Wednesday, June 4th
Day 1
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8:30 PDT
Crystal PavilionWelcome
8:30 PDT
Crystal PavilionWelcome
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8:45 PDT
Crystal PavilionFEA's Global Log & Lumber Outlook Moderator: Crystal Gauvin
Crystal Gauvin – Senior Economist, FEA
FEA’s leading experts—Brendon Lowney, Paul Jannke, and Rocky Goodnow—will provide an overview of FEA’s Global Log and Lumber Outlook. Presentations will be followed by a Q&A period.
8:45 PDT
Crystal PavilionFEA's Global Log & Lumber Outlook Moderator: Crystal Gauvin
Crystal Gauvin – Senior Economist, FEA
FEA’s leading experts—Brendon Lowney, Paul Jannke, and Rocky Goodnow—will provide an overview of FEA’s Global Log and Lumber Outlook. Presentations will be followed by a Q&A period.
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Presentation
Macroeconomy Brendan Lowney – Principal, Macroeconomics, FEA
Highlights and analysis:
- Global economic environment and its effects on the wood products and timber industries in 2025–26
- Trends shaping North American housing and residential remodeling—key drivers of wood product demand
- The complexities of global trade as tariffs reshape timber flows and market opportunities
- Changing dynamics of the Chinese economy and their influence on global wood product demand
- Other macroeconomic factors affecting the global log and lumber trade
PresentationMacroeconomy Brendan Lowney – Principal, Macroeconomics, FEA
Highlights and analysis:
- Global economic environment and its effects on the wood products and timber industries in 2025–26
- Trends shaping North American housing and residential remodeling—key drivers of wood product demand
- The complexities of global trade as tariffs reshape timber flows and market opportunities
- Changing dynamics of the Chinese economy and their influence on global wood product demand
- Other macroeconomic factors affecting the global log and lumber trade
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Presentation
Timber Rocky Goodnow – Vice President, Timber, FEA
Highlights and analysis:
- Update on regional supply constraints:
- What opportunities exist to boost harvest levels in North America outside the US South?
- How much can Europe harvest now that salvage harvests are declining?
- Can we expect to see increased log production from other producing regions?
- Winners and losers in the global log trade from US policy changes
- What are realistic expectations for increased harvests from federal lands?
- Logging and milling constraints
- Litigation
- Institutional knowledge
- Will declining availability from state and private lands offset potential increases in federal supply?
PresentationTimber Rocky Goodnow – Vice President, Timber, FEA
Highlights and analysis:
- Update on regional supply constraints:
- What opportunities exist to boost harvest levels in North America outside the US South?
- How much can Europe harvest now that salvage harvests are declining?
- Can we expect to see increased log production from other producing regions?
- Winners and losers in the global log trade from US policy changes
- What are realistic expectations for increased harvests from federal lands?
- Logging and milling constraints
- Litigation
- Institutional knowledge
- Will declining availability from state and private lands offset potential increases in federal supply?
- Update on regional supply constraints:
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10:00 PDT
Crystal PavilionCoffee & Networking
10:00 PDT
Crystal PavilionCoffee & Networking
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10:45 PDT
Crystal PavilionGlobal Panel Trends — Panel Moderator: Greg Lewis
Greg Lewis – VP, Wood Panels, FEA
This session will feature a discussion format, followed by an audience Q&A.
10:45 PDT
Crystal PavilionGlobal Panel Trends — Panel Moderator: Greg Lewis
Greg Lewis – VP, Wood Panels, FEA
This session will feature a discussion format, followed by an audience Q&A.
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Panelist
North America Greg Lewis – VP, Wood Panels, FEA
Highlights and analysis:
- North American panel markets will see steady growth over the medium term as markets improve
- Capacity will increase across products as new mills start up
- Prices are projected to rebound as markets improve, with costs seeing steady nominal increases, leading to improved profit margins over the next three years
PanelistNorth America Greg Lewis – VP, Wood Panels, FEA
Highlights and analysis:
- North American panel markets will see steady growth over the medium term as markets improve
- Capacity will increase across products as new mills start up
- Prices are projected to rebound as markets improve, with costs seeing steady nominal increases, leading to improved profit margins over the next three years
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Panelist
Europe Andreas Ruf – Managing Editor, EUWID
Highlights and analysis:
- Wood-based panel demand has been weak since mid-2022
- Capacity utilization has fallen below 75% on average
- Input costs have been trending upward in recent months
- Producers are struggling to adapt to sales prices, with no breakthrough so far
- Further consolidation is expected, and smaller producers are under pressure
PanelistEurope Andreas Ruf – Managing Editor, EUWID
Highlights and analysis:
- Wood-based panel demand has been weak since mid-2022
- Capacity utilization has fallen below 75% on average
- Input costs have been trending upward in recent months
- Producers are struggling to adapt to sales prices, with no breakthrough so far
- Further consolidation is expected, and smaller producers are under pressure
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Panelist
China Jane Guo – Editor, China Bulletin, FEA
Highlights and analysis:
- China’s OSB industry: capacity, production, and applications
- What are the main drivers of the aggressive investment in China’s new OSB capacity?
