Weyerhaeuser expects to triple China log shipments in fourth quarter
WY•Weyerhaeuser expects to ship three vessels of logs to China in the fourth quarter, up from one per quarter since late 2025. The company said removing Beijing’s 10% tariff on U.S. log imports before year-end could help it command higher export prices.
1. China shipments and tariffs
Weyerhaeuser said it expects to ship three vessels of logs to China in the fourth quarter, up from one per quarter since late 2025. The company said removal of Beijing’s 10% tariff on U.S. log imports before year-end could help it command higher prices for exports from the U.S. West.
2. Other company outlook
Weyerhaeuser expects to increase share repurchases in the fourth quarter, while warning that housing-linked repair and remodeling demand could remain muted into 2027. It forecast slightly higher sequential fourth-quarter average sales realizations for engineered wood products, but said disruptions at pulp and paper mills had weighed on Western fiber markets.
3. Project and earnings
The company said the cost of its Monticello project would be moderately above its initial $500 million estimate, with about $250 million of investment expected in 2026. Weyerhaeuser reported third-quarter adjusted profit of 8 cents per share, beating analysts’ estimates of 4 cents.
