Dustin Jalbert

1 month ago | treefrogcreative.ca | Dustin Jalbert |Kevin Mason |Robert McKellar |Kelly McCloskey

While the market tries to process what’s to come on the trade front, it’s abundantly clear that the new administration is paying special attention to lumber and likely other wood products. Trump and his surrogates have emphasized the point of view that the US has the underlying resources to produce all its own lumber and wood product needs.

1 month ago | fastmarkets.com | Dustin Jalbert

The tariff drama as President Trump enters his second term of office has occupied much of the energy of financial markets and business leaders. The 25% levies on all goods from Canada and Mexico implemented on March 4 are sending ripple effects throughout the entire forest products industry, given the level of industry integration and co-dependency on both sides of the border.

2 months ago | treefrogcreative.ca | Dustin Jalbert |Kevin Mason |Pete Madden |Sandy McKellar

After several years of unprecedented volatility in wood products markets, 2024 experienced a more stable, albeit depressed, environment for wood products demand and prices. …As President Trump enters his second term have the potential to break the wood products market out of this sleepy period weighed down by soft demand conditions. So, what does our crystal ball suggest in 2025?

Jan 15, 2024 | fastmarkets.com | Dylan Duan |Dustin Jalbert |Amy Jane Hinton |Tianran Zhao

In 2023, the emergence of the conversion of Class-2 material to Class-1 material, notably nickel sulfate into nickel cathode, prompted some of the biggest participants in the Chinese nickel market such as Tsingshan Group, Huayou Cobalt, Jingmen GEM and CNGR New Energy Science & Technology to start producing their own nickel cathode.

Jan 12, 2024 | fastmarkets.com | Ruby Liu |Chay Chye Leng |Dustin Jalbert |Alice Li

The backdrop over the past year was largely one of slow recovery in demand in comparison to the optimistic outlooks stemming from China’s reopening, which had been curbed by an unraveling real estate crisis in the country even while the government rolled out measures to support the industry. Meanwhile, the gradual recovery in Japan’s automotive industry that had been witnessed in 2023 is expected to continue to positively influence the Japanese aluminium market.