New home prices drop 2.6% as commercial housing sales fall 12% from 2024.
Marchés
Pulp prices fall 5% in Europe and 7% in China; paperboard deliveries to the US remain subdued despite recovery efforts.
Price for lumber exported from the U.S. to India expanded 9%.
Pulp and timber earnings decline amid weak demand, while AI investment and Baltic forest sale support long-term strategy.
Companies report $930 million drop in product exports from 2022 to 2024.
Sawmills extend contracts early through January 2026 amid tight supply and coordinated forest sales
Lumber segment loses $123 million, with $67 million tied to U.S. duties.
The price for plywood exported from China stayed flat.
Price for lumber exported from Finland to China downed 0.4%.
Price for logs exported from Russia to China slipped 3%.
Exports of lumber from Finland to Algeria contracted 19%.
Price for wood pellets imported to Italy slid 0.3%.
Imports of wood pellets to Poland increased 6%.
Exports of wood chips from Vietnam to China contracted 13%.
Price for sawlog exported from Germany to China lost 21%.
Order value declines to $3.6 billion as unit backlog shrinks by 18% from prior year.
Delivery timber prices rose by 10% for sawlogs and 7% for pulpwood in Q2 2025, compared to Q1.
January–September sales volume remains 10% below 2024, despite exceeding five-year average by 1%.
Price for wood chips exported from Australia to China slipped 5%.
Exports of lumber from New Zealand grew 21%.