Evaluating Mill Risk when Analyzing Timber Markets and Wood Baskets

| no comments in Custom Market Forecast, Forest Operations, Forest Strategy, Pulp & Paper, Risk Management, Softwood Lumber, Timber Market Analysis, Timberlands, Wood Bioenergy, Wood Demand & Procurement

Recently, at the CANOPY forestland investment conference in Portland, I participated on a panel about pulpwood markets in the U.S. South. While the region enjoys abundant forest resources and dozens of new wood-using mills, it has also seen the closure more…

Local Timber Supply and Growth-to-Drain in the U.S. South

| no comments in Timber Market Analysis, Timber Supply, Wood Demand & Procurement

This post is the first in a series related to the Q3 2024 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. The post includes excerpts from the Feature Article. Introduction Forisk’s clients have more…

Forest Industry Outlook: Have a Point of View Based on Data and Scenarios

| no comments in Forest Finance & Economics, Forisk, Timber Market Analysis, Timber Supply, Wood Demand & Procurement

The biology and science of growing trees has an uneasy and inconsistent relationship with the economics of pricing timber. Like hair, forests grow. Unfortunately, U.S. wood use declined 34% during the Great Recession. Fortunately, over the past five years alone, more…

Wood Fiber Markets and Implications from Forest Industry Investments

| no comments in Forest Operations, Pulp & Paper, Risk Management, Softwood Lumber, Wood Bioenergy, Wood Demand & Procurement, Wood Flows & Cash Flows, Wood Prices

In capturing a quarterly “snapshot” of fiber prices by region across North America, the Forisk Wood Fiber Review (FWFR) also summarizes market trends and investments. Fevered lumber prices appear to have broken due to a combination of producers (sawmills) catching more…