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…

Top Forisk Blog Posts from 2023: Forest Finance, Lumber Leaders, and Mass Timber

| no comments in Forest Carbon, Forest Finance & Economics, Forest Operations, Forisk, Forisk Wood Fiber Review, Pulp & Paper, Softwood Lumber, Structural Panels, Timber REITs, Timberlands

Visitor traffic on the Forisk Blog in 2023 increased 12.8% over 2022. Thank you for reading and sharing this content with others! Here are top posts from 2023, along with a few popular posts by topic: Pros and Cons of more…

Russo-Ukrainian Conflict: An Update on Russian Pellet Flows and Spot Prices

| no comments in Forisk, Wood Bioenergy, Wood Demand & Procurement

Following the start of the conflict, many western countries and their allies imposed strict economic sanctions on Russia and many major European utilities halted biomass purchases from Russia, as discussed in the Q2 2022 FRQ. According to data from FutureMetrics, more…

Data Does Not Speak for Itself: Simple Frameworks and Ranking Timber Markets

| no comments in Forest Finance & Economics, Forest Strategy, Forisk, Risk Management, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

While raw data is important, it can also be insufficient. Each day, the world produces a staggering amount of information, which does not speak for itself. How do we think through the noise to find helpful signals and apply our more…

Turning Wood Flows into Cash Flows: Key Messages from the 2022 Conference

| no comments in Forest Carbon, Forest Finance & Economics, Forest Operations, Forisk, Forisk Market Bulletin, Forisk Wood Fiber Review, Pulp & Paper, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy, Wood Demand & Procurement, Wood Flows & Cash Flows

On August 25th, 2022, Forisk hosted its sixth annual “Wood Flows & Cash Flows” conference, with attendees participating virtually from across 22 states, three Canadian provinces and three continents. The one-day event provided a comprehensive review of research relevant to more…

Useful Timber Market Research Tells a Story: Join Us for “Wood Flows & Cash Flows”

| no comments in Forest Carbon, Forest Operations, Forest Strategy, Forisk, Risk Management, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy, Wood Demand & Procurement, Wood Flows & Cash Flows

Often, there is a “better” way to do things. It doesn’t really matter if you put your pants on with the leg left first or the right, but it is easier to put your pants on before your shoes. Early in more…

Thinking About Timberland Investment Exposure to Interest Rates and Default Risk*

| comment (1) in Forest Finance & Economics, Forest Strategy, Forisk, Risk Management, Timberlands, Wood Flows & Cash Flows

According to The Economist[1], “Private equity benefits from a fig leaf of illiquidity,” which covers up for delays when valuing investment assets and obfuscates their true volatility. The inability to confirm value in real-time or robustly quantify risk sounds, to more…

Forest Industry Outlook: Have a Point of View Based on Data and Scenarios

| no comments in Forest Finance & Economics, Forisk, Timber Market Analysis, Timber Supply, Wood Demand & Procurement

The biology and science of growing trees has an uneasy and inconsistent relationship with the economics of pricing timber. Like hair, forests grow. Unfortunately, U.S. wood use declined 34% during the Great Recession. Fortunately, over the past five years alone, more…