Wood Fiber Prices Provide Ground Level Intelligence for Forest Industry Strategies and Tactics: Q2 2020 Update

| no comments in Forest Operations, Forest Strategy, Pulp & Paper, Timber Market Analysis, Wood Demand & Procurement, Wood Prices

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…

Coronavirus Case Study, Part III: Toilet Paper, Housing Starts and Forest Industry Implications

| no comments in Forest Finance & Economics, Forest Strategy, Pulp & Paper, Softwood Lumber, Stumpage Forecasting, Wood Demand & Procurement

We do not have a toilet paper problem. As a forest industry analyst, I say this for three reasons. Many firms in this industry are Forisk clients or customers of clients and we can confirm that trees continue to grow, more…

Forisk Publishes New Research and Market Rankings That Show How Forest Industry Opportunities Vary by Investor Type

| no comments in Forest Finance & Economics, Forest Strategy, Hardwood, Pulp & Paper, Risk Management, Softwood Lumber, Structural Panels, Timber Market Analysis, Timber REITs, Timberlands, Wood Bioenergy, Wood Demand & Procurement

Where on the map should investors put capital to work in the U.S. forest industry? New research shows how the answer differs for timberland investors, sawtimber consumers, and users of pulpwood. Forisk’s 2019 North American Forest Market & Industry Rankings scores local more…

Pulp/Paper Containerboard Conversions: Implications on Wood Use and Prices

| comments (2) in Pulp & Paper, Stumpage Forecasting, Wood Demand & Procurement

This post includes data from the Q2 2019 Forisk Research Quarterly and the 2019 Multi-Client Study: North American Forest Market & Industry Rankings. Despite recent declines in production, several pulp and paper producers announced investments and conversions to expand containerboard capacity. Firms more…