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This post summarizes Forisk research from 2015 assessing pulpwood markets and the relative competitiveness of the pulp and paper sector in the U.S. South. Phone rings. Timberland investor asks, “Hey, is the pulp sector in the U.S. South at risk?” more…
This is the fourth in a series related to Forisk’s Q4 2015 forest industry analysis and timber price forecasts for North America. Localizing the capacity of softwood sawmills to consume wood translates into robust estimates of regional and national capacity. more…
This is the third in a series related to Forisk’s Q4 2015 forest industry analysis and timber price forecasts for the North America. In British Columbia, the law refers to logs as “unmanufactured timber.” The phrase speaks to untapped value more…
This is the second in a series related to Forisk’s Q4 2015 forest industry analysis and timber price forecasts for the United States. Through Q3 2015, all five public timber REITs traded at prices below where they started the year more…
This is the first in a series related to Forisk’s Q4 2015 forest industry analysis and timber price forecasts for the United States. Each quarter when updating our Forisk Research Quarterly (FRQ) forecast models, we revisit prior projections and review applied more…
Timberland investors depend on the demand for wood from forest industry manufacturers. No wood demand = no cash flow. Fortunately, for these investors, topline wood demand in the U.S., while slow and stuttered, continues to grow. Analysis in the Q3 more…
This post includes an excerpt from a feature article in the Q3 2015 Forisk Research Quarterly (FRQ) written by Amanda Lang, Brooks Mendell, and Bob Abt. In this article, we explore the relationship between two housing start scenarios and timber more…
This is the fourth in a series related to Forisk’s Q3 2015 forest industry analysis and timber price forecasts for the United States and Canada. This post includes an excerpt from the Q3 “Forisk Facts & Figures.” Each issue, the more…
This is the third in a series related to Forisk’s Q3 2015 forest industry analysis and timber price forecasts for the United States and Canada. Recently, The Christian Science Monitor published an article summarizing analysis by Israeli military chiefs regarding more…
This is the second in a series related to Forisk’s Q3 2015 forest industry analysis and timber price forecasts for the United States. Pulp and paper products literally touch our lives’ every moment and movement. From the boardroom to the more…