Brazil's wood product exports fell by 8.5% in February, but pine sawn timber rose by 21.% against the trend and attracted attention

Brazil's total wood product exports in February 2025 fell by 8.5%, but pine sawn timber rose by 21% against the trend. Tropical sawn timber exports plummeted by 18%, while tropical plywood exports rose by 28-30% in both volume and price. Chinese importers should pay attention to the South American pine supply window and the risk of tropical timber substitution.

Brazil's wood product exports fell overall in February, with pine wood categories performing differently

according toITTO(ITTO) latest data,Brazil's exports of wood products (excluding pulp and paper) totaled US$278.6 million in February 2025, compared to $304.5 million in the same period of 2024Down 8.5%.

Significant differences in category performance

Pine sawn timberThe export volume increased from US$55.6 million to US$67.5 million.Year-on-year growth of 21%; Export volume increased from 248,500 cubic meters to 285,100 cubic meters, an increase of 15%.

andTropical sawn timberExport volume decreased slightly by 0.5% (21,000 → 20,900 cubic meters), and export valueDrop 18%($10.4 million → $8.5 million).

Plywood category trends diverge

Pine plywoodExport value remained roughly the same (US$57.5 million → US$57.6 million), and export volume increased by 3% (180,300 → 186,400 cubic meters);
Tropical PlywoodBoth quantity and price increased, with export volume increasing by 28% (1,000 → 1,300 cubic meters) and export value increasing by 30% (1.8 million → 2.3 million US dollars).

Wooden furniture exports increased slightly by 1%, from US$45.8 million to US$46.3 million.

LumberFlow Expert Interpretation

Analysis of the impact on Chinese importers:

Pine wood supply window:The increase in both volume and price of Brazilian pine sawn timber exports is expected to ease China's dependence on European pine.
Tropical wood substitution risks:The decline in tropical sawn timber exports of 18% may reflect Chinese buyers turning to Southeast Asian suppliers, and be wary of price fluctuations in Malaysia/Indonesia
Container capacity warning:The growth of pine wood product exports may exacerbate the shortage of 40-foot high cabinets on routes from the east coast of South America to Asia. It is recommended to lock in space in advance

Special suggestions for logistics:

Priority is given to pine sawn timber shipped from Santos Port. The current voyage from Santos Port to Shanghai is about 35 days, and the freight rate is 12-15% lower than that of the European route.
Tropical plywood can focus on resources at Paranagua Port, but be aware of the risk of loading and unloading delays caused by rainfall at the port since March

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