Canfor Corporation(CFP)
HQ CA
British Columbia's largest softwood lumber producer; ~8–10% NA capacity; significantly affected by mountain pine beetle devastation of BC interior forests. Growing US South mill base.
agricultural · input
Douglas fir / Pacific Northwest logs
Douglas fir and western hemlock from Oregon, Washington, and BC coast; used for structural lumber, glulam beams, and export. Higher-value species than SPF.
2
Source countries
5
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on douglas fir / pacific northwest logs somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| USUnited States | 95% |
| CACanada | 5% |
Who makes it
Supplier companies
5 companies produce douglas fir / pacific northwest logs.
Rayonier Inc.
HQ US
American timber REIT (NYSE: RYN, HQ Wildlight FL; ~$800M revenue); owns ~2.7 million acres of timberlands primarily in the US Southeast (Georgia, Florida, South Carolina) and Pacific Northwest, with a 1.0 million acre New Zealand operation. Rayonier's US Southeast holdings are primarily loblolly pine timberlands producing SYP logs for local sawmills. Rayonier spun off its specialty cellulose manufacturing operations in 2014 (into Rayonier Advanced Materials, which makes acetate and high-purity cellulose for cigarette filters, pharmaceutical capsule shells, and specialty papers). Rayonier itself retained the pure timberland REIT structure. Rayonier Inc.'s Florida headquarters — in a purpose-built corporate campus community called Wildlight on Nassau County FL land that Rayonier owns — is itself a land development project on company timberlands, reflecting how timber REITs generate value from both tree harvesting and land development.
Sierra Pacific Industries
HQ US
American private timber and lumber company (HQ Anderson, Shasta County CA; privately held by the Emmerson family; ~$1.5B estimated revenue); largest private timber landowner in California and a major Pacific Coast softwood lumber producer. Sierra Pacific's sawmills in Northern California and Washington state produce primarily Douglas-fir and pine lumber for California and Western US residential construction markets. Sierra Pacific is one of the largest US private employers in rural Northern California and a major force in the state's timber industry debate (sustainable harvest vs. environmental protection). The Emmerson family has been in California timber since 1949.
West Fraser Timber(WFG)
HQ CA
Largest North American lumber and OSB producer by volume; acquired Norbord (OSB) in 2021; ~14–16% NA softwood capacity. Heavy BC exposure; major US South SYP expansion post-MPB.
Weyerhaeuser Company(WY)
HQ US
Largest private US timberland owner (11M+ acres); produces SPF, Douglas fir, and SYP lumber, plus LVL/TJI engineered wood. ~10–12% of North American softwood lumber capacity. Operates as a timber REIT.