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This post summarizes Forisk research from 2015 assessing pulpwood markets and the relative competitiveness of the pulp and paper sector in the U.S. South. Phone rings. Timberland investor asks, “Hey, is the pulp sector in the U.S. South at risk?” more…
This is the fifth in a series related to the analysis of timber markets and wood baskets. It includes a case example of how local timber forecasts differ from regional averages. Dr. Stephen Covey advised, “Seek first to understand, then more…
This is the third in a series related to the analysis of timber markets and wood baskets. Wood procurement managers and timberland investors juggle, at a minimum, stumpage contracts, fee harvests, and open market transactions to manage risk with wood more…
In evaluating timber markets and wood baskets for forest industry and bioenergy investments, a key concern is the “riskiness”, health and competitiveness of wood-using manufacturing facilities in and near the market. Timberland investors want to confirm that the mills will more…
This is the second in a two-part series related to wood supply agreements and their relevance to analyzing timber markets. Part I of this series on wood supply agreements introduced basic pricing mechanisms often used in supply agreements and associated more…
This is the first in a two-part series related to wood supply agreements and their relevance to analyzing timber markets. In his 1989 book Liar’s Poker, Michael Lewis wrote, “Risk, I learned, was a commodity. Risk could be canned and more…
News flash: we all make errors when analyzing forestry investments. Which are the most common and how can we avoid them? At the end of the day, most analytic errors in forestry relate to the data used – the inputs more…
You are an Analyst, a warrior shrouded in mystery and feared for your ruthlessness with Excel. Your actions can throw Investment Committee meetings into chaos, and your existence will shape forest management during this pivotal moment in history. [Inspired by more…
This is the third in a three-part series related to managing financial risk associated with timberland investments, wood procurement and forest management activities. Colonel Kurtz, in the movie “Apocalypse Now,” says “you must make a friend of risk.” While I more…
This is the second in a three-part series related to managing financial risk associated with timberland investments, wood procurement and forest management activities. Part I of Managing Financial Risk in Forestry (Real Options and a Practical Question) introduced industrial views more…