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Investor Presentaiton

China Log And Lumber Statistics China Lumber Imports (million m³) China Commodity Lumber Price (US$ per mfbm) WFP $800 40 37 37 37 34 31 29 $700 30 30 26 221 24 27 27 20 21 28 27 24 $600 21 20 20 $500 10 $400 0 $300 T '12 '13 '14 '15 '16 '17 '18 '19 '20 '21 '22 LTM Sept-30 '16 '17 '18 '19 '20 '21 '22 '23 ■Russia North America ■New Zealand Others Source: Forest Economic Advisors (November 2023) China Log Imports (million m³) 70 Source: Forest Economic Advisors - China Bulletin; Hemlock Lumber 2x4 (40x90) Metric RG Utility, c.i.f. destination Shanghai China Export Log Price From North America (US$ per m³) 854822 60 51 49 50 45 45 38 40 40 55 55 64 60 60 59 $250 $225 44 39 99 $200 $175 30 20 $150 10 $125 0 '12 '13 '14 '15 '16 '17 '18 '19 '20 '21 122 LTM Sept-30 $100 '16 '17 '18 '19 '20 '21 '22 '23 23 ■Russia North America ■New Zealand ■ Others Source: Forest Economic Advisors (November 2023) Source: Forest Economic Advisors - China Bulletin; Hemlock, <30 cm diameter, 8 - 12 meters, cif. delivered Lanshan, Rizhao port, including VAT and fees 50 50
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