The lumber market just flipped. What looked slow turned into real buying, tightening supply, and rising prices—fast. This week, the crew breaks down why low-grade and studs are leading, freight is becoming a major constraint, and order files are pushing into April. Buyers who waited are now chasing, while supply cuts and steady demand raise a bigger question: are we already short of wood? If so, this move may just be getting started.

0:00 – Market flips from slow to active

2:30 – Low-grade & studs lead strength

7:00 – Prices up ~$100+ since Nov

10:00 – Order files into April

12:00 – Freight tightening supply

15:00 – Buyers now chasing

28:00 – Supply vs demand imbalance

35:00 – Early innings of the move

Advertiser

Fastmarkets RISI

Dustin Jalbert

Senior Economist Wood Products

[email protected]

www.fastmarkets.com

Show Contacts:

Gregg Riley: [email protected]

Charles DeLaTorre: [email protected]

Matt Beymer: [email protected]

Ashley Boeckholt: [email protected]