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At the heart of research and analysis is curiosity. We study issues, challenges, systems, risks and opportunities to understand how they work. And from this understanding, we position ourselves to make better decisions and take action. This approach covers all more…
Each week, our team communicates with dozens of forest industry professionals and investors. At times, these discussions reveal patterns or highlight concerns common across sectors and regions. This post shares and answers versions of three of the most consistently asked more…
Every year around the holiday season, the forestry world anxiously awaits the arrival of more than just a few days of vacation and myriad off-key renditions of Auld Lang Syne. Each December, the Bureau of Labor Statistics releases the year-end more…
This post includes notes on from an upcoming Forisk presentation “US Forest Industry Investment” at the virtual “American Forestry Conference” on July 29th at 10 am. In addition, Dr. Shawn Baker will present “Analysis of Logging in Troubled Economic Times” more…
As management teams across the forest industry position themselves for ‘post-COVID’ markets, many pulp and paper mills chose downtime for now. SAPPI Cloquet, UPM Blandon at Grand Rapid, and Domtar’s Dryden mill offer examples of firms and facilities that modified more…
This is the second in a series related to the Q2 2020 Forisk Research Quarterly (FRQ) which includes forest industry analysis and timber price forecasts for North America. We entered 2020 expecting to navigate the tradeoffs of a slowing global more…
This post introduces research covered in the Q1 2020 Forisk Research Quarterly (FRQ). I’m not the world’s biggest baseball fan (I’m not even the biggest baseball fan at Forisk), but the quantitative nature of the game does appeal to me. For more…
“The future is not something to be predicted, but to be made.” – Professor Nick Montfort in The Future (The MIT Press, 2017) Discussions of inverted yield curves and equity dividend yields purport to clarify the tea leaves of investor intents more…
This is the third in a series related to Forisk’s Q3 2019 forest industry analysis and forecasts for the United States and Canada. Everyone can relate to the sensation of barely recognizing an old friend you’ve run into at a more…
This is the second in a series related to the threat of substitutes based on research in the structural panels industry. Part I introduced core themes and the sector. Why Substitute? A consumer considers substituting one product or service for more…