India
Export log prices fall after expected China construction demand didn't rise as anticipated. Indian demand low. Local markets operating well below capacity
1st May 23, 10:06am
2
Export log prices fall after expected China construction demand didn't rise as anticipated. Indian demand low. Local markets operating well below capacity
Mohammed Soliman traces the broad Indo-Pacific region’s growing integration to the vision of Abe Shinzō, the late Japanese prime minister
10th Apr 23, 11:35am
1
Mohammed Soliman traces the broad Indo-Pacific region’s growing integration to the vision of Abe Shinzō, the late Japanese prime minister
Ashoka Mody dismantles the hype around a rosy Indian economic narrative that is actually becoming bleaker by the day
30th Mar 23, 11:40am
8
Ashoka Mody dismantles the hype around a rosy Indian economic narrative that is actually becoming bleaker by the day
Although there has been a spike in at-wharf prices due to log shortages to fill ordered vessels, demand in both China and India is weak, and domestic demand is weakening fast
28th Mar 23, 9:27am
2
Although there has been a spike in at-wharf prices due to log shortages to fill ordered vessels, demand in both China and India is weak, and domestic demand is weakening fast
Export log prices rise as international markets react to 'significantly reduced log supply from New Zealand.' Local demand down sharply as poor weather brings worst decking season
1st Mar 23, 1:33pm
Export log prices rise as international markets react to 'significantly reduced log supply from New Zealand.' Local demand down sharply as poor weather brings worst decking season
Nouriel Roubini worries that India's hitherto successful economic model may be acquiring some problematic new features
22nd Feb 23, 10:15am
15
Nouriel Roubini worries that India's hitherto successful economic model may be acquiring some problematic new features
Export log prices dropped marginally in December as the NZD rose. Demand from China is still expected to lift in 2023 while prices are stable. India remains very uncertain. Local mills are taking longer year-end breaks
24th Dec 22, 10:13am
5
Export log prices dropped marginally in December as the NZD rose. Demand from China is still expected to lift in 2023 while prices are stable. India remains very uncertain. Local mills are taking longer year-end breaks
An easing back in high domestic demand, and weakening Chinese markets for logs and sawn timber is bringing slightly lower export returns. Indian demand remains lower too
25th Nov 22, 11:52am
1
An easing back in high domestic demand, and weakening Chinese markets for logs and sawn timber is bringing slightly lower export returns. Indian demand remains lower too
Log demand is down in China but reduced supply is maintaining a balance. India subdued. Domestic demand signals stay strong
28th Oct 22, 11:56am
1
Log demand is down in China but reduced supply is maintaining a balance. India subdued. Domestic demand signals stay strong
Export log prices rising because shipping costs are falling. Demand may hold due to some special Chinese market factors but that may be temporary. Demand from India remains weak. Local demand generally stable
1st Oct 22, 11:31am
Export log prices rising because shipping costs are falling. Demand may hold due to some special Chinese market factors but that may be temporary. Demand from India remains weak. Local demand generally stable
Most at-mill prices remain stable for logs but at-wharf prices rise as shipping costs reduce again. Chinese demand shows some signs of life, but Indian demand remains weak
1st Sep 22, 11:52am
Most at-mill prices remain stable for logs but at-wharf prices rise as shipping costs reduce again. Chinese demand shows some signs of life, but Indian demand remains weak
Sushanta Mallick and Brigitte Granville show how the Ukriane war is helping India achieve significant - and advantageous - geopolitical autonomy
13th Aug 22, 9:18am
12
Sushanta Mallick and Brigitte Granville show how the Ukriane war is helping India achieve significant - and advantageous - geopolitical autonomy
Despite weakening demand from China and India, log prices rose in July after shipping costs fell. Domestic demand remains good, and sawn timber sales to Europe are strong too
1st Aug 22, 10:04am
2
Despite weakening demand from China and India, log prices rose in July after shipping costs fell. Domestic demand remains good, and sawn timber sales to Europe are strong too
