6th “Wood Flows and Cash Flows” Conference on August 25th, 2022

| no comments in Forest Operations, Forest Strategy, Pulp & Paper, Softwood Lumber, Structural Panels, Stumpage Forecasting, Timber Market Analysis, Timberlands, Wood Bioenergy, Wood Flows & Cash Flows

Regional forest industry fundamentals are known by those in the business. The moving of softwood lumber capacity across North America from Western Canada and the Northwest to the U.S. South, changes in timberland ownership, and factors driving pulp fiber costs comprise a few. However, the more…

Preparing to Position Timberland Investments for Emerging Forest Carbon Markets

| comments (4) in Forest Carbon, Forest Finance & Economics, Forest Strategy, Stumpage Forecasting, Timber Supply, Timberlands, Wood Demand & Procurement, Wood Flows & Cash Flows

Forest carbon can affect timberland values to the extent that robust markets for carbon support reliable cash flows to investors. With wood, the economic value of trees derives from the ability of manufacturers to turn logs into value added products more…

Demand, Supply, and Timber Prices: A Southern Saga

| no comments in Forest Finance & Economics, Stumpage Forecasting, Wood Prices

This is the fifth in a series related to the Q1 2021 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Below is an excerpt from this quarter’s featured research. Forisk closely reviews more…

Top Forisk Blog Posts from 2020: Forest Finance, Largest Lumber Firms, Long-Term Forecasts and Logging Capacity

| no comments in Forest Finance & Economics, Forest Operations, Forisk, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timberlands

Visitor traffic on the Forisk Blog increased 24% in 2020 over 2019, for an eighth consecutive year of growth. Thank you! Here are top posts from 2020, along with a few popular posts by topic: Forest Finance: What Does a more…

Forest Industry Q&A: Lumber Prices versus Timber Prices and Other Recent Topics

| comments (3) in Forest Finance & Economics, Forest Operations, Forest Strategy, Forest Technology, Forisk, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Prices

Each week, our team communicates with dozens of forest industry professionals and investors. At times, these discussions reveal patterns or highlight concerns common across sectors and regions. This post shares and answers versions of three of the most consistently asked more…

Coronavirus Case Study, Part III: Toilet Paper, Housing Starts and Forest Industry Implications

| no comments in Forest Finance & Economics, Forest Strategy, Pulp & Paper, Softwood Lumber, Stumpage Forecasting, Wood Demand & Procurement

We do not have a toilet paper problem. As a forest industry analyst, I say this for three reasons. Many firms in this industry are Forisk clients or customers of clients and we can confirm that trees continue to grow, more…

Pulp/Paper Containerboard Conversions: Implications on Wood Use and Prices

| comments (2) in Pulp & Paper, Stumpage Forecasting, Wood Demand & Procurement

This post includes data from the Q2 2019 Forisk Research Quarterly and the 2019 Multi-Client Study: North American Forest Market & Industry Rankings. Despite recent declines in production, several pulp and paper producers announced investments and conversions to expand containerboard capacity. Firms more…