Daily News for July 08, 2025

Today’s Takeaway

Tariffs and weak demand define the forest products outlook

The Tree Frog Forestry News
July 8, 2025
Category: Today's Takeaway

2025 is a ‘supply-side story’, says ERA’s Kevin Mason—as weak demand plagues all forest product segments. In related news: Russ Taylor highlights the looming 34.5% US duties on Canadian lumber; Metsä warns of a weak Q2 amid poor pulp demand; US homebuilders continue to consolidate; Fannie Mae sees housing sentiment slip; and 18 buyers have eyed Pixelle’s shuttered Ohio mill. Meanwhile: Ontario invests in forest biomass, Oregon researchers show that wood resists microbes better than plastic; and Wisconsin pulp mills are encouraging women to the workforce.

In Forestry/Wildfire news: BC’s wildfires fuel debate over thinning vs clearcutting, as new guides on hazard assessment and abatement are released; Ontario’s largest fire is now being held; the massive post-fire tree-clearing effort in Jasper; and Washington protects cool water in forest streams. Meanwhile: wildfire smoke brings a forgotten danger to the arctic; and solving one of forestry’s safety challenges—phase congestion.

Finally, a PBS video explores stone tree trunks in Canada’s arctic.

Kelly McCloskey, Tree Frog News Editor

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Opinion / EdiTOADial

2025 is a supply-side story as demand is weak across all forest product segments

By Kevin Mason, Managing Director
ERA Forest Products Research
July 7, 2025
Category: Opinion / EdiTOADial
Region: Canada, United States, International

Kevin Mason

In looking across the entire forest products space this year, it is abundantly clear that demand is weak across all segments. There is no expectation of an improvement in 2025 as consumption remains poor and restocking efforts are expected to be limited. As such, any hopes of better supply/demand dynamics are going to come down to supply discipline (slowbacks/downtime/closures). We have some thoughts about how this might play out in the various sectors: Timber and Timberland—Timber harvest guidance will naturally follow wood products demand. Finding a home for pulpwood has been problematic for several years and will only become more difficult amid ongoing downstream capacity shuts. New demand is possible over time, but nothing is expected in the near-term.

Solid Wood—A raft of capacity closures in both Canada and the US had brought the lumber market into better balance to begin 2025. However, with demand weakening further through the first half of 20025 (and given a bleak medium-term outlook), further capacity rationalization will be required to restore balance and lift prices (Canada will be the focus, but the US could also see shuts). In OSB, prices are already at cash- cost levels, demand could slip further in the coming months, and new greenfield capacity is slated for late ’25 and early ’26. Accordingly, closures/downtime are sorely needed. For both lumber and OSB, producers may be awaiting the outcome of the Section 232 investigation before making major changes to operations.

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Business & Politics

Chillicothe Paper Mill: Potential Buyers, Shutdowns, Rumors, Reminiscences…

By Kevin Coleman
Sciotopost.com
July 7, 2025
Category: Business & Politics
Region: United States, US East

CHILLICOTHE, Ohio — Possibly 18 potential buyers have looked at the Pixelle facility before Thursday’s deadline to make offers. And again, the weekly Monday meeting of the ‘paper mill response team’ was in executive session to be free to hash out plans – as reminiscences from employees, as well as rumors about what is happening there and what is being removed, fill the internet. Mill operator Pixelle – based in Pennsylvania, and owned by H.I.G. Capital of Miami, Florida – has been cooperative with corporate tours of the facility that has been largely shut down. …“The deadline set by HIG for purchase offers to be submitted – July 3 – has passed. To date, no information has been shared with local leaders or regional economic development partners regarding a sale or the future of the mill.

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Finance & Economics

BC/Canada’s dilemma in the US and export markets

By Russ Taylor, Russ Taylor Global
Truck LoggerBC Magazine
July 3, 2025
Category: Finance & Economics
Region: Canada, United States, International

Russ Taylor

Today’s lower prices put BC Interior SPF mills back near break-even levels at current lumber prices and with 14.4% duties, with other Canadian regions looking to be marginally profitable. …In August, Canadian lumber will be subject to elevated US import duties (~34.5%). This factor alone will require Canadian lumber prices in the US market to rise by another 10% – 20%. Any tariffs imposed on Canada and/or other countries will only increase lumber prices further to attract enough imports into the US market. If prices do not rise enough, then expect mill curtailments in BC. …No one knows if or when tariffs could be applied to timber and wood products as well as derivative products from the US Section 232 investigation and what the tariff levels might be by country. If tariffs are applied, that will cause some major dislocations to the BC and Canadian lumber industry, as higher costs for imported lumber will ultimately cause US lumber prices to rise. 

