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Weyerhaeuser Co

Forestry & TimberCarbon MarketsSustainable Materials
38 provisions tracked
14 positive
8 negative
4 conflict
NegativeSec. HR-3891 · Congressional ESG Disclosure

Corporate Climate Accountability Act

Scope 3 reporting across timber supply chain is complex and costly — sawmills, transportation, end-use products

ACTION: Engage to ensure forestry-specific Scope 3 methodology accommodates carbon sequestration offsets
Est. compliance cost $1.2B/yr industry-wide
IndirectSec. SEC-2024-0021 · SEC Climate Risk Disclosure

SEC Climate Disclosure Rule — Final Implementation

As a public REIT, Weyerhaeuser must comply with Scope 1 & 2 disclosure but is well-positioned given existing sustainability reporting

ACTION: Leverage existing SFI reporting to demonstrate compliance leadership
Compliance costs est. $2.8B industry-wide
IndirectSec. BLM-2026-0012 · Interior — Public Lands Management

BLM Public Lands Conservation & Landscape Health Rule

Adjacent BLM conservation could enhance value of private timberlands through wildlife corridor connectivity

Conservation lease revenue est. $200M/yr
IndirectSec. EPA-2026-0142 · EPA Environmental Standards

EPA PFAS National Primary Drinking Water Regulation

Timber treatment chemicals being reviewed for PFAS content — potential reformulation costs for wood preservatives

$9B compliance funding / MCLs at 4 ppt
PositiveSec. 26 USC §45Q · IRA Clean Energy Tax Credits

IRA Section 45Q — Carbon Capture & Sequestration Tax Credit

IRS guidance expands 45Q eligibility to include enhanced forest management carbon sequestration projects

ACTION: File for 45Q direct pay on eligible timberland carbon projects — estimated $180M in credits
$85/ton (geological) / $60/ton (utilization)
PositiveSec. HR-2847 · Trade & Carbon Border Adjustment

Foreign Pollution Fee Act — U.S. Carbon Border Adjustment

Border adjustment levels playing field against imported timber from countries with no carbon pricing (Russia, Brazil)

ACTION: Testify in support during Finance Committee hearing — emphasize SFI certification as domestic advantage
Est. $8-12B annual revenue
PositiveSec. USDA-2026-0034 · USDA Sustainable Agriculture & Forestry

USDA Sustainable Forestry & Reforestation Grants Program

Weyerhaeuser eligible for reforestation grants on managed timberlands — estimated $120M in available funding

ACTION: Submit grant applications for Pacific Northwest reforestation projects by Q2 deadline
$1.5B over 5 years
PositiveSec. S-1847 · Carbon Markets & Pricing

California Cap-and-Trade Federal Linkage Authorization

Unified carbon market dramatically increases value of forestry carbon offsets by expanding buyer pool nationally

ACTION: Support bill actively — higher carbon prices directly increase timberland carbon credit revenues
Unified carbon market est. $50B annually