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Raw material exports to China are on track for a fourth straight annual decline, with annualized 2024 volume to China down 59% from its 2018 peak. Hardwood chip volumes are down 9% from the 2018 peak, while hardwood log exports more…
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…
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…
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…
In the Q2 2022 FRQ, we discussed Russia’s self-imposed ban on exporting “wood in the rough” starting in early 2022, in hopes of spurring their internal forest products industry. At that time, imports into the EU Trade Zone and China more…
This post includes excerpts from the Q2 2024 Forisk Research Quarterly (FRQ) feature article, “Topics on Forest Finance: Investment Criteria and Timberland Liquidity” and from the forthcoming 7th edition of Forest Finance Simplified. Liquidity – the ability to convert assets more…
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. When deciding where to allocate limited capital, we benefit by more…
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…
This post includes themes and topics that will be addressed in the (virtual) Applied Forest Finance course on March 14th, 2024. Early registration ends February 29th! Timberland values, like those of commercial real estate and farmland, derive from their abilities more…
This post includes themes and topics that will be addressed in the (virtual) Applied Forest Finance course on March 14th, 2024. Early registration ends February 29th! The business of forestry does not operate in a vacuum. Investors compare timberlands to more…