Forest Carbon Benefits, Confusions, and Timber Market Implications

| no comments in Forest Carbon, Forest Finance & Economics, Forest Strategy, Timber Market Analysis, Timberlands

Forest products, whether evaluated from the perspective of embodied carbon or nature based solutions, could be viewed as an economic development “super food” that meets human needs with fewer environmental consequences. Forest products outperform other building materials in their ability more…

New Rankings of U.S. Markets Score Forest Industry Investment Opportunities for Timberlands, Sawmills, and Pulpwood Users

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

Where in the U.S. should investors put capital to work in the forest industry? New research from Forisk ranks local markets and shows how the answer differs for timberland investors, sawtimber consumers, and users of pulpwood. For example, rankings highlight more…

Data Does Not Speak for Itself: Simple Frameworks and Ranking Timber Markets

| no comments in Forest Finance & Economics, Forest Strategy, Forisk, Risk Management, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

While raw data is important, it can also be insufficient. Each day, the world produces a staggering amount of information, which does not speak for itself. How do we think through the noise to find helpful signals and apply our more…

Turning Wood Flows into Cash Flows: Key Messages from the 2022 Conference

| no comments in Forest Carbon, Forest Finance & Economics, Forest Operations, Forisk, Forisk Market Bulletin, Forisk Wood Fiber Review, Pulp & Paper, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy, Wood Demand & Procurement, Wood Flows & Cash Flows

On August 25th, 2022, Forisk hosted its sixth annual “Wood Flows & Cash Flows” conference, with attendees participating virtually from across 22 states, three Canadian provinces and three continents. The one-day event provided a comprehensive review of research relevant to more…

Useful Timber Market Research Tells a Story: Join Us for “Wood Flows & Cash Flows”

| no comments in Forest Carbon, Forest Operations, Forest Strategy, Forisk, Risk Management, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy, Wood Demand & Procurement, Wood Flows & Cash Flows

Often, there is a “better” way to do things. It doesn’t really matter if you put your pants on with the leg left first or the right, but it is easier to put your pants on before your shoes. Early in more…

Wood Demand Revisited: Bioenergy, Building Products, and Carbon Markets

| no comments in Forest Carbon, Forest Finance & Economics, Forest Operations, Forest Strategy, Forest Technology, Timber Market Analysis, Timber REITs, Timberlands, Wood Bioenergy, Wood Demand & Procurement, Wood Flows & Cash Flows

Forisk’s Annual “Wood Flows & Cash Flows” Conference will happen virtually on Thursday, August 25th. In addition to covering financial issues related to timberland investments, stress on the forest industry supply chain, and projected forest industry capacity by sector across North America, the event more…

6th “Wood Flows and Cash Flows” Conference on August 25th, 2022

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

Regional forest industry fundamentals are known by those in the business. The moving of softwood lumber capacity across North America from Western Canada and the Northwest to the U.S. South, changes in timberland ownership, and factors driving pulp fiber costs comprise a few. However, the more…

Thinking About Timberland Investment Exposure to Interest Rates and Default Risk*

| comment (1) in Forest Finance & Economics, Forest Strategy, Forisk, Risk Management, Timberlands, Wood Flows & Cash Flows

According to The Economist[1], “Private equity benefits from a fig leaf of illiquidity,” which covers up for delays when valuing investment assets and obfuscates their true volatility. The inability to confirm value in real-time or robustly quantify risk sounds, to more…