MARKET INSIGHTS REPORT
North American Lumber Production Outpaces Demand Amid Weak Housing Starts
How shifting trade duties, builder shortages, and mortgage rate changes are shaping the outlook for 2026.
In this exclusive Market Insights report, you’ll discover:
- Production Pressures – A closer look at how North American softwood lumber production slipped in the first half of 2025, with output cuts in both the US and Canada.
- Supply Surge Ahead of Tariffs – Insights into how Canadian mills front-loaded shipments ahead of higher US trade duties, flooding the market and creating an inventory overhang that continues to weigh on prices.
- Housing Market Headwinds – Analysis of US housing starts falling in August and the ongoing lot shortages affecting nearly two-thirds of builders.
- Price and Policy Shifts – Examination of recent building material price movements, the impact of the Federal Reserve’s September rate cut, and how easing mortgage rates could influence lumber demand into 2026.
Stay informed and ahead of market trends. Our comprehensive report provides critical insights into timber, wood fiber, lumber, and biomass markets, helping you make informed decisions and strategize effectively. Download the report now.
Source: WoodMarket Prices, your partner for the latest updates on global forest products developments. Established in 1988, our platform provides prices for sawlog, pulpwood, lumber, and pellets and reports on trade and wood market developments in most key regions worldwide.
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