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This post is an excerpt from the Q2 2025 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The U.S. imports 14 billion board feet (BBFT) of lumber net of exports, primarily from Canada more…
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…
In Q1 2025, the Forisk Wood Fiber Review added a new chapter tracking the performance, production and exports from publicly traded companies including Canfor (CFP), GreenFirst Forest Products (TSX: GFP), Interfor (IFSPF), PotlatchDeltic (PCH), West Fraser (WFG), and Weyerhaeuser (WY). more…
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…
Softwood lumber prices finally exceeded break-even levels at the end of 2024 but not before many lumber producers reduced capacity. Total 2023 North American softwood lumber production capacity was over 75 billion board feet (BBFT). North American lumber capacity increased more…
Between reporting on artificial intelligence and the Luka Doncic trade to the LA Lakers, news leaked about potential U.S. tariffs on imports from Canada. While headlines screamed – see the January 31st The Wall Street Journal editorial “The Dumbest Trade more…
Raw material exports to China are on track for a fourth straight annual decline, with annualized 2024 volume to China down 59% from its 2018 peak. Hardwood chip volumes are down 9% from the 2018 peak, while hardwood log exports more…
This blog includes data from Forisk’s North American Mill Capacity Database, a database of over 2,300 wood-using mills in North America. For more information on the mill database or Forisk’s other products, please visit www.forisk.com or contact Nick DiLuzio at ndiluzio@forisk.com. more…
When localizing forest supplies, mill capacities, forest operations, and pricing, each timber market produces a unique profile. This uniqueness highlights how timberland valuations, wood procurement strategies, and forest management plans get customized to optimize the market and company assets. Recently, more…
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…