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This post includes content from the Q3 2025 Forisk Research Quarterly and ideas covered in the virtual Timber Market Analysis class, offered on October 1st and 2nd, 2025. Introduction Sports offer fans familiar mathematical benchmarks and ratios. In professional baseball, more…
This post includes ideas and content covered in the virtual Timber Market Analysis class, October 1st and 2nd, 2025. Lumber prices, OSB prices, construction spending, and housing starts are down. Manufacturing input costs, tariff rates, and policy frictions are up. more…
This post includes data and market intelligence from the Forisk Wood Fiber Review and the “Market Update” in the Q2 2025 Forisk Research Quarterly. Forisk tracks domestic and export log prices in the Pacific Northwest as part of the Forisk more…
For timberland investors, integrated firms that own timberland and mills, and wood-using manufacturers, the exercise for realizing value is specific to the trees grown, sold, and procured from each local timber market or wood basket. This forest industry reality becomes more…
In Q1 2025, the Forisk Wood Fiber Review added a new chapter tracking the performance, production and exports from publicly traded companies including Canfor (CFP), GreenFirst Forest Products (TSX: GFP), Interfor (IFSPF), PotlatchDeltic (PCH), West Fraser (WFG), and Weyerhaeuser (WY). more…
At Forisk, we believe markets are uniquely local. We work hard to track mill capital investments because of their impact on local wood baskets. Similarly, we forecast timber supply at local levels to understand the supply and demand balance (or more…
This is part one of a series highlighting Forisk’s new Custom Market Forecast. Future posts will highlight how the Custom Market Forecast can help your team make better decisions. To learn more about the Custom Market Forecast, please contact Nick more…
This post includes themes from the (virtual) Applied Forest Finance course on April 3rd, 2025. Early registration ends March 20th! Over the past 30 years, the ownership and management of private industrial forestland has changed. Fewer forest owning firms are more…
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…
This is part two of a series evaluating the impacts of Hurricane Helene on timber markets in Georgia. Part one can be viewed here. Following Hurricane Helene’s landfall on September 26, 2024, multiple organizations put in a lot of work more…