fibre availabilityCanfor just announced shutting down polar sawmill in Bear Lake BC citing poor fibre availability.. Only gonna get worse as the annual allowable cut is reduced even more in British Columbia. Pre 2015 the AAC was 80 million m^3. It is expected to decline to 55 million m^3 by 2030
"[...] The curtailment is the result of a shortage of economically available fibre in the region and is expected to be in place for a period of approximately six months. The Company will continue to evaluate market conditions and fibre availability in the region and adjust operations accordingly."
""Unfortunately, BC is amongst the highest cost operating jurisdictions in the world. With persistent weak market conditions and a shortage of cost-competitive fibre in the region, we simply don't have enough economic fibre to support both of our Prince George-area mills through this winter. As a result, we are making the difficult decision to curtail operations at Polar to ensure continued operations at our other facilities in the region," said Stephen Mackie, Executive Vice President, North American Operations."