This file was created by scanning the printed publication. Errors identified by the software have been corrected; however, some errors may remain. Western Juniper: An Evolving Case Study in Commercialization, Ecosystem Management, and Community Development Larry Swan 1 Abstract.-The talk upon which this article is based was intended to stimulate exploration and marketing of juniper and pinon products. Ultimately, the objectives are to better utilize fiber harvested for ecosystem management purposes, and improve local community and tribal economies. The evolving case history of western juniper (Juniperus occidentalis) commercialization efforts, from an unofficial coordinator's perspective, is offered as an example of what could be done in the Southwestern United States. INTRODUCTION and products should be tested in conditions replicating customer home or office environments. Following is a brief description of the process and efforts made during the last four years to commercialize western juniper. The experiences discussed should be instructive to those contemplating ways to improve utilization and the value of fiber removed for other ecosystem management activities. There are many parallels between the cultures, economies, and geography where western juniper exists (primarily Eastern Oregon, Northeastern California, and Southwestern Idaho) and the Southwestern United States. And similar to western juniper, there appear to be opportunities to increase the value of fiber removed for other management activities. For example, it appears that markets for pinon-juniper novelties and .high-end rustic furniture are wide-open. It is remarkable that none of the stores at Sky Harbor Airport, Phoenix, and few in Sedona, stock items made from Southwestern pifton-juniper species. Based on informal disc.ussions with store owners, the absence of pinon-juniper items is more a problem of supply, than demand or price. In addition, there is infrastructure already in place for the pifton-juniper fuelwood industry, and only minor adjustments would be necessary to sort the type of high-quality logs desired by wood products manufacturers from lower quality material. . It is not unreasonable to assume that proceeds from the sale of pifton-juniper could be doubled, based on the market niches identified above. Realistically, however, more work is needed before this can happen: Basic marketing research should be undertaken to confirm market niches and buyers, WESTERN JUNIPER COMMERCIALIZATION PROJECT BACKGROUND Federal timber sales have declined drastically over the last five years in much of the Western United States. The decline in Federal timber availability, as well as changing markets and improved manufacturing techniques, have contributed to economic hardship and social dislocation, especially in small, timber-dependent communities. The Winema National Forest, located in Southcentral Oregon, about four years ago organized a "focus group" of small, medium, and large wood product manufacturers, to identify critical issues, potential areas of cooperation, and who would consider working together with the Forest Service, and other government and non-profit economic development organizations. Further impetus to discussions was provided by the shutdown of 1Special Projects Coordinator, USDA Forest Service, Pacific Northwest Region, Winema National Forest (Klamath Falls, OR). 179 eradication throughout its present-day range are few. Juniper removal is usually undertaken by private landowners on their own or on a cost-share basis through governmental programs, such as the '~gricultural Conservation Program" (ACP), administered by the Agricultural Soil and Conservation Service (ASCS), and "Forest Service Stewardship Incentive Program" (SIP), administered by state forestry agencies. Due to lack of demand and markets, juniper removed by landowners and public land managers is often piled and burnt, or simply left to decompose after being knocked down or cut. several local mills: Over the course of just 18 months, 1,200 manufacturing jobs were lost out of a total regional manufacturing employment base of less than 4,000. The "focus group" met informally three times and, as might be suspected, identified "supply" as the major issue facing the industry. Follow-up interviews with manufacturers were conducted by Forest Service personnel from the Forest Products Lab (Madison), Conservation and Recycling group, and Winema National Forest, using relationships established through the "focus group". Interviews were designed to define problem areas and refine what might be possible given resources available and manufacturer interests. An updated inventory of wood products manufacturers in the region was completed at the same time (Kent 1992). Interviews yielded several partners, as well as some "doable" research projects or field manufacturing trials. High interest was also expressed about better utilization of and markets for western juniper Uuniperus occidentalis). WESTERN JUNIPER COMMERCIALIZATION PROJECT A fundamental premise of the "Western Juniper Commercialization Project" is that interested manufacturers will identify and explore their own markets, if well-prepared raw material (e.g. dried and surfaced) and assistance with technical problems are available. The first effort to put raw material into the hands of manufacturers consisted of slicing and drying veneer. It was thought that sliced veneer would maximize value and yield from an inherently difficult tree to mill with traditional methods and in traditional lengths. Partners were recruited and samples distributed at several industry meetings. Interest stimulated by the sliced veneer samples, and a local mill's willingness to experiment, led to a production run of juniper fencing material. A portion of the production run was dried in a dehumidification kiln, surfaced, and distributed to 14 different Oregon wood products manufacturers for prototype and market development. Another mill run was soon put together to test market landscape timbers and decking. A portion of this run was dried in a