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Jan 10, 2025 | 
fastmarkets.com | Peter Malliris
A potential hike in tariffs imposed on Canadian exports to the US as early as January will highlight developments that could define first-quarter trends in the softwood lumber market. President-elect Donald Trump has threatened to impose a 25% tariff on commodities imported into the US shortly after he is inaugurated on January 20. Traders are hopeful that the tariff threat represents a Trump administration strategy to begin negotiations surrounding US foreign trade.
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Jan 10, 2025 | 
treefrogcreative.ca | Peter Malliris |David Elstone |Kevin Mason |Bob Brash
Potential tariffs and supply trends among key Q1 factors impacting lumber market By Peter Malliris RISI Fastmarkets January 10, 2025 Category: Finance & Economics A potential hike in tariffs imposed on Canadian exports to the US as early as January will highlight developments that could define first-quarter trends in the softwood lumber market.
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Nov 1, 2024 | 
fastmarkets.com | Peter Malliris
With the recent — and relatively unexpected — surge in Southern Pine lumber prices heavily supply driven, many traders have concluded that production trends will govern the market’s direction for the balance of 2024. Gauging those trends may prove challenging. Traders struggle to quantify recent production cutbacks and compare reduced volume with capacity growth since 2023.
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Oct 28, 2024 | 
treefrogcreative.ca | Peter Malliris |Bob Brash |Robert McKellar |David Elstone
New stimulus measures could boost Chinese lumber demand By Peter Malliris RISI Fastmarkets October 25, 2024 Category: Finance & Economics Region: United States Stimulus measures announced last month by the Chinese government designed to energize the country’s lethargic economy could provide a boost to an ailing real estate sector, many observers have noted. A struggling real estate sector has undermined China’s demand for new construction this year, and as a result, slowed softwood lumber...
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Oct 25, 2024 | 
fastmarkets.com | Peter Malliris
Stimulus measures announced last month by the Chinese government designed to energize the country’s lethargic economy could provide a boost to an ailing real estate sector, many observers have noted. A struggling real estate sector has undermined China’s demand for new construction this year, and as a result, slowed softwood lumber consumption. The trend has created a headwind to Chinese demand for imported lumber.
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Sep 13, 2024 | 
treefrogcreative.ca | Peter Malliris |Robert McKellar |David Elstone |Derek Nighbor
Southern Yellow Pine traders anticipate narrow trading range through 2024 By Peter Malliris RISI Fastmarkets September 12, 2024 Category: Finance & Economics Southern Pine lumber has traded in a historically narrow range this year, and traders anticipate that trend to persist through the balance of 2024.
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Jan 23, 2024 | 
fastmarkets.com | Andrea Hotter |Nina Y. Hu |Eric Howald |Peter Malliris
In a recent interview with Fastmarkets, Eivind Kallevik, the executive vice president of Hydro Aluminium Metal, said flexibility within Norsk Hydro’s production portfolio at the cast house was central to the company’s ability to adapt to periods of low demand. “Flexibility for me is important so we can shift products from one segment to another, because there will be a different pace between different cycles.
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Jan 8, 2024 | 
fastmarkets.com | Justin Yang |Lasse Sinikallas |Hannah Zhao |Peter Malliris
You’re ready to plan for the year ahead, and want your business to be more competitive and strategic than ever. Whether you work in procurement, you’re a trader or the CEO of a company, you need a forward-looking view of the commodity markets and what 2024 holds. To help you get a better idea of how the next 12 months and beyond will look, we’ve put together several 2024 commodity market outlooks and previews across the agriculture, forest products and metals and mining spaces.
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Jul 10, 2023 | 
fastmarkets.com | Peter Malliris
When demand for decking soared to unprecedented levels during the covid-19 pandemic and prices shattered records as a result, both Western Red Cedar and Southern Pine traders wondered how much future business was being pulled into 2020 and 2021. Sales of 5/4x6 radius edged decking in both species have fallen well short of historical levels throughout the first half of 2023. Demand for Cedar decking languished at next to nil for months before gaining modest strength in early June.
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Jul 4, 2023 | 
fastmarkets.com | Peter Malliris
Softwood lumber exports from South America plummeted deeper in the first quarter in the wake of a steep plunge in 2022. Shipments from Chile, by far South America’s largest exporting nation, fell to 1.18 million cubic meters through March, down 43% compared to the first three months of 2022. Chilean exports to foreign destinations declined to 6.9 million cubic meters last year, down 30% compared to 2021, according to figures from Global Trade Atlas.
