Daily News for March 07, 2025

Today’s Takeaway

Trump pauses 25% tariff (again). Canada’s lumber is included.

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

Trump paused (for one month), his 25% tariff on products covered by the US-Mexico-Canada trade agreement, and while lumber is not part of the agreement, NAHB says lumber is included. In related headlines:

In other news: Canadians grapple with anxiety around Trump’s tariff chaos; Kruger-Kamloops ratifies pattern-setting labour agreement; Irving Paper says it doesn’t want a subsidy; and Canfor reports improved Q4,2024 results. 

In Forestry/Climate news: Canada and Manitoba collaborate to protect nature; sustainable aviation fuel struggles in BC; Trump’s logging order skirts the Endangered Species Act; and Bayer may halt US Roundup sales over legal risks.

Finally, how the tissue of lies behind the trade war could be wiped away with toilet paper.

Kelly McCloskey, Tree Frog News

Read More

Breaking News

Canadian lumber is covered under the latest pause on tariff implementation

The National Association of Home Builders
March 7, 2025
Category: Breaking News
Region: Canada, United States

The situation surrounding tariffs remains fluid, with a flurry of activity in Washington this week. …On March 6, Trump announced a one-month tariff delay until April 2 on all products from Mexico and Canada that are covered by the United States-Mexico-Canada Agreement (USMCA). While there is no specific language in the USMCA addressing Canadian softwood lumber, NAHB worked with the White House to ensure it was covered under the latest pause on tariff implementation. Two essential materials used in new home construction, softwood lumber and gypsum (used for drywall), are largely sourced from Canada and Mexico, respectively. …If the new tariffs on Mexico and Canada go into effect next month, they are projected to raise the cost of imported construction materials by more than $3 billion. NAHB has received anecdotal reports from members that they are planning for tariffs to increase material costs between $7,500 and $10,000 on the average new single-family home. 

Read More

Opinion / EdiTOADial

Tariff uncertainty adds to risk of recession, holds back business investment and consumer spending

Kevin Mason, Managing Director
ERA Forest Products Research
March 3, 2025
Category: Opinion / EdiTOADial
Region: Canada, United States

Kevin Mason

It would be impossible to list the 70+ executive orders signed and published so far under the new US administration. Some of these edicts are clear and enforceable, while some have been challenged. We have discussed at length the potential impact of 25% blanket tariffs on imports of Canadian forest products. Collectively, this torrent of change has created uncertainty, slowing business decision-making—and, therefore, investment. We have seen this paralysis in the lumber markets, with buyers and sellers unsure of how to prepare for tariffs, and confusion leading to inaction. The same is true at the individual level, with mass layoffs in the public sector. Workplaces that see mass firings also tend to freeze up, slowing workflow as employees contemplate their future.

Recessions can be caused by shocks to the system on the supply or the demand side. There is no question that the executive orders to date have shocked the systems of both government and international trade; this has apparently been intentional. The question is whether or not supply, demand and labour can respond appropriately with minimal disruption. Over time, clearly, they can in an economy as dynamic and entrepreneurial as that of the US; in the short-term, however, there is a risk that uncertainty holds back both business investment and consumer spending. …High interest rates have held back both housing demand and housing supply. If tariffs are indeed implemented, prices should rise and rates will not fall (unless a recession ensues).

Read More

Business & Politics

Trump delays some tariffs on Mexico and Canada for one month

By David Goldman
CNN Business
March 6, 2025
Category: Business & Politics
Region: Canada, United States

President Donald Trump on Thursday signed executive actions that delay for nearly one month tariffs on all products from Mexico and Canada that are covered by the USMCA free trade treaty, a significant walkback of the administration’s signature economic plan that has rattled markets, businesses and consumers. The executive actions follow a discussion Trump held Thursday with Mexican President Claudia Sheinbaum and negotiations between Canadian and Trump administration officials. …Energy from Canada, however, is not included in the USMCA, the White House official said. So that lower 10% tariff is expected to remain in place… but the Trump reduced the tariff on Canadian potash to 10%. …Canada will now pause their planned second round of tariffs on over 4,000 US goods until April 2, Canadian Minister of Finance Dominic LeBlanc said.

