Lumber Tariff Threat: Adding to the Mounting Homebuilding Margin Risks

In 2024, the U.S. imported $10.0 billion and exported $4.6 billion in forest products. Tariffs on Canadian softwood lumber could raise costs, as Canada supplies 73% of imports. In this recording, CFRA Senior Equity Analyst Ana Garcia, highlights key aspects of the lumber trade deficit, why U.S. logging is declining, and homebuilder headwinds.