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“Without a structured approach to ordering the world, the world will impose its views on us. The fact is some things are more important than others, some things are easily verifiable…Simple processes help us sort the mess and prioritize.” – more…
In a February 26th post related to asset values and the coronavirus, I noted, in reference to U.S. Treasuries, that “a low risk-free rate expresses market pessimism and concern rather than economic health, stability and the potential for rapid growth.” 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…
“The future is not something to be predicted, but to be made.” – Professor Nick Montfort in The Future (The MIT Press, 2017) Discussions of inverted yield curves and equity dividend yields purport to clarify the tea leaves of investor intents 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…
This post is the fourth in a series related to the Q2 2019 Forisk Research Quarterly Forisk forecasts an additional 3 BBFT of sawmill capacity in the South over the next three years. If trucking is strained, how do we more…
This is the third in a series that shares insights from a decade of research related to North America’s wood bioenergy sector. Part I introduced core themes and wood pellets and Part II outlined the value of simple screening and more…
This is the second in a series that shares insights from a decade of research related to North America’s wood bioenergy sector. Part I introduced core themes and wood pellets. Overview of the U.S. Wood Bioenergy Sector North America’s forest more…
In the forest industry, where capital investments and forest management plans span decades, we benefit by understanding wood markets and technologies as they actually function. This helps clarify risks and provide context for emerging wood demand from new applications and more…
North America’s forest industry is more consolidated and globally competitive today because of the accelerated retooling of older mills and investments in leading technologies by firms following the Great Recession. With the exception of plywood, all forest industry sectors across more…