Lumber Connection

Lumber Connection

By SBCABusiness
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Lumber Connection episodes

  • January 31, 2022: Is the Current Market Pause Tenuous?
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken talk about the apparent pause occurring in the lumber market and how the amount of uncertainty of the near-term is potentially creating opportunities for active buyers. Given demand is still unseasonably strong and the lumber supply chain remains fragile, it’s possible the current window could end abruptly at any time. 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.
    29 min
  • January 17, 2022: No Quick Fix for Lumber Market
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken talk about how the mild weather in the fall and early winter has kept construction strong and left many buyers with extremely low inventories. There is a strong imbalance between supply and demand, exacerbated by COVID’s impact on labor, which may persist for the foreseeable future. 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.
    19 min
  • December 21, 2021: Why is the U.S. Imposing Tariffs Now?!?
    With the U.S. Dept. of Commerce’s recent announcement it would raise trade duties on imported lumber from Canada to an average of 17.9%, there are a lot of questions on why it would do so when the lumber market is heading steadily upward. In this special edition of SBCA’s Lumber Connection Podcast, SBCA's director of communications, Sean Shields, provides commentary on the longstanding softwood lumber trade dispute between the U.S. and Canada.
    27 min
  • December 8, 2021: Start Your Holiday Shopping Early
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken explore how the North American lumber market has begun to heat up in recent weeks, and it appears to be just the start of heavy market activity over the next two 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.
    21 min
  • November 24, 2021: Plan Your Purchases Now, Busy Market Ahead
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Canadian duty increases and rail issues in the West, combined with a sudden rush by buyers to market, has pushed the market higher. The experts recommend looking at current inventories and planning purchases in anticipation of a busy January buying season. 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
  • November 10, 2021: Is This the Quiet Before the Storm?
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The current market has reached a healthy equilibrium, offering good opportunities for everyone. However, these veterans warn there are choppy waters ahead as we head into 2022. 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
  • October 27, 2021: Market May Take A Quick Breath Soon
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Some items may see some moderation in coming weeks, both experts agree there may be deals to be had in the short term. High grades remain difficult to find, driving prices higher, and that trend will likely continue through the first quarter of 2022. 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
  • October 13, 2021: Don’t Expect a Q4 Pullback
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts agree that the lumber market will continue a relatively orderly move upward through the end of the year as demand stays strong and most buyers keep their inventories smaller, focusing on more just-in-time purchasing. Truck availability in the U.S. South and curtailments in British Columbia will continue to create upward pressure on 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.
    14 min
  • September 29, 2021: Several Factors Pushing Lumber Market Up
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken say lumber production capacity and transportation constraints paired with continuing strong demand will slowly push the lumber market up as we progress farther into fall. 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
  • September 15, 2021: Lumber Market Beginning to Warm Up
    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken say that while supply chain challenges may be hampering completions, housing starts remain robust. This continuing demand for wood products has allowed everyone to work through inventory, leading to an uptick in market activity. Both experts predict the trend will continue upward through the rest of the year, though likely not on a steady track. 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

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…