I don't see 100-mile haul for fibre being a problem. And ever since Kitimat went down some or all of the Eurocan supply has arrived by rail. Their PG Sawmill is next door as is a chipping plant. Houston and Plateau (2 of the largest sawmills in the world) are relatively secure sources.

Every mill in the northern interior has learned how run on bug-kill.

The June 1 NR suggested a 3-week curtailment due to the boiler incident yet said the inspection wasn't complete. Remember the Sept. 29, 2011 NR? It also said insurance coverages in place meant that no material impact would result from the outage. I'm not buying either and I suspect neither will the market. That said, I believe there are better entry points to come. JMO.