美国对加拿大、墨西哥和中国进口木材加征关税，供应链风险加剧！ - LumberFlow

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

The latest data from Statistics Canada shows that both the industrial product and raw material price indexes fell in April. Among them, the price of lumber and other wood products fell by 4.4% month-on-month, and the price of cork plummeted by 11.1%, the largest monthly drop since June 2022. Potential tariff risks have caused buyers to postpone purchases, creating downward pressure on prices.

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 United States imposes tariffs on imported timber from Canada, Mexico and China, increasing supply chain risks!