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...
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 | Jun 21, 2023 | Lumber
After several years of strong demand and record prices for softwood lumber, the global sawmill industry now faces challenging markets ahead. From 2020 to 2022, supply chain constraints and an unexpected surge in home improvement due to COVID-19 have supported the...
