by okelly | Oct 24, 2025 | Asia, Europe, Global, Lumber, North America
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 | Mar 15, 2024 | Asia, Europe, North America, 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 4, 2024 | Carbon credits, Europe, Forest carbon
Tack till Virkesbörsen (www.virkesborsen.se) för möjligheten att tala på Virkesstudion 29:e februari om utsläppsrätter från skog och dess påverkan på skogsbruket och virkesmarknaden i Sverige. Du kan se min presentation här (börjar kl. 57m00s):...
by okelly | Nov 23, 2023 | Europe, Pellets
Anticipated demand growth in the world’s largest pellet market faces constraints from raw material scarcity and competition with other forest industries. Europe represents 70% of global wood pellet demand and is experiencing resurgent growth, driven by the...
by okelly | Nov 16, 2023 | Europe, Pellets
Demand for wood pellets in Europe has surged over the last 18 months due to the energy crisis and soaring prices for gas and power. This has made wood pellets even more cost-competitive for residential heating and commercial power generation. Meanwhile, the EU...
by okelly | Oct 13, 2023 | Europe, North America
The European energy landscape has experienced significant turbulence over the past 18 months, resulting in substantial effects on wood pellet markets. The conflict in Ukraine led to a gas shortage in Europe, causing gas and power prices to soar. In response, wood...