- Will OSB be a rising consumption sector for imported logs in China?
- China's plywood industry in transition
PanelistChina Jane Guo – Editor, China Bulletin, FEA
Highlights and analysis:
- China’s OSB industry: capacity, production, and applications
- What are the main drivers of the aggressive investment in China’s new OSB capacity?
- Will OSB be a rising consumption sector for imported logs in China?
- China's plywood industry in transition
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Panelist
Japan Robert Fouquet – Partner, FEA
Highlights and analysis:
- Industry overview: evolution of plywood manufacturing, key producers, and production regions
- Raw material sourcing and technology: domestic vs. imported logs, production processes, and innovations
- Market trends and demand: production volumes, imports, pricing, and end-use applications
- Regulatory environment: government policies and building standards
- Challenges and opportunities: Rising costs, labor shortages, sustainability trends, and global market potential
PanelistJapan Robert Fouquet – Partner, FEA
Highlights and analysis:
- Industry overview: evolution of plywood manufacturing, key producers, and production regions
- Raw material sourcing and technology: domestic vs. imported logs, production processes, and innovations
- Market trends and demand: production volumes, imports, pricing, and end-use applications
- Regulatory environment: government policies and building standards
- Challenges and opportunities: Rising costs, labor shortages, sustainability trends, and global market potential
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Panelist
South America John Atkinson – Vice President of Sales, ARAUCO North America
Highlights and analysis:
- Capacity and utilization in South America for particleboard, MDF, plywood, and OSB
- Export markets for wood panels from South America
- New investments and growth expectations for wood panels in South America
- Future trends and preferences in the South American markets
PanelistSouth America John Atkinson – Vice President of Sales, ARAUCO North America
Highlights and analysis:
- Capacity and utilization in South America for particleboard, MDF, plywood, and OSB
- Export markets for wood panels from South America
- New investments and growth expectations for wood panels in South America
- Future trends and preferences in the South American markets
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11:45 PDT
Crystal Pavilion FoyerLunch
11:45 PDT
Crystal Pavilion FoyerLunch
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12:45 PDT
Crystal PavilionKeynote: "New Ways to Build" Nick Milestone – VP, Projects and Construction, Mercer Mass Timber
12:45 PDT
Crystal PavilionKeynote: "New Ways to Build" Nick Milestone – VP, Projects and Construction, Mercer Mass Timber
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1:30 PDT
Crystal PavilionGlobal Answers to The Housing Crisis Moderator: TBA
Presentations will be followed by a Q&A period.
1:30 PDT
Crystal PavilionGlobal Answers to The Housing Crisis Moderator: TBA
Presentations will be followed by a Q&A period.
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Presentation
Europe Andreas Krawczyk – Co-Founder, NKBAK & IDCUBED
Highlights and analysis:
- Modernizing building in the 21st century
- History and outlook
- Leveraging simplicity, efficiency, and quality for effective delivery
- Expanding European success to a global scale
PresentationEurope Andreas Krawczyk – Co-Founder, NKBAK & IDCUBED
Highlights and analysis:
- Modernizing building in the 21st century
- History and outlook
- Leveraging simplicity, efficiency, and quality for effective delivery
- Expanding European success to a global scale
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Presentation
Australia Andrew Dunn – CEO, Timber Development Association (TDA)
Highlights and analysis:
- Australia’s pioneering role in mass timber construction and notable structural applications
- Mass timber’s trajectory—its potential as a transformative building material versus a temporary architectural trend
- Expanding beyond traditional lumber with innovative building products and alternative materials in the Australian market
PresentationAustralia Andrew Dunn – CEO, Timber Development Association (TDA)
Highlights and analysis:
- Australia’s pioneering role in mass timber construction and notable structural applications
- Mass timber’s trajectory—its potential as a transformative building material versus a temporary architectural trend
- Expanding beyond traditional lumber with innovative building products and alternative materials in the Australian market
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Presentation
Japan John Shook – General Manager, Export Wood Products Sales, West Fraser
PresentationJapan John Shook – General Manager, Export Wood Products Sales, West Fraser
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2:30 PDT
Crystal PavilionCoffee & Networking
2:30 PDT
Crystal PavilionCoffee & Networking
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3:00 PDT
Crystal PavilionNorth American Lumber Trends — Panel Moderator: Craig Webb
Craig Webb – President, Webb Analytics
This session will feature brief presentations and a discussion, followed by an audience Q&A.
