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EP 160: Freight Shock and the Sneaky Lumber Rally
Freight is exploding, mills are pulling back, and lumber prices are quietly starting to run.
The lumber market flipped fast this week. Freight costs surged, Canadian mills stepped back from truck shipments, and prices began climbing across species.
Ashley, Matt, Gregg, Charles, and Sig break down tightening supply, Southern Yellow Pine strength, and whether this is the start of a spring lumber run or just another head fake in the cycle.
Spotify Timeline (Chapters)
00:00 – Intro & market setup
03:00 – Freight costs jump
07:00 – Pine vs spruce pricing
12:00 – Supply vs willingness to pay
18:00 – Demand drivers (R&R and housing)
26:00 – Second‑half market outlook
31:00 – Buyer strategy in this market
38:00 – Futures & trade ideas
41:00 – OSB and other materials
Guest
Sig Thoma
Advertiser
Fastmarkets RISI
Dustin Jalbert
Senior Economist Wood Products
www.fastmarkets.com
Show Contacts:
Gregg Riley: [email protected]
Charles DeLaTorre: [email protected]
Matt Beymer: [email protected]
Ashley Boeckholt: [email protected]
View all episodes
By Ashley Boeckholt
5
1515 ratings
Freight is exploding, mills are pulling back, and lumber prices are quietly starting to run.
The lumber market flipped fast this week. Freight costs surged, Canadian mills stepped back from truck shipments, and prices began climbing across species.
Ashley, Matt, Gregg, Charles, and Sig break down tightening supply, Southern Yellow Pine strength, and whether this is the start of a spring lumber run or just another head fake in the cycle.
Spotify Timeline (Chapters)
00:00 – Intro & market setup
03:00 – Freight costs jump
07:00 – Pine vs spruce pricing
12:00 – Supply vs willingness to pay
18:00 – Demand drivers (R&R and housing)
26:00 – Second‑half market outlook
31:00 – Buyer strategy in this market
38:00 – Futures & trade ideas
41:00 – OSB and other materials
Guest
Sig Thoma
Advertiser
Fastmarkets RISI
Dustin Jalbert
Senior Economist Wood Products
www.fastmarkets.com
Show Contacts:
Gregg Riley: [email protected]
Charles DeLaTorre: [email protected]
Matt Beymer: [email protected]
Ashley Boeckholt: [email protected]
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