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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.

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 »

Top view of colorful shipping containers at a bustling port in Jakarta, Indonesia.

Southern pine lumber exports increased by 4.7% in February, Chinese importers need to pay attention to supply chain fluctuations

The export volume of southern pine in the United States in February increased by 4.7% month-on-month to 40.8 million board feet, but still decreased by 15% year-on-year. The sharp drop in the export of antiseptic materials by 8% has impacted the supply of the Caribbean market. Chinese importers can seize the current FOB price window period but need to guard against the risk of price rebound caused by the rebuilding of North American inventory in Q3.

Southern pine lumber exports increased by 4.7% in February, Chinese importers need to pay attention to supply chain fluctuations Read More »

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

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 »

Top view of colorful shipping containers at a bustling port in Jakarta, Indonesia.

Southern pine lumber import tariffs and supply chain risk analysis in 2024: price volatility and stable supply outlook

Southern pine lumber exports fell in December in 2024, although the annual export volume remained high. The import, export and price fluctuations of southern pine lumber have had an important impact on the Chinese market. Importers need to pay attention to supply chain risks to ensure a stable supply of lumber.

Southern pine lumber import tariffs and supply chain risk analysis in 2024: price volatility and stable supply outlook Read More »

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