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This post includes excerpts from the Q4 2026 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. To learn more or to subscribe to the FRQ, please contact Nick DiLuzio (ndiluzio@forisk.com). Everything has tradeoffs. Do more…
In the Q2 2026 Forisk Research Quarterly, Forisk Consulting forecasted three scenarios of U.K. wood pellet demand with demand falling in the near term in all scenarios. Based on Forisk’s pellet demand forecasts, there will be a supply and demand more…
This post includes ideas and content covered in the virtual Timber Market Analysis class, September 30th, and October 1st, 2026. Early registration ends September 16th; registration closes September 29th. In statistics, the law of large numbers teaches us that, as the size more…
This post includes ideas and content covered in the virtual Timber Market Analysis class, September 30th, and October 1st, 2026. During interviews, economist Skylar Olsen regularly says: “We treat the housing market as if it’s one large national market, but, more…
This post includes content from the Q3 2026 Forisk Research Quarterly and ideas covered in the virtual Timber Market Analysis class, offered on September 30th and October 1st, 2026. I, for one, am grateful about the carefully implemented, clearly explained, and practically practical effort more…
Introduction Investors care about bond markets. For institutional investors tasked with managing portfolios on behalf of current and future retirees, U.S. policies and debt levels affect the relative attractiveness of assets from domestic timberlands to equities to treasuries. The bond more…
This post includes ideas and an excerpt of analysis from the Q2 2026 Forisk Research Quarterly. Introduction When it comes to making choices and decisions, I think we overvalue “best,” we underappreciate “good” and “effective” and “better,” and we fail more…
This post includes ideas and an excerpt of analysis from the Q2 2026 Forisk Research Quarterly. Introduction Forisk’s analysis of U.S. timberland investments and U.S. lumber manufacturers includes tracking Canadian wood-using manufacturing capacity and production. Canada’s lumber industry saws far more…
This post includes themes from Forisk’s FRQ research and the (virtual) Applied Forest Finance course on March 31st, 2026. Early registration ends March 17th* Introduction On February 28, 2026, the United States and Israel initiated joint strikes on Iranian and more…
This post includes themes from the (virtual) Applied Forest Finance course on March 31st, 2026. Early registration ends March 17th* Introduction Markets are nervous, uneven, and uncertain as stocks tumble this morning with the U.S. at war with Iran. And more…