A weaker Chinese market, higher shipping costs, and the currency impact have driven At Wharf Gate log prices down more than -20% in 2022. Meanwhile harvesting contractors are suffering fast rising costs
1st Jul 22, 11:12am
4
A weaker Chinese market, higher shipping costs, and the currency impact have driven At Wharf Gate log prices down more than -20% in 2022. Meanwhile harvesting contractors are suffering fast rising costs
Chinese demand for logs depends on lockdown easing there, but hopes are high from August. Indian demand very uncertain. Domestic mills worry about supply due to postponed harvesting
1st Jun 22, 10:20am
Chinese demand for logs depends on lockdown easing there, but hopes are high from August. Indian demand very uncertain. Domestic mills worry about supply due to postponed harvesting
History teaches us that it’s the waning superpowers, edged-off the geopolitical stage by more dynamic rivals, that the world’s small and vulnerable states have most reason to fear, writes Chris Trotter
30th May 22, 8:14am
107
History teaches us that it’s the waning superpowers, edged-off the geopolitical stage by more dynamic rivals, that the world’s small and vulnerable states have most reason to fear, writes Chris Trotter
The key log markets have turned very uncertain. China's pandemic response is reducing construction demand. India is prioritising other cargoes. High freight costs are driving down at-wharf-gate prices locally
13th May 22, 12:07pm
3
The key log markets have turned very uncertain. China's pandemic response is reducing construction demand. India is prioritising other cargoes. High freight costs are driving down at-wharf-gate prices locally
The log market is turning in sellers favour as supply into China and India reduces, but questions remain about the medium term health of the Chinese construction market
4th Apr 22, 11:29am
1
The log market is turning in sellers favour as supply into China and India reduces, but questions remain about the medium term health of the Chinese construction market
A virtuous combination of higher sale prices in China, an easing of shipping costs and a weakening of the NZD have raised wharf prices for export logs. But it may not last
26th Feb 22, 11:26am
A virtuous combination of higher sale prices in China, an easing of shipping costs and a weakening of the NZD have raised wharf prices for export logs. But it may not last
Domestic demand for logs remains strong, but export markets are uncertain. China will probably rise in 2022 as normal but there are questions. India may get even more difficult
28th Dec 21, 12:39pm
Domestic demand for logs remains strong, but export markets are uncertain. China will probably rise in 2022 as normal but there are questions. India may get even more difficult
Recent falls in export log prices offset by fast-retreating shipping costs, and face a better future as Chinese demand should rise in January. But India is oversupplied
25th Nov 21, 12:19pm
11
Recent falls in export log prices offset by fast-retreating shipping costs, and face a better future as Chinese demand should rise in January. But India is oversupplied
Log prices reduced in October as shipping costs take a bigger share of returns even though Chinese demand is good, and European sawn timber markets are strong. Domestic markets are somewhat oversupplied
29th Oct 21, 11:30am
1
Log prices reduced in October as shipping costs take a bigger share of returns even though Chinese demand is good, and European sawn timber markets are strong. Domestic markets are somewhat oversupplied
Log prices flat as shipping congestion charges ease slightly, and domestic lockdown demand softens sharply, allowing harvesting and sawn timber processing to catch up
20th Sep 21, 9:44am
1
Log prices flat as shipping congestion charges ease slightly, and domestic lockdown demand softens sharply, allowing harvesting and sawn timber processing to catch up
Although prices in China are rising with demand, log sellers effectively pay the shipping costs which have jumped, and this has sharply reduced local at-wharf prices
2nd Sep 21, 12:07pm
Although prices in China are rising with demand, log sellers effectively pay the shipping costs which have jumped, and this has sharply reduced local at-wharf prices
July export log prices slipped as China's seasonal demand falloff took an added hit. But domestic demand stayed strong, and Indian demand is picking up
23rd Jul 21, 9:15am
3
July export log prices slipped as China's seasonal demand falloff took an added hit. But domestic demand stayed strong, and Indian demand is picking up