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Forisk Blog Articles by: Shawn Baker

U.S. Housing Starts Outlook, Q1 2025 Update

Posted on January 28, 2025 by Shawn Baker | no comments in Forest Finance & Economics

This post reports on Forisk’s Base case housing scenario for the Q1 2025 Forisk Research Quarterly (FRQ). To learn more or to subscribe to the FRQ, please contact Nick DiLuzio (ndiluzio@forisk.com). By David Rossi Review of 2024 The U.S. economy more…

Ten Years of the Forisk Research Quarterly

Posted on January 8, 2025 by Shawn Baker | no comments in Forest Finance & Economics

Ten years ago, Forisk launched our flagship research product, the Forisk Research Quarterly (FRQ), which compiles our analysis on the major forest industry sectors; forecasts of wood supply, demand, prices, and their key drivers; and rotating featured research covering a more…

Timber inventory forecasts for the Pacific Northwest

Posted on December 10, 2024 by Shawn Baker | no comments in Forest Finance & Economics, Timber Supply

In October, we reported in the Q4 2024 Forisk Research Quarterly (FRQ) our revised outlook for commercial timber inventory across the coastal Pacific Northwest (PNW) region. Our revised outlook for inventory over the next 10 years was generated from updates more…

U.S. Housing Starts Outlook, Q4 2024 Update

Posted on October 25, 2024 by Shawn Baker | no comments in Forest Finance & Economics

By David Rossi Introduction Since last quarter, housing markets remained sluggish amidst falling inflation and a slowdown in labor markets. While the federal reserve lowered its policy rate last month to support labor market conditions, the realization of this policy more…

North America’s Forest Industry Contraction

Posted on August 23, 2024 by Shawn Baker | no comments in Wood Demand & Procurement

“Nothing travels faster than the speed of light, with the possible exception of bad news, which obeys its own special laws.” – Douglas Adams While attending a recent forestry meeting, I received a text message about more sawmills closing due more…

Tags Canada, forest industry, Pacific Northwest, wood demand

U.S. Housing Starts Outlook, Q3 2024 Update

Posted on July 23, 2024 by Shawn Baker | no comments in Forest Finance & Economics

By David Rossi A high interest rate environment has supported lowered expectations for housing starts this year. Seven of eight independently published forecasts revised their 2024 view of U.S. housing starts downward since last quarter, as inflation readings this year more…

Tags Housing Starts, Interest rates

Matching Logging Employment Changes to Wood Demand

Posted on May 24, 2024 by Shawn Baker | no comments in Forest Operations, Wood Demand & Procurement

At Forisk, we often evaluate our past performance to learn from, and improve, our work. Our forecast scorecards, published in every issue of our Forisk Research Quarterly (FRQ), are the most visible evidence of this practice. However our team often more…

Tags logging employment, wood demand

Local Variation in Supply, Demand, and Prices

Posted on April 11, 2024 by Shawn Baker | no comments in Timber Supply, Wood Prices

As part of our featured research in the Q1 2024 Forisk Research Quarterly, we investigated local variations in supply, demand, and timber prices. Our findings confirm standard economic assumptions regarding timber prices over time and across geographies. 1) Wood demand more…

Tags forest economics, timber supply

U.S. Housing Starts Outlook, Q4 2023 Update

Posted on November 12, 2023 by Shawn Baker | no comments in Forest Finance & Economics

This post is the fourth in a series related to the Q4 2023 Forisk Research Quarterly (FRQ) which includes forest industry analysis, timber price projections, and featured research on forest industry ability to pay for wood raw material. The housing sector more…

Tags Housing

Adventures in Forecasting: Scenarios and Volatility

Posted on October 20, 2023 by Shawn Baker | no comments in Forest Finance & Economics, Timber Market Analysis

Last week Forisk hosted a Timber Market Analysis class attended (remotely) by over 70 students. We enjoyed engaging with such a lively group of market analysts over the course of two days. The main topics on our second day related more…

Tags forest economics, macroeconomics, timber forecast

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