Forisk Publishes Study of Historic and Projected North American Forest Industry Capacity

| no comments in Forest Operations, Forest Strategy, Forisk, Risk Management, Softwood Lumber, Structural Panels, Timber Market Analysis, Timber REITs, Timberlands, Wood Demand & Procurement

North America’s forest industry is more consolidated and globally competitive today because of the accelerated retooling of older mills and investments in leading technologies by firms following the Great Recession. With the exception of plywood, all forest industry sectors across more…

Thinking Beyond Deviations: Changes that Could Disrupt the Forest Industry, Part II

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

World events and shifting in capital markets increase our awareness and interest in the broader range of disruptions potentially relevant to forestry. How should we think about these? The first post in this series summarized the current economic situation in more…

Thinking Beyond Deviations: Changes that Could Disrupt the Forest Industry, Part I

| comments (2) in Forest Finance & Economics, Forest Strategy, Forisk, Risk Management, Timber Market Analysis, Timber REITs, Timberlands

Forest industry press covers the capital investments in mills, housing starts, lumber prices, and consolidation across the forest industry supply chain. The question then comes up with colleagues and clients: what are we missing? What topics, themes and drivers should more…

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…