Softwood lumber: What kind of ruling could emerge from a WTO panel ?

 

By Marc Benitah

Professor of International Law, University of Quebec. Professor Benitah has just published at Kluwer Law International a comprehensive book on the law of subsidies entitled  “The law of subsidies under the GATT/WTO system”[1] 

 

 

 

Recently, Canada has announced its intention to challenge in the World Trade Organization (WTO) the preliminary decision of the U.S. Department of Commerce relating to softwood lumber.  As we know, countervailing duties of the order of 19% were decreed against softwood lumber imported in the United States from Quebec, Ontario, British Columbia, Alberta, Manitoba and Saskatchewan. At the same time, Canada tries to negotiate a bilateral agreement with the United States.  In the context of this negotiation, there is no doubt that the each party has the potential (if the negotiation for a bilateral agreement fails) WTO ruling fresh in its mind.  It is thus important to have a precise idea of what kind of ruling could emerge from a WTO panel.

 

The central question before this panel would be the following: Does the United States have the right by virtue of its WTO international obligations to consider Canadian stumpage fees as a countervailable subsidy? To answer the previous central question, it is necessary to begin with the WTO definition of a subsidy.  According to WTO texts, a practice is a subsidy if it satisfies three criteria. First, it must be “specific”, namely granted selectively to a group of enterprises.  In other words, if it is truly generally available for all the sectors of the economy, then it is not specific and therefore not a subsidy. Second, the practice must comprise a governmental “financial contribution”, and finally, it must confer a “benefit” to its recipient.

 

Let us recall briefly that U.S. lumber producers alleged in their complaint that stumpage fees paid by Canadian softwood lumber producers to harvest and cut timber under the timber management systems maintained by the provinces are countervailable subsidies. To evaluate the validity of this assertion and thus the odds for Canada before the WTO, we must analyse how the preceding three criteria defining a subsidy apply in the context of these stumpage fees. Canada can succeed only if it demonstrates that one or several of these criteria are not satisfied in this case.

 

With regard to the specificity criterion, the U.S. Department of Commerce determined that “there are only two industries, sawmills and pulp mills, that use provincial stumpage programs, [therefore] we preliminarily determine that the provincial stumpage programs are specific”. It does seem that little will result for Canada from a defense founded on this criterion.

 

At first glance, it would seem that a defense based on the governmental “financial contribution” criterion is much more promising for Canada since stumpage fees do not entail the payment by provincial governments of a sum of money to Canadian softwood lumber producers. Unfortunately, this impression is illusory since WTO texts specify clearly that a governmental financial contribution exists also in the case where  a government provides goods or services other than general infrastructure”. The U.S. Department of Commerce determined that the softwood lumber case was an illustration of such a financial contribution.  Since WTO texts relating to the governmental financial contribution criterion are clear, our intuition is once again that Canada’s defense along this line would not be fruitful.

 

The remaining line of defense must thus be based on the “benefit” criterion. Our fundamental intuition, that we will justify hereafter, is that the vagueness of WTO texts relating to this criterion constitutes the only card that Canada could play decisively. Before going into details, it is important to stress that, in spite of the fact that WTO rulings often exceed one hundred pages, they are essentially based on one or two fundamental reasoning. This aspect may surprise the reader, but this is exactly what happens in practice. Our intuition is that the central reasoning that the WTO panel will make in relation with the “benefit” criterion will seal the outcome of the softwood lumber case. However, there is no doubt that the panel will be forced to be extremely creative in its analysis of the  “benefit” conferred by the stumpage fees for the reason that the term “benefit” is quite simply not defined in WTO texts! This aspect may strongly surprise the reader but it often happens that international negotiators do not like to be too precise in order to avoid friction that could jeopardize the final signature of agreements.

 

Nevertheless, an indirect analysis of the whole WTO subsidies agreement has made it possible for WTO panels to establish a case law definition of what constitutes a “benefit”. This definition stipulates that an benefit exists when  the [governmental] financial contribution places the recipient in a more advantageous position than would have been the case but for the financial contribution… the only logical basis for determining the position the recipient would have been in absent the financial contribution is the market” (Canada-Aircraft). This definition is sufficient in simple cases where the “market” is easily identifiable. For example, if a Canadian firm receives a governmental loan at an interest rate that is lower than the rate charged by Canadian private banks, then it is clear that, according to the preceding definition, a benefit will have been conferred to the recipient firm. However, this definition becomes less certain when the free market to which it implicitly refers is not easily identifiable. It is exactly in this context that the U.S. Department of Commerce took a chance in the softwood lumber case by determining that “since stumpage fees on [Canadian] public lands are the price driver for the stumpage market in [Canadian] Provinces, we conclude that the stumpage fees on private lands are largely derivative of the public land prices and are therefore distorted”. Then, the Department inferred from this determination that it could not use as a benchmark information submitted by provincial governments relating to stumpage fees on Canadian private lands. In other words, unlike the previous example where conditions prevailing in the private sector constituted by Canadian commercial banks could be considered as an acceptable market benchmark, the U.S. Department of Commerce decided that stumpage fees on private lands in Canada could not be regarded as a valid indication of market forces in Canada and thus they were not a valid benchmark. It should be added that the Department took another chance by deciding to use as a benchmark prices prevailing in U.S. private lands. According to the Department, these prices constitute an adequate benchmark since “it is reasonable to conclude that U.S. stumpage would be available to softwood lumber producers in Canada at the same prices available to U.S. lumber producers”. As we know, after comparing U.S. private stumpage fees to stumpage fees on public lands in Canada, the Department had no trouble finding that a benefit was conferred to Canadian softwood lumber producers. If there is an Achilles’ heel in the U.S. decision, it is likely that in must be sought in the preceding determinations.

