How to Compare Timber Markets and Wood Baskets During Trade Wars, Recessions, and Recoveries

| no comments in Custom Market Forecast, Forest Operations, Forest Strategy, Risk Management, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement, Wood Prices

For timberland investors, integrated firms that own timberland and mills, and wood-using manufacturers, the exercise for realizing value is specific to the trees grown, sold, and procured from each local timber market or wood basket. This forest industry reality becomes more…

Forisk Wood Fiber Review Adds New Content Tracking Lumber Sector Performance

| no comments in Forest Finance & Economics, Forest Strategy, Forisk Wood Fiber Review, Softwood Lumber, Timber Market Analysis, Wood Demand & Procurement

In Q1 2025, the Forisk Wood Fiber Review added a new chapter tracking the performance, production and exports from publicly traded companies including Canfor (CFP), GreenFirst Forest Products (TSX: GFP), Interfor (IFSPF), PotlatchDeltic (PCH), West Fraser (WFG), and Weyerhaeuser (WY). more…

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

| comments (2) 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…

Timberland Investments: Smaller Sector with Bigger Portfolio Benefits

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

This post includes themes from the (virtual) Applied Forest Finance course on April 3rd, 2025. Early registration ends March 20th! The investable universe for institutional timberland in the U.S. is modest compared to markets for stocks, bonds, currencies, or real more…

Tariffs on Imports from Canada? Tell Me More!

| comment (1) in Forest Finance & Economics, Forest Strategy, Hardwood, Risk Management, Softwood Lumber, Structural Panels, Timber Market Analysis, Wood Demand & Procurement, Wood Flows & Cash Flows

Between reporting on artificial intelligence and the Luka Doncic trade to the LA Lakers, news leaked about potential U.S. tariffs on imports from Canada. While headlines screamed – see the January 31st The Wall Street Journal editorial “The Dumbest Trade more…

Concentration of Wood Demand in Local Timber Markets

| comment (1) in Custom Market Forecast, Forest Strategy, Risk Management, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timberlands, Wood Demand & Procurement

When localizing forest supplies, mill capacities, forest operations, and pricing, each timber market produces a unique profile. This uniqueness highlights how timberland valuations, wood procurement strategies, and forest management plans get customized to optimize the market and company assets. Recently, 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…

Analyzing Timber Markets to Customize Forecasts and Make Investment Decisions

| no comments in Custom Market Forecast, Forest Strategy, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

In the forest industry, we study timber markets and the underlying data to understand relationships and risks. For timberland investing and the procurement of wood, systematic frameworks and proven processes help us analyze and compare markets and wood baskets to more…