Lumber Connection

Lumber Connection

By SBCABusiness
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Lumber Connection episodes

  • September 1, 2023: Mostly Steady Market Expected to Continue
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Leading into the holiday weekend, Justin addresses what he calls a period of choppy trading and Ken touches on which trends to be watching for over the next couple of months. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.
    16 min
  • August 18, 2023: Robust Market Likely to Continue Through Fall
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. After discussing what they are looking forward to at the upcoming BCMC | FS, Justin and Ken agreed strong housing activity is driving a robust lumber market that will likely continue through the fall. Deals are still there for the taking in both SPF and SYP, but costs may edge up through the rest of this cycle. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.
    16 min
  • August 4, 2023: Market Softening, but Will Likely Strengthen into Fall
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. While trading remains robust, the general market does appear to be softening. Both expects the market will strengthen heading into the fall, both from increased demand but also potential impacts of wildfires. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.
    18 min
  • July 14, 2023: Market Continues Steady March Upward
    Justin Binning and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The market continues to move upward at a steady but measured pace. Concerns over a potentially robust wildfire season may have an impact on supply into fall, which should be a thing to watch closely in coming months. The good news is that transportation challenges have eased, with prompt delivery becoming much more reasonable. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Jeff has been with AIFP since 2012 with a focus on U.S. Fir species and MSR. Both specialize in high grade lumber for the component manufacturing industry.
    14 min
  • June 30, 2023: Market Heats Up as Summer Settles In
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Western species markets have continued to rise in recent weeks, with chord stock and MSR leading the charge. In SYP, demand is now outstripping supply, which is causing the market to gradually arise as well. In general, mill order files are extending out to four weeks. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.
    17 min
  • June 16, 2023: Market Moderates Up, Remains Steady
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests agree market activity has increased in recent weeks, which has led to moderate cost increases. Small curtailments and wildfires have had minimal impact on supply, demand looks like it will stay measured for the near term, leading to a steady market. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.
    15 min
  • May 26, 2023: Market Activity Becoming More Regional
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests agree the market remains steady, with supply largely outstripping demand. Demand appears to be largely influenced by local factors, which is creating micro issues with some grades and species, but there are deals to be had if a buyer is flexible. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.
    15 min
  • May 12, 2023: Market Steady as it Goes
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests agreed that with supply remaining above demand, the current just-in-time lumber purchasing behavior continues to dominate the market. The near-term outlook is much of the same, but current levels may prompt mills to consider further curtailments. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.
    17 min
  • April 28, 2023: Market Remains Steady Ahead of Spring Build
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Mills are still running at cost, but markets in the West are trending up as buyer activity increases. Fiber substitution is strong at the moment as buyers are looking for value wherever they can find it. Conversely in the South, the SYP market has hit a wall. Both guests agree the Spring build is starting to gain steam, but with the current just-in-time inventory purchasing, demand seems to be working well right now in relation to supply. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.
    13 min
  • April 14, 2023: Market on Hold, Waiting on Weather and Economy
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Buyers continue to keep inventory low and focusing on just-in-time purchasing, creating a static pricing structure with very little movement while production remains steady. Weather and economic uncertainty may be holding back projects in certain areas, clarity on either of those issues may cause a surge in the market. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.
    16 min

About Lumber Connection

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This SBCA podcast focuses on the latest trends in North American lumber markets. The component manufacturing industry annually consumes hundreds of millions of board feet of softwood lumber and our…