Southern Lumber Producers: Past, Present, and Future

| comments (6) in Forest Finance & Economics, Wood Demand & Procurement

After yet another consolidating acquisition of southern sawmills, it seems like an opportune moment to review the changing profile of the softwood lumber industry in the U.S. South. At the end of 2008 – the early days of the housing more…

Southern Timber Supplies: Investment Implications

| no comments in Timber Market Analysis, Wood Demand & Procurement

This is the fourth in a series related to Forisk’s Q2 2018 forest industry analysis and timber price forecasts for the United States and Canada. The post includes an excerpt from the Regional Summary: U.S. South chapter. Growth-to-drain analysis compares annual more…

Tracking the Top Timberland Owners and Managers, 2018

| no comments in Forest Finance & Economics, Forisk, Timber REITs, Timberlands

Forisk has tracked and accumulated timberland transaction and ownership data since 2006. The ownership data goes back 50 years and the transaction data goes back 20 years to 1996. This provides context when reviewing year-over-year trends. In the past twelve more…

Local Forest Supplies Tell Different Timber Market Stories

| comment (1) in Stumpage Forecasting, Timber Market Analysis, Wood Demand & Procurement

This post includes an excerpt from the Q4 2017 Forisk Research Quarterly feature article, “Local Projections and Pricing Impacts of Timber Supplies in the U.S. South” authored by Amanda Lang, Shawn Baker, and Brooks Mendell Each year, Forisk estimates future more…

West Fraser Acquisition of Gilman Continues Trend of Canadian Expansion in the U.S. South

| no comments in Wood Demand & Procurement

On July 26, 2017, West Fraser announced an agreement to acquire Gilman Companies, a major producer of southern yellow pine lumber with six sawmills in South Georgia and North Florida comprising 700 million board feet (MMBF) of capacity. The acquisition more…