by okelly | Jul 3, 2026 | Forestry, Logs and chips
By Håkan Ekström, Global Wood Trends (Seattle, USA), and Glen O’Kelly, O’Kelly Acumen (Stockholm, Sweden). Softwood markets across Latin America and the Asia-Pacific are approaching a turning point. Some of the world’s lowest-cost plantation producers are increasingly...
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 | 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...
by okelly | Dec 15, 2021 | Forestry, Logs and chips, Lumber, Pellets, Pulp and paper
The US South is poised to become a critical softwood resource for regional and global forest product markets. The US South softwood timber resource is large, highly cost-competitive, and increasingly critical for the global supply of several forest products. In 2020,...
by okelly | Jun 2, 2021 | Lumber
Strong demand in the US and China, and constrained supply from key exporters, is driving global shortage for softwood lumber. Anyone who recently bought sawn lumber will know that prices are high this year. This is felt globally, but nowhere more than in North America...