Additional speakers for this session will be announced soon.
3:00 PDT
Crystal PavilionNorth American Lumber Trends — Panel Moderator: Craig Webb
Craig Webb – President, Webb Analytics
This session will feature brief presentations and a discussion, followed by an audience Q&A.
Additional speakers for this session will be announced soon.
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Panelist
McCoy's Waylon Walker – Senior Vice President, Operations & Merchandising, McCoy's Building Supply
PanelistMcCoy's Waylon Walker – Senior Vice President, Operations & Merchandising, McCoy's Building Supply
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4:00 PDT
Crystal PavilionGlobal Timber Trends — Panel Moderator: Rocky Goodnow
Rocky Goodnow – VP, Timber, FEA
This session will feature brief presentations and a discussion, followed by an audience Q&A.
Additional speakers for this session will be announced soon.
4:00 PDT
Crystal PavilionGlobal Timber Trends — Panel Moderator: Rocky Goodnow
Rocky Goodnow – VP, Timber, FEA
This session will feature brief presentations and a discussion, followed by an audience Q&A.
Additional speakers for this session will be announced soon.
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Panelist
European Timber Supply & Policy Diego Benedetti – Economic Affairs Director, European Organisation of the Sawmill Industry (EOS)
Highlights and analysis:
- Expected policy changes and potential effect on timber markets
- Market implications for Europe’s timber supply following the bark beetle crisis
- Downstream effects of rising log costs
PanelistEuropean Timber Supply & Policy Diego Benedetti – Economic Affairs Director, European Organisation of the Sawmill Industry (EOS)
Highlights and analysis:
- Expected policy changes and potential effect on timber markets
- Market implications for Europe’s timber supply following the bark beetle crisis
- Downstream effects of rising log costs
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Panelist
US Federal Timber Harvest: Policy Changes and Realistic Expectations Heath Heikkila – Director, Government Affairs, American Forest Resource Council (AFRC)
Highlights and analysis:
- President Trump’s executive order on harvest levels from federal timberlands
- The challenges that have historically limited greater harvests
- Potential implications for wildfire mitigation and the regional forest products industry
PanelistUS Federal Timber Harvest: Policy Changes and Realistic Expectations Heath Heikkila – Director, Government Affairs, American Forest Resource Council (AFRC)
Highlights and analysis:
- President Trump’s executive order on harvest levels from federal timberlands
- The challenges that have historically limited greater harvests
- Potential implications for wildfire mitigation and the regional forest products industry
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5:00 PDT
Crystal PavilionDay 1 Wrap-up
5:00 PDT
Crystal PavilionDay 1 Wrap-up
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5:15 – 6:30 PDT
Cypress RoomReception
5:15 – 6:30 PDT
Cypress RoomReception
Thursday, June 5th
Day 2
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8:45 PDT
Crystal PavilionEurope — Panel Moderator: Stephen Sabine
Stephen Sabine – Partner, Europe, FEA
This session will feature a discussion format, followed by an audience Q&A.
8:45 PDT
Crystal PavilionEurope — Panel Moderator: Stephen Sabine
Stephen Sabine – Partner, Europe, FEA
This session will feature a discussion format, followed by an audience Q&A.
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Panelist
UK Stephen Sabine – Partner, Europe, FEA
Highlights and analysis:
- As the third largest importer of softwood, what influence does the UK have on global supply flows?
- How is “Net Zero 2050” driving the use of more wood in the built environment?
PanelistUK Stephen Sabine – Partner, Europe, FEA
Highlights and analysis:
- As the third largest importer of softwood, what influence does the UK have on global supply flows?
- How is “Net Zero 2050” driving the use of more wood in the built environment?
