ANNOUNCING JOINT REPORT – CHINA FOREST, LOG & LUMBER: SUPPLY, DEMAND & PRICES TO 2030/2035
The China wood products market is becoming complex! A slowdown is one thing, but there are some new and evolving fibre supply dynamics that will be played out in China over the next few years and beyond that should be game changers. We are predicting by when and what happens when China’s economic and construction problems are ameliorated, and a degree of confidence is restored. This is likely to result in significant supply-side responses and changes. All these factors could lead to some surprising and positive changes in prices for softwood log and lumber exporters. The current ongoing rapid expansion of the China’s pulp and paper capacity will also create exciting opportunities for hardwood woodchip exporters.
To provide the wood products trade with a better read and perspective on what’s next for China’s forests, market and import requirements, Russ Taylor Global (Canada) and Margules Groome (New Zealand & Australia) have teamed up to present a strategic analysis and outlook of China’s plantations, and log and lumber supply/demand/prices in: CHINA FOREST, LOG & LUMBER OUTLOOK: SUPPLY, DEMAND & PRICES TO 2030/2035. We also have some expert contributors to our report.
Fieldwork in China has been conducted by both firms, and a joint log and lumber price forecast will be one of the report’s highlights. This will also include a supply/demand analysis and outlook for hardwood woodchips in China’s rapidly expanding pulp sector.
A full report brochure with a Table of Contents and Subscriber Prices for the CHINA FOREST, LOG & LUMBER OUTLOOK: SUPPLY, DEMAND & PRICES TO 2030/2035, can be viewed here:
Margules Groome: www.margulesgroome.com ;
Early Bird prices are in effect until December 31, 2023. The report is scheduled for February, 2024.
ABOUT THE AUTHORS:
Russ Taylor has produced four previous China outlook reports (2006, 2010, 2013 and 2018) and various private client forecasts. Russ has produced another 41 multi-client outlooks covering a variety of countries, products and topics. In addition, during his 35 trips to China, Russ has organized and managed 9 international industry tours in China and managed/co-managed 10 China conferences.
Margules Groome are independent consultants to the forest, wood products, biosolutions, and pulp and paper sectors. In 2021/22, Margules Groome valued ~US$30 billion worth of timberland, covering two million hectares in 15 countries. The continuous monitoring and analysis of the Chinese market is a key component of its valuation and transaction advisory services.
WHY YOU SHOULD SUBSCRIBE!
While there have been short-term projections and data/statistical reports put out by some desk-bound economists and analysts on China, these are normally not useful to those in the log or lumber trade that wanted grounded perspectives, and not model-based outlooks. Furthermore, they are simply “desk studies” by data-gathers that have normally do not have field experience or “hands-on” research skills. This joint strategic report combines two consultants’ views and experience with considerable overlaps to provide a unique perspective on what lies ahead in China, and why!