The Forest Products Association of Canada welcomes softwood package in Budget 2025; trade certainty with US remains top priority. In related news: New Brunswick eyes the federal budget; BC’s finance minister seeks equal treatment; and dropping the 2-billion tree planting program is panned by the Canadian Tree Nursery Association. In other Business news: the US Supreme Court enters the lion’s den on Trump tariffs; Weyerhaeuser secures financing for Arkansas TimberStrand facility; and Western Forest Products (-$61M), Stella-Jones ($88M), PotlatchDeltic ($26M), and BlueLinx ($1.7M) reported their Q3, 2025 earnings.
In Forestry/Climate news: the EU agrees to weaken their climate target in final-hour deal for COP30; Ontario wildfires were well above 10-year average; Mosaic underscores importance of wildfire mitigation; a Montana judge halts logging project due to grizzlies; and a new study says the 2021 heat dome took its toll on Oregon’s forest canopy.
Finally, ERA’s Kevin Mason says markets struggle as confidence erodes and housing stalls.
Kelly McCloskey, Tree Frog News Editor

Forest Products Association of Canada put forward 19 practical recommendations for Budget 2025 focusing on three areas where immediate federal action can make a tangible difference: Smarter regulation to improve competitiveness; Clear signals to improve investment confidence; and Stronger trade and market access measures to protect Canadian jobs. …Hundreds of rural and northern communities depend on a strong forest sector. The Government of Canada’s $1.25 billion softwood package is welcome support for the immediate term, but finding a path to a more certain trading arrangement with the United States remains the Canadian forest sector’s top priority. …The inclusion of Investment Tax Credits (ITCs) for biomass projects in Budget 2025 is a welcome, long-overdue step for Canada’s forest sector. …With the right tax measures in place, these projects can modernize mill operations, sustain and grow jobs in rural and northern communities, and strengthen Canada’s position as a secure producer of renewable energy.

Weyerhaeuser will use $102 million of proceeds from a municipal bond sale to help finance the construction of solid waste disposal facilities at its engineered wood plant in Arkansas. The Resource Recovery Revenue Bonds Series 2025 will be sold by the Arkansas Development Finance Authority, which will then lend the money to the timber and forest products company. …The bonds are special and limited revenue obligations of the issuer. Weyerhaeuser will use the money to help finance a portion of the costs of the acquisition, construction, equipping and installation of solid waste disposal facilities at its TimberStrand plant under construction near the city of Monticello in Drew County. Proceeds will also be used to pay the costs of bond issuance. TimberStrand is a brand name for a type of engineered wood product called laminated strand lumber and is manufactured by Weyerhaeuser.
Lumber futures steadied around $540 per thousand board feet, hovering near seven-week lows, after a sharp selloff driven mainly by softer US construction demand and lingering post-rally inventories. US housing starts and builder activity failed to accelerate, leaving order flow thin and dealer and distributor stocks higher than the summer buying binge implied. Supply has only partially adjusted, with North American mills signaling temporary curtailments, but looming US softwood measures and announced support for Canada’s industry have kept export channels and production incentives intact, preventing a rapid physical tightening. Traders are now pricing a likely mix of modest Q4 production cuts, seasonal pre-winter restocking and the risk of trade-related disruptions.
Vancouver, BC — Western Forest Products Inc. reported Adjusted EBITDA of negative $65.9 million in the third quarter of 2025, which included a non-cash export duty expense of $59.5 million related to the determination of final duty rates from the sixth Administrative Review. In comparison, the Company reported Adjusted EBITDA of negative $10.7 million in the third quarter of 2024, which included a $1.0 million export duty recovery related to the determination of final duty rates from the fifth AR, and Adjusted EBITDA of $0.5 million in the second quarter of 2025. Net loss was $61.3 million in the third quarter of 2025, as compared to a net loss of $19.6 million in the third quarter of 2024, and net loss of $17.4 million in the second quarter of 2025.
MONTREAL, Quebec – Stella-Jones announced financial results for its third quarter ended September 30, 2025. Highlights include: Sales of $958 million, up 5% from Q3 2024; Operating income of $135 million, up 4% from Q3 2024; EBITDA of $171 million, or 17.8% margin, up 6% from Q3 2024; and Net Income of $88 million, up 10% from Q3, 2024. …“Stella-Jones achieved another solid performance in the third quarter, supported by volume improvements, robust margins, improved cash flow and a strong balance sheet,” said Eric Vachon, CEO. …The increase in pressure-treated wood sales resulted from an increase in utility poles and industrial products volumes and higher pricing for railway ties and residential lumber. This was partially offset by lower pricing for utility poles. Logs and lumber sales decreased by $14 million or 47%, mainly driven by lower logs activity.

