Lumber futures, which have tumbled more than 20%, bounced back after Interfor announced a 12% output cut. In other Business news: Prime Minister Carney’s decision to lift tariffs on most US goods is debated as Carney hinted at progress with Trump call; COFI’s Kim Haakstad says increased US duties are a “blow to an industry in trouble”; Hood Industries is investing in a new Mississippi sawmill; and Vietnam’s wood exporters are recalibrating their trade strategies. Meanwhile, the US Endowment’s Peter Madden opines on how biomass can revitalize US forests; and Canada’s housing starts are near record highs, except in Ontario.
In Forestry and Wildfire news: drought may dull Canada’s fall colours; BC’s late-season wildfires remain a serious issue; a BC logger is fighting to recover his timber licence deposit; the USDA’s new wildfire-risk funding targets North Carolina; an analysis finds most tropical forestry firms are not ready for the EU’s deforestation-free rules; and wildfire updates include the Mine Creek fire shutting BC’s Coquihalla highway, the Root Fire in California, and blazes in New Jersey.
Finally, California is piloting “BurnBot,” a remote-controlled machine that carves out fire breaks.
Kelly McCloskey, Tree Frog News Editor
Lumber prices that have dropped more than 20% over the past month are prompting one of North America’s largest producers to throttle back output by 12%. Interfor said Thursday that it would reduce hours and reconfigure shifts as well as lengthen holiday breaks and maintenance shutdowns at its mills in Canada and the US to reduce output by about 145 million board feet through year-end. Lumber futures, which had fallen 18 of the past 22 trading sessions rose in response. …Interfor, which has headquarters in BC, is among the big Canadian sawyers that have shifted operations into the US as duties and diminished log availability have put sawmills out of the money back home. About 50% of Interfor’s capacity these days is in the US South. Another 12% is Washington and Oregon, where mills compete fiercely with Canadian rivals to sell the same species of wood. [to access the full story a WSJ subscription is required]
Trade disputes between the United States and Canada are nothing new. What began as two neighbouring countries seeking to expand their markets and assert economic sovereignty has evolved into a broad range of conflicts. These historical trade disputes have included accusations of unfair subsidies, protectionist tariffs, and, more recently, concerns over national security, fentanyl and border security. Softwood lumber, one of the most important items on the list of Canadian exports to the U.S., has been consistently under attack by different American administrations. …Though some might call it weakness, Prime Minister Mark Carney’s recent move to lift the retaliatory tariffs on U.S. goods covered under CUSMA, while retaining tariffs on auto, steel and aluminum, is arguably a wise strategy. The end goal is to minimize economic damage to Canada. According to Carney, this tariff removal on about 85 per cent of Canada-U.S. trade is consistent with the commitment under CUSMA.
Wood production, processing, and export is one of Vietnam’s key industries, but it is currently facing a direct impact from trade competition and tariff barriers. …In early August 2025, the US imposed reciprocal duties of 20% on Vietnamese imports, and the figure could rise to 40% if illegal transshipment is detected. …“These moves are creating prolonged uncertainty for the wood processing industry,” Phuong says. “Although Vietnam’s wood exports grew by 8% in the first seven months of 2025, the risks remain high. The ability to control domestic raw material supply will be a decisive factor in maintaining Vietnam’s status as a sustainable source in the global market.” …Nguyen Chanh Phuong emphasises that despite the shifting policies, the US is the top market and is more stable than others. To mitigate risks, he stresses the need to expand into new export markets, diversify raw material sources, and produce more value-added products.
Canada’s new homes market is booming with near record housing starts — with one exception, Ontario. 
Professor Susan Dudley at McMaster University in Ontario says drought-stricken parts of Canada could be in for some underwhelming fall foliage if stressed trees lose out on the energy needed to generate some of the season’s most brilliant colours. Dudley says trees in dried out parts of the country could see their leaves die off rather than turn red. As the days shorten, green chlorophyll in tree leaves starts to break down and reveals the yellow and orange pigments underneath. Yet Dudley says some trees, such as maple, oak and sumac, synthesize a pigment in the autumn responsible for turning their leaves into the reds and purples associated with the most brilliant foliage. If a tree is too stressed … the leaves may die off before that new pigment can fully develop and give off its most vibrant colour, leaving brown leaves associated with rapid stress-induced death…
A BC logger is fighting for the return of a $180,000 deposit he paid to the provincial government to access a timber lot that he did not harvest for lack of demand. In 2023, Bill Bosovich struck a deal with BC Timber Sales to log 116 hectares of forest between Osoyoos and Midway. …Bosovich promised to pay the government at least $1.7 million for the wood he would harvest, and put down a cash deposit of $176,700 to cover any contingencies. However, before any logging had occurred and as wood prices fell, Bosovich learned that the four major log buyers in the area were not interested in his wood. …Bosovich let BC Timber Sales know he could not find buyers and was offered a 12-month extension, but only if he committed to paying a further $83,000 deposit. …Bosovich did not want to extend the licence. …BC Timber Sales’ Allan Powelson responded that the government would be keeping his money.
The US Department of Agriculture (USDA) announced it would invest more than $8 million in five new projects, including one in North Carolina. These projects will improve forest health by reducing wildfire risk and improving water quality. …North Carolina has two primary wildfire seasons, one in the spring and one in the fall. …The five new projects include efforts across several states to restore and protect essential landscapes. The National Forest is launching the “Alabama Chattahoochee Fall Line Restoring Longleaf” project in Alabama. Colorado and Wyoming will see work in the Medicine Bow-Routt National Forest through the “Headwaters of the Colorado” initiative. Montana’s Lolo National Forest is beginning the “Blackfoot River Valley Landscape Mosaic” project, while North Carolina’s National Forests are moving forward with “Uwharries to Sandhills, Phase 2.” Finally, Oregon’s Mt. Hood National Forest will focus on “Hood River Wildfire and Watershed Resilience.”
UK — The majority of leading tropical forestry companies do not disclose where their materials come from, meaning they will fail to comply with the EU’s forthcoming Regulation on Deforestation-free Products (EUDR). The Zoological Society of London’s (ZSL) latest assessment found that only 18% of the world’s largest 100 tropical forestry companies disclose the countries from which they source. Additionally, only 4% state the percentage of their supply that is traceable to the forest management unit level. The assessment additionally found that none of the companies studied have published georeferenced maps for third-party FMUs, with only 3% reporting on how much of their supply is verified deforestation-free. Without clarity around sourcing and supply, companies are unable to prove responsible sourcing to stakeholders. Given that the timber and pulp industry is worth $480bn a year, ZSL said, small traceability failures can put billions of market value at risk.
