Timberland Investment Returns: Components and Key Questions

| no comments in Forest Carbon, Forest Finance & Economics, Forest Operations, Forest Strategy, Risk Management, Timber Market Analysis, Timber REITs, Timberlands, Wood Flows & Cash Flows

This post includes themes and topics that will be addressed in the (virtual) Applied Forest Finance course on March 14th, 2024. Early registration ends February 29th! Timberland values, like those of commercial real estate and farmland, derive from their abilities more…

Top Forisk Blog Posts from 2023: Forest Finance, Lumber Leaders, and Mass Timber

| no comments in Forest Carbon, Forest Finance & Economics, Forest Operations, Forisk, Forisk Wood Fiber Review, Pulp & Paper, Softwood Lumber, Structural Panels, Timber REITs, Timberlands

Visitor traffic on the Forisk Blog in 2023 increased 12.8% over 2022. Thank you for reading and sharing this content with others! Here are top posts from 2023, along with a few popular posts by topic: Pros and Cons of more…

Q4 2023 Forisk Wood Fiber Review: Chip Prices Continue to Fall as Demand Wanes in the Pacific Northwest

| no comments in Forest Operations, Forisk Wood Fiber Review, Wood Demand & Procurement, Wood Prices

This blog includes data from the Forisk Wood Fiber Review, a quarterly publication tracking North America’s major wood fiber markets. For more information, please visit www.forisk.com. There are plenty of residual chips available in the northwest US, with consuming mills reporting more…

Balancing Data and Judgment when Analyzing Timber Markets

| comments (2) in Forest Finance & Economics, Forest Operations, Risk Management, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

Timber Market Analysis offers an organized, systematic way of (1) specifying a question related to forest industry investments or operations; (2) gathering and evaluating fundamental wood supply and demand information; and (3) using this to answer the question as best more…

Q3 2023 Forisk Wood Fiber Review: Soft Product Markets Continue to Affect Fiber Prices and Woodyard Inventories

| no comments in Forest Finance & Economics, Forest Operations, Forisk Wood Fiber Review, Pulp & Paper, Wood Demand & Procurement, Wood Prices

This blog includes data from the Forisk Wood Fiber Review, a quarterly publication tracking North America’s major wood fiber markets. For more information, please visit www.forisk.com. Usually, at least one market in the forest industry is hot: lumber, paper, packaging, veneer, specialty more…

Timberland Ownership and Wood Supply Agreements

| comments (2) in Forest Finance & Economics, Forest Operations, Risk Management, Timber Market Analysis, Timber REITs, Timberlands, Wood Demand & Procurement, Wood Prices

Investing in wood-using mills and timberlands requires having a strategy about how to “feed” the mill or how to “market” the trees. These efforts raise questions about the relative value of vertical integration, where one firm owns mills and forests, more…

Forest Products and the Economics of Timber Markets, Part II

| comments (4) in Forest Carbon, Forest Finance & Economics, Forest Operations, Forest Strategy, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

This post, the second of a two-part series, includes topics covered in the (virtual) Timber Market Analysis course on October 11th and 12th, 2023 and in the Forisk Research Quarterly. Also, for those interested in this type of research, please more…