Related coverage in:

Read More

Here’s how Canada can target America’s exposed backside: cut off its toilet paper

By Doug Sanders
The Globe and Mail
March 6, 2025
Category: Business & Politics
Region: Canada

Let me propose that we respond to President Donald Trump and his supporters in a more direct fashion: by wiping them out. No, not with violent force, or vain attempts at economic annihilation, but in a way that is more, shall we say, fundamental. It would be shockingly easy to empty America’s store shelves of toilet paper. A weeks-long bog-roll panic could be provoked, right now, with only a few words from a Canadian leader. The tissue of lies behind the trade war would be wiped away, exposing the backside of Mr. Trump’s bizarre trade claims in a way that would be far more noticeable than any retaliatory tariff. …Supply chains for the rolls of tissue are so constrained, lacking in stored reserves and Canada-dependent, Kruger CEO Dino Bianco explained, that it would only take a tiny push to cause panic buying and the anxiety-inducing sound of empty cardboard tubes rattling on bathroom spindles. …It sends a clearer message: Canadians believe in trade. We want trade. And if you deprive us of it, we know how to hit you where it really hurts. [Globe and Mail subscription required for full access]

Read More

Premier announces new measures to defend B.C. from Trump tariffs

By the Office of the Premier
Government of British Columbia
March 6, 2025
Category: Business & Politics
Region: Canada, Canada West

Premier David Eby has announced new tariff-response measures with the intention of bringing forward legislation that will defend British Columbians, workers and businesses from U.S. President Donald J. Trump’s tariffs on Canadian goods and energy. …The B.C. government intends to introduce tariff-response legislation [that] would enable a range of responses, including the ability to remove interprovincial trade barriers, mandating that low-carbon fuels added to gasoline and diesel be produced in Canada, and allowing B.C. to apply tolls/fees to U.S. commercial vehicles using B.C. infrastructure to travel to Alaska. …The B.C. government and Crown corporations have also been directed to buy Canadian goods and services first. …a B.C. softwood advisory council is developing a diplomatic and trade strategy to fight for B.C.’s interests in the ongoing softwood lumber dispute…

Read More

One policy could solve two of David Eby’s biggest challenges amid tariffs

By Jerome Gessaroli, Resource Works and Sound Economic Policy Project, BCIT
Vancouver Sun
March 6, 2025
Category: Business & Politics
Region: Canada, Canada West

By easing the current restrictions on timber harvesting and natural gas development, B.C. Premier David Eby can reduce B.C.’s reliance on U.S. markets and improve affordability… This policy shift would create jobs, help address the cost-of-living crisis and insulate B.C. from U.S. trade volatility by diversifying its trading partners. Natural resources, namely forestry, energy, mining and agriculture, make up about 75 per cent of B.C.’s exports as of November 2024. …Yet both sectors face government-imposed constraints, from caps on logging to opposition to pipelines. Since forestry and energy dominate B.C.’s exports, robust growth depends on expanding these sectors. B.C.’s forestry industry has long been a global leader, but policies restricting access to fibre are undermining its viability. The annual allowable cut and a cap on how much timber can be harvested, along with actual cuts, have been reduced in recent years due to environmental concerns and pressure from within the NDP’s base.

Read More

Act now to protect Alberta forestry industry from tariffs

By Jason Krips, president, Alberta Forest Products Association
Edmonton Journal
March 6, 2025
Category: Business & Politics
Region: Canada, Canada West

Jason Krips

Canada’s economy is facing an attack — and our forest industry is on the front lines. Our forest products face a staggering 55-per-cent tax on a market that takes half of the country’s lumber, pulp, and wood panels.  …Job number 1 is talking to our American neighbours about the value of Canadian forest products. Alberta-made lumber and wood panels facilitate the affordable construction of American homes. Our pulp serves as feedstock for industrial processes and helps create jobs for Americans. …Now is a strategic time to implement a forest manufacturing tax credit. Such credits exist in other sectors and could catalyze investments in forestry mills to create new products for new markets. …We should invest in new markets like India, Africa, and the Middle East and leverage existing relationships in Japan, China, and Korea. But we also need to have the infrastructure in place to support those new markets. 

