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This post summarizes Forisk research from 2015 assessing pulpwood markets and the relative competitiveness of the pulp and paper sector in the U.S. South. Phone rings. Timberland investor asks, “Hey, is the pulp sector in the U.S. South at risk?” more…
This is the second blog in a series related to Forisk’s research of U.S. wood bioenergy markets and is an excerpt from the “Forisk Facts & Figures” published in the Q4 2015 Forisk Research Quarterly (FRQ) Publication. The first blog more…
This is the fourth in a series related to Forisk’s Q4 2015 forest industry analysis and timber price forecasts for North America. Localizing the capacity of softwood sawmills to consume wood translates into robust estimates of regional and national capacity. more…
This is the first blog in a series related to Forisk’s research of U.S. wood bioenergy markets published in the Q4 2015 Forisk Research Quarterly (FRQ) Publication. Wood bioenergy projects have slowed in the U.S.; meaningful potential growth, if realized, more…
This post includes an excerpt from the newly updated Q4 2015 “Forest Operations” section of the Forisk Reseach Quarterly (FRQ). Starting in Q4 2015, Forisk will report regional metrics of interest related to logging and transportation. This quarter, we present five-year trends of more…
If the proposed merger of the two largest public timber REITs, Plum Creek (PCL) and Weyerhaeuser (WY), does anything, it reminds us of the relative insignificance of timber firms to the REIT sector generally and the stock market overall. Currently, more…
This is the third in a series related to Forisk’s Q4 2015 forest industry analysis and timber price forecasts for the North America. In British Columbia, the law refers to logs as “unmanufactured timber.” The phrase speaks to untapped value more…
This is the second in a series related to Forisk’s Q4 2015 forest industry analysis and timber price forecasts for the United States. Through Q3 2015, all five public timber REITs traded at prices below where they started the year more…
Years ago, I interviewed a graduate student for a job opening. The bottom of the applicant’s resume said “fluent in Spanish.” So I asked, in Spanish, “where did you learn Spanish?” The applicant, eyes wide open, hesitated before saying, “well, more…
This is the first in a series related to Forisk’s Q4 2015 forest industry analysis and timber price forecasts for the United States. Each quarter when updating our Forisk Research Quarterly (FRQ) forecast models, we revisit prior projections and review applied more…