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After peaking the past three years, softwood lumber prices finally returned to break-even levels in 2023. Poorly positioned lumber producers closed, reducing North American lumber capacity by 2% after gains in 2022 and 2021. Closures included 9 sawmills with capacities more…
This post includes themes and topics that will be addressed in the (virtual) Applied Forest Finance course on March 14th, 2024. Early registration ends February 29th! The business of forestry does not operate in a vacuum. Investors compare timberlands to more…
This post includes themes and topics related to timberland investment vehicles that will be addressed in the (virtual) Applied Forest Finance course on March 14th, 2024. For me and my family, I rely on investing approaches built on classic lessons more…
This post includes topics addressed in further detail, and with a forest industry case study and summary financials, in the (virtual) Applied Forest Finance course on March 14th, 2024. Investment capital is constrained and limited in most industries, especially in more…
This post is the second in a series related to the Q1 2024 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. Introduction The U.S. Forest Service Forest Inventory and Analysis (FIA) program released a more…
This post includes topics addressed in the Q1 2024 Forisk Research Quarterly (FRQ) and the (virtual) Applied Forest Finance course on March 14th, 2024. Timberland markets remain extremely competitive as investors struggle to acquire assets. Quotes from Forisk conversations with more…
North American wood fiber prices decreased 8% year-over-year through Q4 2023 according to the Forisk Wood Fiber Review (FWFR). Continued soft demand from pulp and paper mills, decreasing foreign demand, and generally favorable logging conditions contributed to the fiber oversupply more…
Visitor traffic on the Forisk Blog in 2023 increased 12.8% over 2022. Thank you for reading and sharing this content with others! Here are top posts from 2023, along with a few popular posts by topic: Pros and Cons of more…
This post includes topics addressed in the Q1 2024 Forisk Research Quarterly (FRQ) and the (virtual) Applied Forest Finance course on March 14th, 2024. In the Q2 and Q3 2022 editions of the Forisk Research Quarterly, I wrote about forecasting more…
Following the start of the conflict, many western countries and their allies imposed strict economic sanctions on Russia and many major European utilities halted biomass purchases from Russia, as discussed in the Q2 2022 FRQ. According to data from FutureMetrics, more…