Israel: tariffs of 50% on Canadian exports
The tariff would increase barriers on Canadian exports and alter trade flows between Canada and Israel.
Source →The trace
How it reaches your house.
Starting from FortisBC Energy Inc., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Douglas fir / Pacific Northwest logs →Shortage riskBecause 95% of this log input is tied to the U.S., a tariff-driven drop in cross-border flow would make the U.S.-sourced portion much less available.
84% confidenceDouglas fir / Pacific Northwest logs →Prices riseLogs feed into lumber and wood products, so the tariff raises delivered input costs, but the dependency is only 0.2 so the pass-through is modest.
71% confidenceFortisBC Energy Inc. →Prices easeNatural gas (lumber kiln drying)
If tariffs slow B.C. goods flows and lumber-related activity, demand for the natural gas FortisBC sells into kiln drying would soften, pressuring that input’s price downward.
43% confidenceHop 2
Lumber and wood products →Prices easeSPF softwood logs (Spruce-Pine-Fir)
If tariffs reduce BC lumber trade flows, sawmill output falls and demand for SPF log feedstock weakens, दबing log prices.
67% confidenceLumber and wood products →Prices easeNatural gas (lumber kiln drying)
If tariffs trim lumber production and shipments, kiln-drying activity drops and natural-gas use declines with it.
60% confidenceLumber and wood products →Prices easeMDI (pMDI) binder resin for OSB
A tariff-driven slowdown in lumber and engineered-wood output would reduce OSB production and therefore lower demand for pMDI binder resin.
Hop 3
SPF softwood logs (Spruce-Pine-Fir) →Prices riseThis is a critical downstream use of SPF softwood logs, so tariffs that raise log costs would flow straight into higher lumber and wood-products costs.
88% confidenceSPF softwood logs (Spruce-Pine-Fir) →Prices riseWest Fraser sources SPF softwood logs, and a tariff shock would lift its delivered input costs; its 15% share and 12-month replacement window make the exposure substantial.
86% confidenceMDI (pMDI) binder resin for OSB →Prices riseHop 4
Canfor Corporation →Prices riseSPF softwood logs (Spruce-Pine-Fir)
Canfor's SPF log input has a measurable 9% dependency and a 12-month replacement lead time, so BC tariff friction would mainly show up as higher landed cost.
76% confidenceInterfor Corporation →Prices riseSPF softwood logs (Spruce-Pine-Fir)
Interfor depends on SPF softwood logs, and a tariff shock that raises cross-border costs would pass through to higher delivered log prices; the 7% share and 0.65 substitutability limit but do not eliminate the effect.
72% confidenceCanfor Corporation →Prices riseNBSK Virgin Softwood Pulp (Northern Bleached Softwood Kraft)