by okelly | Oct 24, 2025 | Lumber
Global softwood lumber markets are entering a period of significant change. After years of weak demand and high volatility, the 2025–2030 outlook points to a gradual recovery—driven by economic improvement in Europe and China, supply constraints across North America,...
by okelly | Apr 29, 2025 | Forestry, Lumber, Pulp and paper
New report by O’Kelly Acumen for the B.C. Confederation of Forest Industries Ahead of the hashtag#COFI2025 annual convention on April 2-4, 2025, we released a new report on the competitiveness and sustainability of the B.C. forest industry. The report includes...
by okelly | May 9, 2024 | Biofuels
Demand for Sustainable Aviation Fuel (SAF) is expected to surge over the next decade, particularly in the EU and US, driven by mandates and incentives aimed at decarbonizing aviation. Our review of capacity expansion projects highlights the growing need for suitable...
by okelly | Mar 15, 2024 | Pellets
Enviva filed for Chapter 11 bankruptcy on March 14th following several months of financial difficulties and a missed interest payment in January. The company has been burdened by high levels of debt, rising costs, and lower pellet prices. What are the implications for...
by okelly | Mar 7, 2024 | Pellets
Investment costs for wood pellets capacity, both brownfield and greenfield, have increased by approximately 6% per annum over the last 16 years. This analysis, based on more than 50 projects in the US and Canada, reveals a significant rise compared to the general...