Read More

Central Okanagan businesses leaders, experts discuss local impact of tariffs

By Nicholas Johansen
Castanet
March 6, 2025
Category: Business & Politics
Region: Canada, Canada West

Nick Arkle

Kelowna Chamber of Commerce hosted a panel on U.S. tariffs on Wednesday at UBC Okanagan. …Arkle is the CEO of the Gorman Group in West Kelowna. His company employs upwards of 1,000 people… “This is real, this isn’t just rhetoric coming out of the United States, it’s hitting people hard,” Arkle said. While the forestry industry has seen its fair share of ups and downs with the United States through the long-running softwood lumber dispute, Arkle said these new tariffs are different in that they showed up “almost overnight.” He said …about 55% of Gorman’s products goes south of the border. “We’ve got customers down there that we’ve supplied lumber to for 35, 40 years. You don’t walk away from those kind of markets … they’re friends,” Arkle said. “We are working hard right now with them to try and figure out how to work this out, how do we share the burden?”

Read More

Kruger members ratify pattern-setting agreement by 91%

By Unifor
Cision Newswire
March 6, 2025
Category: Business & Politics
Region: Canada, Canada West

KAMLOOPS, BC – Unifor Local 10-B members at Kruger in Kamloops, B.C., ratified a new four-year collective agreement with 91% approval that will set the pattern for negotiations across the Western Pulp and Paper Caucus. “There’s a whole-union approach at work here to deliver for forestry members as we fight back against unfair tariffs, work to develop a national industrial strategy, and negotiate strong collective agreements at the bargaining table,” said Unifor National President Lana Payne, referencing Unifor’s work to Fight for Forestry Jobs. “I congratulate the members of Unifor Local 10-B and our partners at PPWC for working together to secure this contract.” The new agreement includes wage improvements, a Skilled Trades adjustment, benefit improvements, and, importantly, took zero concessions. There are 245 Unifor members covered by this collective agreement.

Read More

Irving Paper doesn’t want subsidy, calls for fix to high power rates

By Adam Hurts
The Telegraph-Journal
March 5, 2025
Category: Business & Politics
Region: Canada, Canada East

Irving Paper says it doesn’t want a government subsidy to save jobs, but that the province does need to step in to find a solution to high electricity rates. That’s as the company is criticizing “management issues” at NB Power. The Saint John manufacturer announced that it is cutting 140 jobs at its Bayside Drive mill. ….But in a new letter, Irving Paper VP Mark Mosher said a subsidy won’t work as it’s a problem affecting all New Brunswick ratepayers. …“For all of New Brunswick’s energy intensive and trade exposed industries, the issues and repercussions of uncompetitive electricity rates are not new and continue to worsen.” …Natural Resources Minister John Herron recently said his department has been working with J.D. Irving to develop a “financially sustainable” solution that preserves jobs for New Brunswickers. [to access the full story a Telegraph-Journal subscription is required]

Read More

From A-Zed (not A-Zee), Kruger Products Embraces Unique Canadianisms to Encourage Consumers to Buy Canadian

Kruger Inc.
February 12, 2025
Category: Business & Politics
Region: Canada, Canada East

TORONTO – Kruger Products announced a new creative campaign, ‘Made by Canadians for Canadians,’ to remind consumers, now more than ever, to embrace their uniqueness and buy made-in-Canada tissue products. With over 2300 Canadian employees and nine manufacturing facilities strategically located nationally, Kruger Products is making it easier for Canadians to choose everyday quality tissue products made by, and in, their communities. Double-double ply Canadiana for the win. The new campaign leans into the nuances of Canadiana with humour to ensure consumers everywhere tip their toques (not hats), direct guests to the washroom (not restroom), embrace the extra eh-bsorbent and go the extra kilometre (not mile) for the environment with well-known brands. Made by Canadians for Canadians. Like Canadians, the campaign is a perfect combination of practical, humourous and helpful for those looking to identify and buy goods manufactured in Canada.

