Learning from History to Invest in Timberlands and the Forest Industry

| no comments in Custom Market Forecast, Forest Operations, Forest Strategy, Forisk, Pulp & Paper, Risk Management, Softwood Lumber, Structural Panels, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy, Wood Demand & Procurement, Wood Prices

This post includes ideas and an excerpt of analysis from the Q2 2026 Forisk Research Quarterly. Introduction When it comes to making choices and decisions, I think we overvalue “best,” we underappreciate “good” and “effective” and “better,” and we fail more…

Declining Lumber Capacity in Western Canada Supports Continued Forest Industry Capital Investments in the U.S. Pacific Northwest

| no comments in Forest Operations, Forest Strategy, Risk Management, Softwood Lumber, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

This post includes ideas and an excerpt of analysis from the Q2 2026 Forisk Research Quarterly. Introduction Forisk’s analysis of U.S. timberland investments and U.S. lumber manufacturers includes tracking Canadian wood-using manufacturing capacity and production. Canada’s lumber industry saws far more…

How Rising Energy Prices Affect Timberland Investments and the Forest Products Industry

| no comments in Forest Finance & Economics, Forest Operations, Forest Strategy, Pulp & Paper, Risk Management, Softwood Lumber, Structural Panels, Stumpage Forecasting, Timber Market Analysis, Timberlands, Wood Bioenergy, Wood Flows & Cash Flows, Wood Prices

This post includes themes from Forisk’s FRQ research and the (virtual) Applied Forest Finance course on March 31st, 2026. Early registration ends March 17th* Introduction On February 28, 2026, the United States and Israel initiated joint strikes on Iranian and more…

Do Our Reasons for Investing in Timberland Still Apply?

| no comments in Forest Finance & Economics, Forest Operations, Forest Strategy, Forisk, Risk Management, Timber Market Analysis, Timber REITs, Timberlands

This post includes themes from the (virtual) Applied Forest Finance course on March 31st, 2026. Early registration ends March 17th! Class attendees also receive eBooks for the 7th Edition of Forest Finance Simplified* and 2nd Edition of Aunt Fanny Learns Forestry*! Several more…

Framing Risk with Respect to Construction Labor Shortages and the Forest Industry

| no comments in Forest Finance & Economics, Forest Operations, Forest Strategy, Risk Management, Softwood Lumber, Structural Panels, Timber Market Analysis, Timber REITs, Timberlands

This post is the third in a series related to the Q4 2025 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. To learn more or to subscribe to the FRQ, please contact Nick DiLuzio more…

Delivered Log Price Trends in the Pacific Northwest

| no comments in Custom Market Forecast, Forest Finance & Economics, Forest Operations, Forisk Wood Fiber Review, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Wood Demand & Procurement, Wood Prices

This post includes data and market intelligence from the Forisk Wood Fiber Review and the “Market Update” in the Q2 2025 Forisk Research Quarterly. Forisk tracks domestic and export log prices in the Pacific Northwest as part of the Forisk more…