Desk notes
What happened, dated and sourced.
Short records of the things that move the research: a quarterly result, a deal, a policy decision, a data release, a market close. Each one cites the document it came from and says in a sentence why a U.S. reader should care. The briefs do the interpreting; the notes keep the record.
2 notes in Forestry & Timber
August 2026
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Policy / Forestry & Timber
Commerce puts a Quebec sawmill back under the lumber duty order at 1.05%
After a Court of International Trade judgment on July 21, D&G/Portbec's 2015 subsidy rate was recalculated from a de minimis 0.21% to 1.05%, so cash deposits resume on its U.S. shipments; the seventh review that sets everyone else's rate is still pending.
July 2026
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Results / Forestry & Timber
West Fraser returns to positive EBITDA with US$1,077 million on deposit in Washington
Adjusted EBITDA of US$59 million followed a negative US$66 million first quarter; the net loss narrowed to US$61 million, the Texas sawmill doubled output, and the company says the new 50% Section 338 tariffs do not touch its lumber or OSB.