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This is the fourth in a series related to the Q2 2020 Forisk Research Quarterly (FRQ) which includes forest industry analysis and timber price forecasts for North America. Forisk surveys private timberland owners and managers in the U.S. South every more…
Prior to the coronavirus pandemic, the Canada rail blockades stood as the major supply chain disruption of the quarter in Eastern Canada. Protests of a pipeline crossing First Nations lands in Western Canada challenged incoming and outgoing rail deliveries for more…
This post introduces research covered in the Q1 2020 Forisk Research Quarterly (FRQ). I’m not the world’s biggest baseball fan (I’m not even the biggest baseball fan at Forisk), but the quantitative nature of the game does appeal to me. For more…
This is the third in a series related to Forisk’s Q4 2019 forest industry analysis and timber price forecasts for the United States. It contains an excerpt from our feature article on timber supply in the U.S. South co-authored by more…
“Better a diamond with a flaw, than a pebble without” – Confucious No measure is perfect. BMI, EBITDA, OPS+, all of these provide a relatively simple picture of something: weight, earnings, or offensive production. None of them tells the whole more…
This is the third in a series related to Forisk’s Q3 2019 forest industry analysis and forecasts for the United States and Canada. Everyone can relate to the sensation of barely recognizing an old friend you’ve run into at a more…
This post is the fourth in a series related to the Q2 2019 Forisk Research Quarterly Forisk forecasts an additional 3 BBFT of sawmill capacity in the South over the next three years. If trucking is strained, how do we more…
“Reality is frequently inaccurate” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy It has been a couple of years since we last discussed the performance (and drivers) of our logging cost forecasts. At that time, we were seeing increased more…
This post contains an excerpt from the Q1 2019 Forisk Research Quarterly feature article. This is the fourth in a series related to Forisk’s Q1 2019 forest industry analysis and timber price forecasts for the United States. Amanda Lang, Jack more…
I just lay there awake in the middle of the night Thinking ’bout the wreck on the highway – Bruce Springsteen “Wreck on the highway” While driving on the interstate last week, I saw a fully-loaded car hauler that more…