We Analyze Timber Markets Because They Are Small and Unique

| no comments in Custom Market Forecast, Forest Finance & Economics, Forest Operations, Forest Strategy, Risk Management, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement, Wood Prices

This post includes ideas and content covered in the virtual Timber Market Analysis class, September 30th, and October 1st, 2026. Early registration ends September 16th; registration closes September 29th. In statistics, the law of large numbers teaches us that, as the size more…

Local Timber Markets Have Macroeconomic Exposures, Too

| no comments in Custom Market Forecast, Forest Strategy, Risk Management, Softwood Lumber, Timber Market Analysis, Timber Supply, Timberlands

This post includes ideas and content covered in the virtual Timber Market Analysis class, September 30th, and October 1st, 2026. During interviews, economist Skylar Olsen regularly says: “We treat the housing market as if it’s one large national market, but, more…

Learning from History to Invest in Timberlands and the Forest Industry

| no comments in Custom Market Forecast, Forest Operations, Forest Strategy, Forisk, Pulp & Paper, Risk Management, Softwood Lumber, Structural Panels, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy, Wood Demand & Procurement, Wood Prices

This post includes ideas and an excerpt of analysis from the Q2 2026 Forisk Research Quarterly. Introduction When it comes to making choices and decisions, I think we overvalue “best,” we underappreciate “good” and “effective” and “better,” and we fail more…

Forisk Custom Market Forecast Case Study – Timberland

| no comments in Custom Market Forecast, Timber Market Analysis, Timberlands

Last year, Forisk published a blog about the questions Forisk’s Custom Market Forecast (CMF) can answer for firms making investment and operating decisions in the timber and forest industries. After a year of delivering CMFs for clients, we developed case more…

Forest Industry Uncertainties Magnify the Strengths and Weaknesses of Local Timber Markets

| no comments in Custom Market Forecast, Forest Carbon, Forest Strategy, Forisk Wood Fiber Review, Pulp & Paper, Risk Management, Softwood Lumber, Structural Panels, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement, Wood Prices

This post includes ideas and content covered in the virtual Timber Market Analysis class, October 1st and 2nd, 2025. Lumber prices, OSB prices, construction spending, and housing starts are down. Manufacturing input costs, tariff rates, and policy frictions are up. more…

How to Compare Timber Markets and Wood Baskets During Trade Wars, Recessions, and Recoveries

| no comments in Custom Market Forecast, Forest Operations, Forest Strategy, Risk Management, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement, Wood Prices

For timberland investors, integrated firms that own timberland and mills, and wood-using manufacturers, the exercise for realizing value is specific to the trees grown, sold, and procured from each local timber market or wood basket. This forest industry reality becomes more…

What Questions can the Forisk Custom Market Forecast Answer?

| no comments in Custom Market Forecast, Risk Management, Timber Market Analysis

This is part one of a series highlighting Forisk’s new Custom Market Forecast. Future posts will highlight how the Custom Market Forecast can help your team make better decisions. To learn more about the Custom Market Forecast, please contact Nick more…

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…