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Fannie Mae Publishes June 2025 National Housing Survey Results

Fannie Mae
July 7, 2025
Category: Finance & Economics
Region: United States

WASHINGTON, DC – Fannie Mae published the results of its June 2025 National Housing Survey® (NHS), which includes the Home Purchase Sentiment Index® (HPSI), a measure of consumer sentiment toward housing. Month over month, the HPSI decreased 3.7 points to 69.8. Year over year, the HPSI is down 2.8 points.

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Top Ten Builder Share Rises Again in 2024

By Sarah Caldwell
NAHB Eye on Housing
July 8, 2025
Category: Finance & Economics
Region: United States

The top ten builders captured a record 44.7% of all new US single-family home closings in 2024, up 2.4 percentage points from 2023 (42.3%). This is the highest share ever captured by the top ten builders since NAHB began tracking BUILDER magazine data on new single-family home closings in 1989. The 2024 share constitutes 306,932 closings out of 686,000 new single-family houses sold in 2024. However, closings by the top 10 builders only represent 30.1% of new single-family home completions, a wider measure of home building that covers not-for-sale home construction. Also of note, the top 15 builders accounted for more than half of all closings (51%) for the first time ever in 2024.

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Metsä Group’s comparable operating result for April–June 2025 will be clearly negative

Metsä Group
July 7, 2025
Category: Finance & Economics
Region: International

In its January–March 2025 interim report published on 29 April 2025, Metsä Group estimated that the company’s comparable operating result in April–June 2025 will be weaker than in January–March 2025. The comparable operating result for January–March 2025 was EUR 81 million. Metsä Group now estimates that the company’s comparable operating result in April–June 2025 will be approximately EUR -35 million, which is significantly lower than the company’s previous estimate. The negative comparable operating result was caused particularly by the weak demand for market pulp in Europe and China. The uncertainty caused by US import duties has had a negative impact on the purchasing behaviour of paperboard customers in particular. 

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Wood, Paper & Green Building

Study shows engineered wood is more microbe-resistant than plastic

By University of Oregon
TechXplore
July 7, 2025
Category: Wood, Paper & Green Building
Region: United States, US West

Picture a hospital and you might imagine concrete, stainless steel or plastic. But University of Oregon researchers hope to make wood—often overlooked in health care facilities—more commonplace in those settings. Exposed wood, they’ve found, can resist microbial growth after it briefly gets wet. During their study, wood samples tested lower for levels of bacterial abundance than an empty plastic enclosure used as a control. “People generally think of wood as unhygienic in a medical setting,” said assistant professor Mark Fretz, co-director of the UO’s Institute for Health in the Built Environment and principal investigator for the study. “But wood actually transfers microbes at a lower rate than other less porous materials such as stainless steel.” In a recent study published in Frontiers in Microbiomes, they shared their discoveries about the effects of moisture on surface microbes and volatile organic compound emissions from mass timber.

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How the pulp & paper industry is encouraging more women to join

By Zhen Wang
The Post Crescent
July 8, 2025
Category: Wood, Paper & Green Building
Region: United States, US East

Nationwide, women made up 26.4% of the roughly 775,000 people who worked in the paper manufacturing and printing industry in 2021, according to the U.S. Bureau of Labor Statistics. At pulp, paper, and paperboard mills, they made up 14% of positions. That’s what brought the Wisconsin Paper Council and Ahlstrom — a global Finnish company that produces specialty papers and packaging at five plants in Rhinelander, Mosinee, Kaukauna, De Pere and Stevens Point — gifted $20,000 to establish the program in 2023. In 2024, Ashman received $1,000 from the program after graduating from Appleton East High School. Now, at 19, Ashman works as an intern with Thilmany mill in Kaukauna, helping with environmental compliance and coordinating cleanup efforts along the Fox River. The scholarship was used to help pay for her college tuition. She said what was even more valuable was the internship opportunity she landed at the award-giving reception in 2024.

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Forestry

Why Are There Stone Tree Trunks in the Arctic?

