West Fraser Faces $73M Softwood Duty Charge

West Fraser Timber expects a $73 million non‑cash Q1 charge due to higher softwood lumber export duties.
An additional $41 million non‑cash duty expense is anticipated, while a $15 million anti‑dumping refund is expected in 2026.
Operations resumed at Blue Ridge, Alberta mill; new Texas lumber facility started, and High Level OSB mill will close by end‑April.
Q1 lumber prices rose, with Western SPF 2x4 up 9% to $463/MBF and Westside SYP 2x4 up 35% to $436/MBF.