New Forests has previously published comprehensive reviews of the outlook for institutional forestry investments1. In those outlooks the key themes included the steady shift of wood supply from harvesting extensive natural forests to intensive timber plantations, the rise of Asian timber and wood fibre demand, the new opportunities for the forestry sector in a circular bio-economy transition, the rise of sustainability and climate mitigation opportunities and the rising importance of investment capital in the evolution of forestry and land use.
This paper takes a refreshed view of the key trends influencing forestry investment and the forestry sector more broadly. There have been significant shifts in geopolitics, supply chains, the Covid-19 pandemic, a Russian invasion of Ukraine and intensification of global efforts to address the twin challenges of climate change and biodiversity loss. These issues translate into both an acceleration of previous trends as well as new opportunities and risks for investors in sustainable forestry and broader land use.
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