My Account | Sign In
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…
West Fraser closed on the purchase of Norbord on February 1, 2021, becoming the largest producer of OSB in North America. The OSB sector is heavily consolidated, with the top 10 firms accounting for 100% of OSB production in North 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…
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…
The structural panel industry is heavily consolidated with a small number of key firms in each sector and geographic region. Adding capacity requires significant capital investments and the adoption of new technologies. What do we observe from firms seeking to more…
This is the third in a series related to the threat of substitutes based on from research in the structural panels industry. Part I introduced the sector and core themes, and Part II described the power of effective cost controls more…
This is the second in a series related to the threat of substitutes based on research in the structural panels industry. Part I introduced core themes and the sector. Why Substitute? A consumer considers substituting one product or service for more…
We get introduced to the concept of substitution in elementary school. When Mrs. Schlesinger in third grade is unavailable due to illness or car trouble and Mr. Carson, a substitute teacher, fills in admirably for a day or a week, more…
Forisk has acquired the Wood Demand Research Program (WDRP) from the Harley Langdale, Jr. Center for Forest Business at the University of Georgia. The WDRP includes the Wood Demand Report and the Forest Industry Shapefiles of mill capacities and wood use more…
Structural panel production is highly consolidated amongst few firms in North America. There are only ten OSB producers and the ten largest plywood producers represent 73% of North American capacity in 2018. The ten largest plywood producers in North America more…