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Understand how to understand and frame the current situation. [That was not a Rumsfeldian typo.] Executives and investors make, or don’t make, decisions on how to allocate capital and other resources based on their understanding of the current situation. On more…
Visitor traffic on the Forisk Blog increased 12% in 2016 over 2015. Thank you! Here are the top five posts from 2016: Forest Finance: What Does a Negative or Zero NPV Say About My Potential Timberland Investment? This brief post more…
In September 2012, Forisk published analysis of timber markets across the U.S. South that estimated how excess sawtimber inventories could dampen or delay the “strengthening” of pine sawtimber and chip-n-saw prices in local timber markets. Specifically, we wrote: “…the effect more…
Economists surveying the landscape following the 2016 US Presidential Election expect trade wars, economic growth and higher inflation. For me, this raises two questions. One, do the expectations of these analysts matter? That’s the performance question, and the track record more…
Once the election results were in, the emails started pinging at 3 a.m. with questions that can be summarized as, “How will a Trump presidency affect timber prices and the US forest products industry?” While the commentary in these messages more…
This is the fourth in a series related to Forisk’s Q4 2016 forest industry analysis and timber price forecasts for North America. Forisk projects housing starts of 1.17 million for 2016, which represents a 5.3% increase over 2015 actuals. However, more…
This is the third in a series related to Forisk’s Q4 2016 forest industry analysis and timber price forecasts for North America. What is a tree worth? For timberland investors, the value of a tree is determined by the returns more…
By Brooks Mendell and Amanda Lang This is the second in a series related to Forisk’s Q4 2016 forest industry analysis and timber price forecasts for the United States and Canada. In October 2015, the Softwood Lumber Agreement (SLA) between more…
This is the first in a series related to Forisk’s Q4 2016 forest industry analysis and timber price forecasts for the United States and Canada. Each quarter, when updating models for the Forisk Research Quarterly (FRQ), we revisit prior projections more…
This is the third in a series related to analyzing timber markets and wood baskets. The first included tips for evaluating timber forecasts. The second included questions to ask during the forest industry capital allocation process. Forisk will discuss timberland more…