U.S. Lumber Companies Will Benefit From Canadian Mill Struggles -- Market Talk
Dow Jones
Oct 02
1304 ET - President Trump's tariff on lumber imports will hurt Canadian producers, but will be a boost to their American counterparts, say Truist analysts Michael Roxland and Niccolo Piccini. Many Canadian lumber producers are operating at or below cash cost. Closures or production curtailments among Canadian sawmills could lead to "a tightening of North American lumber supply/demand dynamics," pushing up prices, which are currently 8% below last year's average. That will provide a boost to companies like PotlatchDeltic, Weyerhaeuser, Rayonier and Boise Cascade.(nicholas.miller@wsj.com)
(END) Dow Jones Newswires
October 01, 2025 13:04 ET (17:04 GMT)
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