RE:Something gonna give....Interfor has what all the Canadian lumber companies want, a major presence in the US South.
Southern Yellow Pine logs have barely increased with a large supply, so sawmills like Interfor's turning cheap logs into high value lumber are making a fortune.
Log supply in BC will be lower for a long time due to pine beetle kill already being harvested, so the margins on BC sawmills will be lower (and higher cost labour)
Oh, and the US South mills of Interfor has zero tariff access to the US market.