2026-22431NoticeWallet

Canada's Lumber Subsidy Fight Gets Another Turn Before NAFTA Panel

Published Date: 11/3/2026

Notice

Summary

The U.S. Department of Commerce is changing the subsidy rates on certain Canadian softwood lumber companies after a NAFTA panel decision. This affects big players like Canfor, J.D. Irving, and West Fraser, with new rules kicking in from October 29, 2026. If you’re in the lumber business or trade, watch out for these updated duties—they could impact prices and imports.

Analyzed Economic Effects

2 provisions identified: 1 benefits, 0 costs, 1 mixed.

Amended countervailing duty rates for lumber

If you import certain Canadian softwood lumber, the Department of Commerce amended the countervailable subsidy rates effective October 29, 2026. The amended rates are: Canfor Corporation 12.49% (from 13.24%), J.D. Irving Limited 2.96% (from 3.34%), Resolute FP Canada Inc. 13.90% (from 14.70%), Tolko Marketing and Sales Ltd. 11.01% (from 14.85%), West Fraser Mills Ltd. 16.73% (from 17.99%), and All Others 12.80% (from 14.19%).

Revised cash deposit instructions to CBP

Commerce will issue revised cash deposit instructions to U.S. Customs and Border Protection (CBP), effective October 29, 2026. The notice states that the current cash deposit rates for Canfor, J.D. Irving, Resolute, Tolko, and West Fraser will not change because those companies have superseding cash deposit rates from subsequent administrative reviews; Commerce will issue revised cash deposit instructions for all other companies that do not have superseding rates.

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Key Dates

Effective Date
Published Date
10/29/2026
11/3/2026

Department and Agencies

Department
Independent Agency
Agency
Commerce Department
International Trade Administration
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