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The company attributes the write-down to prolonged weak U.S. lumber market conditions and projects stable 2026 input costs with capital spending of $300 to $350 million.

Agreement enters into force on December 31, 2025 after regulatory approvals and includes reciprocal wood supply and ownership changes.

North American mills face tariffs and closures, Europe postpones new deforestation rules, and Russia’s forest sector enters a structural crisis.

Leader of Russia’s largest forest industry company warns of a coming wave of bankruptcies.

Weaker market sentiment drives lower import prices, while port activity and inventory levels remain stable.

Buyers remain cautious as long-fiber pulp stays below $1,500 per ton and China increases short-fiber production capacity.

Retailer sees 2.5%–4.5% sales rise in 2026, below expectations.

Industry welcomes delay and revision of EU deforestation regulation, plans joint trade fair appearances in the U.S., UK, UAE, and China for 2026.

Handelsbanken expects wood raw material prices to fall by 10–15% while structural supply shortages and strong krona continue to challenge Swedish industry.

Green Business Index falls to 100.7 in Q4 2025, driven by a 19-point drop in forestry.

Domestic supply stays constrained while import flows improve and mills raise operating rates.

Average EBITDA margin for five major producers falls to 1.5%.

Exports to Switzerland, Italy, and Spain rise as tariff conflicts weigh on U.S. business and boost imports from Asia.

Chinese buyers push prices down as Russian exporters lack alternative markets.

The plan targets Euro 10 billion in bio-based product purchases by 2030 and aims to expand a Euro 2.7 trillion sector employing 17.1 million people.

Standing sale prices for pine, spruce, and birch logs decline by up to 3%, while total roundwood purchases remain 14% lower for January–October compared to last year.

Industry associations report that about 7% of companies may exit the market in 2026 as costs rise and profitability declines

New research from Linnaeus University shows that managers in Sweden’s largest forest companies often reject profitable projects if they pose environmental or workplace risks, revealing strong behavioral and sustainability-driven bias in capital investment decisions.

Russ Taylor projects sharp price increases driven by sustained US protectionism, reduced imports, and tariff-induced market distortions.

Total timber stocks decline 8%, while pulp chips and coniferous sawlogs remain largely stable across timber balance areas.