ATHENS, GEORGIA – July 21, 2026 – The Q3 Forisk Research Quarterly (FRQ), to be published in August 2026, will include analysis directly relevant to current timberland investors and managers concerned about changes in pulpwood markets, forest management strategies, and ownership trends. Feature Article: Timber Trajectories in Turbulent Times The featured research in the Q3 2026 FRQ investigates forest supply changes in the U.S. South and Pacific Northwest. Challenges differ in each region, with harvesting restrictions and policy changes pressuring private timber supplies in the West, while land use conversions and pulpwood market contractions affect forest management approaches in the South. This research updates forest supply forecasts for Forisk’s timber and log price models and reviews implications for timberland owners and investors. “The U.S. South and the West face different timber inventory concerns, though both have long-term implications for forest owners, manufacturers, and investors,” said Shawn Baker, one of the lead authors. “This quarter, as we update our Western and Southern supply forecasts, we examine how market changes over the past five years affected forest inventory accumulation and growth expectations. The research addresses questions we frequently hear from the market, such as: How impactful are policy restrictions on timber availability in the West? How are land use changes affecting timber supplies? And could struggling pulp markets change silviculture in ways that challenge pulpwood or grade supplies long-term?”
Forisk Facts and Figures: U.S. South Pellet Production Forecast and Mill Risk Analysis Building on a sidebar from the 2026 Q2 edition, this quarter’s Forisk Facts and Figures - Forisk’s quarterly ‘story in three slides’ – provides a current snapshot of our U.S. South pellet production forecasts and ranks the closure risks for each Southern export-oriented pellet facility based on select factors that could affect mill margins after Western European subsidy schemes change in 2027. |
