Discover key insights from The Lumber Word Podcast on lumber market dynamics and the impact of current tariffs.

Sentiment was markedly lower during Shanghai Pulp Week 2025, standing in contrast to the bullish attitudes from a year prior. We focus on three main takeaways from our interactions with industry participants last week and conclude that a wait-and-see approach is likely to remain the dominant pattern in the short run. Key takeaways: US-Canada trade […]

Producers of copper appear to be adopting the public mantra of “keep calm and carry on” while trade tensions escalate. But this belies an underlying mood of concern that not just they, but the wider industry, has assumed

The European pulp and paper (P&P) industry is struggling to assess the possible impact of tariffs. First, US President Donald Trump announced a 10% blanket tariff on all goods imported to the US. Additionally, he announced higher “reciprocal” tariffs with those he deemed worst offenders. This included a 20% tariff on EU goods. He later […]

This article examines trends in CIF aluminium premiums in Mexico and the current dynamics that led to the launch of new references, while highlighting challenges and opportunities in the market to support stakeholders in making strategic decisions in the country

President Trump's recent tariffs, including a 25% levy on imported vehicles, have disrupted the US economy, triggering market turmoil, retaliatory actions and challenges for industries like EVs and battery raw materials. With rising inflation, reduced consumer confidence and a bleak growth outlook, economic pressure continues to mount.

North American lumber industry struggles with closures, tariffs and post-pandemic demand shift

On April 2, 2025, US President Trump announced comprehensive import tariffs that had long been feared. According to Trump, the goal is to restructure US trade policy by implementing extensive tariffs, collectively called the “Liberation Day” tariffs. This initiative introduced a universal 10% tariff on all imports, effective April 5, 2025, with additional country-specific tariffs […]

US automakers boost domestic production to counter 25% auto tariffs

Trading in most markets stalled after Wednesday’s announcement that lumber imports from Canada would be exempt from the newly imposed tariffs by the Trump administration. The most notable immediate impact was seen in lumber futures, where prices tumbled more than $50 on Thursday. In most physical markets, prices adjusted mildly in both directions. While digesting […]