RE:RE:RE:fibre availabilityhttps://ckpgtoday.ca/2023/11/16/rustad-reacts-to-polar-sawmill-curtailment/
It also sounds like the Province is sitting on its hands when it comes to approving logging permits. Canfor is basically telling the province you have 6-months to figure out how to release fibre or another samwill is going down permenantly.
Regardless of Polar, there should be enough fibre from the remaining northern BC sawmills combined with whole log chipping to support both Intercon and Northwood. Especially once the new Houston sawmill comes back online.
There is also opportunity for forest fire timber to be released more quickly for whole log chipping to support the pulp mills. Hopefully we see more of that.
But yes, West Fraser and Mercer should shut down Cariboo Pulp/Paper.
And Canfor should probably sell all BC assets (forest licenses, sawmills and pulp mills) to a group of First Nations. The fibre supply situation would drastically improve if owned by the First Nations. It would be positive for the communities, employees and shareholders (CFP included).