steam kiln and distributed to more interested manufacturers. Early market exploration confirmed potential markets for: 1) Fencing (if material is partially dried before shipping); 2) Decking (especially higher-end radius-edge decking); and 3) Landscape timbers. There was also strong interest in higher-graded lumber for flooring, cabinets, furniture, interior paneling, novelties, as well as straight substitution for species which were becoming difficult and expensive to acquire. Additionally, markets were explored and confirmed for milling residual (composites), especially if the residual was in the form of "clean" chips (less than 6% bark content). WESTERN JUNIPER WOODLANDS AND EXISTING INDUSTRY Western juniper woodlands occupy approximately four million acres, primarily in Eastern Oregon, Northeastern California, and a small portion of Southwestern Idaho. It is the least-utilized wood fiber resource in this region, with an estimated volume of over 700 million cubic feet. About 40% of the volume is on private lands and 60% on lands managed by the' Federal government (Bolsinger 1989; Gedney 1994, personal communication). Historically, a small volume of western juniper has been harvested for fence posts and firewood. There are also small existing markets for juniper rustic furniture and novelties, and at least a thousand acres of juniper woodlands in Northeastern California have been harvested over the last couple of years fol' power generation biomass (Ward 1994, personal communication). WESTERN JUNIPER REMOVAL Landowners and resource managers east of the Cascade Crest are accustomed to hearing western juniper characterized as a "water sucking weed". Many have heard accounts of how old springs flowed once all the juniper was cut down. Dissenting voices about western juniper removal and 180 STEERING COMMITTEE AND PARTNERSHIPS Rural Development programs, Forest Service Pacific Northwest Region, State and Private branch. A "Juniper Forum" was held in 1993 to publicize western juniper commercial potential, biological concerns, and project accomplishments. Another goal of the "forum" was to increase networking and identify more potential partners. Over 150 people attended and there are now more than 300 listings on a western juniper mailing list maintained by an industry partner. Membership on the "Steering Committee" is about equally divided between industry, government/non-profit, and landowners. Membership mix was designed to reflect the wide range of interests potentially involved in commercializing a new species. The "Steering Committee" gets together about four times per year at locations around the state, and meetings are open to all interested parties. Committee members recently toured the eastern red cedar industry in Missouri to learn about and compare techniques and markets for a species closely-related to juniper: Eastern red cedar Vuniperus virginiana). The committee has helped the unofficial Forest Service coordinator define and prioritize proposed projects, and find partners and funding to make them happen. Projects are based on problems identified by industry, scientists, and other cooperators, and range from improving inventory information (to include more explicit ecosystem-related data categories) to solid wood drying trials. Partnerships are necessary to make things happen, and they change according to project requirements and organizational or business interest. A common thread though, is that there is reliance on government, industry, and non-profit organizations and sources, rather than just one or another. Over 40 different businesses, institutions, organizations, and agencies have actively participated in western juniper projects. This includes at least 25 different private firms, five research institutions (Oregon State University, University of Montana, Forest Products Lab, and Pacific NW and Intermountain Forest and Range Experiment Stations), three state forestry agencies (Oregon, California, and Missouri), Oregon Economic Development Department, three local county economic development and two Resource Development and Conservation (RC&D) organizations, as well as 10 Bureau of Land Management, Extension, and National Forest System offices in Oregon and California. Critical logistic and financial support has been provided through the Community and JUNIPER WOODLAND ECOLOGY AND RESEARCH The ecological side of the "commercialization process" is not being ignored. Over a year ago, a position paper was put together for the "Eastside EIS" Team, mandated by President Clinton in 1993 as part of the President's "Forest Plan" (Pacific Northwest Region) (Swan 1994). Prominent field scientists from different institutions helped with this effort and, in part due to Steering Committee efforts and field scientist input, western juniper woodlands will be specifically addressed in this major policy document. Contacts between the Forest Service coordinator and field scientists active in western juniper woodland research continue: A field demonstration area is being developed on private land to showcase the latest in harvest techniques and juniper management research, training sessions for key personnel who will have to administer increased juniper harvests on private lands are planned, and a work plan and budget are being investigated to better inventory key juniper woodland ecological attributes and commercial potential. PRODUCTION AND FIELD TRIALS, AND MARKETING PROJECTS Production and field trials involving juniper have lead to preliminary reports and descriptions for a variety of topics, as well as better definition of potential products and markets: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 181 Slicing and drying; Scaling methods comparisons; Composites; Interior stains and finishes; Bending properties; Pallets; Fencing lumber recovery; Harvest machinery comparisons; Pellets and BTU; Fasteners; Bark as cement aggregate; New markets and niches are constantly being identified through this process. 12. Shrink/swell properties of solid-wood panels. 