Read More

Finance & Economics

US faces housing affordability crisis, calls for negotiated end to tariffs on Canadian lumber

By Buddy Hughes, Chairman
The National Association of Home Builders
March 4, 2025
Category: Finance & Economics
Region: Canada, United States

WASHINGTON — Implementing policies to alleviate supply-side bottlenecks that are the main drivers of low housing supply and high home prices would help ease the nation’s housing affordability crisis and allow builders to increase the supply of attainable, affordable housing, the National Association of Home Builders (NAHB) told Congress. …To help address these issues, NAHB Chairman Buddy Hughes called on Congress to take the following actions:

  • Preserve and strengthen key federal programs including the Low-Income Housing Tax Credit, HUD Section 8 housing voucher programs
  • Support workforce development programs such as Job Corps and pass the CONSTRUCTS Act, legislation
  • Responsibly boost the domestic supply of lumber and call on the Trump administration to negotiate a long-term softwood lumber agreement with Canada that will end lumber tariffs, help stabilize this volatile market and give builders greater price stability
  • Pass the Identifying Regulatory Barriers to Housing Supply Act
  • Rein in excessive regulatory costs and reassert congressional authority over federal agencies’ rulemaking agendas. 

Read More

Canfor reports Q4, 2024 net loss of $63 million

Canfor Corporation and Canfor Pulp Products Inc.
March 6, 2025
Category: Finance & Economics
Region: Canada, United States

VANCOUVER, BC — Canfor Corporation reported its fourth quarter of 2024 results. Highlights include: Q4 2024 operating loss of $46 million; shareholder net loss of $63 million; Supply-driven uptick in North American lumber markets and pricing through the fourth quarter led to improved results from the Company’s Western Canadian and US South operations; another quarter of solid earnings from Europe; Improved results for Canfor Pulp; relatively stable global pulp market fundamentals through most of the fourth quarter, with some positive momentum late in the period; persistent challenges associated with the availability of economic fibre in British Columbia. …Canfor’s President and Chief Executive Officer, Susan Yurkovich, said, “Following several quarters of very weak global lumber market conditions, we were pleased to see a slight uplift in North American benchmark lumber prices during the fourth quarter, which gave rise to improved results across all our lumber operating regions.”

Read More

US homebuilders face a supply chain snarl from tariff battles

By Thomas Seal and Prashant Gopal
Bloomberg in The Business Times
March 7, 2025
Category: Finance & Economics
Region: United States

President Trump’s push for tariffs on Canada – and his subsequent delays and exemptions – are frustrating efforts to import lumber from the country and putting the building supply market on edge. The back-and-forth over whether tariffs will be imposed or not has businesses unable to trust price stability, and risks backing up the supply chain for US homebuilders. The reluctance to pay a tariff, which could be changed or cancelled any day, “freezes these markets up,” according to Don Magruder, who runs a building material company based in Florida. …Andy Rielly, president of Rielly Lumber in British Columbia, said he’s been in talks with long-term customers on how to divvy up the extra costs, but not everyone has been able to strike deals. …The US’s National Association of Home Builders chairman Buddy Hughes said tariffs risk worsening housing affordability. …The US Lumber Coalition said that lumber prices are only a fraction of homebuilding costs.

Read More

Forestry

Spel’kúmtn Community Forest sets out goals for 2025 after record profits

By Luke Faulks
Pique News Magazine
March 6, 2025
Category: Forestry
Region: Canada, Canada West

The Spel’kúmtn Community Forest (SCF) is coming into 2025 with record net income from the previous year. After five years in operation, the SCF reported an estimated $1.5 million in profits from the sale of 17,743 cubic metres of harvested timber last year. But during a March 4 report to the Village of Pemberton (VOP), the SCF’s executive director, Andrea Blaikie, flagged challenges in the years ahead that warrant a more conservative approach to planning and harvesting in the tenured forest. The SCF consists of 17,727 hectares of forest land and was incorporated in 2019 as a partnership between the VOP and Lil’wat Nation. According to the Community Forest Agreement (CFA) signed by Mayor Mike Richman and Lil’wat Nation Chief Dean Nelson in 2020, the collaboration is meant to promote reconciliation, increase community benefits from local resources and amplify local voices on forest management.

