Hong Hang's questions to Weyerhaeuser Co (WY) leadership • Q1 2025
Question
Hong Hang asked what market changes are needed for OSB prices to stabilize and how recent government actions to increase timber harvesting on public lands might impact the broader timber market.
Answer
CEO Devin Stockfish stated that OSB pricing feels relatively stable at present, with a balanced supply-demand dynamic. He expects the typical seasonal pickup in building activity to support the market. Regarding federal lands, he noted Weyerhaeuser does not harvest there and believes a significant increase in log supply is unlikely due to a lack of appropriate mill infrastructure and other logistical challenges.