West Fraser says lumber duties, OSB and southern yellow pine oversupply, and housing affordability constraints keep wood building products markets pressured. It expects another year of modest demand in 2026 and reiterates lumber and OSB shipment targets.
The order directs Federal agencies to block Wall Street purchases of single-family homes, defines investor categories within 30 days, and requires $200 billion in mortgage-backed security purchases to lower rates.
Savings program now expected to reduce annual costs by SEK 45 million ($4.9 million) as company cites lower pulp prices in USD and weaker Swedish krona.
The company attributes the write-down to prolonged weak U.S. lumber market conditions and projects stable 2026 input costs with capital spending of $300 to $350 million.
Handelsbanken expects wood raw material prices to fall by 10–15% while structural supply shortages and strong krona continue to challenge Swedish industry.
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