Without pellets: Rockwell WEB.The Russian Federation abandoned the pulp project

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Director of Lesnoy Resurs LLC and founder of the international trading platform WoodResource.ru E. V. Rozhentsev:
"... the market entered the 2026 construction season with an oversupply..."

On June 19, 2026, an article was published on the pages of the federal edition of RBC about the suspension of investments in a new pulp complex in Siberia due to the current unfavorable market conditions. The company believes that in the current market conditions, the implementation of the project does not seem economically feasible. The company can return to discussions about the possibility of implementing the project with significant improvement.

The investor of the Boguchansky project is Krasnoyarsk Kraslesinvest JSC, owned by Taiga Holding. It follows from the company's own data that it has been implementing a priority investment project (PIP) worth 150 billion rubles since 2021.

Kraslesinvest JSC has reserves of liquid wood on leased forest plots with a total annual use volume of 6.75 million cubic meters on an area of 4.9 million hectares . She supplied lumber for export to the markets of Europe and Southeast Asia, after the introduction of EU sanctions, foreign banks began to refuse Kraslesinvest to make payments under executed contracts.

Vitaly Lipsky, General Director of the National Forestry Agency for Development and Investment, believes that the project to create a pulp and paper complex is unlikely to be implemented in the near future due to the high key interest rate and lack of access to Western technologies.

, Director of Lesnoy Resurs LLC and founder of the international trading platform WoodResource.ru Evgeny Vasilyevich Rozhentsev also commented on the materials of the article. He noted that the timber industry is currently living under a prolonged stress test. On the one hand, there is a reduction in logging and the volume of LPC production. On the other hand, the export geography and product structure of the industry have already changed irreversibly: Europe is practically closed, but the Russia—Asia— Middle East—North Africa link is strengthening.

"Lumber exports are gradually shifting towards Asian destinations," Evgeny Vasilyevich emphasizes. "Manufacturers have sharply increased logistics costs and salaries, and margins in many export destinations are practically nonexistent. The main disadvantage of the current moment is a strong ruble."

The expert added that the domestic market is increasingly demanding quality and service, but is not ready to pay more for it or increase consumption against the background of a decrease in construction volumes.

According to him, the market entered the 2026 construction season with an oversupply, the base price range for mass-produced first- and third-grade coniferous board in Central Russia is now estimated at about 17-20 thousand rubles per cubic meter (a year earlier the price was 18-22 thousand rubles).

E. V. Rozhentsev predicts a further drop in sales and bankruptcy of some small and medium-sized timber producers by the end of 2026.

He notes that the pulp market is relatively stable. Its production in Russia has been fluctuating around the 8.5 million ton mark in recent years without a significant increase or decrease. There is a steady demand for pulp in Russia from the packaging segment — cardboard, kraft, packaging papers, label materials. Nevertheless, according to the expert, there are also negative trends in the pulp and paper industry, which are of a general economic nature and are associated with a high ruble exchange rate and a high key interest rate.

The full article and its comments can be read at the link .

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Переведено «Яндекс.Переводчиком»

Edited Moderator (June 29, 2026 20:28:37)