Nova by PBS
July 7, 2025
Category: Forestry
Region: Canada

Ellesmere Island, high in the Canadian Arctic, is only 800 miles from the North Pole. 50-million years ago, the treeless hillside would have been completely different.
[Watch on Youtube below or stream on PBS site – click Read More]

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When normal forestry practices don’t cut it

By Bob Covey
Jasper Local
July 7, 2025
Category: Forestry
Region: Canada, Canada West

It’s a widely-accepted mystery: whether or not a tree that falls in the forest makes a sound. But what about the riddle that Jasper National Park officials were faced with last year: If hundreds of thousands of burned trees are down in high visitor use areas, who clears them away? Since the Jasper Wildfire Complex razed 33,000 ha of Jasper’s forests last July, Lethbridge’s Adam Ross and his team of arborists, foresters, danger tree specialists and wildlife tree assessors, have been cutting, pruning, clearing, mulching, sawing, chipping and generally making passable the area’s roads, right-of-ways and trails. “Bush surgeons, that’s who we are,” says Ross, who owns and operates Rossco’s Tree Service.  Ross’ company has been contracted to clear all of Jasper’s campgrounds, day-use areas and roadways impacted by the fire. The enormity of the crews’ task is difficult to put into perspective, and not just because of the sheer volume of trees to be cleared.

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BC is Burning — Merritt Premiere

Interior Logging Association
July 1, 2025
Category: Forestry
Region: Canada, Canada West

The Interior Logging Association is very pleased to announce they will be hosting the Merritt B.C. premiere of the newly released “BC Is Burning” documentary on Thursday, July 17th at 7pm at the Nicola Valley Institute of Technology. Tickets are capped at a maximum of 140 and both premiere events in Kelowna and Vernon sold out quickly! Tickets are just $15.00! Get your tickets today on line through Eventbrite at the read more link below.

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BC Is Burning! The film and the missing elephant in the room

By Eli Pivnick
Castanet
July 8, 2025
Category: Forestry
Region: Canada, Canada West

Eli Pivnick

Late last month, the new documentary film, B.C. Is Burning!, was shown in Kelowna and Vernon. …The solutions [to reducing wildfire] proposed by the film include prescribed burns to reduce fuel load. By burning forested lands when conditions are not conducive to forest fires, the fires will be more controllable and cooler and not overly damaging to trees and soil, as can be the catastrophic fires we are now seeing. The other solution offered is thinning tree stands so fires spread less rapidly through the forest. …In the film, Murray Wilson, the film’s primary narrator and promoter, with more than 40 years experience working in the forest industry, perpetuates a number of the forest industry’s most frequently repeated myths. First, the film does not mention clearcut logging… Clearcut logging is the elephant in the room.

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Wildfire hazard assessment and abatement

By BC Wildfire Service
Government of British Columbia
July 4, 2025
Category: Forestry
Region: Canada West

Fire hazard assessments and hazard abatement are key activities in reducing the potential threat of wildfires arising from fuels left on the land base following industrial activities. Under the Wildfire Act a person carrying out an industrial activity or prescribed activity is required to assess and abate fire hazards as necessary. The BC Wildfire Service has developed A Guide to Fuel Hazard Assessment and Abatement in British Columbia to assist those carrying out industrial activities determine whether or not fuel hazard abatement is necessary, and if so, the threshold necessary to comply with the legislated obligations. The guide provides a procedure to determine fuel hazards created by an industrial or prescribed activity on forest land and contains a straightforward step by step instruction to enable a person to determine when fuel hazard abatement is needed in relation to the fire risk, proximity to interface, and, fuel loading and arrangement.

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Rainy Rambles: The importance of dead wood to a forest

By Rebecca Lexa
Discover Our Coast
July 7, 2025
Category: Forestry
Region: United States, US West

Our many stunning hiking and walking trails in the Columbia-Pacific region offer locals and visitors alike wondrous views of forests of many different stages of succession, from recent clearcuts attempting to come back to life, to ancient old growth stands that somehow avoided the ax and the saw. The beauty of our area is one of its most valuable assets — so it may seem odd to some people that these forests include significant numbers of dead trees. Some call them ugly, while others refer to them as beautiful, but they do in fact have formal names. A standing dead tree is known as a snag, but once it falls to the ground it is a nurse log, so named because its rotting wood nurses young plants and fungi in their first years of life. One could also refer to a decaying stump covered in mosses, lichens, and other green growing things as a nurse stump.

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How can we protect cool water in Western Washington’s forest streams?

