Russo-Ukrainian Conflict: An Update on Russian Pellet Flows and Spot Prices

| no comments in Forisk, Wood Bioenergy, Wood Demand & Procurement

Following the start of the conflict, many western countries and their allies imposed strict economic sanctions on Russia and many major European utilities halted biomass purchases from Russia, as discussed in the Q2 2022 FRQ. According to data from FutureMetrics, 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…

Timberland, Tech, and Trends with Brooks Mendell

| no comments in Forest Finance & Economics, Forest Strategy, Forest Technology, Timber Supply, Timberlands, Wood Demand & Procurement, Wood Flows & Cash Flows

Recently, Dr. Brooks Mendell (President and CEO of Forisk Consulting) participated in an interview with Dr. Aaron Shew, Director of Data Science at Acres, to discuss the timberland industry. Watch the full interview and catch a few key takeaways below. 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…

Assessing Mill Health and Risk when Evaluating Timber Markets and Wood Baskets

| no comments in Risk Management, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy, Wood Demand & Procurement

When analyzing timber markets and wood baskets for forest industry, bioenergy, and timberland investments, a key topic is the “riskiness”, viability, and competitiveness of nearby wood-using facilities.  Timberland investors want to confirm that announced mills get built and existing mills more…

Pulp and Paper Closures and Conversions Trim Wood Fiber Demand

| no comments in Pulp & Paper, Wood Demand & Procurement

Pulp and paper mill closures garner headlines as they represent massive facilities employing hundreds and contributing millions of dollars to local economies. They also provide an important market for wood fiber for forest landowners and sawmills. Mill closures hamper landowners’ more…

Mill Investments and Closures in the U.S. South

| comment (1) in Wood Demand & Procurement

Firms continue to invest in forest industry manufacturing facilities in the U.S. South. The region features abundant timber supplies and an established supply chain with favorable business operating conditions. Lumber manufacturers evaluate timber markets for future capital expansion, and the more…