PFOlsen

12 Apr 18, 10:56am
Some local mills turning away orders due to lack of capacity. Stable China sales undermined by high stocks. India sales struggle with liquidity. Rising ocean freight costs biting into returns
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17 Mar 18, 10:20am
Export markets face growing competition while domestic markets are steady although supply is very tight in some regions. However there are uncertain outlooks in both markets
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14 Feb 18, 2:27pm
Average log prices remain well above 3yr average with firm demand from China and is likely to improve, variable demand from India where improvement will come later in 2018
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10 Jan 18, 10:00am
High China log demand and rising export prices are putting the squeeze on supply for domestic use. Log price index reaches a new all-time high
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23 Nov 17, 5:15pm
Price volatility in log market now a distant memory. Domestic demand stable. Key export markets still in basic health. Index price equals record high
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19 Oct 17, 11:42am
Despite little change in prices, Indian demand is rising again, China demand stays high, and freight rates are up. The lower NZD has improved returns especially from Australia
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20 Sep 17, 11:27am
Domestic lumber demand is tailing off just as export log demand is picking up, putting upward pressure on local log prices. Demand from India growing faster than expected
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23 Aug 17, 4:51pm
Domestic demand is flat and supply is ample. Export prices are flat, but China log demand strong across all grade. India demand up and strong. But rising NZD impacting prices
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19 Jul 17, 2:19pm
Both domestic and export markets remain strong. NZ exports to China grow +12% but prices seem toppy. India market has low stocks. Domestic market shows no slowdown
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19 Jun 17, 5:06pm
Both domestic and export markets report steady to strong demand. Prices just shy of all-time record. China shows stability and balance, and India recovering as predicted
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25 May 17, 12:03pm
China log market balanced. Indian market recovering. Local market demand remains strong. Log price index rises to a new record
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18 Apr 17, 8:59am
Strong domestic demand continues as China stocks stabilise and India trade picks up again. As supply tightens, prices expected to rise
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23 Mar 17, 11:46am
Although demand remains strong for NZ logs and prices are getting a boost from a lower currency, rising freight rates may have an outsized impact in coming months
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16 Feb 17, 8:32am
2017 has brought sharply higher export prices for logs, and strong demand continues from the local market as Auckland replaces Christchurch. Regional shortages reported
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17 Dec 16, 10:56am
Both domestic and export log markets feature positive sentiment, although prices drifted in December. Fundamentals appear to be moving to favour suppliers again
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17 Nov 16, 10:16am
China uses up its log stocks at a very fast rate, setting the stage for rising demand and prices for New Zealand logs and lumber
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15 Oct 16, 11:15am
Log prices firming in China and India. Domestic pruned log prices slip but demand remains strong for good quality
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17 Sep 16, 9:10am
Russia emerging as a competitor to NZ logs in China. India emerges as an alternative market. Auckland demand another bright spot - until the bubble bursts
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23 Aug 16, 9:29am
Lower demand from China of pruned logs sees export prices fall. Unpruned log prices stabilise. Strong domestic demand gets more pruned logs at stable prices
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26 Jul 16, 10:09am
Domestic log prices suffer as export prices under pressure especially from China. Quality supplied into export markets may bite back and limit pricing offers
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