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Forisk Blog: November 2020

Weyerhaeuser Reinstates Dividend and Rolls Debt Forward: Summary Analysis

Posted on November 24, 2020 by Brooks Mendell | no comments in Forest Finance & Economics, Timber REITs, Timberlands, Wood Flows & Cash Flows

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…

Wood Bioenergy Update: North American Wood Pellet Exports

Posted on November 17, 2020 by Brooks Mendell | no comments in Wood Bioenergy

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…

Tags Wood Bioenergy, wood pellets

Pandemics, Uncertainty, and the Wood Supply Chain

Posted on November 4, 2020 by Shawn Baker | no comments in Forest Operations, Wood Demand & Procurement

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…

Tags forest industry, logging employment, wood demand

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