This week on The Lumber Word, Ashley, Gregg, Matt, and Charles break down one of the more confusing lumber markets in recent memory. Despite fears coming out of Montréal, buyers haven’t really changed behavior, trucking is slowly improving, and distributors are still moving wood. The crew dives deep into the widening divide between Southern Pine and Western species, shrinking production, freight chaos, inventory strategy, and whether the market is quietly building the foundation for higher prices later this summer. The big question: are we in equilibrium… or on the verge of another squeeze?

0:00 – 3:00 — Market recap after Montréal, trucking loosens up, buyers still active

3:00 – 6:00 — Southern Pine weakness vs strong 2x6 demand across Western species

6:00 – 10:00 — Inventory turns, mills running less 2x4, and distributors staying busy

10:00 – 15:00 — Housing data surprises to the upside and Gregg explains why he’s leaning bullish

15:00 – 20:00 — Canadian market softness vs tight U.S. Western supply

20:00 – 27:00 — Risk management, shrinking spreads, and why nobody wants to speculate

27:00 – 33:00 — Freight volatility and the challenge of quoting future delivered business

33:00 – 40:00 — Pine finding a bottom, species spreads, and what could trigger the next move higher

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]

ne of the more confusing lumber markets in recent memory. Despite fears coming out of Montréal, buyers haven’t really changed behavior, trucking is slowly improving, and distributors are still moving wood. The crew dives deep into the widening divide between Southern Pine and Western species, shrinking production, freight chaos, inventory strategy, and whether the market is quietly building the foundation for higher prices later this summer. The big question: are we in equilibrium… or on the verge of another squeeze?

0:00 – 3:00 — Market recap after Montréal, trucking loosens up, buyers still active

3:00 – 6:00 — Southern Pine weakness vs strong 2x6 demand across Western species

6:00 – 10:00 — Inventory turns, mills running less 2x4, and distributors staying busy

10:00 – 15:00 — Housing data surprises to the upside and Gregg explains why he’s leaning bullish

15:00 – 20:00 — Canadian market softness vs tight U.S. Western supply

20:00 – 27:00 — Risk management, shrinking spreads, and why nobody wants to speculate

27:00 – 33:00 — Freight volatility and the challenge of quoting future delivered business

33:00 – 40:00 — Pine finding a bottom, species spreads, and what could trigger the next move higher

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]