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Featured Insight

Mill Capacity Update
Featured
January 15, 2026

Domtar Cuts 150 Million BF: Supply Tightening in Q1

Domtar to cut 150 million board feet in Q1 2026. Learn how the Ignace mill shutdown on March 12 impacts lumber pricing and supply.

Supply Chain Articles

Mill Capacity Update
Supply Chain
Jan 6

West Fraser Consolidates Alberta Mills: Buyer Impact Report

West Fraser merges five Alberta sawmill subsidiaries into one entity. No impact on SPF supply, but buyers must update vendor records for 2026.

Mill Capacity Update
Supply Chain
Dec 14

Lebel Cuts 25% Production (200 MMBF): SPF Supply Tightens

Groupe Lebel cuts 25% (200 MMBF) of SPF production due to weak demand and 45% tariffs. Analysis for buyers on Q1 pricing, supply tightness, and action.

Mill Capacity Update
Supply Chain
Dec 9

WFP Extends BC Curtailment: Supply Tightens Into Q1 2026

WFP extends its Chemainus, BC, curtailment into 2026, tightening Western SPF and Hem-Fir supply into Q1. Buyers should secure January coverage now.

Mill Capacity Update
Supply Chain
Dec 5

Domtar Cuts 100 MMBF: What It Means for Q4 Pricing

Domtar announced a temporary curtailment of **100 MMBF** in Q4. Analyze the impact on SPF and Hem-Fir pricing, inventory strategy, and timing.

Mill Capacity Update
Supply Chain
Dec 1

Conifex Curtailment Signals Price Floor for Western SPF

Conifex cuts 13 MMBF of SPF production, signaling a price floor. Learn how ongoing curtailments and high tariffs impact Q1 inventory strategy and purchasing ...

Mill Capacity Update
Supply Chain
Nov 20

Hampton Lumber $225M SC Mill Signals Long-Term SYP Stability

Hampton Lumber's $225M SC mill targets 2027 production of Southern Pine framing lumber. Analysts discuss the long-term impact on SYP pricing and supply strat...

Mill Capacity Update
Supply Chain
Nov 14

SYP Mill Capacity Paused in GA: What It Means for Buyers

Southern Forest Industries pauses its Smarr, GA, sawmill (Nov 13, 2025). Analyze the impact on SYP dimensional lumber pricing and Q1 2026 procurement strategy.

Mill Capacity Update
Supply Chain
Nov 11

Maine Mill Fire: Dixfield Sawmill Damage Signals Northeast Supply Shock

Analyst report on the Irving Forest Products sawmill fire in Dixfield, ME. Learn the immediate impact on Eastern SPF supply and how to mitigate **$10-$20/MBF...

Mill Capacity Update
Supply Chain
Nov 7

West Fraser Cuts 300 MMBF Capacity: Impact on SYP and SPF Supply

West Fraser closes mills in GA and BC, cutting 300 MMBF capacity. Analyze the impact on SYP and SPF pricing, supply chains, and procurement strategy.

Logistics supply chain
Supply Chain
Nov 5

Canadian Shipments Plunge 13.5% in August: What It Means for SPF Supply

Canadian sawmill shipments dropped **13.5%** in August. Get the procurement analysis on SPF supply stability, lead times, and inventory strategy for Q4 2025.

mergers-and-acquisitions
Supply Chain
Nov 4

BlueLinx $96M Deal: What It Means for Dimensional Lumber Supply

BlueLinx acquires Disdero Lumber for $96M. Analyst insight on how this specialty distribution deal impacts pricing and supply chain stability for dimensional...

Mill Capacity Update
Supply Chain
Oct 24

BC Mill Cut 40%: Sinclar Reduction Tightens SPF Supply

Sinclar Group slashes BC lumber production by 40%. Analyze the impact on Western SPF pricing, supply lead times, and required Q4 inventory strategy for buyers.

Mill Capacity Update
Supply Chain
Oct 23

SYP Supply Surge: MS Mill Triples Capacity to 300 MMBF

STP’s MS mill tripled SYP capacity to 300 MMBF. Analyze the immediate impact on US South lumber pricing, supply stability, and Q1 2026 procurement strategy.

Mill Capacity Update
Supply Chain
Oct 16

Interfor Cuts 250 MMBF: Q4 Lumber Supply Tightens

Interfor cuts 250 MMBF in Q4 (26% reduction) due to weak prices. Analysis for lumber buyers: supply impact, pricing floor, and inventory strategy.