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Panelist
Germany & Austria Johannes Mörth – Sales Director, Mercer Timber Products / Mercer Torgau
Highlights and analysis:
- Sawmill capacity and adjustments in light of recent natural disasters
- US influence on domestic and export sales
PanelistGermany & Austria Johannes Mörth – Sales Director, Mercer Timber Products / Mercer Torgau
Highlights and analysis:
- Sawmill capacity and adjustments in light of recent natural disasters
- US influence on domestic and export sales
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Panelist
Sweden Erik Eliasson – Sales Director, Norra Timber
Highlights and analysis:
- The main challenges faced by Swedish sawmills
- The feasibility of increased Swedish exports to the US
PanelistSweden Erik Eliasson – Sales Director, Norra Timber
Highlights and analysis:
- The main challenges faced by Swedish sawmills
- The feasibility of increased Swedish exports to the US
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Panelist
Latvia Jānis Apsītis – Chairman of the Board, Kurekss
Highlights and analysis:
- The impacts of consolidation arising from the new EU Forest Strategy
- How the Regulation on Deforestation-free Products (EUDR) will affect forest resources
PanelistLatvia Jānis Apsītis – Chairman of the Board, Kurekss
Highlights and analysis:
- The impacts of consolidation arising from the new EU Forest Strategy
- How the Regulation on Deforestation-free Products (EUDR) will affect forest resources
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9:45 PDT
Crystal PavilionRussia Moderator: Stephen Sabine
Stephen Sabine – Partner, Europe, FEA
The presentation will be followed by a Q&A period.
9:45 PDT
Crystal PavilionRussia Moderator: Stephen Sabine
Stephen Sabine – Partner, Europe, FEA
The presentation will be followed by a Q&A period.
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Presentation
Russia Alexei Bogatyrev – Founder & CEO, Lesprom Network
Highlights and analysis:
- Update on the status of sanctions on Russian trade
- Where is Russia shipping lumber, and how will this shift if sanctions are relaxed or removed?
- What is Russia’s ability to boost timber harvests in the near term?
PresentationRussia Alexei Bogatyrev – Founder & CEO, Lesprom Network
Highlights and analysis:
- Update on the status of sanctions on Russian trade
- Where is Russia shipping lumber, and how will this shift if sanctions are relaxed or removed?
- What is Russia’s ability to boost timber harvests in the near term?
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10:15 PDT
Crystal PavilionCoffee & Networking
10:15 PDT
Crystal PavilionCoffee & Networking
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10:45 PDT
Crystal PavilionNorth American Homebuilding Moderator: Paul Jannke
Paul Jannke – Principal, Lumber, FEA
Presentations will be followed by a Q&A period.
10:45 PDT
Crystal PavilionNorth American Homebuilding Moderator: Paul Jannke
Paul Jannke – Principal, Lumber, FEA
Presentations will be followed by a Q&A period.
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Presentation
Meritage Homes Jeff Lear – VP of Strategic Sourcing and National Purchasing, Meritage Homes
PresentationMeritage Homes Jeff Lear – VP of Strategic Sourcing and National Purchasing, Meritage Homes
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Presentation
Sister City / Shortstack Housing Anna Mackay – Founder & Principal, Sister City; Co-Founder, Shortstack Housing
PresentationSister City / Shortstack Housing Anna Mackay – Founder & Principal, Sister City; Co-Founder, Shortstack Housing
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11:30 PDT
Crystal PavilionIndia's Growing Role in Global Markets Moderator: Jane Guo
Jane Guo – Editor, China Bulletin, FEA
Presentations will be followed by a Q&A period.
11:30 PDT
Crystal PavilionIndia's Growing Role in Global Markets Moderator: Jane Guo
Jane Guo – Editor, China Bulletin, FEA
Presentations will be followed by a Q&A period.
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Presentation
India: Consumption Prachi Kagzi – Director, Megamet
Highlights and analysis:
- Is India on the precipice of a sharp increase in demand?
- What products are likely to gain the most traction in the domestic market?
- Will Indian importers move up the value chain?
- Patterns in regional consumption
PresentationIndia: Consumption Prachi Kagzi – Director, Megamet
Highlights and analysis:
- Is India on the precipice of a sharp increase in demand?
- What products are likely to gain the most traction in the domestic market?
- Will Indian importers move up the value chain?
- Patterns in regional consumption
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Presentation
India: Supply Jacob Mannothra – Managing Director, Zindia Forestry
Highlights and analysis:
- India as an alternative for log exports from New Zealand, Australia, the US, and South America
- Will the India–EU trade agreement be a game-changer?
- Relative preferences for logs and lumber in India
- Update on port infrastructure
PresentationIndia: Supply Jacob Mannothra – Managing Director, Zindia Forestry
Highlights and analysis:
- India as an alternative for log exports from New Zealand, Australia, the US, and South America
- Will the India–EU trade agreement be a game-changer?
