木材市场新闻——根据加拿大统计局（StatCan）在2025年3月4日发布的报告，12月份木材生产环比下降了16.6%，降至3,332.9立方米。与去年同期相比，生产量下降了2.4%。
加拿大锯木厂在12月份发货了3,184.5千立方米的木材，较11月份下降了21.4%，较去年同期下降了9.0%。
随着加拿大锯木厂的生产大幅下降，供应链将受到直接影响。以下是对市场动态的深入分析：
因此，进口商在当前市场环境中应该重新评估库存策略，以应对潜在的价格波动和供应不稳定。
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North America has one of the most extensive and high-quality forest resources in the world. On this land, a number of world-class forest product companies were born. They have gradually developed from the initial logging camps into multinational giants with businesses all over the world. Their growth history is not only a magnificent business epic, but also a struggle history of constant game with natural resources, market changes, and technological innovation. As the opening of a series of articles, this article will focus on three industry leaders with a long history and far-reaching influence: Weyerhaeuser, West Fraser, and Canfor.
Stora Enso announced the sale of 175,000 hectares of forestland in Sweden (accounting for a total area of 12.4%) for 900 million euros, but at the same time signed a 15-year (extendable for another 15 years) timber supply agreement to ensure the supply of raw materials for its Swedish factories. This move is expected to have little direct impact on Chinese timber importers in the short term, but may enhance Stora Enso's stability as a supplier due to the supply agreement.
Weyerhaeuser Group sold its core sawmill in British Columbia for C$120 million. China's SPF imports will face supply adjustments in the third quarter.
The 90-day tariff truce agreement reached by China and the United States in May 2025 brought a brief respite to the turbulent timber and log trade market, but also formed a complex "dual track" situation. LumberFlow's analysis aims to deeply interpret the reality of the coexistence of the temporary reduction of tariffs on processed wood products and the continued ban on US logs in this context, and its far-reaching impact on global supply chains, inventory management, shipping logistics and market sentiment, and provide traders with forward-looking response strategies.
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