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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…
Forest industry press covers the capital investments in mills, housing starts, lumber prices, and consolidation across the forest industry supply chain. The question then comes up with colleagues and clients: what are we missing? What topics, themes and drivers should more…
Timber Market Analysis (TMA) is a process of systematically evaluating and tracking local wood raw material markets for investing in and managing timberlands and wood-using facilities. The TMA process prioritizes questions, aggregates data, conducts analysis and communicates results and recommendations. more…
To change a system or improve a process, you must understand how it works. And part of this requires understanding constraints, boundaries and capabilities. As Dirty Harry said (when discussing the importance of rigorous due diligence, I believe), “a man’s more…
Last week Forisk hosted a “Wood Flows & Cash Flows” event in Atlanta where we discussed a range of our research applications. Included were detailed case studies and rankings of markets and wood demand, forest supplies, timberland ownership, bioenergy, and more…
This is the second installment in our discussion of the 2017 Hurricane season’s impacts on the forest industry. See Part I for additional analysis. Brooks Mendell, Andrew Copley and Justin Tyson contributed to this blog. The closest comparison we have more…
Shawn Baker, Andrew Copley and Justin Tyson contributed to this blog. Catastrophic or severe weather events and risks may exceed the abilities and flexibility of the most talented wood supply organization. How might we think about these risks? Weather risk more…
Mid-way through a ninth year of increasing housing starts and growing lumber consumption, timberland investors and forest owners in the U.S. South continue to struggle with flat and, in certain local markets, falling sawlog prices. Previous posts discuss how this more…
How well capitalized are mills in a given market? How viable and likely to succeed are announced greenfield investments in the U.S. forest products industry? This is an important concept for understanding risk, returns and future market prospects in a more…