Transcript National Industrial Woodland Owner Survey

NATIONAL INDUSTRIAL
FORESTLAND OWNER SURVEY
Andrew J. Hartsell
Research Forester – Forest Inventory & Analysis
USDA Forest Service
[email protected]
(865) 862-2032
OUTLINE
• History
• Definitions
• Objectives
• Problems and Issues
• Output
• Q&A
HISTORY
• Early surveys of the nations private landowners began shortly after WWII
• Initial studies began in New England and the Lake States, then spread
across the country
• The first National Woodland Owner Survey (NWOS) was conducted in late
70’s and was tied in to Forest Inventory and Analysis (FIA) field plots
• A follow up survey was performed in 1994
• The 1994 NWOS ushered in a series of continuing surveys.
• Current NWOS survey collection is based on FIA inventory cycles. A
complete set of data is obtained every 5-10 years.
• The implementation of the NWOS is ongoing and continually being modified
TRADITIONAL DEFINITIONS
• The NWOS focused on non-industrial private owners, primarily family forest
owners
• Non-industrial private forest owners — Families and individuals who own
forest land and corporations and other private groups that own forest land,
but do not own and operate a primary wood-processing facility. This group is
a subset of private forest owners.
• Family forest owners — Families, individuals, trusts, estates, family
partnerships, and other unincorporated groups of individuals that own forest
land. This group is a subset of non-industrial private forest owners.
TRADITIONAL DEFINITIONS
• The industrial forest landowners are the target of the NWOS expansion
• Industrial forestland owners—Corporations and other private groups that
own forest land and own and operate primary wood-processing facilities.
This group is a subset of private forest owners.
TRADITIONAL DEFINITIONS
Butler, Brett J. 2008. Family Forest Owners of the United States, 2006. Gen. Tech. Rep.
NRS-27. Newtown Square, PA: U.S. Department of Agriculture, Forest Service, Northern
Research Station. 72 p.
NEW DEFINITION
• To modify industrial landowners to include
• Timberland Investment Organization (TIMO)
• Public Real Estate Investment Trust (REIT)
• Private Real Estate Investment Trust (REIT)
• Large Private Landowner
• Traditional Forest Industry
• Corporate
OBJECTIVES
• Define these landowners
• Be able to identify these landowners from FIA plot lists
• Develop an understand of the relationships / dynamics / motivators (drivers)
for these landowners
• Create a questionnaire that these companies can fill out in an efficient
manner that helps answer the issues and does not require confidential or
sensitive information
• Develop a relationship with these owners
• Modify current NWOS procedures to collect and publish the data
• Publish results – using existing NWOS systems as a foundation
List of top owners & managers of timberland in the United States
Firm/organization
Type
Plum Creek
Weyerhaeuser
Forestland Group
Campbell Group
Hancock Timber Resource Group
Resource Management Service
Forest Capital Partners
Rayonier
GMO Renewable Resources
Forest Investment Associates
Sierra Pacific Industries
Molpus Woodlands Group (Woodland Resource
Management Group)
Potlach
Wagner Forest Management
J.D. Irving
Region Morgan Keegan (RMK) Timberland
Group
Seven Islands Land Management
Timbervest LLC
Prentiss & Carlisle
MeadWestvaco
Public REIT
Public REIT (ind. Before
2010)
TIMO
TIMO
TIMO
TIMO
TIMO
Public REIT
TIMO
TIMO
REIT (industrial)
Area in U.S.
-million acres 6.800
5.800
3.400
3.040
2.948
2.600
2.500
2.100
2.100
2.000
1.900
TIMO
Public REIT
TIMO
Private REIT
1.800
1.600
1.400
1.200
TIMO
TIMO
TIMO
TIMO
Industrial
1.100
1.000
0.825
0.800
0.730
From Butler, et al. Journal of Forestry - October/November 2012
OBJECTIVES
• Define these landowners
• Be able to identify these landowners from FIA plot lists
• Develop an understanding of the relationships / dynamics / motivators
(drivers) for these landowners
• Create a questionnaire that these companies can fill out in an efficient
manner that helps answer the issues and does not require confidential or
sensitive information
• Develop a relationship with these owners
• Modify current NWOS procedures to collect and compile the data
• Publish results – using existing NWOS systems as a foundation
SPECIFIC PROBLEMS
• Identify these landowners
• Defining relationships / dynamics / motivators (drivers)
SPECIFIC PROBLEMS
• Identify these landowners
• Defining relationships / dynamics / motivators (drivers)
• Do TIMOs act differently than REITs?
• Do companies behave differently based on size (acres)?
• Are long-term timber agreements important?
• Availability and location of primary wood using plants?
• International trade?
SPECIFIC PROBLEMS
• Identify these landowners
• Defining relationships / dynamics / motivators (drivers)
• Refining the questions, issues, and concerns
SPECIFIC PROBLEMS
• Identify these landowners
• Defining relationships / dynamics / motivators (drivers
• Refining the questions, issues, and concerns
• Where does this landowner own lands?
• Local, regional or national?
• Southeast, Pacific Northwest, Lake States?
SPECIFIC PROBLEMS
• Identify these landowners
• Defining relationships / dynamics / motivators (drivers)
• Refining the questions, issues, and concerns
• Where does this landowner own lands?
• What are the economic drivers for this landowner?
• Primarily from timber sales?
• What role do hunting & recreation leases play?
• Resale of forests to non-timber uses?
SPECIFIC PROBLEMS
• Refining the questions, issues, and concerns
• Where does this landowner own lands?
• What are the economic drivers for this landowner?
• What types of harvesting and silvicultural practices does this
landowner perform?