- Relative preferences for logs and lumber in India
- Update on port infrastructure
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12:15 PDT
Crystal Pavilion FoyerLunch
12:15 PDT
Crystal Pavilion FoyerLunch
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1:15 PDT
Crystal PavilionChina, Vietnam, New Zealand, and Japan Moderator: Jane Guo
Jane Guo – Editor, China Bulletin, FEA
Presentations will be followed by a Q&A period.
1:15 PDT
Crystal PavilionChina, Vietnam, New Zealand, and Japan Moderator: Jane Guo
Jane Guo – Editor, China Bulletin, FEA
Presentations will be followed by a Q&A period.
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Presentation
China and Vietnam Jane Guo – Editor, China Bulletin, FEA
Highlights and analysis:
- Recent shifts in China’s softwood market
- Emerging trends in Vietnam’s softwood market
- The transition from "Made in China" to "Made by Chinese”
- FEA's near-term market expectations for China and Vietnam
PresentationChina and Vietnam Jane Guo – Editor, China Bulletin, FEA
Highlights and analysis:
- Recent shifts in China’s softwood market
- Emerging trends in Vietnam’s softwood market
- The transition from "Made in China" to "Made by Chinese”
- FEA's near-term market expectations for China and Vietnam
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Presentation
New Zealand Mark Smith – Partner, FEA
Highlights and analysis:
- New Zealand’s current macroeconomic climate
- Effects of economic trends on housing starts and domestic sawmilling
- The government's investment priorities and policy direction
- Developments in the log export market and future outlook
PresentationNew Zealand Mark Smith – Partner, FEA
Highlights and analysis:
- New Zealand’s current macroeconomic climate
- Effects of economic trends on housing starts and domestic sawmilling
- The government's investment priorities and policy direction
- Developments in the log export market and future outlook
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Presentation
Japan Seiji Omote – Independent Consultant
Highlights and analysis:
- Japan’s economic landscape
- Evolving supply dynamics: imports versus domestic production
- Export opportunities for logs and lumber
- The housing industry: history, key sectors, offsite manufacturing trends, new building technologies, and nonresidential construction Learn more about Seiji Omote
PresentationJapan Seiji Omote – Independent Consultant
Highlights and analysis:
- Japan’s economic landscape
- Evolving supply dynamics: imports versus domestic production
- Export opportunities for logs and lumber
- The housing industry: history, key sectors, offsite manufacturing trends, new building technologies, and nonresidential construction Learn more about Seiji Omote
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2:15 PDT
Crystal PavilionSouth America, Australia, and MENA Moderator: Mark Smith
Mark Smith – Partner, FEA
Presentations will be followed by a Q&A period.
2:15 PDT
Crystal PavilionSouth America, Australia, and MENA Moderator: Mark Smith
Mark Smith – Partner, FEA
Presentations will be followed by a Q&A period.
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Presentation
South America Ernesto Wagner – Partner, FEA
Highlights and analysis:
- Brazil and Chile pine lumber exports: Key destinations, recent shifts, and the outlook for the coming years
- Brazil and Chile pine log prices: Trends in domestic pricing—are they correlated, or do they move independently?
- Uruguay pine log exports forecast: With shrinking plantation areas and rising domestic demand, will exports decline to negligible levels?
PresentationSouth America Ernesto Wagner – Partner, FEA
Highlights and analysis:
- Brazil and Chile pine lumber exports: Key destinations, recent shifts, and the outlook for the coming years
- Brazil and Chile pine log prices: Trends in domestic pricing—are they correlated, or do they move independently?
- Uruguay pine log exports forecast: With shrinking plantation areas and rising domestic demand, will exports decline to negligible levels?
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Presentation
Australia Andrew Dunn – CEO, Timber Development Association (TDA)
Highlights and analysis:
- The interplay of domestic production and imports
- Australia’s timber market dynamics and consumption patterns
- Strategic industry growth—key initiatives and programs driving the evolution of Australia’s timber construction sector
PresentationAustralia Andrew Dunn – CEO, Timber Development Association (TDA)
Highlights and analysis:
- The interplay of domestic production and imports
- Australia’s timber market dynamics and consumption patterns
- Strategic industry growth—key initiatives and programs driving the evolution of Australia’s timber construction sector
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Presentation
MENA Ahmed Mabashir – SWEFL Timber Trading
PresentationMENA Ahmed Mabashir – SWEFL Timber Trading
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3:15 PDT
Crystal PavilionClosing Remarks
3:15 PDT
Crystal PavilionClosing Remarks
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