Forisk Consulting

𝗪𝗵𝗮𝘁 𝗰𝗮𝗻 𝗵𝗶𝘀𝘁𝗼𝗿𝘆 𝘁𝗲𝗮𝗰𝗵 𝘂𝘀 𝗮𝗯𝗼𝘂𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝘁𝗶𝗺𝗯𝗲𝗿𝗹𝗮𝗻𝗱𝘀?

The forest industry has experienced significant changes over the past several decades, but many of the key drivers of successful timberland investments remain the same. Understanding past market cycles, ownership shifts, and industry trends can help investors and decision-makers better navigate future opportunities and risks.

In this latest Forisk blog, Brooks Mendell explores why historical perspective remains a valuable tool for timberland and forest industry investors.

Read more:

Learning from History to Invest in Timberlands and the Forest Industry - Forisk Forecasting requires arbitrary choices. We can learn from history and backtesting to avoid "dumb" ideas and invest in better timber markets.

𝗟𝘂𝗺𝗯𝗲𝗿 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆 𝗶𝘀 𝘀𝗵𝗶𝗳𝘁𝗶𝗻𝗴—𝗮𝗻𝗱 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗶𝘀 𝗳𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴.

A new Forisk analysis from Brooks Mendell highlights a continued decline in lumber capacity across Western Canada—driven by factors like fiber constraints, policy pressures, and mill closures.

At the same time, investment momentum remains strong in the U.S. Pacific Northwest, where operators are positioning to capture supply gaps and evolving market demand.

Key takeaway: As Canadian capacity contracts, capital is reallocating south—reinforcing the Pacific Northwest’s role in North American lumber markets.

These regional shifts matter for timber supply, pricing, and long-term investment strategy.

Read more:

Declining Lumber Capacity in Western Canada Supports Continued Forest Industry Capital Investments in the U.S. Pacific Northwest - Forisk Changes in Western Canada's forest industry supported capital investments into mills and timberlands in the U.S. Pacific Northwest.