Read More

Canada and Manitoba collaborating to advance nature protection and climate adaptation

By Environment and Climate Change Canada
Cision Newswire
March 7, 2025
Category: Forestry
Region: Canada, Canada West

WINNIPEG, MB – Conserving nature and halting biodiversity loss is necessary and requires innovation and collaboration. To this end, the governments of Canada and Manitoba are committed to working together and—in partnership with Indigenous peoples—to protect nature across the province. Honourable Steven Guilbeault, Minister of Environment and Climate Change and Minister responsible for Parks Canada, announced the signing of a Memorandum of Understanding with the Government of Manitoba that sets the stage for the development of a nature agreement to advance nature conservation and protection across the province. …the Government of Canada has committed up to $2 million over the next year, with the support of Manitoba, to enable Indigenous participation in the development of the nature agreement. This unique collaboration will support coming together to make ambitious progress on shared nature priorities, including Indigenous leadership in conservation, as well as advancing progress on Protected and Conserved Areas …

Read More

Bayer may halt U.S. Roundup sales without legal Bayer tells US it could halt Roundup weedkiller sales over legal risks

By Patricia Weiss and Ludwig Burger
Reuters
March 7, 2025
Category: Forestry
Region: United States, International

FRANKFURT – Bayer has told U.S. lawmakers it could stop selling Roundup weedkiller unless they can strengthen legal protection against product liability litigation, according to a financial analyst and a person close to the matter. Bayer has paid about $10 billion to settle disputed claims that Roundup, based on the herbicide glyphosate, causes cancer. About 67,000 further cases are pending for which the group has set aside $5.9 billion in legal provisions. The German company has said plaintiffs should not be able to take Bayer to court by invoking U.S. state rules given the federal U.S. Environmental Protection Agency has repeatedly labelled the product as safe to use, as have regulators in other parts of the world. “Without regulatory clarity (Bayer) will need to exit the business. Bayer have been clear with legislators and farmer groups on this,” analysts at brokerage Jefferies said in a note on Thursday, citing guidance Bayer’s leadership provided in a meeting.

Read More

Trump order: Logging can skirt Endangered Species Act, environmental study

By Joshua Murdock
Longview News-Journal
March 6, 2025
Category: Forestry
Region: United States

President Donald Trump took action last weekend to increase domestic logging by circumventing environmental protections and to staunch the flow of imported lumber products primarily from Canada. A pair of executive orders — one addressing timber and wood product imports, the other addressing logging on federal lands — drew praise from the logging industry, condemnation from environmental and wildlife groups, and concern from the construction industry over higher prices. The order rolls back the degree to which the agencies have to comply with the Endangered Species Act or consider negative impacts of logging. …[making] it easier for environmentally damaging clear-cut logging to be approved. …The executive order on timber production … can exempt projects from complying with the landmark law. …allowing projects to proceed even if they will harm a protected species or result in extinction. Historically, the committee has been used to aid recovery from natural disasters, not to expedite resource extraction.

Read More

Northwest Forest Plan has left a lasting legacy, despite falling short

By Roman Battaglia
Jefferson Public Radio
March 7, 2025
Category: Forestry
Region: United States, US West

The Northwest Forest Plan lays out how to manage millions of acres across Washington, Oregon and Northern California. But the scientists behind the plan say it hasn’t been very successful. It cost thousands of timber industry jobs and failed to protect vulnerable species. Now that the government is reconsidering it, the scientists reflect on what was considered the best option 31 years ago. In the early 20th century, clearcutting huge swaths of ancient trees in the Pacific Northwest was routine. That was great for loggers, but it wasn’t great for biodiversity. In the 1990s, the northern spotted owl took center stage in a looming fight over old-growth forests. After researchers began studying the owl, they realized it could pose a challenge to the timber industry. …Norm Johnson, who worked for the College of Forestry at Oregon State University during the plan’s development and the other scientists agree that the plan wasn’t very successful. 

Read More

Trump’s timber directives could sway Oregon forest policy, but market effects remain unclear

By April Ehrlich
Oregon Public Broadcasting
March 6, 2025
Category: Forestry
Region: United States, US West

Republican-led policy directives could rewrite forest policies that affect public lands in Oregon and the rest of the West. New executive orders from the Trump administration call on federal agencies to fast-track logging projects by circumventing endangered species laws, and to investigate whether lumber imports threaten national security. …Some experts say it’s too soon to tell how these directives will affect Oregon’s timber market, particularly Trump’s order on fast-tracking timber sales to benefit logging companies and mills. Mindy Crandall, associate professor of forest policy at Oregon State University, said Canadian imports make up a large chunk of the U.S.‘s softwood lumber supply. Oregon also leads the nation as the top softwood lumber-producing state — so in some ways, limiting Canadian imports could benefit Oregon softwood growers. Still, Crandall suspects any policy changes will likely result in only short-term windfalls for Oregon mills and forest owners.

