How have shifting trade flows, evolving policies, and economic uncertainty impacted the North American lumber market to date?
Inside the Report:
- Shifting Market Dynamics: North American lumber production has seen notable declines, while trade patterns and import sources are shifting—some regions are benefiting, while others are facing new challenges.
- Tariff Uncertainty: The looming threat of significant tariffs on Canadian lumber could reshape the industry, affecting prices, supply chains, and competition across North America.
- Housing Market Pressures: Builder confidence, home affordability, and consumer sentiment are under pressure, raising questions about future demand for lumber.
- Key Pricing Trends: Lumber prices are fluctuating, with some regions seeing unexpected gains while others face downturns.
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