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Wood pellet production capacity in North America increased 170% over the past decade. Growing to meet European demand for renewable energy—and more recently demand from Asia—wood pellet manufacturing capacity has consolidated and shifted across regions. Today, Western Canada is the more…
This is the fourth in a series related to Forisk’s Q3 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. Twenty-five (25) OSB mills more…
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…
A successful timber market analysis answers two questions. One, what are the “facts on the ground” for this market or wood basket? This helps profile the market with respect to forest supplies and wood demand. The timber suppliers and wood-using more…
How well capitalized are mills in a given market? How viable and likely to succeed are announced greenfield investments in the U.S. forest products industry? This is an important concept for understanding risk, returns and future market prospects in a more…
News flash: we all make errors when analyzing forestry investments. Which are the most common and how can we avoid them? At the end of the day, most analytic errors in forestry relate to the data used – the inputs more…
As we hit midfield for 2012 and closed out the second quarter, the timber REIT sector as measured by the Forisk Timber REIT (FTR) Index posted a 12.09% gain relative to 8.31% for the S&P 500 (click here for the more…
Last week, I met with the CEO of one of world’s largest forest management and consulting firms. We ended up discussing a mutually perplexing question, “why do some timberland investors prioritize macro issues like housing at the expense of understanding more…
Southern demand for pine grade timber raw materials rebounded 6.1% during the 1st quarter of 2010, according to the Wood Demand Report, after reaching five-year lows the previous quarter. Data providers reported that “markets have turned around” while others confirmed more…