木材进口 - LumberFlow

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

2025-05-27

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.

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

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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

2025-05-25

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.

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

Swedish forestry asset restructuring: Stora Enso sells 12.4% of forestland, long-term timber supply agreement attracts attention

2025-05-22

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.

Swedish forestry asset restructuring: Stora Enso sells 12.4% of forestland, long-term timber supply agreement attracts attention Read More »

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In-depth analysis of Sino-US timber trade: challenges, opportunities and long-term impact of the 90-day truce

2025-05-21

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.

In-depth analysis of Sino-US timber trade: challenges, opportunities and long-term impact of the 90-day truce Read More »

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FEA authoritative interpretation: Timetable for the implementation of new US tariffs on Canadian softwood lumber and its impact on Chinese importers

2025-05-13

The US tariff on Canadian softwood lumber may rise sharply from 14.4% to 34.5%. The final decision will be made in August but may take effect early on July 3. Chinese importers face the dual pressure of supply chain reconstruction and cost

FEA authoritative interpretation: Timetable for the implementation of new US tariffs on Canadian softwood lumber and its impact on Chinese importers Read More »

Devastating fire at Alberta's Zavisha sawmill could affect China's timber import supply chain

2025-05-02

A sudden fire at the Zavisha sawmill in Alberta destroyed the entire factory. Experts suggest that alternative sources of supply from Siberia, Russia may be considered in the short term.

Devastating fire at Alberta's Zavisha sawmill could affect China's timber import supply chain Read More »

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American Softwood Council Releases 2024 Annual Report: Revealing Timber Demand Growth and Strategic Investment Directions

2025-04-28

The 2024 annual report of the American Softwood Council shows that 1.6 billion board feet of demand will be created throughout the year, affecting 1,498 construction projects. Experts point out that this will aggravate the tight supply of North American wood to China and suggest paying attention to alternatives to engineered wood products.

American Softwood Council Releases 2024 Annual Report: Revealing Timber Demand Growth and Strategic Investment Directions Read More »

Jasper Timber Company's Alabama sawmill upgrade is nearing completion, southern pine production capacity will increase by 246%

2025-04-17

The US$135 million sawmill upgrade of Jasper Timber Company is about to be completed, and the annual production capacity of southern pine will be increased to 225 million board feet. After the Canadian Tolko Group takes full control, it is expected that the export volume to China will increase significantly from 2026, which may affect the landed price of southern pine in East China.

Jasper Timber Company's Alabama sawmill upgrade is nearing completion, southern pine production capacity will increase by 246% Read More »

Reciprocal tariffs after April 2025 will reshape the US-Canada-China timber trade pattern: supply chain adjustments and price fluctuations

2025-04-06

After April 2025, the reciprocal tariff policy between the United States, Canada and China is reshaping the timber trade pattern. The United States has imposed a 10% basic tariff on most countries and a cumulative 54% tariff on Chinese goods; China has imposed a 34% reciprocal tariff on all US imports since April 10. This situation has created a new pattern for Chinese timber importers.

Reciprocal tariffs after April 2025 will reshape the US-Canada-China timber trade pattern: supply chain adjustments and price fluctuations Read More »

Canadian sawmill production surges by 16.2% in January, Chinese timber importers usher in supply window

2025-04-04

Canada's timber production in January surged by 16.2% month-on-month to 3.87 million cubic meters. Chinese importers can seize the short-term supply window period, and the CIF price in April is expected to fall by 2-3%. However, it is still down 3.1% year-on-year, reflecting long-term supply constraints.

Canadian sawmill production surges by 16.2% in January, Chinese timber importers usher in supply window Read More »

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