Department of Ecology
State of Washington
July 7, 2025
Category: Forestry
Region: United States, US West

Streams that wind through Western Washington’s forests are essential habitat for frogs, bugs, and lots of other tiny critters. These streams are also a critical source of clean, cool water downstream. This means these streams are an important part of large watershed ecosystems. For the past 26 years, the timber industry, Tribes, environmental organizations, and Washington State agencies have worked together to address pollution and meet water quality standards through the “Forests and Fish Agreement.” The agreement aims to address pollution that can come from forestry activities like logging and forest road construction and maintenance, while maintaining both a viable timber industry and water quality. This coordination primarily happens through the Forest Practices Board, an independent state agency chaired by the elected Commissioner of Public Lands. Rules adopted by the Board are implemented and enforced by Washington’s Department of Natural Resources.

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As Wyoming protests, public land sell-off ‘just getting started’

By Angus Thuermer
Rocket Miner
July 7, 2025
Category: Forestry
Region: United States, US West

In the face of a backlash, Utah Republican Sen. Mike Lee has revamped his public land sell-off measure to target only Bureau of Land Management holdings while also declaring, “we’re just getting started.” A reconciliation budget proposal revised by Lee’s Senate Energy and Natural Resources Committee targets BLM land within five miles of undefined “population centers.” It puts checkerboard BLM holdings back on a priority list for his “mandatory disposal” measure and takes lands under permit for grazing off the auction block. The revision would shift 15% of revenue to local governments and conservation. The bill would appropriate $5 million to carry out the mandatory sales, which are designed to be offered within 60 days of passage and regularly thereafter. …But opposition to Lee’s measure comes from “all walks of life,” said Land Tawney, former president and CEO of Backcountry Hunters and Anglers. That includes “Democrats, Independents, Republicans, hunters, anglers, bird watchers, kayakers, ranchers [and] loggers,” he said.

 

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Forestry Australia Welcomes Timber Fibre Strategy as a Science-Led Vision for Forests and the Future

Forestry Australia
July 7, 2025
Category: Forestry
Region: International

Forestry Australia has welcomed the release of the Federal Government’s Timber Fibre Strategy, congratulating Minister Julie Collins and the Albanese Government for delivering a timely and important roadmap to support a sustainable, world-leading forest and wood products sector. The Strategy recognises the critical role of science, innovation, and active forest management in ensuring that Australia’s forests can continue to deliver environmental, economic, cultural and social outcomes for generations to come. Dr Michelle Freeman, President of Forestry Australia, said the Strategy provides a clear signal that science-led forest management and a resilient forest sector are central to Australia’s future. “As the professional association representing forest scientists and professionals, we are particularly encouraged by the Strategy’s strong emphasis on science, good ecological practice and evidence-based decision-making,” Dr Freeman said.

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Carbon, Climate & Bioenergy

Wildfire Smoke Brings a Forgotten Danger to the Arctic: Black Carbon

By Danielle Bochove
Bloomberg in the Financial Post
July 7, 2025
Category: Carbon, Climate & Bioenergy
Region: Canada

In 2023, the Canada wildfires that incinerated more than 17 million hectares of boreal forest were so hot they … smoldered underground all winter. That heat created vast columns of rising air, carrying dust, volatile organic compounds, and huge quantities of a simple particle with the potential to exacerbate climate change: black carbon. Commonly known as soot, black carbon is a type of pollution formed by the incomplete combustion of fossil fuels or biomass such as trees. It’s a risk to human health, having been linked to respiratory and cardiovascular diseases. It’s also a potent short-term warming agent. Black carbon absorbs copious heat from the sun and, when it coats a layer of ice or snow, reduces its ability to reflect solar energy back into space. …The research on black carbon needs to be updated as more becomes known about the aerosol, and that makes tracking wildfire smoke even more important. 

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Ontario Protecting Forest Sector Jobs and Workers

By Natural Resources
Government of Ontario
July 7, 2025
Category: Carbon, Climate & Bioenergy
Region: Canada East

EGANVILLE, Ontario — The Government of Ontario is protecting workers and jobs in the forest sector by investing over $9.1 million in five research, innovation and modernization projects in Eastern Ontario. The investments from the Forest Biomass Program will help boost Ontario’s forest sector’s competitive advantage by creating new jobs, increasing productivity and opening up opportunities for revenue streams in new markets. …The government’s investment is supporting projects related to underused wood and mill by-products, known as forest biomass. …These projects will help create good-paying local jobs while supporting the delivery of high-quality, made-in-Ontario products to market at a lower cost. In addition, they will strengthen Eastern Ontario’s economy by creating added demand for the harvesting, hauling and trucking industries, and develop new opportunities for Indigenous communities to participate in the growing forestry industry.

