The price of U.S. lumber futures has climbed 28% since the start of 2017 and reached its highest since February 2005. That may be the result of concerns that a new softwood lumber agreement with Canada will not be delivered, and that tariffs may be introduced in a preliminary decision from Commerce due by April 24. Panjiva data shows that U.S. imports in February from Canada were 15% below their September peak. While that left them 1% above the year earlier levels, seaborne data suggests that may turn into a 5% drop in March. A slowing in U.S. new housing starts growth may also be taking...