Timberland Investments: Physical Facts Affect Technology, Tariffs, and Trying to Increase Harvests from Public Forests

| comment (1) in Forest Finance & Economics, Forest Operations, Forest Strategy, Forest Technology, Risk Management, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

This post includes themes from the (virtual) Applied Forest Finance course on April 3rd, 2025. Early registration ends March 20th! Over the past 30 years, the ownership and management of private industrial forestland has changed. Fewer forest owning firms are more…

Top 10 North American and U.S. Lumber Producers in 2024

| no comments in Forest Operations, Softwood Lumber, Wood Demand & Procurement

Softwood lumber prices finally exceeded break-even levels at the end of 2024 but not before many lumber producers reduced capacity. Total 2023 North American softwood lumber production capacity was over 75 billion board feet (BBFT). North American lumber capacity increased more…

Forisk Market Bulletin: November 2024 Mill Update

| no comments in Forest Operations, Forisk Market Bulletin, Pulp & Paper, Softwood Lumber, Structural Panels, Wood Demand & Procurement

This blog includes data from Forisk’s North American Mill Capacity Database, a database of over 2,300 wood-using mills in North America. For more information on the mill database or Forisk’s other products, please visit www.forisk.com or contact Nick DiLuzio at ndiluzio@forisk.com. more…

Evaluating Mill Risk when Analyzing Timber Markets and Wood Baskets

| no comments in Custom Market Forecast, Forest Operations, Forest Strategy, Pulp & Paper, Risk Management, Softwood Lumber, Timber Market Analysis, Timberlands, Wood Bioenergy, Wood Demand & Procurement

Recently, at the CANOPY forestland investment conference in Portland, I participated on a panel about pulpwood markets in the U.S. South. While the region enjoys abundant forest resources and dozens of new wood-using mills, it has also seen the closure more…

Forisk Market Bulletin: September 2024 Mill Update

| comments (4) in Forest Operations, Pulp & Paper, Softwood Lumber, Wood Demand & Procurement

This blog includes data from Forisk’s North American Mill Capacity Database, a database of over 2,300 wood-using mills in North America. For more information on the mill database or Forisk’s other products, please visit  or contact Nick DiLuzio at ndiluzio@forisk.com. more…

Softwood Lumber Capacity Continues to Migrate Across North America

| no comments in Forest Finance & Economics, Forest Operations, Forisk, Softwood Lumber, Timber Market Analysis

This post includes data from the Q3 2024 Forisk Research Quarterly (FRQ) and Forisk’s new digital platform for the North American Mill Capacity Database. Over the past 50 years, major shifts in the regional distribution of lumber capacity across North more…

Financial Criteria in Forestry, Part I: What’s the Question?

| no comments in Forest Finance & Economics, Forest Operations, Forest Strategy, Risk Management, Timberlands

This post introduces research and topics that will be addressed in the Q2 2024 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Good questions clarify our context, risks, and options. Well-structured questions more…