Conifex Timber

Conifex cuts Q2 lumber output 60% as market conditions weaken Canadian softwood lumber producers expect difficult conditions through 2026 as weaker demand, production curtailments and U.S. trade costs pressure operations.

Conifex expects softwood lumber conditions to stay challenging in 2026 Lumber prices rose from late-2025 lows, but duty deposits and reduced operating days continued to pressure liquidity and volumes.

Conifex to pause Mackenzie sawmill for seven weeks, targets July restart The pause will cut supply by about 25 million board feet as log inventories, fibre availability, and seasonal breakup affect the BC Interior.

Conifex's annual EBITDA falls to negative $27.5 million on elevated duties and tariffs Lumber shipments decline 40% in Q4 as company operates at 46% of capacity amid 45.16% combined duty and tariff rate.

Conifex restarts Mackenzie sawmill, secures $19 million term loan BDC financing features interest-only payments until 2028 as Mackenzie sawmill resumes two-shift operations.