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This post summarizes research published in the Q1 2016 Forisk Research Quarterly (FRQ) Publication tracking investment activity and capacity reductions in the U.S. pulp/paper sector. Recent mill upgrades and closures mirror Forisk production forecasts; the pulp and paper sector is more…
This post summarizes Forisk research from 2015 assessing pulpwood markets and the relative competitiveness of the pulp and paper sector in the U.S. South. Phone rings. Timberland investor asks, “Hey, is the pulp sector in the U.S. South at risk?” more…
This is the second blog in a series related to Forisk’s research of U.S. wood bioenergy markets and is an excerpt from the “Forisk Facts & Figures” published in the Q4 2015 Forisk Research Quarterly (FRQ) Publication. The first blog more…
This is the fourth in a series related to Forisk’s Q4 2015 forest industry analysis and timber price forecasts for North America. Localizing the capacity of softwood sawmills to consume wood translates into robust estimates of regional and national capacity. more…
This is the first blog in a series related to Forisk’s research of U.S. wood bioenergy markets published in the Q4 2015 Forisk Research Quarterly (FRQ) Publication. Wood bioenergy projects have slowed in the U.S.; meaningful potential growth, if realized, more…
This is the third in a series related to Forisk’s Q4 2015 forest industry analysis and timber price forecasts for the North America. In British Columbia, the law refers to logs as “unmanufactured timber.” The phrase speaks to untapped value more…
Years ago, I interviewed a graduate student for a job opening. The bottom of the applicant’s resume said “fluent in Spanish.” So I asked, in Spanish, “where did you learn Spanish?” The applicant, eyes wide open, hesitated before saying, “well, more…
Timberland investors depend on the demand for wood from forest industry manufacturers. No wood demand = no cash flow. Fortunately, for these investors, topline wood demand in the U.S., while slow and stuttered, continues to grow. Analysis in the Q3 more…
This post includes an excerpt from a feature article in the Q3 2015 Forisk Research Quarterly (FRQ) written by Amanda Lang, Brooks Mendell, and Bob Abt. In this article, we explore the relationship between two housing start scenarios and timber more…
This is the fourth in a series related to Forisk’s Q3 2015 forest industry analysis and timber price forecasts for the United States and Canada. This post includes an excerpt from the Q3 “Forisk Facts & Figures.” Each issue, the more…