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Policy-driven supply shock: North American lumber market braces for “Trump tariffs 2.0”
North American lumber industry struggles with closures, tariffs and post-pandemic demand shift
April 9, 2025
·
By Dustin Jalbert
Insights
USDA confirms US corn sale into Spain, leaving market participants confused
On Tuesday, April 8, the USDA confirmed a sale of 240,000 tonnes of US corn into Spain for delivery in the 2024-25 marketing year. This left market participants puzzled as they did not expect this sort of trade, given the looming tariff on US corn exported into the EU that will be implemented from next […]
April 9, 2025
·
By Masha Belikova
Insights
Trump tariffs will trouble the tissue trade — a drawback for some, an advantage for others
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 […]
April 9, 2025
·
By Philipp Jaki
Insights
Automakers advance domestic US expansion efforts to minimize tariffs
US automakers boost domestic production to counter 25% auto tariffs
April 8, 2025
·
By Robert England
Insights
Market shaken as Canadian lumber tariffs exempted
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 […]
April 7, 2025
·
By Fastmarket team
Insights
Canadian pulp emerges unscathed in US trade war
Global pulp markets were once again upended by new tariffs that went into effect at midnight on Thursday April 3. The announcement came hours after US President Donald Trump held a long-awaited press conference at the White House. In an event he for weeks had billed as “Liberation Day,” he announced a “final decision” on […]
April 7, 2025
·
By Bryan Smith
Insights
Many commodities get a reprieve from reciprocal tariffs for now | Hotter Commodities
A raft of commodities including steel, aluminium, and copper emerged from Wednesday April 2, which was dubbed ‘Liberation Day’ in the United States, with a reprieve from reciprocal tariffs
April 4, 2025
·
By Andrea Hotter
Insights
Critical minerals sidestep US ‘Liberation Day’ reciprocal tariffs
Critical minerals appear to be exempt from the 'reciprocal' tariffs introduced by Donald Trump on Wednesday April 2; US trade paralyzed by confusion, market participants reported.
April 4, 2025
·
By Alexander Cook, Solomon Cefai, Sahil Shaw, Xiaoying Du, Julienne Raboca
Insights
Global tissue landscape changing with higher costs; integration and consolidation on the radar
The tissue industry has faced tight margins in recent years due to rising production costs and limited capacity to pass on costs to the consumer, supporting consolidation and integration movements globally
April 4, 2025
·
By the Fastmarkets team, Marina Faleiros, Jorge Barbosa
Insights
Navigating price volatility in the forest products market – read our whitepaper
Keeping up to date in the ever-shifting landscape of the forest industry is crucial for professionals to make sense of the market
April 3, 2025
·
By the Fastmarkets team
Insights
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