How This Forester Learned to Stop Worrying and Love the EUDR

| comments (3) in Custom Market Forecast, Forest Carbon, Forest Finance & Economics, Forest Operations, Forest Strategy, Forisk, Forisk Wood Fiber Review, Risk Management, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy

This post includes content from the Q3 2026 Forisk Research Quarterly and ideas covered in the virtual Timber Market Analysis class, offered on September 30th and October 1st, 2026. I, for one, am grateful about the carefully implemented, clearly explained, and practically practical effort more…

Learning from History to Invest in Timberlands and the Forest Industry

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

This post includes ideas and an excerpt of analysis from the Q2 2026 Forisk Research Quarterly. Introduction When it comes to making choices and decisions, I think we overvalue “best,” we underappreciate “good” and “effective” and “better,” and we fail more…

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…