by okelly | Jun 2, 2026 | Forestry, Logs and chips
By Håkan Ekström, Global Wood Trends (Seattle, USA), and Glen O’Kelly, O’Kelly Acumen (Stockholm, Sweden). Europe and Russia account for roughly 43% of global industrial roundwood supply (Figure 1). However, the outlook differs significantly between Russia, the...
by okelly | May 11, 2026 | Forestry, Logs and chips
North America accounts for roughly one-third of the global softwood supply. On the surface, that scale suggests the region should play a central role in meeting future demand. But a closer look reveals a much more nuanced – and uneven – picture. Our latest...
by okelly | Feb 25, 2026 | Lumber
The recent US Supreme Court ruling limiting the President’s ability to impose tariffs unilaterally has attracted significant attention in global lumber markets. However, its direct impact on the US softwood lumber market is likely to be limited – at least in the near...
by okelly | Nov 28, 2025 | Lumber
Europe’s lumber market is entering a period of tightening supply and gradually recovering demand in 2025-2030. While production growth is expected to shift toward Northern and Eastern Europe, overall expansion will be limited by structural harvest constraints in...
by okelly | Nov 13, 2025 | Lumber
US housing demand and production constraints ensure a strong import role for lumber, new outlook report finds, according to the new report Softwood Lumber – Tariffs, Turbulence, and New Trade Flows. Historical dependence on imports The United States has never produced...
