The Lumber Daily

The signal in the noise. Verified lumber market intel, mill moves, tariffs, housing data, for distributors & buyers. No unnamed sources. Mon · Wed · Fri

[The Lumber Daily @TheLumberDaily]

$1.00/CCF. Zero bids. Twice.

USFS reoffered Colorado’s Love Bug sale (8,172 CCF ponderosa) at a buck and nobody bid, while the state’s largest mill winds down.

Read the full article at https://t.co/KLfzgE1YVN

#LumberMarket #ForestProducts #Timber

[The Lumber Daily @TheLumberDaily]

Canadian all-others lumber duty: 24.75%, down from 35.16% (Commerce). 34.75% with Sec. 232. But 58% of builders are short finish carpenters (NAHB). Duty’s down. Crews aren’t back. Read the full article at https://t.co/KLfzgE1YVN #LumberMarket #ForestProducts

[The Lumber Daily @TheLumberDaily]

Japan is framing more homes in wood — 92.9% of August detached starts — but sawn lumber imports fell 13% in H1. Canada -13%. US -45%. Domestic sugi studs now undercut EU whitewood. Read the full article at https://t.co/KLfzgE1YVN #LumberMarket #ForestProducts #JapanHousing

[The Lumber Daily @TheLumberDaily]

Diesel +60¢ in six weeks to $6.199 (EIA). EO 14435 defers the 24.4¢ federal tax thru Dec 31, but state tax stays. Mercer’s on a grace period. Two Western mills closing. Read the full article at https://t.co/KLfzgE1YVN #LumberMarket #ForestProducts #Trucking

[The Lumber Daily @TheLumberDaily]

Canada fired back: 50% on US plywood & LVL, 25% on US softwood lumber since Sept. 8 (Finance Canada). Hardwood lumber, OSB and veneer stay off the list. Read the full article at https://t.co/KLfzgE1YVN #LumberMarket #ForestProducts #Tariffs

[The Lumber Daily @TheLumberDaily]

Record diesel: $6.529/gal on Sept 21 (EIA). Arkansas loggers' fuel bill: $1M → $2M this year (KATV). Kentucky: 78 wood facilities closed since 2022 (UK Forestry). Read the full article at https://t.co/KLfzgE1YVN #LumberMarket #ForestProducts #Logging

[The Lumber Daily @TheLumberDaily]

9M acres burned in 2026, 147% of the 10-yr avg (NIFC). Dead ponderosa loses up to 17% of lumber value by year 3–5 (USFS). Feds now fast-track salvage on 59% of NFS land. Read the full article at https://t.co/KLfzgE1YVN #LumberMarket #ForestProducts #Wildfire

[The Lumber Daily @TheLumberDaily]

Hardwood's Sec. 232 clock ran out Thursday. The Commerce update goes to the President. No publication required, no deadline. Softwood: 10%. Cabinets: 25%, to 50% Jan. 1 (Sec. 232 Proclamation).

Read the full article at https://t.co/KLfzgE1YVN

#LumberMarket #Hardwood #Tariffs

[The Lumber Daily @TheLumberDaily]

China named 146 US wood product lines on its 30-for-30 tariff-relief list: oak, maple and cherry lumber, logs, OSB, LVL. Rates set: zero. Start date: none. (White House, 9/27) Read the full article at https://t.co/KLfzgE1YVN #LumberMarket #ForestProducts #Tariffs

[The Lumber Daily @TheLumberDaily]

Hardwood's Section 232 reprieve gets reviewed Wednesday. Commerce owes the President a hardwood update by Oct 1. Meanwhile, Wisconsin white oak is down 24% YoY and US hardwood logs to China already top all of 2025. Read the full article at https://t.co/KLfzgE1YVN #LumberMarket

[The Lumber Daily @TheLumberDaily]

EU just cut used wood out of its deforestation law. New lumber, plywood, OSB & joinery still need due diligence from Dec 30. That's 103 days out. Read the full article at https://t.co/KLfzgE1YVN #LumberMarket #ForestProducts #EUDR

[The Lumber Daily @TheLumberDaily]

Europe's been paying a lighter softwood checkoff for years. USDA's final rule ends it Oct 22.

Rate stays $0.41/MBF nominal.
Net-count equivalent: $0.62/MBF.
27 importers in scope. +$367K/yr to the Board.
Five years from flag to fix.
Full article → https://t.co/KLfzgE1YVN

[The Lumber Daily @TheLumberDaily]

Oregon opened 4 timber sales in September. All 4 sold, 33.4% over appraised.

But: 1 bidder on Coyote GNA = 0.16% over. 4 bidders on Outback GNA, same district, same day = 64.5% over.
Bidder count is the price, not the market.

Read the full article at https://t.co/KLfzgE1YVN

[The Lumber Daily @TheLumberDaily]

$1,350 to fill one log truck.

Diesel hit a record $5.967/gal. Fuel is now 40–45% of a logging contractor's cost, up from ~25%.

Colorado's largest sawmill just filed to close. 90 jobs.

The wood didn't move. The cost of reaching it did.

https://t.co/KLfzgE1YVN

[The Lumber Daily @TheLumberDaily]

Canada's counter-tariffs are live: 25% on US softwood lumber, 50% on plywood & LVL. Washington lifts its salvage-sale cap to $2M after a record 93,000 acres of state trust land burned.

Read the full article at https://t.co/KLfzgE1YVN

#LumberMarket #ForestProducts #Tariffs

[The Lumber Daily @TheLumberDaily]

US added 162K jobs in August. Wood product manufacturing lost jobs — down to 391,300, the lowest in over a year (BLS).
Millwork/trusses/pallets carried 60% of the sector's losses.
Meanwhile BC lost ~790 mill jobs across 3 closures this summer.
Read → https://t.co/KLfzgE1YVN

[The Lumber Daily @TheLumberDaily]

Logs are winning the Japan lane. Lumber isn't. Read the full article at https://t.co/KLfzgE1YVN.

[The Lumber Daily @TheLumberDaily]

Canada tariffs hit panels, not lumber.

New 50% duty on plywood, fibreboard, particleboard, veneered panels. Lumber stays under the 10% Sec 232 duty.
CME lumber: $640+/mbf, 1-yr high
796 active Canada wildfires
https://t.co/TG3WpcPEmd
#LumberMarket #ForestProducts #Tariffs

[The Lumber Daily @TheLumberDaily]

B.C. just deferred logging on 2.1M hectares of old-growth cedar. Alaska's Tongass cut has been shrinking for 20 years. Why it matters: the clear, knot-free cedar buyers want comes from.
Full briefing: https://t.co/TG3WpcPEmd
#LumberMarket #ForestProducts #Cedar

[The Lumber Daily @TheLumberDaily]

Carriers pushed for $8,500/box. Market said no.

Rate rally cracks — first drop since peak season, first relief for wood shippers.

WCI: $4,547 (-2%)
SHA-LA: $6,272 (-3%)
SHA-NY: $7,879 flat
Full story:
https://t.co/TG3WpcPEmd
#LumberMarket #ForestProducts #ContainerShipping