BREAKING: Trump Said "No Canada Lumber" — Now US Housing Market COLLAPSES Overnight

Описание: BREAKING housing and trade update: Tougher tariffs on Canadian softwood lumber are now colliding with an already tight housing market—threatening higher building costs, slower new construction, and fresh affordability pain. Here’s what changed, why it matters, and what to watch next. 🚨📉
What happened

2025 tariff hikes on Canadian softwood lumber intensified, with an added Section 232 tariff effective Oct 14, 2025—stacking many imports to roughly 35%–45%
Wider import actions hit timber/lumber derivatives (e.g., cabinets and furniture ramping into 2026 unless deals are reached)
Canada signaled retaliation and aid to producers, while U.S. officials argued domestic supply can cover most demand

Why this hits housing

Higher lumber costs pass through to homebuilding budgets, risking fewer starts and tighter inventory

With elevated mortgage rates and sticky shelter inflation, affordability gets squeezed from both sides

Builders may delay/cancel projects; buyers face price pressure and fewer options

Key dates to know

Aug 2025: IEEPA-based increase on Canadian softwood to ~35%
Sep 29, 2025: Section 232 Proclamation signed
Oct 14, 2025: Extra 10% on timber/lumber imports takes effect
Jan 1, 2026: Cabinets to 50% and furniture to 30% (unless agreements are reached)

Fast facts

The U.S. typically imports about one‑third of its lumber; ~85% of softwood imports come from Canada—so policy shocks land fast
NAHB warns tariffs worsen the supply/affordability crunch and urges negotiations
Watch: lumber prices, builder sentiment, housing starts, and pending home sales over the next 1–3 months

Chapters
00:00 Intro
00:32 What changed in tariffs
02:10 How this hits homebuilding costs
03:45 Impact on builders and buyers
05:20 Data to watch next
06:30 Final thoughts
Call to action

Comment: Are these tariffs pushing us toward a real housing downturn—or just a temporary shock?
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Disclaimer

“No Canada Lumber” refers to the direction of tariff/import policy, not a verified verbatim quote. This video is commentary and analysis based on public sources and is for informational/educational purposes only. Not financial advice.

#HousingMarket #LumberPrices #CanadianLumber #Tariffs #Homebuilding #MortgageRates #RealEstate #USMCA #Section232 #Economy