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Our previous blog on the uniqueness of individual timber markets and wood baskets generated questions and follow-ups on the tyranny of regional averages and the challenge of localizing price forecasts. In our world, there is no such thing as an more…
In the book “The End of Average,” author Todd Rose talks about the “tyranny of the average.” For any group of people, we can estimate an average height and average weight and average test score, and all of this leads more…
This is the sixth in a series related to Forisk’s Q4 2017 forest industry analysis and timber price forecasts for North America. The pulp/paper industry in the U.S. continues to shift away from newsprint and printing papers in favor of more…
This post includes an excerpt from research published in the Q4 2017 Forisk Research Quarterly (FRQ). The post-recession U.S. South currently features unresponsive timber prices, despite increases in housing and lumber production. While trends associated with industry consolidation and efficiency play more…
This is the second in a series related to Forisk’s Q4 2017 forest industry analysis and timber price forecasts for the United States and Canada. A cartoon from my youth, the Rocky and Bullwinkle show, sometimes featured Dudley Do-Right, a more…
This is the second installment in our discussion of the 2017 Hurricane season’s impacts on the forest industry. See Part I for additional analysis. Brooks Mendell, Andrew Copley and Justin Tyson contributed to this blog. The closest comparison we have more…
Shawn Baker, Andrew Copley and Justin Tyson contributed to this blog. Catastrophic or severe weather events and risks may exceed the abilities and flexibility of the most talented wood supply organization. How might we think about these risks? Weather risk more…
The pursuit of the ‘preferred answer’ starts early in life. Any two-year old knows to ask Dad after Mom says, “No.” In forestry and the forecasting of timber markets, comparing approaches, like getting a second opinion, strengthens our collective understanding, more…
On July 26, 2017, West Fraser announced an agreement to acquire Gilman Companies, a major producer of southern yellow pine lumber with six sawmills in South Georgia and North Florida comprising 700 million board feet (MMBF) of capacity. The acquisition more…
Mid-way through a ninth year of increasing housing starts and growing lumber consumption, timberland investors and forest owners in the U.S. South continue to struggle with flat and, in certain local markets, falling sawlog prices. Previous posts discuss how this more…