Timberland Investments: Physical Facts Affect Technology, Tariffs, and Trying to Increase Harvests from Public Forests

| comment (1) in Forest Finance & Economics, Forest Operations, Forest Strategy, Forest Technology, Risk Management, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

This post includes themes from the (virtual) Applied Forest Finance course on April 3rd, 2025. Early registration ends March 20th! Over the past 30 years, the ownership and management of private industrial forestland has changed. Fewer forest owning firms are more…

Top 10 North American and U.S. Lumber Producers in 2024

| no comments in Forest Operations, Softwood Lumber, Wood Demand & Procurement

Softwood lumber prices finally exceeded break-even levels at the end of 2024 but not before many lumber producers reduced capacity. Total 2023 North American softwood lumber production capacity was over 75 billion board feet (BBFT). North American lumber capacity increased more…

Timberland Investments: Smaller Sector with Bigger Portfolio Benefits

| no comments in Forest Finance & Economics, Forest Strategy, Risk Management, Timber REITs, Timberlands

This post includes themes from the (virtual) Applied Forest Finance course on April 3rd, 2025. Early registration ends March 20th! The investable universe for institutional timberland in the U.S. is modest compared to markets for stocks, bonds, currencies, or real more…

Tariffs on Imports from Canada? Tell Me More!

| comment (1) in Forest Finance & Economics, Forest Strategy, Hardwood, Risk Management, Softwood Lumber, Structural Panels, Timber Market Analysis, Wood Demand & Procurement, Wood Flows & Cash Flows

Between reporting on artificial intelligence and the Luka Doncic trade to the LA Lakers, news leaked about potential U.S. tariffs on imports from Canada. While headlines screamed – see the January 31st The Wall Street Journal editorial “The Dumbest Trade more…

Top Forisk Blog Posts from 2024: Top Lumber Producers, Timber Supply and Inventory, and Hurricane Helene

| no comments in Custom Market Forecast, Forest Finance & Economics, Forisk

Thank you for reading the Forisk blog and sharing this content with others! The Forisk team posted 42 articles to our blog in 2024. Here are the top blog posts from 2024, along with a few other honorable mention posts: more…