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Northern Comments

PALLET LUMBER, CANTS, TIES, & BOARD ROAD

Pallet cants are still moving well for Northern producers, as they did for most of the summer. The cant listing and low-end range number are both raised by $10/MBF this week. This listing is now at $580/MBF, up by $65/MBF since June and the highest since March 2023.

Rail ties are also moving well for Northern producers at firm and consistent prices. The high-end of the tie range is unmoved since early August. Although price gains have stalled for now, producers’ outlook for this market is positive, and many expect further price gains going into 2027.

A board road producer in the Midwest told HMR/Fastmarkets that they picked up a job due to the new tariffs on Canada. According to the source, the duties prevented a buyer from accessing Canadian softwood they were planning to use for their mats, so they had to switch to hardwood instead. Overall, the board road market is a bit slow in the North, but stable for producers at consistent prices; the listing and range are unchanged this week.