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Mill news is mixed for the North American forest products industry as firms continue to complete mill investments and announce mill closings. In the first quarter of 2024, firms advanced sawmill expansions in the U.S. South while others closed sawmills more…
According to Forisk North America Mill Database, the North American domestic pellet market, which includes grilling and home heating pellets, is approximately 5.7 million tons in size. The U.S. North accounts for the majority of North America’s capacity at 44%, more…
This post includes themes and topics that will be addressed in the (virtual) Applied Forest Finance course on March 14th, 2024. In graduate school, I conducted research on managing risk in forestry, which included the use of financial contracts, operational more…
This post includes themes and topics that will be addressed in the (virtual) Applied Forest Finance course on March 14th, 2024. Early registration ends February 29th! Timberland values, like those of commercial real estate and farmland, derive from their abilities more…
After peaking the past three years, softwood lumber prices finally returned to break-even levels in 2023. Poorly positioned lumber producers closed, reducing North American lumber capacity by 2% after gains in 2022 and 2021. Closures included 9 sawmills with capacities more…
This post includes themes and topics that will be addressed in the (virtual) Applied Forest Finance course on March 14th, 2024. Early registration ends February 29th! The business of forestry does not operate in a vacuum. Investors compare timberlands to more…
This post includes themes and topics related to timberland investment vehicles that will be addressed in the (virtual) Applied Forest Finance course on March 14th, 2024. For me and my family, I rely on investing approaches built on classic lessons more…
This post includes topics addressed in further detail, and with a forest industry case study and summary financials, in the (virtual) Applied Forest Finance course on March 14th, 2024. Investment capital is constrained and limited in most industries, especially in more…
This post is the second in a series related to the Q1 2024 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Introduction The U.S. Forest Service Forest Inventory and Analysis (FIA) program released a more…
This post includes topics addressed in the Q1 2024 Forisk Research Quarterly (FRQ) and the (virtual) Applied Forest Finance course on March 14th, 2024. Timberland markets remain extremely competitive as investors struggle to acquire assets. Quotes from Forisk conversations with more…