My Account | Sign In
A historic fire season continued to be the dominant story across the U.S. West as landowners assessed damage to timberlands, tried to arrange salvage operations, and planned for recuperating damaged lands. The toll of a destructive 2020 wildfire season is more…
Mill capacity in North America has shifted South since just before the Great Recession of 2007-2009 for softwood lumber. Reduced timber supplies in Western Canada from the mountain pine beetle made it hard to get wood in the region. The more…
In 2020, the U.S. economy has offered a bundle of mixed signals. Crashing growth and demand in Q2 led to a massive fiscal stimulus. Bullish stock indices and housing markets sit on uncertain labor markets. Even after tremendous growth in more…
Our bottom-up understanding of timberland investments and the forest products industry depends on the link between wood flows and cash flows, the theme of our annual investment conference. The (1) steady, localized harvesting and delivery of logs to (2) mills more…
This is the fifth in a series related to the Q4 2020 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Canadian wood pellet exports rose 9.6% year-over-year through August 2020. Canadian wood pellet more…
This post is the fourth in a series related to the Q4 2020 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The post includes excerpts from our featured research this quarter on more…
This post is the third in a series related to the Q4 2020 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The post includes excerpts from our Forisk Facts and Figures section. Tyler more…
This is the second in a series related to the Q4 2020 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 September while shifting more…
This post is the first in a series related to the Q4 2020 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The analysis comparing timberlands and bonds will also be included in the more…
Economist Irving Fisher[1], in thinking about the worth of an asset, wrote: “Capital value is income capitalized, and nothing else.” Capitalization refers to the conversion of expected future income into an estimate of present value. This means any valuation effort more…