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Monday, 27 September, 2021 - 12:00

Session One - The Future of the Wood Products Market

All times are set in Eastern Standard Time. 


Registration and light lunch


Welcome remarks




Scott Elston

Vice President of Business Development

Forest City Trading Group, LLC

Tyler Freres

Vice President, Sales

Freres Lumber Co., Inc.

Panel discussion: Navigating a volatile lumber market

  • Consequences of labour challenges
  • Impact of drive towards sustainability
  • Innovations within the wood sector
  • Managing businesses during market volatility

North American lumber outlook: Will unprecedented volatility continue to rock the industry?

  • What are the underlying drivers of the historic pricing volatility? How does inventory in distribution, pandemic related supply constraints, and surging remodeling demand fit into the picture?
  • To what degree will the work from home movement, outmigration from urban cores and demographic trends impact lumber demand in the coming years?
  • Do we have sufficient sawmill capacity in North America to meet the step-change in demand the market is currently experiencing? And if not, where can more supply be sourced?
  • Can the current cash bonanza the industry is experiencing be sustained beyond 2021?

Coffee and Tea Networking Break


Structural panels outlook – OSB capacity, import levels, profitability

  • The outlook for supply and demand given the constraints engendered by the spread of COVID-19
  • OSB capacity and levels within North America currently
  • Offshore import levels within structural panels
  • Exploring current and future profitability levels in the sector

North American particleboard, MDF, and engineered wood products

  • Analysis of demand and key end use market
  • Trends in supply
  • International trade and market supply
  • Examination of costs and profitability given record changes to price levels


Thomas Meth

Co-founder and Executive Vice President of Sales and Marketing


The role of biomass in the global energy transition to net-zero

  • What innovations/applications are on the forefront of the global energy transition?
  • The role of biomass in net zero America in 2050?
  • How sustainable is biomass as an energy?
  • Projections for the rise in demand for wood pellets in the U.S. and around the world

Fastmarkets RISI North American Bioenergy Outlook

  • Analysis of domestic pellet market
  • Growth of pellet demand globally
  • Pellet capacity outlook for North America
  • Outlook for biomass power generation

Registration and networking cocktail reception

Tuesday, 28 September, 2021 - 12:30

Session Two - Macroeconomics, market overviews and forecasts for the year ahead

All times are set in Eastern Standard Time. 




Welcome remarks and presentation of the CEO of the Year Award


Keynote address from CEO winner Mark Sutton




Keith Ledbetter

Managing Director and Chief Financial Officer - North American Packaging and Paper Division

DS Smith

CEO Panel: How are customers and the supply chain adapting in post-Covid world

  • What are our customers current needs?
  • Impact of staff shortages and changing working patterns across the whole supply chain
  • Deep dive on sustainability within pulp markets  
  • Capital allocation and investment strategy

sponsored by:


Coffee and Tea Networking Break


Global macroeconomic outlook

  • World economic drivers
  • Expected social, political, and economic headwinds and tailwinds
  • How is North American economy affected by these

Outlook for the housing market – Spread of COVID-19 supercharged the market, outlook for single-family and multifamily housing starts

  • The housing market began 2021 on a strong note as demographics continue to support shelter demand
  • Housing construction is hot but spiraling material prices like lumber pose a risk
  • Affordability could become an increasing problem should interest rates rise significantly after the notable price appreciation in 2020
  • This presentation will examine the underlying fundamental demand for shelter and household formations and what that will mean for housing starts through 2023

Networking Lunch Break


Peter Barynin

Principal Economist, North American Timber

Fastmarkets RISI

US Timber Markets: Identifying risk in a post-pandemic environment

  • What is our 2-year timber outlook by region?
  • Will record harvest demand sustain higher log prices?
  • Could rising processing costs limit stumpage? 
  • How has COVID permanently changed the outlook?

World pulp outlook: the aftershocks and impact of the record price run

  • Explore the key factors in the leadup to the historic rise in prices in 2021
  • Discuss the impact this has had on end-use markets and inventories throughout the supply chain
  • What does the “new normal” look like for pulp demand?
  • Review the long list of potential capacity expansion projects across the world
  • Share Fastmarkets’ two year outlook for market pulp supply and demand

Coffee and Tea Networking Break


John North

Senior Economist, International Timber

Fastmarkets RISI

Outlook for the global timber market (focus on hardwood chips & softwood logs)

  • Diminishing surplus of European beetle-killed softwood logs
  • Full Russian ban on log exports expected by 2022
  • Who will step in and fill the supply deficit as Chinese demand increases?
  • What does the new trade dispute between Australia and China mean for Oceania log exports?
  • Will exemptions to quotas and tariffs from US/China Trade War allow the US to become competitive in the market again?
  • How will rising Chinese and Japanese demand and constrained supply impact woodchip prices?
  • Is there enough fiber from Southeast Asian woodchips to supply the increasing demand?





Networking Cocktail Reception

Wednesday, 29 September, 2021 - 12:15

Session Three - Paper, pulp and packaging perspectives

All times are set in Eastern Standard Time.




Welcome remarks


How freight railroads continue delivering for the American economy

  • Understanding freight rail's critical link in the supply chain




Truck: Challenges of transporting forest products by road

  • Impact of pandemic on availability of truck drivers  

Kaj Fahllund

Vice President, Pulp and Paper

Pesmel Corporation

Automated warehousing at the heart of the digitized supply chain

  • Benefits of improved intralogistics at the mill and converting plant
  • Integrated logistics at the port/roadside/railway 
  • Improved mill and supply chain efficiency

Coffee and Tea Networking Break



Adam Josephson

Managing Director, Equity Research

KeyBanc Capital Markets


Specialty paper: assessing the sustainability of Covid-related impacts and the real impact of ESG/sustainability

  • Industry demand trends
  • Supply chain disruptions
  • ESG/sustainability
  • State of the pulp market

Derek Mahlburg

Director, North American Graphic Paper

Fastmarkets RISI

Global containerboard outlook

  • Blowout demand performance in 2020
  • How long will pandemic shifts that powered demand growth persist?
  • Will there be enough growth to absorb incoming capacity?
  • Outlook for global demand/supply/trade

Networking Lunch Break


Hannah Zhao

Senior Economist, Global Recovered Paper

Fastmarkets RISI

Outlook for global recovered paper markets

  • Shifting international RCP trade flows
  • The impacts of COVID-19 pandemic on RCP markets
  • Future trends in demand, supply and trade

Derek Mahlburg

Director, North American Graphic Paper

Fastmarkets RISI

Global graphic paper outlook

  • How is demand faring as pandemic eases in some countries?
  • Massive capacity shakeout occurred, implications for operating rates
  • Global supply/demand balance
  • Rising costs and profitability for remaining mills

Coffee and Tea Networking Break


Global tissue outlook

  • Record growth in global tissue demand in 2020 due to COVID-19
  • But what goes up must also go down
  • Short -term prospects suffering from pantry destocking
  • Longer-term prospects remain positive
  • Overcapacity in many regions but less in North America



Global dissolving pulp outlook

  • Manmade cellulosic fiber capacity expansion continues at a rapid pace
  • Consumer and brand focus on sustainability driving further gains for viscose fibers against cotton and synthetics
  • Dissolving pulp cost curve set to shift lower as new capacity ramps up in South America
  • Recycled cellulose fibers transition from pilot projects to industrial scale

Close of Conference

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We are still looking to add the best minds in the industry to the upcoming conference, so contact us if you are interested in presenting. 

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