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This is the second in a series related to analyzing timber markets and wood baskets. The first included tips for evaluating timber forecasts. Prior to conducting due diligence for clients, I ask several questions before committing our team to a more…
This is the first in a series related to analyzing timber markets and forecasting timber prices. For those building budgets and developing strategic plans for timberland investments and wood using industries, consider these four tips when evaluating the usefulness of more…
This is the second in a series related to Forisk’s Q3 2016 forest industry analysis and timber price forecasts for North America Some markets are more important than others for timberland investors and forest managers. While timberland owners sell logs more…
This is the first in a series related to Forisk’s Q3 2016 forest industry analysis and timber price forecasts for the United States. Each quarter when updating our Forisk Research Quarterly (FRQ) forecast models, we revisit prior projections and review more…
In 1969, Joe Namath led the New York Jets over the Baltimore Colts in the Super Bowl, Neil Armstrong became the first person to walk on the moon, and 14 of the 15 largest U.S. timberland owners were vertically-integrated, mill-owning more…
The United Kingdom voted to leave the European Union and, as a result, David Cameron will step down as Prime Minister in October. The global implications of the British exit – “Brexit” – from the EU remain uncertain. It appears more…
The average square footage of a completed new single-family home in the U.S. continues to increase. This has potential implications for regional lumber production and timber prices as this increase translates into higher levels of wood demand. According to the more…
This post includes data from featured research in the Q2 2016 Forisk Research Quarterly (FRQ). Timberland investors looking to acquire assets and timber REITs seeking to grow their asset bases both made big moves over the past 16 months. Firms more…
This is the first in a series related to Forisk’s Q2 2016 forest industry analysis and timber price forecasts for the United States. Each quarter when updating our Forisk Research Quarterly (FRQ) forecast models, we revisit prior projections and review more…
Another incomplete timberland investment thesis resurfaced: timberland as a deflation hedge. Chip Dillon of Vertical Research Partners dusted off this idea during a conference presentation in March. (We have had issues with timberland investment analysis from Mr. Dillon’s team in more…