Read More

Carbon, Climate & Bioenergy

Sustainable aviation fuel can’t quite get liftoff in B.C.

By Nelson Bennett
Business in Vancouver
March 6, 2025
Category: Carbon, Climate & Bioenergy
Region: Canada, Canada West

…sustainable aviation fuel (SAF) is considered the most practical option for decarbonizing air travel, which in Canada accounts for about four per cent of Canada’s total greenhouse gas emissions. Biofuels made from … wood waste can lower fossil fuels’ carbon intensity and … require no major modifications to airplanes. B.C. has all of the conditions and resources needed to develop a sustainable aviation fuel industry, according to a panel discussion on SAF by the Greater Vancouver Board of Trade. But right now, most of the SAF that airlines are buying comes from suppliers in the U.S. and Europe. Despite the efforts of companies like Parkland Corp., a sustainable aviation fuel production industry is having a hard time getting off the ground in Canada. It all comes down to costs, and the Americans can produce SAF at a more cost competitive price than Canadian producers can, thanks in no small part to subsidies in the U.S.

Read More

Forest biomass growth to soar through 2030, impacting tropical forests

By Justin Catanoso
Mongabay
March 6, 2025
Category: Carbon, Climate & Bioenergy
Region: International

The harvesting and burning of forest biomass to produce energy continues to surge, according to a new report entitled Burning Up the Biosphere on near-term global production and demand for wood pellets. This growth comes despite scientists’ warnings of the industry’s harm to the climate and its contribution to deforestation — increasingly in the tropics. …By 2030, the supply of forest biomass for energy is projected to triple compared to 2021, after expanding by 50% between 2010 and 2021. That jump in wood pellet production to meet global demand will require a 13-fold increase in monoculture biomass plantations from current levels, especially in Southeast Asia. The ongoing conversion of native tropical forests to short-rotation plantations for crops, timber and wood pellets will continue being a significant driver of global deforestation. The report was produced by the Biomass Action Network of the Environmental Paper Network (EPN), an international forest advocacy group.

Read More

Health & Safety

‘A train wreck … I can’t stop watching’: Canadians grapple with anxiety around Trump’s tariff chaos

By Natalie Stechyson
CBC News
March 6, 2025
Category: Health & Safety
Region: Canada

Feeling frustrated and helpless in the face of the chaos surrounding tariffs and politics in general these days? Well, there’s a valid reason for that, and you’re not alone.  …Recent studies have found that exposure to political stress is linked with poorer physical and emotional health, and that most therapists report that their patients discuss politics in their sessions. …while political anxiety isn’t new, it’s arguably been more intense lately given Trump’s “shock and awe” strategy since taking office. …”Our cognitive and emotional systems are not prepared for the constant inflow of information, which means at any given moment we can know every terrible and complex thing happening in the world,” explained Amanda Friesen, an associate professor of political science at Western University.

Read More

Free Safety Conference – Mark your Calendar!

BC Forest Safety Council
March 7, 2025
Category: Health & Safety
Region: Canada, Canada West

Join us for the Interior Safety Conference (ISC) on Thursday, May 1, 2025! This annual event is a must-attend for BC forestry professionals, offering a unique opportunity to delve into safety-related issues and learn ways to enhance safety across the industry. This Year’s Theme: Building Safety Through Shared Experiences. Gain powerful insights and practical knowledge through a series of compelling presentations by industry experts and speakers. The conference is FREE for anyone working in any phase of the forest industry, from silviculture to harvesting to wood products manufacturing.

Featured Speakers:

  • Greg Hemminger from the Tailgate Toolkit Program will discuss the ripple effect of substance use in the workplace.
  • Mark Black, a resiliency expert, will discuss how to build a strong framework to transform challenges into achievable goals and tangible results.
  • Jennifer Irwin is a safety and mental health professional from WorkSafeBC. She will focus on Psychological Health and Safety in the workplace.

Read More