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2010 2011 2012 2013 2014
1,000,000cubicmetres
Canada Softwood Lumber Exports: Volumes 2010 to 2014
US China Japan
VOLUMES Canada Softwood Lumber EXPORTS (Top 3 Countries) 2013: 33,473 million cubic metres
VOLUMES Canada Softwood Lumber EXPORTS (Top 3 Countries) 2014: 35,212 million cubic metres (up 4.9%)
Our quarterly product is tailored to provide you
with vital information about the North American
solid wood, pulp, and paper industry at your
fingertips in a timely manner.
Canada Softwood Lumber Exports:
to USA, China, Japan
VOLUMES 2010 to 2014
SOURCE: Industry Canada
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CA$1,000,000dollars
Canada Sawmill Products Exports: Values 2010 to 2014
US China Japan
Canada Sawmill Products Exports:
from BC, Alberta, Quebec
VALUES 2010 to 2014
VALUES Canada Sawmill Products Exports ( Top 3 Provinces ) 2013: C$7,134.74 million
VALUES Canada Sawmill Products Exports (Top 3 Provinces) 2014: C$8,101.98 million (up 11.9%)
SOURCE: StatsCan
265!
285!
305!
325!
345!
365!
385!
405!
425!
445!
465!
485!
Jan! Feb! Mar! Apr! May! June! July! Aug! Sept! Oct! Nov! Dec! Jan! Feb!
US$perMfbm!
FIVE	
  KEY	
  2x4	
  KD	
  and	
  green	
  R/L	
  DIMENSION	
  LUMBER	
  PRICES	
  2014	
  -­‐	
  Feb	
  2015	
  
WSPF KD 2x4 HEM/FIR inland 2x4 ESPF KD 2x4 SYP EAST 2x4 Doug Fir green 2x4
Key Construction Framing Dimension Lumber
Price Comparison : North America
2014 to February 2015
SOURCE: Madison’s Lumber Reporter
www.madisonsreport.com
Benchmark Western Spruce-Pine-Fir KD R/L 2x4 #2&Btr Feb: 2015 US$312, Feb 2014 US$368 (down 15.2%)
Hem-Fir Inland KD R/L 2x4 #2&Btr Feb: 2015 US$363, Feb 2014 US$410 (down 11.5%)
Eastern Spruce-Pine-Fir KD R/L 2x4 #2&Btr Feb: 2015 US$420, Feb 2014 US$450 (down 6.7%)
Southern Yellow Pine KD East Side R/L 2x4 #2&Btr Feb: 2015 US$410, Feb 2014 US$400 (up 2.4%)
Douglas fir green R/L 2x4 #2&Btr Feb: 2015 US$322, Feb 2014 US$390 (down 17.4%)
All prices US dollars per thousand board feet net fob mill
SALE
EXTENDED!
FEB 15 ONLY
SALE
EXTENDED!
FEB 15 ONLY
0
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2010 2011 2012 2013 2014
C$1,000,000dollars
Provincial Manufacturing Sales at Sawmills: Values 2010 to 2014
BC Quebec Alberta
VALUES Canada Sales at Sawmills (Top 3 provinces) 2013: C$9,099 million
VALUES Canada Sales at Sawmill (Top 3 Provinces) 2014: C$9,120 million (up 0.2%)
Our quarterly product is tailored to provide you
with vital information about the North American
solid wood, pulp, and paper industry at your
fingertips in a timely manner.
Canada Sales at Sawmills:
BC, Quebec, Alberta
VALUES 2010 to 2014
SOURCE: US Census
SOURCE: Google Finance
DR Horton, Lennar Homes, Hovnanian Ent, Toll Brothers
2013 to February 2015 :
Share prices of major US home builder companies in the past 2 years
have increased by between -45% and 42% (with an average of +14%)
While the S&P500 index has increased by 51% in the same time frame.
US HOME BUILDING COMPANY SHARES vs
S&P TSX Index :
2013 to Feb 2015

