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Forestry Industry Briefing — August 19, 2026

Updated September 2026 · Daily Briefs

Paper & Pulp Mills

  • Kruger Products lifted Q2 adjusted EBITDA 25% year-over-year to C$90.6M on expanded U.S. sales volumes and lower pulp costs; revenue rose 2.8% to C$550.9M, partly offset by softer Canadian consumer tissue volumes (Paper Advance)

Forestry & Timber

  • FPAC is urging Ottawa to develop a forest-specific federal rail strategy, noting rail costs run 20–25% of typical delivered product value and nearly 90% of member mills depend on a single railway operator (Paper Advance)
  • Lumber futures fell below US$570/MBF, with September contracts down more than 12% in roughly two weeks from late-July four-year highs, on weak U.S. housing demand, rising mortgage rates, and Canada–US trade uncertainty (Global Wood Markets Info · Timber Industry News)
  • China's H1 2026 lumber imports fell 12% to 10.66M m³ (softwood down 21%) on weak construction demand and higher import costs; import values slipped only 1% as average CIF prices rose 13% to US$289/m³ (Global Wood Markets Info)
  • Finland's Raute will supply AI-powered Visual Analyzer R7 inspection systems to Arauco's two Chilean plywood mills by late 2026, automating defect detection with high-resolution cameras and 3D scanning (Timber Industry News)

Co-generation at Mills

  • Update: Oregon's share of the Forest Service wood-innovation awards is $15M+ across 20 projects, including $2M for Co-Gen Co. LLC to reopen and upgrade a sawmill-co-located biomass CHP system in Prairie City and $264K for Neiman Enterprises to restore a biomass cogeneration system offline since 2020 (KQEN)

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