2. Ecology - Ecological issues, such as watersheds and social systems, are directly affected by commercialization and should be addressed at the same time. Efforts can be coordinated and sometimes combined. For example, a better inventory of western juniper woodlands is needed for both ecological and commercial purposes. Based on discussions with scientists and industry, some data categories are similar and can be combined. Production and field trials in progress include: 1. Drying schedules; 2. Edge-glued panel working environment comparisons; 3. Moisture meter correction factors; 4. Furniture and cabinet parts; 5. Flooring; 6. Exterior stains and finishes; 7. Peeling characteristics and veneer markets. 3. Identification of Unique Characteristics - It is important to identify a species' unique characteristics to assist marketing efforts, as well as dispel stereotypes. This may take research assistance, both in the lab and in field trials with manufacturers. Planned production and field trials, and marketing projects include: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Debarking; Harvest equipment and techniques; Log storage; Production-level kiln schedules; Another juniper forum; Rustic furniture market niche ID and design; Shavings; Buyers/sellers data base; Harvest and management demo area; Newsletter; Mulch; Further bending product/market exploration. 4. "Eggs in One Baskef' - It is advisable to di- vide efforts between cottage-level manufacturers and larger commercial producers. Different markets and products will be identified. 5. ProblemlProject Definition - A critical aspect of private, non-profit, and government cooperative projects is "problem and project definition". Government entities and industry need to do their homework about local resources before deciding there really is a problem and a need to involve additional outside organizations. A "team" approach improves problem and project definition. Team members should include representatives from entities with direct interest in a project's outcome, such as industry, local economic development organizations, research, government, and private landowners. OBSERVATIONS OF AN UNOFFICIAL COORDINATOR 6. "Doable" Projects - Ensure that when projects are defined with industry and other affected interests, at least some are" doable" in the short-term, and have clear economic benefit and a reasonable chance of success. "Nothing begets success like success." Markets for western juniper are confirmed and industry interest is increasing. Interest will no doubt grow even faster as technical and economic problems are addressed. Following are observations from the perspective of an unofficial coordinator about what has worked and not worked, which may be valuable to others contemplating commercializing "underappreciated" fiber resources: 1. Stimulating Market Dynamics - Well-prepared (e.g. dried and surfaced), r~w material has to be available to manufacturers for product and market identification and exploration. 7. Multiple Primary Producers - More than one primary producer is needed before most manufacturers will commit to products and markets. Reliability is a bigger issue than size and volume. Sole sourcing is risky at this stage of the industry. 8. Project Coordinator - Someone needs to organize and coordinate. In the early stages, 182 9. 10. 11. 12. government can contribute by helping to identify and combine different resources in the public and private sector. Communication - Some form of regular communication is necessary to help things along and recruit more partners - newsletters, open forums, field trips, and meetings all help. Steering Committee Formation and Composition - An informal "Steering Committee" or similar body is important to identify problems, prioritize projects, network, gain funding support, and look into the future. A conscious decision was made to integrate membership of the "Western Juniper Steering Committee" to reflect various interests, ranging from landowners to public land managers, and manufacturers to economic development organizations. Commitment and Time Line - Commercializa tion of a new fiber resource is not a one-year, one-grant process. It takes consistent leadership, intense communication and networking, and constant refinement of which problems will receive highest priority. Federal or State Agency Support - If government agencies want to have influence in how or what occurs, they have to find ways to assist and where assistance will be accepted. In the case of western juniper, the Forest Service has played a key role because of current legislation and funding programs, as well as the un.ique multi-faceted nature of its mission (which includes Re- search, State and Private, and National Forest system). Other organizations may play a similar role in other situations. 13. Funding and Partnerships - In addition to a "coordinator", funding is necessary for operations. As little as a couple of hundred dollars is often the difference between making something happen or a project falling apart. "In-kind" services or supplies are also necessary, but not feasible for everything. Partnership projects can become so logistically complex that minor problems cause major repercussions. REFERENCES Bolsinger, Charles L. 1989. California's western juniper and pinyon-juniper woodlands: Area, stand characteristics, wood volumes, and fence posts. Resource Bulletin PNW-RB-166. Portland, OR: U.S. Department of Agriculture, Forest Service, Pacific Northwest Research Station. Gedney, Donald 1994. Personal communication. Portland, OR: U.S. Department of Agriculture, Forest Service, Pacific Northwest Research Station. Kent, Peter 1992. Forest products industry review of the Klamath Basin. Unpublished manuscript. Prepared for the U.S. Department of Agriculture, Forest Service, Winema National Forest, Klamath Falls, OR. Swan, Larry 1994. Western juniper management and commercialization: An emerging issue for Eastside EIS. Unpublished manuscript. Winema National Forest, Klamath Falls, OR. Ward, Barney 1994. Personal communication. Alturas, CA: California Department of Forestry. 183