• Clearcut, seedtree, or selection cutting?
• Do they replant or use natural regeneration?
• Natural seedlings &/or genetically improved stock?
• Prescribed fire?
• Use of herbicides, fertilizer and other chemicals?
• Harvest age, types of products, etc
SPECIFIC PROBLEMS
• Defining relationships / dynamics / motivators (drivers)
• Refining the questions, issues, and concerns
• Where does this landowner own lands?
• What are the economic drivers for this landowner?
• What types of harvesting and silvicultural practices does this landowner
perform?
• Does this owner perform any community outreach or extension?
• Do they work with local landowners?
• Who performs their fire suppression?
• Who harvests their timber, plants seedlings, builds roads?
SPECIFIC PROBLEMS
• Defining relationships / dynamics / motivators (drivers)
• Refining the questions, issues, and concerns
• Where does this landowner own lands?
• What are the economic drivers for this landowner?
• What types of harvesting and silvicultural practices does this landowner
perform?
• Does this owner perform any community outreach or extension?
• Does this owner produce certified timber products?
• If yes, which type?
• SFI, FSC, other?
SPECIFIC PROBLEMS
• Defining relationships / dynamics / motivators (drivers)
• Refining the questions, issues, and concerns
• Where does this landowner own lands?
• What are the economic drivers for this landowner?
• What types of harvesting and silvicultural practices does this landowner
perform?
• Does this owner perform any community outreach or extension?
• Does this owner produce certified timber products?
• Does these owners have any concerns?
• Federal or State taxes?
• Local road ordinances?
• Global timber markets?
• Logistics or supply issues?
SPECIFIC PROBLEMS
• Defining relationships / dynamics / motivators (drivers)
• Refining the questions
• Determining an appropriate scale
• This pertains to both logistical and philosophical aspects of the survey.
• What is the best spatial scale to use?
• Does scale change with questions?
• Organizing survey and results based on large regions, such as
traditional FIA regions will simplify the answering and processing of
information, but may not yield usable results.
• County level data may be impossible to get and process
Historical FIA Survey Regions
Historical Eastern FIA Survey Units
SPECIFIC PROBLEMS
• Defining relationships / dynamics / motivators (drivers)
• Refining the questions
• Determining an appropriate scale
• What information these landowners can answer
• What is confidential or sensitive?
• What is easily obtainable?
• Timber management operations handled at local level
SPECIFIC PROBLEMS
• Defining relationships / dynamics / motivators (drivers)
• Refining the questions
• Determining an appropriate scale
• Determine which information these landowners can answer
• Identifying key personnel or groups within each
organization to work with
SPECIFIC PROBLEMS
• Defining relationships / dynamics / motivators (drivers)
• Refining the questions
• Determining an appropriate scale
• Determine which information these landowners can answer
• Identifying key personnel or groups within each landowner organization to
work with
• What are the best methods to publish results?
• Which publications?
• Web pages
• Online table generators
OUTPUT
OUTPUT
Table 2. Area of timberland by ownership group, FIA region and state
All Ownerships
NIPF
Region and state
Acres
SE
Acres
SE
Thousands Percent
Thousands
Percent
North
Connecticut
Delaware
…
South
Rocky Mountain
Pacific Coast
United State total
Industrial private
Acres
SE
Thousands
Percent
Public
Acres
SE
Thousands
Percent
OUTPUT
Table 4. Area of industrial timberland by company structure, FIA region and state
TIMO
Region and state
Acres
North
Connecticut
Delaware
…
South
Rocky Mountain
Pacific Coast
United State total
Public REIT
SE
Acres
SE
Private REIT
Acres
SE
Large Private landowner
Acres
SE
Traditional forest
industry
Other corporate
Acres
Acres
SE
SE
Other
Acres
SE
OUTPUT
Table 10. Area of industrial timberlands by fire suppression agents
North
South
Intermountain
PNW
- - - - - - - - - - - - - - - - - - - - - - - - - - acres - - - - - - - - - - - - - - - - - - - - - - - - - - - Company crews
State forestry agencies
Local municipalities
U.S. Forest Service
Contracted private party
None
Don't know
Other
Total
OUTPUT
Area of industrial forest land by land management source, United States
Other
A mixture of local, regional, and national
National consultants or forestry professionals
Regional consultants or forestry professionals
Local consultants or forestry professionals
Company (in-house)
0
20000
40000
60000
acres
80000
100000
120000
OUTPUT
Area of industrial forest land by silvicultural system, United States
Other
Group selection
Single-tree selection
Shelterwood
Seedtree
Clearcut (planted with improved seedlings)
Clearcut (planted with natural seedlings)
Clearcut (natural regeneration)
0
20000
40000
60000
acres
80000
100000
120000
OUTPUT
Area of industrial forest land by sources of income, United States
Other
Carbon exchange
Easements/right of way
Taxes
Resale (land going to HBU)
Mineral and other extracted products
Resale (land remains in timber)
Recreational leases (non-hunting)
Hunting leases
Timber sales
0
20000
40000
60000
Acres
80000
100000
120000
OUTPUT
Area of industrial forest land by stand improvement treatments, United States
120000
100000
80000
60000
40000
20000
0
Prescribed fire
Herbicides
Fertilizers
Integrated pest
management
Other
OUTPUT
Participate
In cost share
programs
No
7%
No
7%
Sustainable
forest
certification
Yes
93%
Yes
93%
No
7%
Easements
Yes
93%
QUESTIONS
?
•
•
•
•
•
Andrew J. Hartsell
Research Forester – Forest Inventory & Analysis
USDA Forest Service
[email protected]
(865) 862-2032