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Canada Lumber Sales & Exports 2014: Vols & Vals

  • 1. 0 5000 10000 15000 20000 25000 30000 2010 2011 2012 2013 2014 1,000,000cubicmetres Canada Softwood Lumber Exports: Volumes 2010 to 2014 US China Japan VOLUMES Canada Softwood Lumber EXPORTS (Top 3 Countries) 2013: 33,473 million cubic metres VOLUMES Canada Softwood Lumber EXPORTS (Top 3 Countries) 2014: 35,212 million cubic metres (up 4.9%) Our quarterly product is tailored to provide you with vital information about the North American solid wood, pulp, and paper industry at your fingertips in a timely manner. Canada Softwood Lumber Exports: to USA, China, Japan VOLUMES 2010 to 2014 SOURCE: Industry Canada
  • 2. 0 1000 2000 3000 4000 5000 6000 2010 2011 2012 2013 2014 CA$1,000,000dollars Canada Sawmill Products Exports: Values 2010 to 2014 US China Japan Canada Sawmill Products Exports: from BC, Alberta, Quebec VALUES 2010 to 2014 VALUES Canada Sawmill Products Exports ( Top 3 Provinces ) 2013: C$7,134.74 million VALUES Canada Sawmill Products Exports (Top 3 Provinces) 2014: C$8,101.98 million (up 11.9%) SOURCE: StatsCan
  • 3. 265! 285! 305! 325! 345! 365! 385! 405! 425! 445! 465! 485! Jan! Feb! Mar! Apr! May! June! July! Aug! Sept! Oct! Nov! Dec! Jan! Feb! US$perMfbm! FIVE  KEY  2x4  KD  and  green  R/L  DIMENSION  LUMBER  PRICES  2014  -­‐  Feb  2015   WSPF KD 2x4 HEM/FIR inland 2x4 ESPF KD 2x4 SYP EAST 2x4 Doug Fir green 2x4 Key Construction Framing Dimension Lumber Price Comparison : North America 2014 to February 2015 SOURCE: Madison’s Lumber Reporter www.madisonsreport.com Benchmark Western Spruce-Pine-Fir KD R/L 2x4 #2&Btr Feb: 2015 US$312, Feb 2014 US$368 (down 15.2%) Hem-Fir Inland KD R/L 2x4 #2&Btr Feb: 2015 US$363, Feb 2014 US$410 (down 11.5%) Eastern Spruce-Pine-Fir KD R/L 2x4 #2&Btr Feb: 2015 US$420, Feb 2014 US$450 (down 6.7%) Southern Yellow Pine KD East Side R/L 2x4 #2&Btr Feb: 2015 US$410, Feb 2014 US$400 (up 2.4%) Douglas fir green R/L 2x4 #2&Btr Feb: 2015 US$322, Feb 2014 US$390 (down 17.4%) All prices US dollars per thousand board feet net fob mill
  • 5. 0 500 1000 1500 2000 2500 3000 3500 4000 4500 5000 2010 2011 2012 2013 2014 C$1,000,000dollars Provincial Manufacturing Sales at Sawmills: Values 2010 to 2014 BC Quebec Alberta VALUES Canada Sales at Sawmills (Top 3 provinces) 2013: C$9,099 million VALUES Canada Sales at Sawmill (Top 3 Provinces) 2014: C$9,120 million (up 0.2%) Our quarterly product is tailored to provide you with vital information about the North American solid wood, pulp, and paper industry at your fingertips in a timely manner. Canada Sales at Sawmills: BC, Quebec, Alberta VALUES 2010 to 2014 SOURCE: US Census
  • 6. SOURCE: Google Finance DR Horton, Lennar Homes, Hovnanian Ent, Toll Brothers 2013 to February 2015 : Share prices of major US home builder companies in the past 2 years have increased by between -45% and 42% (with an average of +14%) While the S&P500 index has increased by 51% in the same time frame. US HOME BUILDING COMPANY SHARES vs S&P TSX Index : 2013 to Feb 2015