Weyerhaeuser and Aymium Enter Agreement to Rapidly Scale Biocarbon Market
Rhea-AI Summary
Weyerhaeuser (NYSE: WY) and Aymium entered an MOU and formed a joint venture, TerraForge Biocarbon Solutions, to produce and sell 1.5 million tons of sustainable biocarbon annually for metals production.
Plans start with a jointly owned facility adjacent to Weyerhaeuser's McComb, Mississippi lumber mill, targeted to come online in 2027, and a platform that could convert over 7 million tons of Weyerhaeuser-provided wood fiber to deliver metallurgical-grade biocarbon as a drop-in coal replacement across iron, steel, silicon and ferro-alloys.
The MOU calls for securing long-term biocarbon sales agreements and identifying additional sites across Weyerhaeuser's footprint, leveraging Weyerhaeuser's timberlands and Aymium's proprietary, combustion-free technology.
Positive
- Target production of 1.5M tons biocarbon annually
- Initial McComb facility online targeted for 2027
- Platform could convert > 7M tons wood fiber
- Exclusive fiber supply from Weyerhaeuser’s > 10M acres
Negative
- 1.5M-ton target contingent on securing long-term sales agreements
- Output timeline depends on development of multiple new facilities
Key Figures
Market Reality Check
Peers on Argus
WY gained 4.11% while key REIT peers showed mixed moves (e.g., GLPI +0.89%, IRM +0.41%, DLR -1.87%), indicating a stock-specific reaction rather than a sector-wide trend.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 17 | Board appointment | Neutral | -2.8% | Added experienced homebuilding executive Rick Beckwitt to the board. |
| Nov 13 | Dividend declaration | Positive | -1.4% | Declared $0.21 quarterly dividend within 75–80% Adjusted FAD framework. |
| Oct 30 | Portfolio actions | Positive | -2.2% | Outlined $459M timberland buys and $410M planned divestiture proceeds. |
| Oct 30 | Earnings update | Positive | -2.2% | Reported stronger Q3 2025 sales, earnings and operating income vs prior year. |
| Oct 06 | Community investment | Positive | -2.2% | Announced $1M multi-year THRIVE investment in Buckhannon, West Virginia. |
Recent corporate updates, including dividends, portfolio actions, earnings and governance changes, have often been followed by short-term share price declines.
Over the last few months, Weyerhaeuser has focused on portfolio optimization, capital returns and governance. In Q3 2025, it reported net sales of $1,717 million and net earnings of $80 million ($0.11 EPS), along with timberland acquisitions of $459 million and planned divestitures of about $410 million. It declared a quarterly dividend of $0.21 per share targeting a 75–80% Adjusted FAD return, appointed Rick Beckwitt to the board on November 17, 2025, and committed $1 million to a West Virginia community. Despite generally constructive news, shares often traded down after these announcements.
Market Pulse Summary
This announcement highlights a memorandum of understanding to scale biocarbon production to 1.5 million tons annually using over 7 million tons of wood fiber and Weyerhaeuser’s 10 million acres of timberlands. It ties directly into the company’s Climate Solutions and growth strategy through 2030. Investors may track progress on the 2027 McComb facility, additional plant site selections, long-term sales agreements with metals producers, and how these projects ultimately affect cash flow and returns.
AI-generated analysis. Not financial advice.
Partnership will expand manufacturing platform to convert wood fiber into biocarbon products, accelerating scale supply to global metals producers
Under the MOU, the companies will secure long-term biocarbon sales agreements and identify sites to construct multiple new production facilities across the Weyerhaeuser footprint over the next five years, leveraging Weyerhaeuser's world-class timberland and manufacturing portfolio and Aymium's proprietary technology and unparalleled track record of producing and supplying biocarbon products globally. At full scale, the platform of operating facilities will have the potential to convert over 7 million tons of wood fiber — provided exclusively by Weyerhaeuser — to deliver 1.5 million tons of metallurgical-grade biocarbon annually as a drop-in replacement for coal in iron, steel, silicon, ferro-alloys and other metals production.
Aymium has generated a significant global sales pipeline based on years of trials with leading global metals producers. The company's patented products are engineered to immediately replace coal and coke without the need for capital investment or process modification, and with superior carbon levels, energy value, handling and environmental attributes to coal.
Weyerhaeuser sustainably manages more than 10 million acres of high-quality timberlands across
"This partnership combines our renewable fiber resources and supply chain expertise with Aymium's innovative technology and experience," says Devin W. Stockfish, president and chief executive officer of Weyerhaeuser. "It represents a major step forward in growing the scale and impact of our Climate Solutions business, and it's also a key part of our broader accelerated growth strategy through 2030. When the McComb facility comes online in 2027, it's going to generate new demand for fiber in the region — supporting our McComb operations and local Timberlands teams — while creating more great jobs in the community. It's a model we look forward to replicating across our footprint."
"The reliability, scale of sustainable supply and forestland expertise of Weyerhaeuser provide unmatched sourcing security of our main raw material to support expansion," says James Mennell, CEO of Aymium. "Through this partnership, we will significantly grow our manufacturing capacity to produce biocarbon as an immediately scalable, renewable replacement for coal and coke, while delivering differentiated value for our customers."
ABOUT AYMIUM
Aymium is the global leader in biocarbon technology with over 600 patents and multiple production facilities across
ABOUT WEYERHAEUSER
Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls approximately 10.4 million acres of timberlands in the
FORWARD-LOOKING STATEMENTS
This press release contains forward-looking statements within the meaning of the Private Litigation Reform Act of 1995, as amended, including without limitation with respect to the company's expectations concerning the company's biocarbon production and sales partnership with Aymium as well as related demand for wood fiber. Forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and use words such as "going to," "look forward" and "will" or employ references to future dates, events or expectations. These forward-looking statements are based on Weyerhaeuser's current expectations and assumptions and are not guarantees of future events or performance. Forward-looking statements are based on our current expectations and assumptions. The realization of our expectations and the accuracy of our assumptions are subject to a number of risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. These risks and uncertainties include, but are not limited to, those described in Weyerhaeuser Company's 2024 Annual Report and Form 10-K, as well as those set forth from time to time in its other public statements, reports, information statements and other filings with the SEC. It is not possible to predict or identify all risks and uncertainties that might affect the accuracy of Weyerhaeuser's forward-looking statements and, consequently, its descriptions of such risks and uncertainties should not be considered exhaustive. There is no guarantee that any of the events anticipated by these forward-looking statements will occur, and if any of the events do occur, there is no guarantee what effect they will have on the company's business, results of operations, cash flows, financial condition and future prospects. Forward-looking statements speak only as of the date they are made, and Weyerhaeuser undertakes no obligation to publicly update or revise any forward-looking statements, whether because of new information, future events or otherwise.
For more information contact:
Weyerhaeuser
Analysts – Andy Taylor, 206-539-3907
Media – Nancy Thompson, 919-861-0342
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SOURCE Weyerhaeuser Company
FAQ
What did Weyerhaeuser and Aymium announce on December 11, 2025 regarding WY?
When will the initial TerraForge facility in McComb, Mississippi begin operations under WY plan?
How much wood fiber could the joint platform convert according to the WY–Aymium plan?
What industries will use the biocarbon produced by WY and Aymium?
Does Weyerhaeuser supply the wood fiber for the biocarbon project (WY)?
What conditions must be met for the WY–Aymium production targets to be achieved?
