14 | Focus on OSB: North America


OSB PRODUCTIVE CAPACITY SHARE (estimated 2023) #


Company Location


State/Province


1 Arbec Forest Products St. Georges-de-Champlain Quebec 2 Arbec Forest Products 3 4 5 6 7


Forex Amos


8 9


10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46


Georgia-Pacific Georgia-Pacific Georgia-Pacific Georgia-Pacific Georgia-Pacific Huber Huber Huber Huber Huber


Langboard Louisiana-Pacific


Miramichi Amos


Hosford


Brookneal Fordyce


Engelhart Maine


Estimated capacity:


millions (3/8” basis) 280


New Brunswick Quebec Florida Virginia


Arkansas Ontario


Manning (Clarendon) South Carolina Easton


Commerce Crystal Hill Spring City Broken Bow Valdosta


Fort St. Johns


Louisiana-Pacific Hanceville Louisiana-Pacific Sagola Louisiana-Pacific Roxboro Louisiana-Pacific Carthage Louisiana-Pacific Jasper Louisiana-Pacific Maniwaki Louisiana-Pacific Thomasville Roy O Martin Roy O Martin


Oakdale


Tolko Industries Tolko Industries Tolko Industries West Fraser West Fraser West Fraser West Fraser West Fraser West Fraser West Fraser West Fraser West Fraser West Fraser West Fraser West Fraser West Fraser


Weyerhaeuser Weyerhaeuser Weyerhaeuser Weyerhaeuser Weyerhaeuser Weyerhaeuser


Corrigan (#1) Meadow Lake High Prairie Athabasca Barwick


High Level


Grande Prairie Chambord LaSarre


Nacogdoches Hugeley Jefferson Guntown Bemidji Cordele


Allendale Joanna Elkin


Arcadia Edson


Grayling


Hudson Bay Sutton


TOTAL CAPACITY


Georgia Virginia


Tennessee Oklahoma Georgia


British Columbia Alabama Michigan


North Carolina Texas Texas


Foucs on OSB North America Restricted content


Quebec Alabama Louisiana Texas


Saskatchewan Alberta


Ontario Alberta Alberta Quebec Quebec Texas


Alabama Texas


Mississippi Minnesota Georgia


South Carolina South Carolina North Carolina Louisiana Alberta


Michigan


Saskatchewan West Virginia


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420 463 500 400 500 950 900 430 275 635 450 460 440 750 420 420 525 500 475 650 725 850 850 730 860 830 510 860 830 550 500 420 500 500 450 550 600 760 650 430 425 445 540 555 640


26,403


Estimated capacity:


thousands m3


248 372 410 442 354 442 841 796 381 243 562 398 407 389 664 372 372 465 442 420 575 642 752 752 646 761 735 451 761 735 487 442 372 442 442 398 487 531 673 575 381 376 394 478 491 566


23,365


Capacity units: MMSF (3/8” basis) in millions and cubic meters in thousands NOTES:


1 Georgia Pacific adding 150 mmsf (3/8” basis; = 132k m3) to Clarendon SC by end of 2023. 2 Louisiana Pacific Fort St. Johns BC mill reopened in Dec. 2021.


3 Louisiana Pacific mill expected to complete conversion of Sagola MI mill to siding production in early 2023. 4 Remains temporarily closed as of February 2024 due to December 6, 2023 fire. 5 Tolko’s High Prairie AB destroyed by fire in May 2022; expected to reopen in early 2024 w capacity = 860 mmsf (3/8” basis) = 760k m3. 6 West Fraser Chambord QC mill reopened in May 2020. 7 West Fraser reopen Allendale SC mill (capacity = 760 mmsf (3/8” basis) = 670k m3) in 2023.


Estimated capacity: millions


(3/8” basis) 700 463


Estimated capacity: thousands m3


619 410


Capacity share


2.7% 1.8%


3,250


2,876


12.3%


2,250


1,991


8.5%


440


389


1.7%


4,465


3,951


16.9%


1,700 2,420


1,504 2,142


6.4% 9.2%


7,680


6,796


29.1%


3,035


2,686


11.5%


26,403


23,365 100.0%


WBPI | April/May 2024 | www.wbpionline.com


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