Investor Presentation
Lumber Capacity Expansion in U.S. South
Active Mill Expansion in the U.S. South (1)
Mill Expansion
Capacity Increase
New
Expansion
Restart
< 25 MMBF
25 125 MMBF
125 250 MMBF
250+ MMBF
Miles
0 50 100 150 200
U.S. South Lumber Production / Capacity
(BBF)
25.0
22.5
20.0
17.5
15.0
12.5
10.0
7.5
5.0
2.5
T
2000
2001
2002
2003
2004
2005
2005
2006
2007
2006
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020F
Capacity
Production
Operating Rate
Lumber production and capacity in the U.S. South has grown significantly over the last
several years.
Rayonier
(1)
Source:
Reflects mill capacity announced since 2017. New capacity reflected as of announced start date and adjusted based on FEA estimates.
Forest Economic Advisors.
Investor Presentation | May 2020
100%
95%
90%
85%
80%
75%
70%
65%
60%
55%
50%
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