Declining Lumber Capacity in Western Canada Supports Continued Forest Industry Capital Investments in the U.S. Pacific Northwest

| no comments in Forest Operations, Forest Strategy, Risk Management, Softwood Lumber, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

This post includes ideas and an excerpt of analysis from the Q2 2026 Forisk Research Quarterly. Introduction Forisk’s analysis of U.S. timberland investments and U.S. lumber manufacturers includes tracking Canadian wood-using manufacturing capacity and production. Canada’s lumber industry saws far 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…

Timberland Investments: Physical Facts Affect Technology, Tariffs, and Trying to Increase Harvests from Public Forests

| comments (2) in Forest Finance & Economics, Forest Operations, Forest Strategy, Forest Technology, Risk Management, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

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…

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…