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This is the first in a three-part series related to Forisk’s modeling of future softwood stumpage prices in the US South and Pacific Northwest. Increasing housing starts prime the pump during an economic recovery. The Economist magazine describes the upside more…
This is the second in a two-part series related to the analysis of wood baskets and timber markets for investments in forest industry mills, wood-using bioenergy projects and timberland. Part I of Wood Market Realities (Stumpage Price Paranoia) addressed real more…
This is the first in a two-part series related to the analysis of wood baskets and timber markets for investments in forest industry mills, wood-using bioenergy projects and timberland. When analyzing timber markets or wood baskets, paranoia regarding stumpage price more…
This is the third in a three-part series related to the financial performance, current trends and changing structure of the timberland investment sector. Newspaper headlines scream distractions. They make us forget that investments in timberland assets are somewhat insulated from more…
In 2011 for the second consecutive year, Forisk’s localized pine sawtimber forecast hit within 4% of actual on average at the state-level. South-wide, Forisk’s regional pine sawtimber average of $26.57 per ton exceeded Timber Mart-South’s actual price of $23.97 for more…
Amanda Lang recently presented an overview of timber markets and wood bioenergy demand at the Southeastern Society of American Foresters Meeting at Jekyll Island, Georgia. Here is an excerpt specific to the topic of Southern Yellow Pine “Design Values”: The more…
Last week, I met with the CEO of one of world’s largest forest management and consulting firms. We ended up discussing a mutually perplexing question, “why do some timberland investors prioritize macro issues like housing at the expense of understanding more…
Over the past three months, Dr. Tim Sydor, Forisk’s Director of Economic Analysis and Forecasting, has led our mid-year update of Forisk’s 2011-2020 timber forecast for the US South and Pacific Northwest. The results show sawtimber prices for the US more…
Despite optimism that pine grade demand would increase during Q2 2011 in the US South, it fell slightly by 0.6% to 18.4 million tons at 424 mills that consumed pine grade. Although small, this was the first drop since Q3 more…
Two-thirds of the nearly 6.2 million acres that Weyerhaeuser (WY) owns and leases in the United States are located in the South. Our Equity Research team matched WY’s timberland acres to Forisk’s state-by-state forecast of stumpage prices and wood demand more…