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Tariffs and policy uncertainty: the wild card in the 2026 wood products market
Key takeaways: Read our full analysis to understand how tariffs and policy uncertainty are moving through the wood products supply chain and shaping the 2026 market and beyond. The North American wood products market entered 2026 carrying the strain of a difficult 2025. Weaker housing starts, modest repair and remodeling activity and declining furniture production kept demand under […]
July 10, 2026
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By Dustin Jalbert, the Fastmarkets team
Insights
AI capex and housing: why a half trillion dollar investment wave matters for wood products in 2026
A massive $600B wave of AI capex is crowding out residential construction, keeping interest rates high and suppressing North American wood products demand through 2026.
July 8, 2026
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By Dustin Jalbert, the Fastmarkets team
Insights
GCC containerboard prices stable as Strait of Hormuz disruption shapes June PIX testliner and fluting trends
GCC containerboard prices remained mostly stable in June, as trade disruptions, weak exports, and seasonal demand shifts shaped market conditions across Saudi Arabia and the UAE.
July 8, 2026
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By Mariam Icar
Insights
The energy shock is reshaping wood products costs: here’s what 2026 looks like
The energy shock is reshaping wood products costs. An energy shock is driving up costs across the wood products supply chain and clouding the 2026 housing recovery.
July 7, 2026
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By Dustin Jalbert, the Fastmarkets team
Insights
Hormuz de-escalation does not guarantee “business as usual” for steelmaking supply chain: Iron Ore Decoded 2026
A tentative easing of tensions in the Middle East has failed to convince market participants that shipping through the Strait of Hormuz will quickly return to pre-conflict norms, panellists said at Fastmarkets' Iron Ore Decoded 2026 conference, held during Singapore International Ferrous Week.
July 1, 2026
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By Norman Fong
Insights
European pulp and paper manufacturers face persistent headwinds in Q1 2026
Europe's pulp and paper producers faced persistent headwinds in the first quarter of 2026, with geopolitical tension, rising energy costs and logistics pressure shaping a market that matters to food and beverage procurement.
June 12, 2026
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By Daniela Wortmann
Insights
Sack kraft supply and demand is shifting: What it means for procurement teams
Global sack kraft supply-demand dynamics are adjusting, with tight supply, mill closures and rising costs reshaping a market that matters to food and beverage procurement teams.
June 12, 2026
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By Caroline Martin, the Fastmarkets team
Insights
Middle East conflict pushes PIX GCC testliner, fluting prices upward in May
Prices for recycled fiber-based containerboard in the GCC region were mostly up in May amid mixed market demand.
June 3, 2026
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By Mariam Icar
Insights
Energy up, output down, demand weak; Europe’s aluminium squeeze
The Strait of Hormuz, through which roughly 20% of global oil and liquefied natural gas (LNG) flows, has been closed for three months since US-Israeli strikes on Iran began on February 28, driving up energy costs and putting Europe's aluminium sector under pressure.
June 3, 2026
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By Madeline Morgan
Insights
Chasm looming between packaging demand, supply for Indonesia’s containerboard industry
A widening gap between rising Indonesian containerboard prices and weak packaging demand is creating market uncertainty, fueled by global conflicts and supply chain disruptions.
June 2, 2026
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By Ruth Loh
Insights
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