Mill Capacity Update
Supply Chain
Oct 16

BC Mill Expansion: Long-Term SPF Supply Security

Van Urban Timber secured approval to expand its BC sawmill (15 ft to 25 ft building height). LumberFlow analyzes the long-term impact on SPF supply and prici...

mergers-and-acquisitions
Supply Chain
Oct 15

Timber Giant Merger: 1.2 BBF Capacity & Long-Term SYP Supply

Rayonier and PotlatchDeltic merge, creating a giant with 1.2 BBF lumber capacity. Analyze the long-term impact on SYP pricing, supply concentration, and 2026...

Mill Capacity Update
Supply Chain
Oct 7

GreenFirst Restarts 3 Ontario Mills: SPF Supply Stabilizing

GreenFirst is restarting 3 Ontario sawmills (Oct 6), stabilizing SPF supply for US buyers. Analysis of pricing, risk, and immediate procurement actions.

Mill Capacity Update
Supply Chain
Oct 1

GreenFirst Curtails Ontario Sawmills: SPF Supply Risk Rises

GreenFirst temporarily cuts Ontario sawmill output due to residual issues and low prices. Analyze the immediate supply risk for SPF buyers in the Northeast a...

Mill Capacity Update
Supply Chain
Oct 1

New Louisiana Mill Adds 320 MMBF, Stabilizing SYP Supply

Hunt/Tolko's new Louisiana mill adds **320 MMBF** to SYP supply. Learn the immediate impact on pricing, how to adjust inventory strategy, and why buyers shou...

mergers-and-acquisitions
Supply Chain
Mar 12

Stein Acquires BC Reman Plant: Focus Shifts to Value-Add

Stein Lumber's acquisition of the Teal-Jones BC reman plant signals a focus on value-added wood products. Learn the impact on specialty lumber supply and pri...

Pricing Trend
Supply Chain
Mar 5

Canadian Mill Output Falls 16.6%; Supply Tightens

Canadian lumber production fell **16.6%** in December, tightening SPF supply. Analysts advise buyers to secure Q2 inventory now to avoid spring price surges.

Mill Capacity Update
Supply Chain
Mar 5

Stimson $50M Expansion: Future Supply & Cost Control

Stimson Lumber's $50M expansion in Oregon signals long-term confidence and efficiency gains. Find out how the 2026 capacity affects Hem-Fir pricing and supply.

Mill Capacity Update
Supply Chain
Feb 13

Canfor’s New 250 MMBF Mill: SYP Supply & Price Outlook

Canfor opened a new $210M, 250 MMBF SYP sawmill in Alabama. Analyze the long-term supply impact and optimal purchasing window for dimensional lumber.

mergers-and-acquisitions
Supply Chain
Jan 18

BC Mill Assets Sale: Supply Watch Through Q2 2025

San Group's BC sawmills are up for sale to recoup CA$150M. Analysts review supply risk and recommend Q2 inventory strategies before the June 30 closing date.

mergers-and-acquisitions
Supply Chain
Jan 18

Woodgrain Acquisition Tightens CA/NV Distribution

Woodgrain's acquisition of Kelleher tightens distribution in CA, NV, and HI. Lumber buyers must act before the **February 28** closing date. Read the analysis.

Policy Update
Supply Chain
Jan 10

BC Grade Stamp Merger: CMSA Consolidates QC Amid Mill Closures

Analysis of the CMSA/COFI merger and its impact on dimensional lumber buyers. Structural consolidation confirms supply constraints in Western SPF.

Mill Capacity Update
Supply Chain
Jan 4

BC Mill Ramps Up: What Conifex's Two-Shift Move Means for SPF Prices

Conifex is moving its BC sawmill to two shifts, signaling confidence after an **18% SPF price jump**. Learn how this supply increase impacts your Q1 purchasi...

Mill Capacity Update
Supply Chain
Jan 3

Irving Adds **115 MMBF** Capacity: SPF Supply Stability

Irving Forest Products acquired the Masardis Sawmill, adding **115 MMBF** of SPF capacity. Analyst view on how this consolidation affects Northeast lumber su...

Mill Capacity Update
Supply Chain
Jan 2

Resolute Closure Squeezes SPF Supply for 6 Months

Resolute's 6-month Quebec sawmill closure tightens Eastern SPF supply. Analyze the impact on pricing and learn when to secure Q2 inventory.

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