 

What could Canada do in this context? A mistake that must be avoided as a priority is to argue that this difference in prices is normal since the cost of lumber in Canadian public lands is intrinsically lower than the cost of lumber in U.S. private lands, and therefore Canadian stumpage fees correspond to no more than the “net cost” of lumber for provincial governments. In the past, Canada already used this kind of reasoning in the Canada Aircraft case and it failed. The WTO panel will not be interested at all in knowing if provincial governments cover or not their cost of production. The panel will be interested first and foremost in knowing if Canadian lumber producers are placed in a more advantageous position than would have been the case but for the provincial stumpage fees. However, the argument relating to the intrinsic difference in production costs could be decisive if Canada manages to convince the WTO panel that stumpage fees on private lands in Canada are lower than stumpage fees on private lands in the United States because of an intrinsic difference in production costs between the North and the South of the border and not because of a supposed distortion of the fees in Canadian private lands. It is not our aim in this article to analyze the economic feasibility of such a demonstration. However, in case this demonstration would be possible, it would ensure the success of Canada. There is no reason why a WTO panel would accept the benchmark selected by the U.S. Department of Commerce if it is convinced that stumpage fees on Canadian private lands are not resulting from a distortion.

What would happen if Canada fails to provide this demonstration? Another way of formulating the same question is to wonder if in such a case the WTO panel would then be ready to accept the benchmark selected by the U.S. Department of Commerce.  It is clear that in such a case Canada’s position would become less sure since the WTO panel will find itself in a situation that does not fall exactly under any WTO precedent case.

 

The panel will have an enormous creative margin since the adequate benchmark for determining what is the “market” is not defined in WTO texts. It is thus necessary to look for indications in preceding WTO rulings that could reveal the direction in which this creative margin will be used. Contrary to what was asserted by certain advisers of American softwood producers, we are inclined to believe that these indications lead to the conclusion that the WTO panel will have a negative feeling towards the U.S. determination. In the Canada- Milk case that fell under the terms of the Agreement on Agriculture, Canada was to some extent in a position inverse to its present one since it rejected the use of Canadian domestic milk price as a benchmark under the pretext that this price was distorted. The last WTO panel that examined this case, rejected firmly this distortion argument by underlining in a passage which will certainly be invoked in the softwood lumber case that “Nothing in the text[s]…. specifies to what extent the higher domestic price may result from government intervention.  The only benchmark which is stipulated is the price for the domestic market, independently of  [italics added by the panel] the extent of government intervention in the formation of that price.”  Even if the softwood lumber case will not be examined under the terms of the Agreement on Agriculture, the fact remains that this indication is significant because WTO panels are attached to the ‘ordinary’ meaning of texts.

Another indication can be found in the Brazil-Aircraft case. Although the legal context of this case is slightly different from the softwood lumber case, there are similarities since Brazil wanted to use export credits terms offered by Canada as a benchmark for determining if it was conferring a “material advantage”. The Brazil-Aircraft panel rejected firmly this position by stressing once again that “nothing in the text[s]...indicates that the examination of material advantage involves a comparison with the export credit terms available with respect to competing products from other Members (italics added by the panel)”. Although the legal provisions relating to the  “material advantage” criterion are somewhat different from those governing the “benefit” criterion, it seems that we have here a significant indication since the position of the United States in the softwood lumber case reminds us of the rejected Brazil’s position. In both cases, it is maintained that an inter-countries comparison is the adequate approach for finding a benchmark.

Although nobody can see into the future because of the enormous creative margin that the WTO panel will have, we are inclined to be optimistic for Canada. Our intuition, which is founded on the preceding analysis, is that the WTO panel will instinctively seek to avoid validating the U.S. position and that, at the very least, it will produce a ruling cutting the baby in half. In this latter case, every party will find in the ruling some elements confirming its position.  It would be highly desirable to avoid such a conclusion since it will mean a new war of attrition between Canada and the United States.

 

 

 



[1] Book Website: http://www3.sympatico.ca/mbenitah/backcover.htm, email: mbenitah@sympatico.ca