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Chloris Geospatial Raises $8.5 Million Series A to Scale Satellite-Based Forest Carbon Monitoring

Cision Newswire
July 7, 2025
Category: Carbon, Climate & Bioenergy
Region: United States

Chloris Geospatial, a climate-tech company pioneering satellite-based measurement of forest carbon and ecosystem change, announced today it has raised $8.5 million in Series A funding. Developed under the guidance of Co-Founder and Chief Science Officer Dr. Alessandro Baccini, the Chloris technology uses satellite data, proprietary sensor fusion and machine learning to measure vegetation, going far beyond traditional land cover mapping. Chloris is uniquely positioned to provide high-quality, affordable, and timely data on what has happened in every acre of forest around the world since the year 2000. Across both voluntary carbon markets and corporate supply chains, organizations are increasingly relying on satellite-based insights to assess, invest in, and monitor forest carbon projects and to report emissions and removals in alignment with protocols like the GHG Protocol.

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Forests’ vanishing snow is also bad news for carbon storage

By James Dinneen
New Scientist
July 7, 2025
Category: Carbon, Climate & Bioenergy
Region: United States

Many forests are losing their winter snowpack as global temperatures rise, and that could substantially slow their growth – and reduce the amount of carbon they remove from the atmosphere. Current projections “are not incorporating that complexity of winter climate change, so they are likely overestimating what the future carbon storage will be”, says Emerson Conrad-Rooney at Boston University in Massachusetts. Warming temperatures are generally expected to boost growth in temperate forests, mainly by spurring decomposition and making more nutrients available during the warm growing season. However, models largely don’t account for changes during winter – especially the loss of snow. “The loss of deep, insulating snowpack cannot be understated,” says Elizabeth Burakowsi at the University of New Hampshire. Her research has shown deep snow days will disappear across most of the US by the end of the century, with consequences for water storage and ecosystem health.

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Health & Safety

Safe Phase Integration: Preventing Congestion in Forestry Operations

By Alexandra Skinner
The Truck LoggerBC Magazine
July 3, 2025
Category: Health & Safety
Region: Canada, Canada West

Overlapping work activities are one of forestry’s most complex safety challenges; without proper controls, phase congestion can pose serious hazards to workers. However, with proper management, forestry operations can achieve safe, efficient phase integration. “Preventing injuries and fatalities takes ongoing commitment to coordinated planning, qualified supervision, worker training, and clear communication, says Tom Pawloski, manager of prevention programs and services at WorkSafeBC. Phase congestion occurs when multiple harvesting phases overlap in the same or nearby area, often due to insufficient time or distance between phases. It often builds gradually and can go unnoticed until a serious incident occurs. …When phases aren’t properly coordinated, workers face greater risks of being struck by or caught between equipment or missing other hazards. …Safe phase integration begins before work starts. …”Phase congestion doesn’t always show up right away … staying proactive, adjusting plans as conditions change, and maintaining clear communication is essential to keeping workers safe,” Pawlowski says.

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Forest Fires

Four new forest fires reported in the Northern Ontario region Monday

By Darren MacDonald
CTV News
July 7, 2025
Category: Forest Fires
Region: Canada, Canada East

Ontario Forest Fires says there are now six forest fires in the northeast region after four new ones were discovered Monday. One of the fires is under control while the other five are being held, the group said in its daily update on the area’s forest fire situation. “The fire hazard is low across the central and southern section of the region and moderate to high with a few pockets of extreme values across the northern section of the northeast region,” the update said. Wildland fires can affect communities when they occur in or near neighbourhoods near forested areas. The FireSmart program offers tangible tips on how to mitigate the risk of wildland fires spreading to your home, cottage, or community. “Aviation, Forest Fire and Emergency Services would like to remind the public to use caution when performing any outdoor burning,” the update said.

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Ontario’s largest forest fire is now being held

By Gary Rinne
NWOnewswatch.com
July 7, 2025
Category: Forest Fires
Region: Canada, Canada East

The province’s biggest-ever forest fire is now considered unlikely to spread beyond its existing boundaries. The 196,000-hectare Red Lake 12 was declared “being held” by the Ministry of Natural Resources on Sunday. The MNR described it as “a significant milestone” for the fire that prompted the evacuation of both Deer Lake and Sandy Lake First Nations. Eighteen firefighting crews supported by seven helicopters are still assigned the task of bringing the fire under complete control, but some other equipment has now been demobilized. Logistic support staff will be shipping firefighting apparatus out of Deer Lake and Sandy Lake over the next few days. 

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