中国紧急暂停美国原木进口：检疫禁令触发供应链应急调整 - LumberFlow

In-depth analysis of the General Administration of Customs' policy on suspending U.S. log imports

March 4, 2025 – General Administration of CustomsThe import of logs from the United States will be suspended immediately. This quarantine ban is directly aimed atHigh-risk forest pests such as bark beetles and longhorn beetles, which is expected to affect the U.S. softwood supply chain with an annual import volume of approximately 12 million cubic meters.

LumberFlow Expert Interpretation

1. Urgent replacement gap: American logs occupy China's softwood market18-22% shareThe main gap will shift to Irkutsk Oblast, Russia (current CIF price $148/m³) and British Columbia, Canada (the quotation increased by 9% month-on-month).
2. Compliance costs surge: Existing goods in transit need to be processed in a third countryMethyl bromide fumigation, the cost of each container increases by $1,850, and the processing cycle is extended by 14-18 days.
3. Price transmission mechanism: spot price forecast for building standard materialsIncreased by 12-15% within the month, especially Douglas fir 2×4#2 grade will break through the CNY2,380/m³ mark.

Logistics Impact Analysis

1. Urgent route adjustment: Weekly capacity of the US West Coast-China log line (such as COSCO PSW5) will be reduced4,200TEU, the spot freight rate for 40-foot high cabinet fell by $400-500.
2. Multimodal transport solution: Timber train transportation cost from Zarubino Port, Russia to Hunchun Railway Port$27/m³ lower than US West Coast shipping, but the weekly capacity is only 35,000 cubic meters.
3. Port quarantine upgrade: Qingdao/Zhangjiagang and other core ports configurationNew X-ray Pest Detection System, customs clearance time is extended to 5-7 working days.

Potential impact of the expected adjustment of the US housing market on the global wood supply chain and strategic opportunities for Chinese importers

Fannie Mae's latest economic outlook reveals that U.S. single-family home sales are expected to reach 4.92 million in 2025, and mortgage rates are expected to drop to 6.1%. GDP growth is forecast to be 0.7%. What does this report reveal about global lumber demand and prices? How should Chinese importers adjust their strategies? LumberFlow provides you with an in-depth analysis.

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In-depth analysis: US new home sales surged by 10.9%, chain reaction on China's wood supply chain and price index outlook

The annualized sales rate of new single-family homes in the United States in April 2025 reached 743,000 units, a surge of 10.9% from the previous month, indicating strong demand for domestic wood. LumberFlow experts pointed out that this move may lead to a tightening of the supply of US wood exports to China (potential reduction of 5-10% is expected), and the pressure of FOB price increases will be transmitted within 2-3 months. It is recommended that Chinese importers optimize their procurement portfolio, consider increasing supply from Canada, Europe and other places, and adopt strategic inventory management and forward contracts to lock in prices, while paying close attention to market intelligence to respond to changes.

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Canadian lumber price index plunges: in-depth analysis of April market dynamics and strategic implications for Chinese importers

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The story of North American forest products giants (Part 1): Weyerhaeuser, West Fraser, and Café-Rodriguez’s century-old foundation and the Chinese market

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.

China urgently suspends imports of U.S. logs: quarantine ban triggers emergency adjustments to supply chain