Realized Fiber Demand From Greenfield Biomass Projects Since 2015

| no comments in Wood Bioenergy, Wood Demand & Procurement, Wood Prices

In the Q4 2022 edition of the Forisk Research Quarterly (FRQ), we analyzed the success rate of export pellet projects making it to the groundbreaking phase. This post is a spiritual successor to that sidebar. Leveraging over ten years of more…

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…

Evaluating Mill Risk when Analyzing Timber Markets and Wood Baskets

| no comments in Custom Market Forecast, Forest Operations, Forest Strategy, Pulp & Paper, Risk Management, Softwood Lumber, Timber Market Analysis, Timberlands, Wood Bioenergy, Wood Demand & Procurement

Recently, at the CANOPY forestland investment conference in Portland, I participated on a panel about pulpwood markets in the U.S. South. While the region enjoys abundant forest resources and dozens of new wood-using mills, it has also seen the closure more…

Wood Pellet Producer Operating Rates by Region Based on EIA Data

| no comments in Wood Bioenergy, Wood Demand & Procurement

U.S. wood pellet production facilities can be classified into two categories: “industrial grade,” which is mostly produced in the South and “domestic use grade,” which is primarily produced in the East and West. In addition to different end uses, the more…

The other pellet producers: North American domestic market

| comment (1) in Timber Market Analysis, Wood Bioenergy, Wood Demand & Procurement

According to Forisk North America Mill Database, the North American domestic pellet market, which includes grilling and home heating pellets, is approximately 5.7 million tons in size. The U.S. North accounts for the majority of North America’s capacity at 44%, more…

Russo-Ukrainian Conflict: An Update on Russian Pellet Flows and Spot Prices

| no comments in Forisk, Wood Bioenergy, Wood Demand & Procurement

Following the start of the conflict, many western countries and their allies imposed strict economic sanctions on Russia and many major European utilities halted biomass purchases from Russia, as discussed in the Q2 2022 FRQ. According to data from FutureMetrics, more…

Assessing Mill Health and Risk when Evaluating Timber Markets and Wood Baskets

| no comments in Risk Management, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy, Wood Demand & Procurement

When analyzing timber markets and wood baskets for forest industry, bioenergy, and timberland investments, a key topic is the “riskiness”, viability, and competitiveness of nearby wood-using facilities.  Timberland investors want to confirm that announced mills get built and existing mills more…