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Economists surveying the landscape following the 2016 US Presidential Election expect trade wars, economic growth and higher inflation. For me, this raises two questions. One, do the expectations of these analysts matter? That’s the performance question, and the track record more…
Once the election results were in, the emails started pinging at 3 a.m. with questions that can be summarized as, “How will a Trump presidency affect timber prices and the US forest products industry?” While the commentary in these messages more…
This is the fourth in a series related to Forisk’s Q4 2016 forest industry analysis and timber price forecasts for North America. Forisk projects housing starts of 1.17 million for 2016, which represents a 5.3% increase over 2015 actuals. However, more…
This is the third in a series related to Forisk’s Q4 2016 forest industry analysis and timber price forecasts for North America. What is a tree worth? For timberland investors, the value of a tree is determined by the returns more…
This is the first in a series related to Forisk’s Q4 2016 forest industry analysis and timber price forecasts for the United States and Canada. Each quarter, when updating models for the Forisk Research Quarterly (FRQ), we revisit prior projections more…
This is the third in a series related to analyzing timber markets and wood baskets. The first included tips for evaluating timber forecasts. The second included questions to ask during the forest industry capital allocation process. Forisk will discuss timberland more…
This is the second in a series related to analyzing timber markets and wood baskets. The first included tips for evaluating timber forecasts. Prior to conducting due diligence for clients, I ask several questions before committing our team to a more…
This is the first in a series related to analyzing timber markets and forecasting timber prices. For those building budgets and developing strategic plans for timberland investments and wood using industries, consider these four tips when evaluating the usefulness of more…
This is the fourth in a series related to Forisk’s Q3 2016 forest industry analysis and timber price forecasts for North America. Coastal markets in the Pacific Northwest include 68 open sawmills that can consume over 44.8 million tons of more…
This is the third in a series related to Forisk’s Q3 2016 forest industry analysis and timber price forecasts for North America. Prior to opening our spreadsheets and shutting out the real world, let’s remind ourselves of practical matters that more…