Packaging & Paper/Forest Wrap-up: BofA Housing Symposium/LPX takeaways; Four calls coming up: Wrap-Up, V34/W23

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Packaging & Paper/Forest Wrap-up: BofA Housing Symposium/LPX takeaways; Four calls coming up: Wrap-Up, V34/W23

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Packaging & Paper/Forest Wrap-up

BofA Housing Symposium/LPX takeaways;

Four calls coming up: Wrap-Up, V34/W23

Industry Overview

Packaging & Paper/Forest Wrap-Up: Volume 34, Week 23 07 June 2026

Our Wrap-Up reviews: (1) Random Lengths (RL) wood product price trends; (2) Key Equity

highlights from our LPX Housing Symposium fireside discussion; and (3) Upcoming United States

corporate access events. Packaging & Paper/Forest Products

Lumber up modestly, w/ activity improving; Panels mixed George L. Staphos

Research Analyst

Random Lengths' (RL) Weekly Report showed that its Framing Lumber composite was BofAS

slightly higher vs last week. Overall, RL noted that activity improved as the week +1 646 855 4495

george.l.staphos@bofa.com

progressed, with a sluggish start giving way to stronger late-week trading and moderate

Bradley Barton, CFA

replenishment demand. Ongoing shipping disruptions continued to constrain flows, Research Analyst

limiting discounting and contributing to a firmer market tone. As for panels, RL noted BofAS +1 646 556 2909

that OSB demand remained weak with limited buyer urgency and quiet trading, keeping bradley.barton2@bofa.com

U.S. prices flat with modest gains in Western Canada. Meantime, plywood varied by Kyle Benvenuto

region, with improved activity and some price firmness in the South, even as markets Research Analyst BofAS

stayed subdued with trucking-related issues in the West. Companies in our coverage +1 646 743 0046

with exposure to wood products include Louisiana-Pacific (LPX; Buy), Weyerhaeuser (WY; kyle.benvenuto@bofa.com

Neutral) & Boise Cascade (BCC; U/P).

LPX fireside at BofA Housing Symposium; 2026 on track