West Fraser Timber(WFG)
HQ CA15% share
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.
agricultural · input
SPF softwood logs (Spruce-Pine-Fir)
Spruce, pine, and fir logs from British Columbia and Alberta; primary feedstock for North American dimension lumber. Canada supplies ~25% of US lumber needs.
3
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 spf softwood logs (spruce-pine-fir) somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| USUnited States | 70% |
| CACanada | 25% |
| SESweden/Europe | 3% |
Who makes it
Supplier companies
5 companies produce spf softwood logs (spruce-pine-fir).
Weyerhaeuser Company(WY)
HQ US11% share
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.
Canfor Corporation(CFP)
HQ CA9% share
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.
Interfor Corporation
HQ CA7% share
Canadian softwood lumber company (TSX: IFP, HQ Vancouver BC; ~C$3.5B revenue); produces SPF dimension lumber from sawmills in British Columbia, Alberta, and the US South and Pacific Northwest. Interfor has pursued an active US sawmill acquisition strategy since 2013, purchasing mills in Georgia, South Carolina, and North Carolina to diversify away from British Columbia's increasingly constrained timber supply (due to mountain pine beetle devastation, First Nations land title claims, and provincial timber harvest reductions). Interfor's geographic diversification from BC to US South reflects a broader Canadian lumber industry trend: BC's Interior timber supply is fundamentally declining due to pine beetle kill, making sustained growth dependent on US market access — which is simultaneously constrained by US softwood lumber duties.
Sierra Pacific Industries
HQ US5% share
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.