Trump Orders Section 232 Investigation into Timber and Lumber Imports
On March 1, 2025, President Trump signed an executive order directing the Department of Commerce to investigate whether imports of timber, lumber, and their derivative products pose a threat to national security under Section 232 of the Trade Expansion Act of 1962. This move could ultimately lead to tariffs or other trade restrictions.
The executive order argues that timber, lumber, and related products (e.g., paper goods, furniture, and cabinetry) are essential to national and economic security. It emphasizes their importance to key civilian industries, particularly construction. The order also notes that while the U.S. softwood lumber industry has the capacity to meet 95% of domestic demand, the country has remained a net importer of lumber since 2016.
As with the recent copper investigation, the Secretary of Commerce has 270 days to submit a report to the President. The report will assess whether these imports threaten national security and will include recommendations for mitigating any risks, along with broader policy proposals to strengthen the U.S. timber and lumber supply chain.
At this stage, no tariffs or quotas have been imposed, and it remains unclear whether the investigation will lead to new trade measures. The Commerce Department is expected to issue Federal Register notices in the coming days, outlining how industry participants and other interested parties can submit information and comments.
We will continue tracking developments and provide updates as the investigation unfolds.
Stay tuned for further updates.
