Learning from History to Invest in Timberlands and the Forest Industry

| no comments in Custom Market Forecast, Forest Operations, Forest Strategy, Forisk, Pulp & Paper, Risk Management, Softwood Lumber, Structural Panels, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy, Wood Demand & Procurement, Wood Prices

This post includes ideas and an excerpt of analysis from the Q2 2026 Forisk Research Quarterly. Introduction When it comes to making choices and decisions, I think we overvalue “best,” we underappreciate “good” and “effective” and “better,” and we fail more…

Timberland Returns: Comparing the Drivers of Performance (1995–2025)

| comment (1) in Timberlands

The following is an excerpt from the Forisk Research Quarterly.   When evaluating timberland investment performance, we generally look at two drivers: EBITDDA (Earnings Before Interest, Taxes, Depreciation, Depletion, and Amortization), which represents the cash yield from operations, and Appreciation, more…

Declining Lumber Capacity in Western Canada Supports Continued Forest Industry Capital Investments in the U.S. Pacific Northwest

| no comments in Forest Operations, Forest Strategy, Risk Management, Softwood Lumber, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

This post includes ideas and an excerpt of analysis from the Q2 2026 Forisk Research Quarterly. Introduction Forisk’s analysis of U.S. timberland investments and U.S. lumber manufacturers includes tracking Canadian wood-using manufacturing capacity and production. Canada’s lumber industry saws far more…

Forisk Custom Market Forecast Case Study – Timberland

| no comments in Custom Market Forecast, Timber Market Analysis, Timberlands

Last year, Forisk published a blog about the questions Forisk’s Custom Market Forecast (CMF) can answer for firms making investment and operating decisions in the timber and forest industries. After a year of delivering CMFs for clients, we developed case more…

Realized Fiber Demand From Greenfield Biomass Projects Since 2015

| no comments in Wood Bioenergy, Wood Demand & Procurement, Wood Prices

In the Q4 2022 edition of the Forisk Research Quarterly (FRQ), we analyzed the success rate of export pellet projects making it to the groundbreaking phase. This post is a spiritual successor to that sidebar. Leveraging over ten years of more…