The quiet crisis in Nordic timber is no longer easy to ignore

Log price inflation, stricter harvesting policies, weak downstream demand and the disruption of export flows to the Middle East and North Africa (MENA) due to instability in the Persian Gulf are combining to strain sawmill operations in Finland and Sweden, with knock-on effects extending into Central European timber markets. In September 2025, the prime ministers of Finland and Sweden took the unusual step of jointly addressing European Commission President Ursula von der Leyen, warning that both countries were at risk of failing to meet binding EU forest carbon sink targets for the 2021–2025 and 2026–2030 periods ...

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