The Lumber Word

EP 168: Is Lumber Coiling for a Summer Breakout?

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This week on The Lumber Word, Matt, Gregg, Ashley, and guest Mike Wisnefski from Westline Capital Strategies break down one of the most interesting lumber markets in years. The crew discusses low volatility, lean inventories, seasonal strength, futures market psychology, pine versus spruce pricing, multifamily demand, and why the next major lumber move could happen fast. The episode also explores European lumber markets, supply chain transparency, and current housing market realities.

Timeline
  • 0:00 – Intro & Mike Wisnefski joins
  • 1:45 – Market feels split
  • 4:10 – Western lumber floor
  • 7:30 – Seasonal market trends
  • 12:00 – Curtailments & duties
  • 15:20 – Futures pessimism
  • 17:30 – Housing & multifamily
  • 22:45 – Volatility discussion
  • 27:00 – Inventory strategy
  • 29:00 – Pine vs spruce
  • 35:30 – Europe market insights
  • 39:30 – Quarterly pricing
  • 42:00 – Final market outlook

    • Guest: Mike Wisnefski from Westline Capital Strategies Inc.

    [email protected]

    SYP June 2026 SYP StoneX Southern Yellow Pine Lumber Risk Academy

    June 9, 2026-June 10, 2026

    Information and Registration for the SYP Hedging Academy

    https://stonex.cventevents.com/event/SYPLRA2026/summary

    Advertiser

    Fastmarkets RISI

    Tiranth Amarasinghe

    Product Marketing Manager

    [email protected]

    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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    The Lumber WordBy Ashley Boeckholt
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