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 | Apr 29, 2025 | Forestry, Global, North America, Policy
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 | 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 7, 2024 | North America, 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...
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...
by okelly | Jun 21, 2023 | Europe, Global, Lumber, North America
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...
