Forest products long-term forecasts and asset analysis

Both composites have been recalculated and are corrected on the dashboard and in the PDF report. The FP-PNL-0501 Random Lengths southern pine plywood composite has been changed from $794 per thousand square feet to $795 per msf, while the FP-PNL-0499 Random Lengths structural panel composite price changed from $488 per msf to $489 per msf. […]

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 […]

Following an internal editorial review, Fastmarkets identified that nonwovens assessments published on July 1, 2026, did not fully reflect the consistent application of its published assessment methodology. To ensure the methodology is applied consistently and that the assessments appropriately reflect observed market conditions and prevailing trading practices, the following assessments have been corrected:

Brazilian tissue jumbo roll prices remained stable despite rising input costs, as persistent oversupply and competitive pressures delayed planned increases.

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.

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.