Industry curtailments and seasonal demand lift lumber prices, while higher output and lower unit costs improve operations; duty rates remain a risk for the second half.
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New pricing for all grades takes effect from September 1, 2026.
Subject softwood lumber produced and exported by the companies will face a 1.05% countervailing-duty cash deposit on entries from August 6.
Gains in China, Taiwan, Mexico, Pakistan, South Korea and Hong Kong offset only about 4% of the U.S. volume decline.
Price adjustment applies to all new orders amid rising raw material and energy costs.
Most products affected by the 50% tariff are sold in Canada, limiting exposure to about 1% of total sales, analysts estimate.
The U.S. Department of Commerce retained the 187.27% dumping margin, while permanent antidumping and countervailing duty orders will depend on a final U.S. injury ruling.
Antidumping deposits remain in place for entries made from March 2, while final duties depend on the U.S. International Trade Commission’s injury determination.
Guangdong Guanhao High-Tech faces a proposed 28.8% rate, while all other Chinese companies face 70.5%.
U.S. Customs and Border Protection will keep collecting cash deposits on covered Chinese wood mouldings and millwork imports.
Price adjustment applies to uncoated woodfree specialty papers across all product segments.
Tube and core and protective packaging products face minimum 6.5% increase from July 13.
Converted products also see 7% rise as strong mill utilization and inflation drive costs higher.
The proposal keeps an exemption process and sets July deadlines, while the determination cites illegal logging and timber laundering as factors that distort wood-product pricing.
The U.S. posts the steepest decline among the largest softwood lumber import markets, followed by Germany and China, while supplier volumes fall most for Canada, Russia, and Austria.
Canadian import taxes reach about 45% for many producers supplying U.S. builders.
Japan became the largest destination after U.S. duties hit Indonesia’s shipments.
Lumber prices rose from late-2025 lows, but duty deposits and reduced operating days continued to pressure liquidity and volumes.
Higher lumber prices lifted results, but logistics constraints cut shipments and increased inventories.
Expedited first five-year review finds dumping would likely continue if the order was revoked, with weighted-average dumping margins up to 231.60% for imports from China.