How Rising Energy Prices Affect Timberland Investments and the Forest Products Industry

| no comments in Forest Finance & Economics, Forest Operations, Forest Strategy, Pulp & Paper, Risk Management, Softwood Lumber, Structural Panels, Stumpage Forecasting, Timber Market Analysis, Timberlands, Wood Bioenergy, Wood Flows & Cash Flows, Wood Prices

This post includes themes from Forisk’s FRQ research and the (virtual) Applied Forest Finance course on March 31st, 2026. Early registration ends March 17th* Introduction On February 28, 2026, the United States and Israel initiated joint strikes on Iranian and more…

Recommendations for Benchmarking Timberland Investment Performance in All Market Conditions

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This post includes themes from the (virtual) Applied Forest Finance course on March 31st, 2026. Early registration ends March 17th* Introduction Markets are nervous, uneven, and uncertain as stocks tumble this morning with the U.S. at war with Iran. And more…

Do Our Reasons for Investing in Timberland Still Apply?

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This post includes themes from the (virtual) Applied Forest Finance course on March 31st, 2026. Early registration ends March 17th! Class attendees also receive eBooks for the 7th Edition of Forest Finance Simplified* and 2nd Edition of Aunt Fanny Learns Forestry*! Several more…

Framing Risk with Respect to Construction Labor Shortages and the Forest Industry

| no comments in Forest Finance & Economics, Forest Operations, Forest Strategy, Risk Management, Softwood Lumber, Structural Panels, Timber Market Analysis, Timber REITs, Timberlands

This post is the third in a series related to the Q4 2025 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. To learn more or to subscribe to the FRQ, please contact Nick DiLuzio more…

Timberland Tetris: Putting the Proposed Merger of PotlatchDeltic and Rayonier into Context

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

The video game Tetris became so popular and widespread in the 1990s and 2000s that it inspired a verb meaning “to fit or arrange different shapes together” in a limited space, just as you might pieces of a puzzle or more…

Timber Price Math: Benchmarks and Ratios for Forest Owners and Investors

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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…

Forest Industry Uncertainties Magnify the Strengths and Weaknesses of Local Timber Markets

| no comments in Custom Market Forecast, Forest Carbon, Forest Strategy, Forisk Wood Fiber Review, Pulp & Paper, Risk Management, Softwood Lumber, Structural Panels, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement, Wood Prices

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…

Delivered Log Price Trends in the Pacific Northwest

| no comments in Custom Market Forecast, Forest Finance & Economics, Forest Operations, Forisk Wood Fiber Review, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Wood Demand & Procurement, Wood Prices

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…

How to Compare Timber Markets and Wood Baskets During Trade Wars, Recessions, and Recoveries

| no comments in Custom Market Forecast, Forest Operations, Forest Strategy, Risk Management, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement, Wood Prices

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…

Forisk Wood Fiber Review Adds New Content Tracking Lumber Sector Performance

| no comments in Forest Finance & Economics, Forest Strategy, Forisk Wood Fiber Review, Softwood Lumber, Timber Market Analysis, Wood Demand & Procurement

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…