// Insights
Seeing the wood for the trees.
What we learn building data platforms for forestry and lumber operators, reconciliation, margin, mill economics and the messy reality of industrial data.
Trade · 7 Aug 2026
Demand for Canadian lumber is recovering. The tariff effect isn't in the numbers yet.
Export value has climbed 13.7% from its March low, on price and volume together. The 21.4% half-year fall still being quoted describes the quarter the market has spent since climbing out of.
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Trade · 31 Jul 2026
The tariff everyone is quoting is 50%. The one that moves the market is 45%.
The new 50% tariff exempts softwood lumber. The duty softwood already carries is 45.16% all-in, and one producer's filing shows $202m of it in six months.
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Analysis · 16 Jul 2026
Weyerhaeuser's $1bn isn't an AI number. It might also be too small.
The number that travelled around the industry this year is that Weyerhaeuser will add $1bn of annual profit by 2030 using AI. That isn't what the company said.
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