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This post contains an excerpt from the Q1 2019 Forisk Research Quarterly. This is the fifth in a series related to Forisk’s Q1 2019 forest industry analysis and timber price forecasts for the United States. Jack Lutz, Justin Tyson, and Shawn more…
I just lay there awake in the middle of the night Thinking ’bout the wreck on the highway – Bruce Springsteen “Wreck on the highway” While driving on the interstate last week, I saw a fully-loaded car hauler that more…
There has been some concern in the forest industry that the slump in pine harvesting following the Great Recession – combined with excessive inventory accumulation and poor stumpage pricing – may have contributed to a severe decline in tree planting more…
This is the fourth in a series related to Forisk’s Q3 2018 forest industry analysis and timber price forecasts for the United States and Canada. The post includes an excerpt from the Regional Summary: U.S. South chapter. Twenty-five (25) OSB mills more…
After yet another consolidating acquisition of southern sawmills, it seems like an opportune moment to review the changing profile of the softwood lumber industry in the U.S. South. At the end of 2008 – the early days of the housing more…
While I hesitate to use the phrase “can’t see the forest for the trees” when analyzing the timber industry, it does feel relevant when tracking trends and processing the floods of data coming at us in the modern world. Peter more…
Tracking capital expenditures in the forest products industry gives insight into which sectors expect to be profitable in the future: higher investment levels imply greater expectations of profit. We track investments by wood products firms through multiple data sources. more…
Forisk tracks wood-using facilities in North America’s forest products industry to study capital allocation, wood demand, and forest technology trends. Demand for logs from sawmills drives timber prices in most local markets and affects timberland values. Over the past 20 more…
The “80/20 rule” – also called the “Pareto principle” for Italian economist Vilfredo Pareto – posits that approximately 80% of your results or effects derive from 20% of the causes. Look around and examples materialize. 80% of your revenue more…