Report: Softwood lumber - Global outlook 2025-2030

Report: Softwood lumber – Global outlook 2025-2030

Price range: $750.00 through $3,900.00

Softwood lumber

Tariffs, turbulence and new trade flows 
Global outlook 2025-2030

Published: October 2025  //  Authors: Glen O’Kelly (O’Kelly Acumen), Håkan Ekström (Global Wood Trends)

Softwood lumber markets globally are emerging from several years of weak demand and now face new trade restrictions that could dramatically reshape global trade. U.S. import tariffs, a property crisis in China, and war in Europe all add to uncertainty in the years ahead. This report provides a thorough overview of recent market developments, perspectives on key trends shaping future market evolution, and forecasts and scenarios for global demand, supply, and trade.

Single-user license $2900 USD / Corporate license $3900 USD /  +Dataset $750 USD

Contents

  1. Introduction: Global market overview 2000-25
    • Market size and growth by region
    • End-use applications and demand drivers
    • Production by region, international trade and pricing
  2. Regional dynamics
    • 2.1 United States
      • Market segments, demand drivers, outlook for demand
      • Impact of import tariffs, domestic supply potential
      • Outlook for demand, supply and trade
    • 2.2 Canada
      • US trade dispute, impact of tariffs on cost position in US
      • Outlook for harvests, lumber production, investment
    • 2.3 Europe
      • Market segments, demand drivers, outlook for demand
      • Forest resource constraints, lumber supply potential
      • Exports, outlook for demand, supply and trade
    • 2.4 China
      • Market segments, construction crisis and outlook
      • Demographic headwinds, changing economic structure
      • Outlook for domestic supply, log and lumber imports
    • 2.5 Other regions
      • Demand outlook, with a focus on MENA and Asia
      • Supply outlook, with focus on Russia, LatAm, Oceania
  3. Global market outlook 2025-30
    • Macro-economic outlook by region
    • Global demand and supply forecast by region (base case)
    • Key uncertainties linked to potentially softer / tighter market
    • Scenarios; e.g., US tariffs, Ukraine rebuild, China recovery, Europe supply constraints

Questions the report helps answer

  • How will the new US import tariffs impact the US, Canada and global markets?
  • What is the outlook for China’s struggling construction sector?
  • When will growth return to US and European lumber demand?
  • Can Europe increase lumber production and export when demand growth returns?
  • What is happening with Russia’s industry, with limited access to global markets?
  • What would an end of the war in Ukraine mean for European lumber markets?
  • Beyond China, what emerging markets have strong growth potential?
  • How will the global supply and demand balance evolve in 2025-2030?

Who the report is most relevant for

  • Sawmill owners / operators globally.
  • Lumber buyers, including construction, packaging and furniture manufacturers.
  • Lumber traders and wholesalers.
  • Forest owners and investors globally.
  • Pulp, panel and pellet industries using sawmill residues.
  • Suppliers of sawmill equipment and technology.
  • Analysts, consultants, financial institutions and industry associations.

What you get

  • 105-page report in easy-to read slide format
  • Authors available for 45 min interview

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More information about the report, including a detailed table of contents is available here:

https://www.okelly.se/wp-content/uploads/2025/10/2025-Global-softwood-lumber-brochure.pdf

Details