10% Global Tariffs: Lumber Exempt, OSB/EWP Costs to Rise
Lumber and plywood are exempt from Trump’s 10% Section 122 tariffs. Learn how to manage OSB/EWP cost hikes and utilize the 7-day stable pricing window.
President Trump’s Feb 22, 2026, 10% import duty (Section 122) explicitly exempts lumber and plywood, preventing immediate cost spikes for framing. However, offshore OSB and engineered wood (EWP) face 10-15% surcharges starting Feb 24. While dimensional lumber prices are currently overbought (RSI 77), our ML forecast predicts a STABLE 7-day window. Procurement managers should avoid tariff-driven panic-buying of lumber…
Impact on Your Procurement Strategy
President Trump’s 10% Section 122 duty exempts lumber and plywood already subject to Section 232, shielding SPF and SYP from immediate surcharges. However, OSB, EWP, and mass timber from non-USMCA regions face 10-15% increases effective February 24.
Market Technicals: Framing lumber is currently in an overbought regime (RSI 77), trading 10.1% above its 12-week moving average. Despite the recent 3% rally, our ML forecast indicates a STABLE outlook for the next 7 days.
Procurement Strategy: Do not let 'tariff panic' drive emotional over-purchasing. Focus on the 150-day window for non-exempt products and wait for technical pullbacks to secure framing lumber coverage.
Key Takeaways
Lumber and plywood are exempt from Section 122 duties; avoid panic-buying dimensional stock based on tariff headlines.
Offshore OSB and EWP face immediate 10-15% cost increases on Feb 24; audit non-USMCA supply chains immediately.
Market technicals show an overbought regime (RSI 77); utilize the predicted 7-day stability window to fill gaps.
Market Outlook
Pricing Trend: UP
Confidence Level: MEDIUM
Recommended Action: Execute a full audit of offshore OSB and EWP supply chains before Feb 24 to mitigate 10-15% surcharges. Maintain current framing lumber coverage but pause aggressive buying during this overbought period to capitalize on the predicted 7-day stability window.
How LumberFlow Helps
Leverage the weekly price forecast to separate tariff noise from market reality. Use LumberFlow to execute orders and track daily market insights as trade policies shift.
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