DHA Insights: November 12, 2026
The U.S. midterm elections are over. Voters voiced their displeasure with high prices and took out their rage on Republicans, the party in power, and gave control of Congress to the Democrats. However, a recent poll showed that 29% of voters surveyed view the Democratic Party positively, while 38% view the Republican Party positively. So, the election outcome may be viewed as more of a red wipeout than a blue wave. If voters don't see the changes they want, another wipeout may be coming in 2028.
What does the election mean for our industry? Trump's tariffs, particularly on imports from Canada, will be one of the Democrats' biggest targets, and they are likely to get some support from Republicans in Congress. However, changing tariff policy through legislation will be tough. Democrats would need 60 votes in the Senate to overcome a filibuster, and a two-thirds majority in the House and the Senate to override a presidential veto. Both are high hurdles. Recognizing coming pressure, the Trump administration may make a deal with Canada before the end of the year.
The good news for hardwood plywood: antidumping and countervailing duties are secure. They have gone through a well-established legal process and have strong bipartisan support.
If you have questions or comments, contact me. I look forward to hearing from you.
Keith A. Christman, President