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North American structural panel production in Q4 was 7.875 bsf, down from 8.356 bsf a year earlier, taking 2022 total to 33.283 bsf, from 34,075 in 2021; Q4 OSB output down 4.7% year-over-year to 5.625 bsf, Q4 plywood output down 8.3% to 2.250 bsf: APA
Published: January 27, 2023 by Industry Intelligence Inc.
CIBC: Mid-week update published Jan. 24 shows lumber curtailments support pricing momentum, with W. SPF up 3.3% since Jan. 20 to US$372/mbf, SYP 2x4 up 2.1% to US$395/mbf; OSB stable at US$230/msf in North Central, also flat in South East, Western Canada
Published: January 27, 2023 by CIBC World Markets Inc.
Motley Fool names LP, Builders FirstSource as stocks to buy and never sell, noting both companies have staked out bigger position in R&R market; LP's siding business generated more revenue than OSB in Q3, and is less affected by any drop in housing starts
Published: January 26, 2023 by The Motley Fool
RBC highlights wood products news for the week (Jan. 22): Lumber prices rise, OSB prices flat; Structurlam to temporarily suspend operations, reduce staff at Conway, Arkansas, mass timber plant; British Columbia announces support fund for forestry sector
Published: January 26, 2023 by RBC Capital Markets LLC
RBC Capital: APA North American Q4 structural panel report shows production down 5.8% year-over-year and 5.4% quarter-over-quarter, as demand softens; with housing starts slowing, Random Lengths panel composite price has fallen 22% since end of Q3 2022
Published: January 23, 2023 by RBC Capital Markets LLC

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