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Forest Industries II: North American Wood Products Annex

Apr 18, 2026
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Claire Falkenstein, Inside A Lumber Mill, 1934, watercolor, Smithsonian American Art Museum, Transfer from the U.S. Department of Labor, 1964.1.158
Claire Falkenstein, Inside A Lumber Mill, 1934 - Smithsonian

Disclaimer: The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.

This Annex to the North American Wood Products article provides access to the Excel files for modelling the largest companies analyzed and summarizing their capital allocation and performance history. It also provides summary PDFs and powerpoints of the article.

The Annex also explores changes in US housing construction trends to establish whether these could represent a risk for demand for the North American wood industry.

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