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Canada's lumber export reliance gives it leverage in CUSMA talks despite U.S. tariffs.
Canada holds a strategic trade advantage in the upcoming CUSMA review due to the U.S. reliance on Canadian softwood lumber, which supplies about 25% of American demand, with nearly 90% of Canadian exports going to the U.S.
Despite U.S. tariffs reaching 45% over trade disputes, the U.S. lacks the domestic milling and processing capacity to replace Canadian supply.
The Canadian lumber sector faces financial strain and mill closures, but companies like Canfor, Doman, and Stella Jones show resilience and growth potential.
Canada has responded with a $1.2 billion aid package and a $9 million green construction program to support innovation and stability, strengthening its negotiating position in the CUSMA review.
La dependencia de Canadá en las exportaciones de madera le da influencia en las conversaciones de CUSMA a pesar de los aranceles de los Estados Unidos.