Update: Canada will impose retaliatory tariffs of 15–50% on ~700 US products worth ~$20B — explicitly including pulp, paper, and lumber — effective September 8 (Spokesman-Review, PULPAPERnews).
Ottawa is providing $20M to Mercer's Peace River, Alberta pulp mill via the Regional Tariff Response Initiative ($1M non-repayable, $19M repayable starting 2031) for modernization, productivity improvements, and preparation for bio-energy expansion and carbon capture (Pulp and Paper Canada).
Forisk released a white paper examining market pressures and policy opportunities for the US pulp and paper sector (PR Newswire).
Forestry & Timber
Lumber prices softened in mid-August despite tight supply: Western SPF 2x4 fell 5% on the week to US$490/mfbm (down 8% y/y), and Southern Yellow Pine 2x4 dropped 5% weekly and 16% on the month to US$452/mfbm (Wood Business / Madison's Lumber Reporter).
Wood Pellets
EIA's Monthly Densified Biomass Fuels Report: US manufacturers produced ~930,000 tons of densified biomass fuel in May, with sales of ~900,000 tons (Biomass Magazine).
