The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Buck Horne - Raymond James - Analyst
: Thanks, Devin. I appreciate that. I'll take us off with just a couple. And while we start with the tariff topic and go from there, can you
explain to us, for those not as familiar, the duties arrangement, the softwood -- what duties that go forward? Kind of what's in place
with Canada now? How that's going to adjust in August of this year? And then what these potential new tariffs mean on top of that?
Question: Buck Horne - Raymond James - Analyst
: And just round ballpark numbers, like what is cash production costs for a Canadian producer typically versus where you guys are
at? What's the differential there and like how does that -- just assuming the duties go to 30%, what would their cash costs go to?
Question: Buck Horne - Raymond James - Analyst
: I wish I had better news for you on the housing market, but it is a little sluggish in terms of the spring selling season. Are you getting
any indications of uptick in the R&R side of the business? I mean, new home demand seems to be steady, but kind of sluggish at the
moment, but got a lot of deferred maintenance and repair and remodel activity. Any signs of life from --?
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MARCH 03, 2025 / 6:05PM, WY.N - Weyerhaeuser Co at Raymond James Institutional Investors Conference
Question: Buck Horne - Raymond James - Analyst
: Interesting. Very good. I'm going to jump around topics, and I apologize for mixing and matching with housing with the policy. But
I'm going to go back to this because these topics are just getting the news wire basically today with the executive order from the
administration about opening up federal lands for forestry or trying to harvest existing resources on federal land. Can you walk us
through, like, is there any real potential risk or impact to your log pricing or your log activities from an order like that or any of these
federal actions?
Question: Buck Horne - Raymond James - Analyst
: And part of it is just road networks and accessibility like --
Question: Buck Horne - Raymond James - Analyst
: Let's dive into the climate solutions business just a little bit. And you're on your path towards $100 million of sustainable EBITDA.
What are your longer-term targets and potential outcomes there? And what gets you most excited about the potential that's out
there between whether it's solar or carbon capture sequestration, credits? What's out there longer term?
Question: Buck Horne - Raymond James - Analyst
: Just got about two minutes left, but I'm going to ask one more about capital allocation and really just the timber strand project that
you guys are starting. So why now? What does that do for your network? And what are the economics for doing a new timber strand
mill now?
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