A technique used for the long-term preservation of human and animal remains is now being tested on Western red cedar. Plastination, originally designed to embalm the dead, is now being used to improve the functionality and durability of advanced composite materials. A team from UBC Okanagan’s School of Engineering has been experimenting with the technique and published a study that examined the 
The Liberal government is dropping its goal to plant two billion trees by 2031 as part of Tuesday’s budget, according to sources familiar with the matter. The government currently has contracts that they intend to fulfil to plant one billion trees, one source said. The news was first reported by the Globe and Mail. Prime Minister Mark Carney said last month that the budget will include a “climate competitiveness strategy.” But this is another key Trudeau-era climate policy that Carney has dropped since becoming leader, after ending the consumer carbon tax and pushing back the electric-vehicle sales mandate. …The government has struggled to keep up with the commitment, missing its annual planting targets in the past two years. Over 228 million trees have been planted so far, according to Natural Resources Canada’s latest update — leaving more than 1.7 billion in order to reach the target by 2030-31.
Local governments are frustrated after receiving a long-awaited answer to when legislative changes are coming to the law governing how some forest lands are managed in B.C. The answer: with the trade war targeting B.C. lumber, the priority is protecting forestry jobs. …The 2003 Private Managed Forest Land (PMFL) Act puts no limit on the volume of timber that can be harvested, contrary to logging on Crown land. It’s administered by the Private Managed Forest Council, two of the five members of which have active vested interest in PMFLs. …The ministry maintains modernization to the act is being considered. In July… CBC reported the ministry is “working to modernize the act following the 2019 review.” When asked what changed between July and August, the ministry repeated it “continues to work with the Private Forest Landowners Association and the Managed Forest Council to modernize the Private Managed Forest Land Program.”
NANAIMO, BC: Following Vancouver Island’s devastating wildfire season, Mosaic is focusing on ways it can help reduce the chances of fires starting or limit their damage. Mosaic responded to 34 wildfires in 2025—a 19% increase over the previous year’s 26 fires. This year, all five of the most significant blazes were human-caused. The first concerning fire ignited near Campbell River in early May, making 2025 one of the earliest wildfire starts for the company. The Mount Underwood wildfire near Port Alberni burned almost 2,400 hectares of Mosaic lands—roughly the size of the city of Duncan—destroying new forests and conserved old growth while causing community evacuations and road closures. Throughout the season, Mosaic’s fire crews worked with BC Wildfire Service, contractors, First Nations and emergency responders to protect communities and forests.
The Ministry of Natural Resources says nearly 6,000 square kilometres burned in Ontario this wildfire season, much more than last year and well above the province’s 10-year average. The ministry says 643 wildfires were recorded between April and October, with 597,654 hectares — or just over 5,976 square kilometres — burned. The province says 480 fires burned nearly 900 square kilometres in 2024, and the 10-year average for Ontario is 712 fires and about 2,100 square kilometres burned. Figures released by the Canadian Interagency Forest Fire Centre in August showed that Canada’s 2025 wildfire season was the second-worst on record. Those figures suggested the fires tore through 72,000 square kilometres, an area roughly the size of New Brunswick. Scientists say that climate change, driven by the burning of fossil fuels, has made Canada’s fire seasons longer and more intense.
A federal judge has halted a logging project in the Kootenai National Forest, saying the federal government failed to correctly analyze the impacts to grizzly bears. The Knotty Pine Project, a 10-year project that would have authorized 7,465 acres of prescribed burning and 2,593 acres of commercial harvest in the Cabinet-Yaak Mountains, has been in litigation since 2022. The Center for Biological Diversity led a coalition of environmental groups …in suing the U.S. Forest Service and U.S. Fish and Wildlife Service, saying it could devastate the small group of grizzly bears that lives in the region due to increased roadwork. U.S. District Court Judge Dana Christensen granted a preliminary junction the following year, but issued his final ruling last week. …“High road densities in low elevation habitats may result in grizzly bear avoidance or displacement from important spring habitat and high mortality risks,” Christensen wrote.
