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This is the third in a series related to Forisk’s Q1 2018 forest industry analysis and timber price forecasts for the United States and Canada. The following is an excerpt from the Forisk Facts & Figures column, Forisk’s quarterly “story more…
This post includes an excerpt from the Q4 2017 Forisk Research Quarterly feature article, “Local Projections and Pricing Impacts of Timber Supplies in the U.S. South” authored by Amanda Lang, Shawn Baker, and Brooks Mendell Each year, Forisk estimates future more…
Our previous blog on the uniqueness of individual timber markets and wood baskets generated questions and follow-ups on the tyranny of regional averages and the challenge of localizing price forecasts. In our world, there is no such thing as an more…
In the book “The End of Average,” author Todd Rose talks about the “tyranny of the average.” For any group of people, we can estimate an average height and average weight and average test score, and all of this leads more…
This is the fifth in a series related to Forisk’s Q4 2017 forest industry analysis and timber price forecasts for North America. Institutional Investor recently published a bizarre article claiming that timberland investments are well positioned for a “comeback.” Comeback more…
This post includes an excerpt from research published in the Q4 2017 Forisk Research Quarterly (FRQ). The post-recession U.S. South currently features unresponsive timber prices, despite increases in housing and lumber production. While trends associated with industry consolidation and efficiency play 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…
This post includes an excerpt from research published in the Q3 2017 Forisk Research Quarterly (FRQ). Pine sawtimber stumpage prices in the South bottomed in 2012. Despite modest recovery through 2015, prices dropped the past two years. While timber price models more…
This is the second in a series related to Forisk’s Q3 2017 forest industry analysis and timber price forecasts for the United States and Canada. Each quarter, we look back and evaluate the performance of previous forecasts and earlier models. more…