Exports of lumber from Chile slipped 1.0%.
Schnittholz
Price for lumber exported from the U.S. to India gained 5%.
Lumber pricing rises on tighter supply, but weak demand, duties, and disruptions cut shipments and keep both lumber and pulp operations under pressure.
Compared with the previous month, production was up 1.7%.
Price for southern yellow pine lumber exported from the U.S. expanded 5%.
Price for softwood lumber imported to the U.S. rose 3%.
Expedited first five-year review finds dumping would likely continue if the order was revoked, with weighted-average dumping margins up to 231.60% for imports from China.
Volatile mortgage rates, weather disruptions, and cautious housing demand weigh on results and margins, with the largest pricing and gross-margin pressure in engineered wood products.
Lumber sales realizations rise 13% from fourth-quarter averages and oriented strand board realizations rise 8%.
Index drops 5% month-over-month from $552.
The reviews cover Canadian softwood lumber and uncoated paper from Brazil and Portugal, and list the companies subject to review.
The pause will cut supply by about 25 million board feet as log inventories, fibre availability, and seasonal breakup affect the BC Interior.
High financing costs, construction-input prices and currency weakness are expected to limit new procurement.
The company points to weaker housing affordability in Ontario and British Columbia and expects its Clinton, Ontario automation site to start operating in July 2026.
Mortgage rates above 6% and tariff uncertainty shape 2026 operating plans and input-cost expectations.
The plan targets mill operations, regulatory changes, and new markets for Ontario wood products.
Construction is expected to be completed by January 2027.
High industry inventories and cold weather limit production, while the company enters Phase 2 of its internal efficiency work.
Price for lumber imported to Japan increased slightly 0.4%.
Price for softwood lumber imported to Japan dipped 1.8%.