Topic · Fresh Cuts
2 item(s) tagged trade across weekly Fresh Cuts issues and breaking posts. Newest first. Follow all topics, or jump back to the Fresh Cuts homepage.
With the India–NZ free trade agreement signed and in force, NZFOA has published its first substantive read on market opportunities for softwood lumber and panel products. India is the counter-current to softening China log demand; shifting even a small volume share reduces exposure to Chinese property-sector weakness. NZFOA homepage with release.
MPI's Dec-25 quarterly log-price survey shows a strong export-grade recovery versus the previous quarter, with Pruned up 17.5% to a $201 weighted average and Unpruned A up 16.9%. Domestic P2 up 7.1%, Pulp up 22.6%. The India FTA (Section 2) is the single most consequential structural change for forward margins. Argus's earlier analysis that NZ could raise ETS auction volumes 2028–30 still sets market framing: Argus.