Lumber Prices Surge Despite Housing Slump

Plus: The U.S. is banning exports of lithium ion battery and tungsten waste

WSJ • Aug 6, 2026

Home-Building Is Sputtering, but Lumber Prices Haven't Been So High in Years

Steep duties on Canadian lumber, wildfires and sawmill closures have cut supply and pushed up prices.

WSJ • Aug 5, 2026

US sawmills warn of accelerating closures as tariffs, weak demand squeeze industry

U.S. sawmills say tariffs, shrinking export markets and competition from cheaper wood alternatives are driving a surge in closures that threatens the hardwood industry.

Fox Business • Dec 4, 2025

Trump unveils 10% tariff on wood, delays 25% duties on kitchen cabinets, furniture

He warned that tariffs on upholstered furniture, kitchen cabinets and bathroom vanities will jump on Jan. 1, 2026, unless foreign nations are able to reach trade agreements.

New York Post • Sep 30, 2025

Trump Orders Tariffs on Timber, Lumber, Kitchen Cabinets

US President Donald Trump ordered 10% tariffs on imports of softwood timber and lumber, as well as 25% levies on kitchen cabinets, vanities and upholstered wood products. The tariffs are set to apply from Oct. 14, with some increases targeted to take effect Jan. 1, according to a proclamation signed Monday.

Bloomberg Markets and Finance • Sep 30, 2025

Home Builder Stocks Fall. Lumber Tariffs Are Back in the Picture.

Builders are sensitive to lumber pricing. But they are likely to weather the new tariffs, one analyst says.

Barrons • Sep 30, 2025

Trump Officials Flesh Out Tariffs on Kitchen Cabinets, Furniture and Timber

The White House set a relatively low tariff on imports of timber and lumber, and a significantly higher tariff on furniture and kitchen cabinets.

NYTimes • Sep 30, 2025

Timber ETFs: WOOD's Growth Potential Vs. CUT's Defensive Position

Both WOOD and CUT are rated hold as current valuations and risks outweigh the limited upside despite long-term timber demand from sustainability and urbanization trends.

Seeking Alpha • Sep 6, 2025

Fight over lumber tariffs could reshape future of US home building

Lumber is in the spotlight as the National Association of Home Builders and the U.S. Lumber Coalition disagree about what's behind the U.S. housing market experiencing a slump.

Fox Business • Jun 2, 2025

Homebuilder association asks Trump to exempt building materials from tariffs

CNBC's Diana Olick reports on how tariffs could be impacting the housing market.

CNBC Television • Feb 3, 2025