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Mill capacity in North America has shifted South since just before the Great Recession of 2007-2009 for softwood lumber. Reduced timber supplies in Western Canada from the mountain pine beetle made it hard to get wood in the region. The more…
This post is the fourth in a series related to the Q4 2020 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The post includes excerpts from our featured research this quarter on more…
At the heart of research and analysis is curiosity. We study issues, challenges, systems, risks and opportunities to understand how they work. And from this understanding, we position ourselves to make better decisions and take action. This approach covers all more…
This post is the fourth in a series related to the Q3 2020 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The post includes excerpts from our Regional Summary for the U.S. South. more…
This post is the third in a series related to the Q3 2020 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The post includes excerpts from our pulp and paper research. Our more…
As management teams across the forest industry position themselves for ‘post-COVID’ markets, many pulp and paper mills chose downtime for now. SAPPI Cloquet, UPM Blandon at Grand Rapid, and Domtar’s Dryden mill offer examples of firms and facilities that modified more…
We do not have a toilet paper problem. As a forest industry analyst, I say this for three reasons. Many firms in this industry are Forisk clients or customers of clients and we can confirm that trees continue to grow, more…
This post introduces research covered in the Q1 2020 Forisk Research Quarterly (FRQ). I’m not the world’s biggest baseball fan (I’m not even the biggest baseball fan at Forisk), but the quantitative nature of the game does appeal to me. For more…
This is the third in a series related to Forisk’s Q4 2019 forest industry analysis and timber price forecasts for the United States. It contains an excerpt from our feature article on timber supply in the U.S. South co-authored by more…
“The future is not something to be predicted, but to be made.” – Professor Nick Montfort in The Future (The MIT Press, 2017) Discussions of inverted yield curves and equity dividend yields purport to clarify the tea leaves of investor intents more…