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This post is the sixth in a series related to the Q2 2021 Forisk Research Quarterly (FRQ), which includes forest industry analysis, timber price forecasts and featured research on forest carbon. North America’s forest industry is closing in on two more…
“Risk” remained the watchword over the past three months as managers continued to battle multiple issues: fires, hurricanes, COVID, and record lumber prices. Lumber production surged in Q3 2020, generating more residual volumes into fiber markets while demand from the more…
This post is the third in a series related to the Q3 2020 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The post includes excerpts from our pulp and paper research. Our 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…
Prior to the coronavirus pandemic, the Canada rail blockades stood as the major supply chain disruption of the quarter in Eastern Canada. Protests of a pipeline crossing First Nations lands in Western Canada challenged incoming and outgoing rail deliveries for more…
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 has acquired the North American Wood Fiber Review from Wood Resources International of Bothell, Washington. The Review, which tracks wood fiber markets in all major regions of the U.S. and Canada, will be published as the Forisk Wood Fiber more…
This is not your Grandma’s pulp mill. Within the forest products industry, the ability to use and leverage technology can distinguish firms within a sector, while clearly separating the ability to generate wealth across sectors. For example, the pulp paper more…
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…