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This is the second in a series related to the Q2 2021 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Each quarter when updating our Forisk Research Quarterly (FRQ) forecast models, we revisit more…
This post is the first in a series related to the Q2 2021 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Featured research in the next issue will focus on forest carbon. Investor more…
The physical facts of nature help us, at times, reconcile contradictions in the marketplace. Consider the disparity between sky-scraping softwood lumber prices and the pedestrian prices received by forestland owners in the U.S. South for their logs. I hear from more…
Continued high lumber prices encouraged sawmills to maintain aggressive production levels in Q1 2021, further increasing residual chip supplies in the Northwest. The return of two fiber consumers to the region— Cosmo Specialty Fiber in Washington and the Roseburg Forest more…
This post includes themes addressed in the Applied Forest Finance course. When applying Net Present Value (NPV) in finance to evaluate investments, it’s appropriate to use a discount rate that reflects the marginal cost of capital of the firm. In business more…
This post includes themes addressed in our Applied Forest Finance course. Behavioral finance teaches us that we are prone to both emotional error and brilliant insight, and sometimes we confuse the two. For this reason, when evaluating investments, we value clear more…
This is the sixth in a series related to the Q1 2021 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Forisk projects global demand for industrial wood pellets to reach 31 million metric more…
This post is the fourth in a series related to the Q1 2021 Forisk Research Quarterly (FRQ). It includes topics that will also be addressed in the (virtual) Applied Forest Finance course on March 4th, 2021. When we feel uncertain about more…
This is the third in a series related to the Q1 2021 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The U.S. housing market continued to trend higher in December, driven by increased more…
This post is the second in a series related to the Q1 2021 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Words and their combinations are so interesting. Ice is frozen water. Cream more…