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Sorry man, I was awol for a while there. Looks like that's been well-addressed. Basically, with an current asset coming on at higher consumption it's a good thing and will tension the wood supply -- and add to pricing upside.
There are some other low-key capital projects going on. Irving finished a decent spend (something like $30M as I recall) at their Doaktown mill. I hear this are growing the capacity at the SJ pulp mill too. All this overlaid by guys like me who, recently, picked up a few hundred acres of NB woodlot. Only under me it's no longer a woodlot... it's going to be a carbon play long run. So, essentially im taking current timber supply and sidelining it. I'm not likely alone given the poor realizations. Collectively, the cure for low stumpage is low stumpage -- it could invite a market response at a higher level.
