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Investor Presentaiton

North America Statistics: Supply / Demand North American Housing Starts (million) B.C. Interior Allowable Annual Cut (million cubic metres) WFP Forecast 2.0 ■U.S. ■Canada 1.9 1.9 1.9 68 1.8 1.7 0.2 1.6 0.3 1.6 0.2 1.5 1.4 1.4 1.5 1.5 0.3 1.5 0.2 0.2 1.3 1.1 114 1.2 0.2 0.2 0.2 0.2 0.2 0.2 1.0 0.2 1.6 1.6 1.4 0.5 1.1 1.2 1.2 1.2 1.3 0.9 1.0 ------------- 0.2 0.2 1.7 1.7 1.5 1.4 1.3 0.0 '13 '14 '15 '16 '17 '18 '19 '20 Source: Forest Economic Advisors (November 2023) 21 '21 56 50 50 50 49 49 48 80 45% decline 48 46 46 44 42 41 40 38 '22 '23E 24E 25E 26E 27E '07 '16 '17 '18 '19 '20 '21 '22 '23E '24E '25E 26E '27E Source: Forest Economic Advisors (November 2023) North American Lumber Supply North American Lumber Demand (billion board feet) 29 62 828232° 80 70 64 64 61 59 60 55 56 50 40 30 20 10 0+ 63 65 65 Forecast 63 39 62 61 (billion board feet) Forecast Change ('18 to '27E) 80 19 10 69 67 64 70 70 63 64 67 60 55 55 40 61 59 61 63 64 63 64 57 61 60 +1.2 50 40 30 +7.8 20 10 (5.1) 0 '13 '14 '15 '16 '17 '18 19 '20 ■Western North America Source: Forest Economic Advisors (November 2023) '21 U.S. South '22 '23E 24E 25E 26E 27E Other North America Imports '13 '14 '15 '16 '17 '18 '19 '20 '21 ■Residential Improvements ■Industrial & Commercial Source: Forest Economic Advisors (November 2023) '22 '23E 24E 25E '26E 27E ■New Home Construction ■Exports 48
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