 2023, was opposed by eight Gitanyow hereditary chiefs. … In his decision, the judge found the government oversimplified the impacts of the transfer, and relied on “hope and optimism” that the two First Nations could reach an agreement. …The Gitanyow had called on the court to quash the transfer of the forestry licence. Instead, the judge forced the province to reconsider the licence transfer while properly consulting with the Gitanyow.
The U.S. Endowment for Forestry and Communities (the Endowment) has announced a new collaboration with the Georgia Institute of Technology. This partnership aims to address the far-reaching social, economic and environmental impacts of pulp and paper mill closures across the United States, particularly in the rural South, where these mills have long served as economic anchors. The Endowment and Georgia Tech’s Aerospace Systems Design Laboratory (ASDL) are developing an integrated decision-making dashboard to help policymakers, community leaders and industry stakeholders quantify the effects of mill closures and identify data-driven pathways to offset them through the sustainable use of forestry residues to produce bioenergy, renewable diesel, and sustainable aviation fuel (SAF). Over the past decade, nearly 50 paper mills have shut down nationwide, including major facilities in Georgia, South Carolina, Louisiana, Texas and Ohio.
A community-led survey coordinated by the Southern Environmental Law Center across parts of the southern United States has documented concerns about pollution linked to wood pellet manufacturing facilities. The survey focused on areas where residents live near large biomass plants, including a facility in Northampton County, North Carolina. Wood pellet plants process pellets that are exported overseas…where they are burned to generate electricity. While often described as a renewable energy source, the manufacturing process produces dust and emissions that residents say affect air quality and daily life. …[Survey] participants visited households near pellet plants to gather information about health concerns, environmental conditions and quality-of-life impacts associated with nearby industrial activity. According to the survey findings, residents reported respiratory problems, persistent dust, noise and increased industrial traffic. These concerns were most frequently recorded in rural communities and in areas with lower-than-average household incomes.
That fading receipt in your wallet might be more of a problem than you think. For decades, the thermal paper industry, a market valued at around $2 billion, has relied on a chemical cocktail that includes Bisphenol A (BPA). Yes, that is the same BPA that parents worry about in baby bottles and water jugs. It mimics estrogen, messing with our hormones in ways we are only just beginning to understand. While regulators in the EU have cracked down on BPA, manufacturers can pivot to “alternatives” like Bisphenol S (BPS). It sounds different, but chemically, it is the same wolf in sheep’s clothing, exhibiting toxicological properties eerily similar to the villain it replaced. Now, in a new study, researchers have developed a safer, sustainable alternative to BPA-laden thermal paper using “washed” lignin from wood and sugar derivatives. The result is a receipt that prints clearly without disrupting your hormones.