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This is the first in a series related to Forisk’s Q2 2016 forest industry analysis and timber price forecasts for the United States. Each quarter when updating our Forisk Research Quarterly (FRQ) forecast models, we revisit prior projections and review more…
Another incomplete timberland investment thesis resurfaced: timberland as a deflation hedge. Chip Dillon of Vertical Research Partners dusted off this idea during a conference presentation in March. (We have had issues with timberland investment analysis from Mr. Dillon’s team in more…
During a break at a recent workshop, a participant asked me, “Do we really need to manage forests to make money? Is it worth the extra effort instead of just letting trees grow back on their own?” Short answer: Yes more…
One challenge of investing in a forest is determining when it reaches financial maturity. This is when the owner’s cost of keeping an asset exceeds expected returns. Timber complicates this thinking because a tree is both the “product” and the more…
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…
One scene in the Oscar-nominated movie The Revenant, features a group of trappers being pursued by a hostile party while trying to carry their injured colleague (Leonardo DiCaprio in an Oscar-winning role as a bear’s chew toy). The leader of more…
This post includes an excerpt from the bioenergy research published in the Q1 2016 Forisk Research Quarterly (FRQ) Publication. U.S. wood pellet exports continue to grow, albeit at a slower pace. U.S. wood pellet exports continued to increase in 2015, more…
This is the third in a series related to Forisk’s Q1 2016 forest industry analysis and timber price forecasts for the United States. Each quarter, we look back and evaluate the performance of previous forecasts and earlier models. How did more…
A few recent stories about automation pertain to the logging sector. First came a report by the World Economic Forum that automation might replace 5 million jobs in the next five years. While hardly a new trend, it seems to more…
This is the first in a series related to Forisk’s Q1 2016 forest industry analysis and timber price forecasts for the United States. Each quarter when updating our Forisk Research Quarterly (FRQ) forecast models, we revisit prior projections and review more…