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EP 165: Spring-time Round Up
Summary
Recorded during Montreal Wood Convention week with Kip Fotheringham, this episode breaks down a confusing but strong lumber market.
Truck demand is hot, rail is lagging, and inventories are being drawn down while big buyers stay just-in-time. Euro supply is tightening, tariffs remain a wildcard, and mills still aren’t making money—keeping supply in check.
The big question: Is this market about to roll over… or keep grinding higher?
Timeline
0:00 – Market confusion + SYP volatility
2:00 – Truck vs rail market split
4:00 – Inventory drawdown strategy
6:00 – SPF strength + tight supply
8:00 – Euro supply dropping off
12:00 – Tariffs (AR6 → AR7) breakdown
15:00 – Mills still losing money
18:00 – Logistics driving everything
25:00 – Macro + economy check
27:00 – SYP gaining market share
38:00 – Futures shifting (contango → tighter)
46:00 – Just-in-time buyers vs distributors
Guest
Kip Fotheringham
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
Summary
Recorded during Montreal Wood Convention week with Kip Fotheringham, this episode breaks down a confusing but strong lumber market.
Truck demand is hot, rail is lagging, and inventories are being drawn down while big buyers stay just-in-time. Euro supply is tightening, tariffs remain a wildcard, and mills still aren’t making money—keeping supply in check.
The big question: Is this market about to roll over… or keep grinding higher?
Timeline
0:00 – Market confusion + SYP volatility
2:00 – Truck vs rail market split
4:00 – Inventory drawdown strategy
6:00 – SPF strength + tight supply
8:00 – Euro supply dropping off
12:00 – Tariffs (AR6 → AR7) breakdown
15:00 – Mills still losing money
18:00 – Logistics driving everything
25:00 – Macro + economy check
27:00 – SYP gaining market share
38:00 – Futures shifting (contango → tighter)
46:00 – Just-in-time buyers vs distributors
Guest
Kip Fotheringham
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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