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This is the first in a series related to the Q3 2020 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Through the first half of 2020, U.S. housing starts increased 0.7% year-over-year; single-family more…
This post includes notes on from an upcoming Forisk presentation “US Forest Industry Investment” at the virtual “American Forestry Conference” on July 29th at 10 am. In addition, Dr. Shawn Baker will present “Analysis of Logging in Troubled Economic Times” more…
This post includes notes on the application and adjustment of discount rates during periods of historically low interest rates, with examples related to timberland investments. This continues a discussion from my February 2020 post addressing questions related to discount rates more…
This post contains a sample from the Q2 2020 Forisk Wood Fiber Review. U.S. pellet feedstock fiber prices were stable in Q2 2020, despite the effects of the coronavirus. The U.S. Pellet Feedstock Price Index (PFPI-US)[1] increased 0.2%, reaching $60.60/odmt. more…
As management teams across the forest industry position themselves for ‘post-COVID’ markets, many pulp and paper mills chose downtime for now. SAPPI Cloquet, UPM Blandon at Grand Rapid, and Domtar’s Dryden mill offer examples of firms and facilities that modified more…
On June 8th, the National Bureau of Economic Research confirmed that the U.S. officially entered a recession in February 2020. Just speaking for myself, the announcement was not helpful (in that it did not help me as a manager make more…
A summary of the advantages and disadvantages of applying and interpreting NPV generally and for forestry investments. Net present value (NPV) compares the value of cash flows (benefits) received in the future with the capital required for investment today. The more…
This post includes data from Forisk’s 2020 North American Timberland Owner & Manager List and the Q2 2020 Forisk Research Quarterly. Forisk has tracked and aggregated timberland transaction and ownership data for fifteen years. The ownership data goes back 50 years more…
This is the fifth in a series related to the Q2 2020 Forisk Research Quarterly. Wood use for viable bioenergy projects in the U.S. could reach 79 million tons per year in 2029. Regionally, the South accounts for 56% of the more…
In the current coronavirus pandemic and recessionary environment, do traditional reasons for holding timberland investments still apply? In Timberland 2020: From High Hopes to Viral Mopes and Back Again, Forisk compares the long and short-term performance of private timberlands to more…