الإنتاج

Lumber production’s year-on-year decline steepens in the fourth quarter, averaging a 9% drop in October–December versus a 0.34% increase in July–September, and ends the year with output down 8% in November and almost 13% in December.

Log imports drop 13.1% and timber production falls 1.1% from 2024.

Shipments fall 7.8% and ending inventory drops 8.1% from December.

Pine and spruce each account for more than 2.1 million m3 across logs and pulpwood.

The comparison uses a 1950=100 index, while economy-wide labor productivity more than doubles over the same period.

Weak lumber markets and higher U.S. trade costs pressure results, and the company expects early 2026 prices to fluctuate with winter weather and industry-wide lumber production curtailments.

Company says stronger Real Estate results offset weak timber markets, with Southern pulpwood pricing down and Pacific Northwest harvest volumes lower year over year.

West Fraser says lumber duties, OSB and southern yellow pine oversupply, and housing affordability constraints keep wood building products markets pressured. It expects another year of modest demand in 2026 and reiterates lumber and OSB shipment targets.

$350 million modernization project includes AI technology and expands warehouse space by over 300,000 square feet.

Total timber stocks fall from the previous quarter, while pulp chip stocks drop and pulpwood stays near the same level.

Softwood lumber, accounting for 90.2% of total production, decreases by 3.5%.

Pulp deliveries rise 4% while paper deliveries decline and electricity output edges lower.

Operating rate drops to 85.6% as production of tube, can and drum materials decreases 4% year-over-year.

Shipments decline 13.3% as wood sector capacity utilization reaches 75.3%.

Pine seedlings account for 55.8 million units as company phases out styrofoam for sawdust in trays.

Export medium output rises 3% as mill inventories finish at highest level since early 2022.

Wooden housing accounts for 60.4% of total starts, while full-year 2025 totals drop 6.5%.

Homebuilder reports 5% revenue decline and narrower margins as affordability improves but confidence lags.

Harvests from private forests amount to 47.6 million m3, representing 79% of total volume.

Shipments fell by 2.4%.