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Last week Forisk hosted a “Wood Flows & Cash Flows” event in Atlanta where we discussed a range of our research applications. Included were detailed case studies and rankings of markets and wood demand, forest supplies, timberland ownership, bioenergy, and more…
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 is the fifth in a series related to Forisk’s Q4 2017 forest industry analysis and timber price forecasts for North America. Institutional Investor recently published a bizarre article claiming that timberland investments are well positioned for a “comeback.” Comeback more…
This post includes an excerpt from the bioenergy research, authored by Andrew Copley and Amanda Lang, published in the Q4 2017 Forisk Research Quarterly (FRQ) Publication. Canadian wood pellet exports have slowed; through August 2017, wood pellet exports decreased 13% 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 first in a series related to Forisk’s Q4 2017 forest industry analysis and timber price forecasts for the United States and Canada. Fear has no place in evaluating a forecast. What are we scared of? That the more…
Professor Richard Thaler won this year’s Nobel Prize for Economics, in part, for research confirming that we (humans) believe we are smarter and more rational than we actually are. Asked how he plans to spend the $1.1 million prize money, Thaler more…