Overview

• The presidential proclamation sets a 10% tariff on softwood lumber and initial 25% tariffs on kitchen cabinets, vanities and certain upholstered wooden furniture, with cabinets and vanities rising to 50% and upholstered furniture to 30% on Jan. 1, 2026.
• The new levies stack on existing anti-dumping and countervailing duties and Section 301 tariffs, pushing total burdens for many Canadian producers above roughly 45%, while imports from the U.K. are capped at 10% and from the EU and Japan at up to 15%.
• The move follows a Commerce Department Section 232 investigation led by Secretary Howard Lutnick that found imports threatened to impair U.S. national security, and it orders a follow-up report by Oct. 1, 2026 on whether to extend duties to hardwoods.
• Industry groups and analysts warn the tariffs will increase lumber and housing costs and could accelerate curtailments at Canadian mills, with the U.S. still sourcing about a quarter to a third of its softwood lumber from Canada.
• Customs will begin collecting at 12:01 a.m. EDT on Oct. 14, the measures apply globally to specified HTS codes, and they displace overlapping tariff programs while remaining additive to existing AD/CVD orders.