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Building products firms continue to add and acquire capacity, and firms are looking forward to the next phase of investment to put additional capital (from higher lumber and plywood prices) to work. Much of the sawmill capacity increases in North more…
2021 Totals Nearly 2.8 million acres of US timberland changed hands in 2021. This represents a 60% increase from 2020 totals. Regionally, most transaction volume was concentrated in the West (45%) and South (38%). The North accounted for the balance more…
When inflation rises, people talk about it. In my calls with forest industry investors and executives, these discussions center on current and future costs, prices, and cash flows. Generally, I observe that inflation increases fear by fogging the crystal ball more…