The 11th annual Global Log & Lumber Conference will be a VIRTUAL event held on Thursday, March 11, 2021 focusing on global log and lumber markets amid multiple demand and supply side shocks. This conference provides attendees with timely updates on industry and market conditions from all major regions of the world in a concise, easy to access format. The virtual format will feature pre-recorded presentations distributed to registered attendees in advance followed by live question, answer, and discussion sessions over ZOOM. On the conference date (March 11), speakers will give a summary of their presentations before answering questions from attendees.
The conference will also feature three live panels with experts and industry players discussing major global log and lumber demand and supply trends.
We will record the question and answer sessions for those that cannot be available to listen live or where the time zones are not convenient.
Please contact Lisa Kelly with any questions.
Conference Sessions & Content
- Session 1: Global Log and Lumber Market Trends
FEA: Global Log and Lumber Outlook (Live)
FEA’s leading experts—Brendan Lowney, Paul Jannke, and Rocky Goodnow—will provide an exclusive overview of FEA’s recently released Global Log and Lumber Outlook. 2020 saw multiple shocks to both demand and supply including: COVID-19, surging North American consumption, declining fiber supplies in some regions and surging supplies in others, as well as increased restrictions on trade. FEA’s experts will discuss how markets will react to these shocks and present their forecast of the likely path forward for the global industry over the next 1-2 years.TopicSpeakerMacroeconomyPrincipal, MacroeconomicsFEAUnited StatesLumberPrincipal, LumberFEAUnited StatesTimberVice President, TimberFEAUnited StatesLive Q&A SessionAll Panelists
Session 1 will have prerecorded presentations from each of our experts (available early), plus a live Q&A session on the day of the conference. A recording of the live content will be available online after the conference (until June 30, 2021).
- Session 2: Europe, Russia, and MENA
Europe, Russia, the Middle East, and North Africa
The analysis of these regions will explore:
TopicSpeakerMiddle East & North AfricaCEOUni4Marketing ABSwedenEuropeEVP, Market and Business DevelopmentSetra GroupSwedenRussiaManaging Director, Head of Forest Industry & Bio Solutions ConsultingIndufor GroupFinlandLive Q&A SessionAll Panelists
- What are the likely impacts of Russia’s ban on supply to China? How successful will the ban be?
- European supply is surging in the wake of the Spruce Bark Beetle Epidemic. Will domestic consumption absorb the increased supply? If not, how much is likely to enter global markets and where are the most likely destinations for Europe’s excess production?
- Historically, the Middle East and North Africa has been a major destination for European lumber. Will the region be able to absorb excess European production?
Session 2 will have prerecorded presentations for each of the regions (available early), plus a live Q&A session on the day of the conference. A recording of the live content will be available online afterwards (until June 30, 2021).
- Session 3: North America
European Imports to North America (Live Panel) – Moderated by FEA’s Paul Jannke
Paul Jannke (Principal of FEA) will provide a summary of FEA’s North American Demand Outlook and moderate a live discussion. This talk will include:
TopicSpeakerLand Manager PerspectiveInvestment ManagerSalm-Salm & PartnerGermanyEuropean Lumber ImportsPresident/CEOBinderholzGermanyTrader PerspectivePresidentOlympic IndustriesUSLive Panel and Q&A SessionAll Panelists
- North American demand is surging as are imports of European lumber. How much lumber is North America likely to import from Europe over the next 1-2 years?
- Exclusive updates from European producers and importers
- An update on the European Spruce Bark Beetle Epidemic
North American Demand (Live Panel) – Moderated by FEA’s Crystal Gauvin
Crystal Gauvin (Senior Economist at FEA) will provide a summary of FEA’s End-use Market Outlook and moderate a live discussion. This talk will include:
TopicSpeakerHousing OutlookCEOZelman & AssociatesUnited StatesRemodeling MarketsAssociate Project Director, Remodeling FuturesHarvard Joint Center for Housing StudiesUnited StatesLive Panel and Q&A SessionAll Panelists
- Will demand from the new construction sector continue to grow?
- Was the 2020 surge in residential improvements “borrowed” from future demand or can we expect another strong year?
- Exclusive updates from industry experts and retailers
North American Supply (Live Panel) – Moderated by FEA’s Rocky Goodnow
Rocky Goodnow (Vice President, Timber at FEA) will provide a summary of FEA’s North American Supply Outlook and moderate a live discussion. This talk will include:
TopicSpeakerPotential Bottlenecks in Expanding US South Lumber CapacityEVP, Strategy & DevelopmentBID GroupUnited StatesPotential Capacity Expansions in North AmericaHead of ResearchRaymond JamesCanadaTimber Supply Constraints on West Coast Lumber ProductionCEOStimson LumberUnited StatesLive Panel and Q&A SessionAll Panelists
- Supply trends for each region, including potential expansions in the US South as well as the impacts of the Western Wildfires
- Fiber supply, bottlenecks, and profitability
- Capacity: potential expansion and limitations
- Canadian outlook amid declining AACs and rising costs
Session 3 will be entirely live, but recordings of each panel will be available online after the conference (until June 30, 2021).
- Session 4: Southern Hemisphere and Asia
Session 4 will be moderated by FEA’s Jane Guo (Editor, China Bulletin).
The analysis of China will explore:
TopicSpeakerChina & Southeast AsiaManaging DirectorSCAHong KongEuropean Log Exports to ChinaFounderWillwoodChinaLive Q&A SessionAll Panelists
- The outlook for Chinese log and lumber demand and supply
- With the ban on Australian log imports and Russian log exports, where does China get its fiber?
- Will Russian and Australian log imports be replaced by lumber imports?
The analysis of South America will explore:
TopicSpeakerSouth AmericaPresidentV-W Ltda.ChileLive Q&A SessionAll Panelists
- Supply and demand trends in South America
- Will we see increased exports of South American logs and lumber to China as historical fiber supply patterns shift?
Australia & New Zealand
The analysis of Australia and New Zealand will explore:
TopicSpeakerNew ZealandPartnerFEANew ZealandAustraliaStatistics and Economics ManagerForest and Wood Products Australia LimitedAustraliaLive Q&A SessionAll Panelists
- What will the Australian lumber trade look like in the wake of China’s ban on log imports from Australia?
- Does Australia source more of its lumber from domestic production, decreasing the need for imports?
- Does Australia convert the logs to lumber and ship that to China instead of the logs?
- What role will India play?
- Will New Zealand be able to make up China’s supply gap?
Session 4 will have prerecorded presentations for each of the regions (available early), plus a live Q&A session on the day of the conference. A recording of the live content will be available online afterwards (until June 30, 2021).
Live Events Schedule
All times Vancouver – PST.
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