Prices and Projections: Forest Industry Economics and Forecasts
Presented by Brooks Mendell
10:00am - 10:50am
This session (1) reviews the performance of industry forecasts from the previous 12 months, (2) summarizes financial issues/key questions related to inflation and underlying assumptions related to wood demand and (3) discusses the current status of forest carbon markets.
Timberland Investments: Performance and Transaction Trends
Presented by Tyler Reeves
This session (1) reviews data on recent timberland investment returns over the past year and (2) summarizes timberland investment ownership and deal flow for industrial and institutional transactions by region across the U.S. and in Canada.
Russo-Ukrainian War: Another Wood Pellet Project Announcement Goldrush?
Presented by Stephen Wright
This session summarizes how the Russo-Ukranian war has impacted global wood pellet trade, and possible implications for wood pellet projects in North America.
Executive Panel: Wood Demand Revisited: Bioenergy, Building Products, and Carbon Markets
Moderated by Brooks Mendell
12:00pm - 1:00pm
Facilitated panel of forest industry executives; panelists will discuss how, and if, our fundamental understanding of what drives the demand for wood and forest products have and are changing. What are implications on how timberland investors and owners manage their forest assets? How does this affect the forest industry supply chain?
Forest Operations and Management: Supply Chain Costs and Catalysts
Presented by Shawn Baker
1:00pm - 1:45pm
This session reviews stress on the forest industry supply chain and addresses efforts to improve and strengthen the sector.
Low Value Fiber Markets Across North America
Presented by Nick Bolton
1:45pm - 2:00pm
This session summarizes findings from recent Forisk research on fiber markets across the U.S. and Canada, and how these markets vary over time.
Mill Cap Ex Trends and Ranking Wood Baskets for Investment
Presented by Amanda Lang
2:30pm - 3:30pm
This session (1) reviews current and projected forest industry capacity by sector and geography across North America and (2) summarizes how to use forest supplies and capital investment trends when ranking markets for timberland investments and capital expenditures at wood-using mills. Includes summary market rankings based on attractiveness for timberlands and for adding forest industry capacity. Include key points and implications from the conference. Findings apply to strategic plans, M&A due diligence, and valuation models.
Trends and Context for CLT and Engineered Wood Products
Presented by Pat Jolley
3:30pm - 3:40pm
This session summarizes the current state of North America’s CLT and engineered wood products sector, with context on sector size relative to tradition wood demand.
Wood Flows & Cash Flows Key Messages and Forest Industry Implications for 2023
Presented by Brooks Mendell
3:40pm - 4:00pm
Key points and implications from the conference for participants and investors.
Early Registration Discount Ends on Friday, August 16th