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…

Regional and Local Sawtimber Supply Stories: Pacific Northwest vs South

| no comments in Stumpage Forecasting, Timber Market Analysis, Wood Demand & Procurement

This is the fourth in a series related to the Q4 2018 Forisk Research Quarterly and Forisk’s annual “Wood Flows & Cash Flows” event on December 13th in Atlanta. This post includes an excerpt from the Q4 2018 Forisk Research Quarterly more…

Local Forest Supplies Tell Different Timber Market Stories

| comment (1) in Stumpage Forecasting, Timber Market Analysis, Wood Demand & Procurement

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…

What is a “Local” Timber Price? What is a “Local” Timber Forecast?

| no comments in Forest Finance & Economics, Stumpage Forecasting, Timber Market Analysis, Timberlands, Wood Demand & Procurement

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…