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Forest products, whether evaluated from the perspective of embodied carbon or nature based solutions, could be viewed as an economic development “super food” that meets human needs with fewer environmental consequences. Forest products outperform other building materials in their ability more…
Where in the U.S. should investors put capital to work in the forest industry? New research from Forisk ranks local markets and shows how the answer differs for timberland investors, sawtimber consumers, and users of pulpwood. For example, rankings highlight more…
Housings starts jumped more than 12% in August to a seasonally adjusted annual rate (SAAR) of 1.58 million units. Most of the gain was in multifamily construction, rising 29% to a SAAR of 621 thousand units. Single family starts were more…
Introduction Pulpwood, the smaller trees typically chipped for making wood pulp or oriented strand board (OSB) or wood pellets, provides balance and diversification to the forest products industry. Robust, sustainable timber markets and wood baskets feature a broad set of more…
While raw data is important, it can also be insufficient. Each day, the world produces a staggering amount of information, which does not speak for itself. How do we think through the noise to find helpful signals and apply our more…
On August 25th, 2022, Forisk hosted its sixth annual “Wood Flows & Cash Flows” conference, with attendees participating virtually from across 22 states, three Canadian provinces and three continents. The one-day event provided a comprehensive review of research relevant to more…
Forisk’s Annual “Wood Flows & Cash Flows” Conference will happen virtually on Thursday, August 25th. In addition to covering financial issues related to timberland investments, stress on the forest industry supply chain, and projected forest industry capacity by sector across North America, the event more…
This post is the first in a series related to the Q3 2022 Forisk Research Quarterly (FRQ), which includes forest industry analysis, timber price forecasts, and featured research on southern and Pacific Northwest timber markets. After two scorching years, the temperature more…
According to The Economist[1], “Private equity benefits from a fig leaf of illiquidity,” which covers up for delays when valuing investment assets and obfuscates their true volatility. The inability to confirm value in real-time or robustly quantify risk sounds, to more…
When inflation rises, people talk about it. In my calls with forest industry investors and executives, these discussions center on current and future costs, prices, and cash flows. Generally, I observe that inflation increases fear by fogging the crystal ball more…