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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 »

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.

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

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U.S. wood pellet exports fell in March: Chinese importers need to pay attention to supply chain fluctuations

The export volume of wood pellets from the United States in March 2025 plummeted by 167,100 tons year-on-year to 782,000 tons. Japan, as the largest buyer in Asia, imported 116,000 tons. The export unit price rose by 141,000 tons year-on-year to $211/ton. Chinese biomass companies need to be vigilant about the risk of cost transmission.

U.S. wood pellet exports fell in March: Chinese importers need to pay attention to supply chain fluctuations Read More »

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

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 »

China imposes additional tariffs on US timber imports: supply chain adjustments and price fluctuations warning

China announced that it would impose additional tariffs of 34% on imported timber from the United States starting April 10, 2025, directly affecting the supply chain of species such as SPF and Douglas fir. Experts recommend that companies urgently check goods in transit on the west coast of North America and evaluate the cost differences of alternative options in Canada/Russia.

China imposes additional tariffs on US timber imports: supply chain adjustments and price fluctuations warning Read More »

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Trump delays tariffs on Canadian and Mexican USMCA goods until April 2, lumber import supply chain faces uncertainty

Trump postponed the imposition of tariffs on USMCA goods from Canada and Mexico until April 2, providing a short buffer for the North American lumber supply chain. Experts advise Chinese importers to pay attention to CME futures price fluctuations, give priority to signing FOB contracts, and be wary of future trade barriers.

Trump delays tariffs on Canadian and Mexican USMCA goods until April 2, lumber import supply chain faces uncertainty Read More »

president trump with tariff slogan in the background

Trump confirms 25% tariffs on Canadian and Mexican imports will take effect on March 4

President Trump announced that starting March 4, 2025, tariffs of 25% will be imposed on imports from Canada and Mexico, and the import tariffs on China will double to 20%. This move will directly affect the North American wood supply chain, and Chinese importers are advised to adjust their procurement strategies.

Trump confirms 25% tariffs on Canadian and Mexican imports will take effect on March 4 Read More »

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