Three Fundamentals Affecting Investments in Housing, Lumber and Timber

| comment (1) in Forest Finance & Economics, Timber Market Analysis, Timberlands, Wood Demand & Procurement

We often expect housing and lumber and timber markets to interact and behave in certain ways. However, these expectations assume operable levels of market clearing information and pricing that apply (somewhat) uniformly across North America in seamless, frictionless transactions. You more…

Southern Timber Supplies: Investment Implications

| no comments in Timber Market Analysis, Wood Demand & Procurement

This is the fourth in a series related to Forisk’s Q2 2018 forest industry analysis and timber price forecasts for the United States and Canada. The post includes an excerpt from the Regional Summary: U.S. South chapter. Growth-to-drain analysis compares annual more…

Evaluating Mill Risk and Investments when Analyzing Timber Markets and Wood Baskets

| no comments in Forest Finance & Economics, Timber Market Analysis, Wood Demand & Procurement

When assessing timber markets and wood baskets for forest industry and timberland investments, one line of analysis focuses on the “riskiness”, likelihood and competitiveness of existing and announced wood-using manufacturing facilities in and near the market. Timberland investors want to more…

Local Forest Supplies Tell Different Timber Market Stories

| comment (1) in Stumpage Forecasting, Timber Market Analysis, Wood Demand & Procurement

This post includes an excerpt from the Q4 2017 Forisk Research Quarterly feature article, “Local Projections and Pricing Impacts of Timber Supplies in the U.S. South” authored by Amanda Lang, Shawn Baker, and Brooks Mendell Each year, Forisk estimates future more…

What is a “Local” Timber Price? What is a “Local” Timber Forecast?

| no comments in Forest Finance & Economics, Stumpage Forecasting, Timber Market Analysis, Timberlands, Wood Demand & Procurement

Our previous blog on the uniqueness of individual timber markets and wood baskets generated questions and follow-ups on the tyranny of regional averages and the challenge of localizing price forecasts. In our world, there is no such thing as an more…