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Each week, our team communicates with dozens of forest industry professionals and investors. At times, these discussions reveal patterns or highlight concerns common across sectors and regions. This post shares and answers versions of three of the most consistently asked more…
This post is the fourth in a series related to the Q3 2020 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The post includes excerpts from our Regional Summary for the U.S. South. more…
This post includes notes on from an upcoming Forisk presentation “US Forest Industry Investment” at the virtual “American Forestry Conference” on July 29th at 10 am. In addition, Dr. Shawn Baker will present “Analysis of Logging in Troubled Economic Times” more…
As management teams across the forest industry position themselves for ‘post-COVID’ markets, many pulp and paper mills chose downtime for now. SAPPI Cloquet, UPM Blandon at Grand Rapid, and Domtar’s Dryden mill offer examples of firms and facilities that modified more…
“Without a structured approach to ordering the world, the world will impose its views on us. The fact is some things are more important than others, some things are easily verifiable…Simple processes help us sort the mess and prioritize.” – more…
In a February 26th post related to asset values and the coronavirus, I noted, in reference to U.S. Treasuries, that “a low risk-free rate expresses market pessimism and concern rather than economic health, stability and the potential for rapid growth.” more…
This post introduces research covered in the Q1 2020 Forisk Research Quarterly (FRQ). I’m not the world’s biggest baseball fan (I’m not even the biggest baseball fan at Forisk), but the quantitative nature of the game does appeal to me. For more…
Forisk has acquired the North American Wood Fiber Review from Wood Resources International of Bothell, Washington. The Review, which tracks wood fiber markets in all major regions of the U.S. and Canada, will be published as the Forisk Wood Fiber more…
This is the fifth in a series related to the Q4 2019 Forisk Research Quarterly’s (FRQ) forest industry analysis and timber price forecasts for North America. Hurricane Michael hit the Florida panhandle and southwest Georgia as a category 5 hurricane on more…
In forestry, as in every natural resource or commodity-producing sector, excess inventories bleed prices. It’s that simple. The market requires lower prices to unload or workout surplus inventory. And anxious forest owners and disciplined log buyers may also realize that more…