WOOD iShares Global Timber & Forestry ETF Loading... : Bullish and Bearish Analyst Opinions

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01:51
Sep 03
Steve Hanke Professor of Applied Economics, Johns Hopkins University The David Lin Report
Lumber prices up on tariffs.
Lumber prices are way up because Trump's trade war and tariffs with Canada raise the cost of imported logs used for US lumber and homebuilding, adding roughly $8,500 to the price of an average new home.
WOOD 1ST
MED
22:15
Aug 31
Phil Magness Senior Research Fellow and David J. Theroux Chair in Politi… The David Lin Report
Tariffs on Canadian lumber lift housing prices.
Tariffs on Canadian lumber make building materials more expensive, which pushes US housing prices up because lumber is a key input.
WOOD 1ST
MED
18:54
Aug 28
Tariffs lift lumber, hit autos
The escalating US-Canada trade war with 50% tariffs will raise costs for Canadian imports such as lumber and paper, and is expected to hit the US auto industry through more expensive auto parts and cars.
WOOD 1ST
MED
23:52
Aug 27
Ned Lamont Governor of Connecticut CNBC
Tariffs raise lumber and housing costs.
Governor Lamont argues that new U.S. tariffs on Canadian imports are a self-inflicted tax that will raise imported lumber prices and homebuilding costs in Connecticut at a time when the state is building more housing; he calls the trade fight expensive and counterproductive.
WOOD 1ST
HIGH
13:20
Aug 27
David Eby Premier of British Columbia Bloomberg Markets
BC forestry faces heavy US tariff damage
British Columbia's forestry and wood-products sector is already seeing tariff impacts across pulp, primary forestry, dimensional lumber and value-added products; because the province invested heavily in manufacturing and getting more value per tree, US tariffs will hit this sector especially hard, and it is the sector he is most anxious about.
WOOD 1ST
HIGH
17:02
Aug 26
Robert Reich Former Labor Secretary; UC Berkeley Emeritus Professor of P… CNBC
Tariffs lift lumber, worsen US housing.
Canadian tariffs on wood and forest products will make lumber more expensive, and with U.S. housing already in trouble and mortgage rates pressured by long-term Treasuries, the housing sector will become even more of a basket case, especially for young buyers.
WOOD
HIGH
13:18
Aug 26
Robert Reich Former Labor Secretary; UC Berkeley Emeritus Professor of P… CNBC
Tariffs make wood products more expensive
Tariffs on Canadian imports will make Canadian wood products and forest products even more expensive, lifting lumber and forest-product input costs.
WOOD 1ST
MED
18:33
Mar 20
Pierre Poilievre Conservative Leader of Canada Bloomberg Markets
Poilievre states that buying more Canadian lumber will allow American youth to afford homes and carpenters to "swing more hammers." He connects Canadian lumber exports directly to US housing affordability and construction activity, framing it as a benefit to blue-collar Americans and a tool for trade leverage. LONG on Canadian lumber exports. Securing tariff-free access would support volume and pricing in a key export market. US domestic lumber industry opposition and potential non-tariff trade barriers.

About WOOD Analyst Coverage

Buzzberg tracks WOOD (iShares Global Timber & Forestry ETF) across 3 sources. 7 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (88%). 8 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: Steve Hanke, Phil Magness, Stacey Vanek Smith.