Private forests supplied 4.0 million m3, 9.3% less than a year earlier.
Mercados
Compared with September 2025, production was down 4.9%.
Homebuilding margin fell to 18.3% amid higher lot costs, affordability-related pricing pressure and weak consumer sentiment; mortgage banking income increased 7% while closed-loan production fell 10%.
The central bank raised its 2027 average key-rate forecast to 12.5%-13.5%.
EBITDA rose 25% sequentially as containerboard conditions strengthened and industrial raw-material costs fell; packaging-paper deliveries rose year on year but fell from the second quarter.
The weekly figure counts pulp in Shanghai Futures Exchange warehouses that can be delivered against SHFE bleached softwood kraft pulp futures.
Prices fell 0.2% month over month in September.
Pellet prices jumped 38.5% from a year earlier, while softwood lumber prices slipped 0.8% from August; overall industrial producer prices rose 6.7%.
Housing permits, a guide to future construction, rose 25.8% to 21,607 units; January–August starts were up 11% from a year earlier.
Prices fell 4.1% from August but remained up 11.5% from a year earlier; Canada's broader factory-gate prices were up 14.5% year over year.
Purchases roughly doubled from August, while standing-sale prices for logs and pulpwood fell 1% to 4% from the previous month.
An $829 million goodwill impairment led to a GAAP net loss of $732 million; the company expects continued strong Industrial results and more stable Consumer results in the fourth quarter.
Price increases in both regions more than offset input-cost inflation, while sales volumes reached 903,000 metric tons; Billerud expects stable markets and positive pricing in the fourth quarter.
Higher mortgage rates and economic uncertainty marked the quarter; the builder remains confident in housing fundamentals and its ability to manage the current cycle.
Variable costs fell by SEK 51 million, mainly as pulpwood prices declined, while CTMP production increased; full-year investments are expected to total about SEK 60 million.
Group operating profit of SEK 267 million included a SEK 288 million gain from the Sunpine sale; Södra plans to continue its transformation, citing the weak wood products business.
Wood products demand was subdued and log prices fell; Holmen plans to keep balancing production with market conditions.
Closings fell 9% to 6,876 homes as higher mortgage rates stretched affordability; the company continues to balance the price and pace of sales and align production.
Price for wood veneer exported from Chinese rose marginally 0.7%.
Thailand remained the largest supplier as its share fell 1.2 pp; Vietnam grew 37.6% and United States fell 24.5%.