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Stock impact report

Weyerhaeuser: Benefiting From Trump's Tariffs On Canadian Lumber & Timber [Seeking Alpha]

Weyerhaeuser Company (WY) 
Last weyerhaeuser company earnings: 5/1 03:05 am Check Earnings Report
US:NYSE Investor Relations: investor.weyerhaeuser.com
Company Research Source: Seeking Alpha
In addition to its large timberland portfolio, Weyerhaeuser also owns more than 30 sawmills and other manufacturing facilities across North America. With the vast majority of its income-producing assets located within the United States, the company is largely immune to Trump's 10% tariffs on Canadian lumber and timber. There is a growing gap between the competitiveness of sawmills located in the United States and Canada. What happens if Trump's tariffs indeed increase to 30% in January 2026? In an environment where raising production from U.S. mills displace imports from Canada, the value of Weyerhaeuser's timberland portfolio should become even more compelling. TT/iStock via Getty Images Summary The forest industry in North America is in the midst of a severe downturn, and Trump's tariffs on imported lumber and timber from Canada are just another blow to an industry that was already facing This article was written by Analyst's Disclosure: I/we have no stock, option o Show less Read more
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