Tariffs on Imports from Canada? Tell Me More!

| comment (1) in Forest Finance & Economics, Forest Strategy, Hardwood, Risk Management, Softwood Lumber, Structural Panels, Timber Market Analysis, Wood Demand & Procurement, Wood Flows & Cash Flows

Between reporting on artificial intelligence and the Luka Doncic trade to the LA Lakers, news leaked about potential U.S. tariffs on imports from Canada. While headlines screamed – see the January 31st The Wall Street Journal editorial “The Dumbest Trade more…

Concentration of Wood Demand in Local Timber Markets

| comment (1) in Custom Market Forecast, Forest Strategy, Risk Management, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timberlands, Wood Demand & Procurement

When localizing forest supplies, mill capacities, forest operations, and pricing, each timber market produces a unique profile. This uniqueness highlights how timberland valuations, wood procurement strategies, and forest management plans get customized to optimize the market and company assets. Recently, more…

Evaluating Mill Risk when Analyzing Timber Markets and Wood Baskets

| no comments in Custom Market Forecast, Forest Operations, Forest Strategy, Pulp & Paper, Risk Management, Softwood Lumber, Timber Market Analysis, Timberlands, Wood Bioenergy, Wood Demand & Procurement

Recently, at the CANOPY forestland investment conference in Portland, I participated on a panel about pulpwood markets in the U.S. South. While the region enjoys abundant forest resources and dozens of new wood-using mills, it has also seen the closure more…

Analyzing Timber Markets to Customize Forecasts and Make Investment Decisions

| no comments in Custom Market Forecast, Forest Strategy, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

In the forest industry, we study timber markets and the underlying data to understand relationships and risks. For timberland investing and the procurement of wood, systematic frameworks and proven processes help us analyze and compare markets and wood baskets to more…

Softwood Lumber Capacity Continues to Migrate Across North America

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

This post includes data from the Q3 2024 Forisk Research Quarterly (FRQ) and Forisk’s new digital platform for the North American Mill Capacity Database. Over the past 50 years, major shifts in the regional distribution of lumber capacity across North more…

Local Timber Supply and Growth-to-Drain in the U.S. South

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

This post is the first in a series related to the Q3 2024 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The post includes excerpts from the Feature Article. Introduction Forisk’s clients have more…

The other pellet producers: North American domestic market

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

According to Forisk North America Mill Database, the North American domestic pellet market, which includes grilling and home heating pellets, is approximately 5.7 million tons in size. The U.S. North accounts for the majority of North America’s capacity at 44%, more…