The promise at the end of the restoration chain is that the small log becomes a laminated beam, the beam a building, and the carbon stays put for a century. The physics is sound, but the carbon accounting is more modest than almost anyone quotes, with a substitution benefit that is real, small, and shrinking. The episode follows Vaagen Timbers from its 2017 founding to its 2025 sale, which the founder blamed on the market.
Substitution factors span a very wide range, and critics like Leturcq argue the benefit is near zero or negative while newer work still finds a small positive mean. Reported plant capacity conflicts between 30 and 50 million board feet, and no source shows inland restoration wood is viable at scale.