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 guests will provide timely commentary on the many factors

SBCA


    • May 2, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 17m AVG DURATION
    • 110 EPISODES


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    Latest episodes from Lumber Connection

    May 2, 2025: And the Beat Goes On

    Play Episode Listen Later May 2, 2025 13:52


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts agree that the tariff turbulence is dying down and share their thoughts on building a meaningful relationship with your suppliers, lumber or otherwise. 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.

    April 21, 2025: Tariff Discussions Toss Market into Turbulence

    Play Episode Listen Later Apr 21, 2025 13:44


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken address on-going market confusion as the primary reaction to President Trump's Liberation Day tariff plans and rapid pause. 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.

    April 4, 2025: Experts Talk Tariffs and Transportation

    Play Episode Listen Later Apr 3, 2025 27:05


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts weigh in on the effect this week's tariff announcement had and will have on the market, but uncertainty continues to be the word this year. Tune in for details on tariffs, transportation, and current buying trends. 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.

    March 7, 2025: Indigestion Makes for an "Interesting" Market

    Play Episode Listen Later Mar 7, 2025 17:42


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken address the ongoing elephant in the room: tariffs. Confusion and uncertainty rule the roost as the current Administration sorts out the direction they'll go regarding tariffs on softwood lumber. In the meantime, listen in for their thoughts on how to handle the next couple of 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.

    February 21, 2025: Current Mood: Cautiously Optimistic

    Play Episode Listen Later Feb 21, 2025 14:09


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin examines the current choppy market while Ken focuses on strengthening demand. Both experts agree on the need for flexibility as the deadline for revisiting tariffs looms in the distance. 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.

    February 7, 2025: Tariff Uncertainty Drives Market

    Play Episode Listen Later Feb 7, 2025 16:31


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Tune in to hear Justin and Ken give their take on the February lumber market as the dust settles around the temporary pause on new tariffs. 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.

    January 24, 2025: Inventory, Weather, and Tariffs Continue to be Top of Mind

    Play Episode Listen Later Jan 24, 2025 18:05


    Justin Binning and Joe Griffith with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts weigh-in on the potential for tariffs, current inventory, and overarching 2025 buying strategies. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Joe has been with AIFP since 1996, specializing in SPF/Doug Fir/Hem Fir. Both specialize in high grade lumber for the component manufacturing industry.

    January 10, 2025: Numerous Factors Making an Impact on Early 2025 Lumber Market

    Play Episode Listen Later Jan 10, 2025 18:04


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. A new administration, the possibility for new tariffs, weather, fires, and interest rates are all having an early effect on the lumber market. Tune in for the information you need to plan for Q1 2025 and into the 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.

    December 20, 2024: Experts Talk Tariffs, Inventory Levels, and Market Temps to Wrap up 2024

    Play Episode Listen Later Dec 20, 2024 15:56


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Supply is thinning as we head into the end of the year but activity remains steady. Justin and Ken wrap up 2024 with a discussion on the new administration's potential tariffs, a look at housing starts and their impact on the upcoming lumber market, and share some expectations heading into the new year. 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.

    November 27, 2024: End of Year Market Remains Steady

    Play Episode Listen Later Nov 27, 2024 13:24


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Supply is thinning as we head into the end of the year but activity remains steady. Looking ahead, the experts discuss where consumption might be headed in early 2025. Tune in to get the latest insights. 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.

    November 15, 2024: Market Energetic Heading into Winter Months

    Play Episode Listen Later Nov 14, 2024 12:18


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The experts discuss post-election energy, trade volume, and details on Fir and Southern Yellow Pine. With the holidays coming up and about 4-6 weeks left in the year, Justin and Ken talk the remainder of quarter four of 2024 and into quarter one of 2025. Tune in to hear their thoughts and insights on buying time and what lies ahead. 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.

    November 1, 2024: Fundamental Changes Are Driving the "New Normal"

    Play Episode Listen Later Nov 4, 2024 15:51


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Weather, demand, and inventory levels are just a few of the many factors affecting the lumber market as we make our way through the fourth quarter of 2024. Tune in for the details on both Fir, Southern Yellow Pine and the current trend. 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.

    October 18, 2024: How Long Will the Current Market Trend Last?

    Play Episode Listen Later Oct 18, 2024 17:20


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Southern Yellow Pine and Fir are both experiencing an upward trend, according to our experts. Listen in to get a better understand of where that trend is headed between now and the end of the year. 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.

    October 4, 2024: Numerous Things Will Influence the Q4 Lumber Market

    Play Episode Listen Later Oct 4, 2024 15:43


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Weather, curtailments, election results and more have potential to affect the Q4 market. Tune in as both experts explore what we might be facing. 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.

    September 13, 2024: Will Supply-Demand Balance Keep Market Steady?

    Play Episode Listen Later Sep 13, 2024 17:07


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts look ahead to Q4 and share their thoughts on how we'll close out 2024. 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.

    August 30, 2024: Could a Surge in Demand Provide a Significant Market Shakeup?

    Play Episode Listen Later Aug 30, 2024 15:44


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Ken talks opportunities for Component Manufacturers over the next few months while Justin focuses on understanding key points that may affect the market now and into the near 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.

    August 16, 2024: Special Guest, Ashley Boeckholt, Gives Insight into the Market Shift Ahead

    Play Episode Listen Later Aug 19, 2024 20:22


    In this special episode, Ashley Boeckholt with Sitka Inc., provides his perspective on the current lumber market. Ashley explores the shift occurring right now, how component manufacturers can capitalize on the changes, and the best ways to stay ahead of the game. Ashley grew up in the lumber industry and has been at his current role at Sitka since June of 2022.

    August 2, 2024: Market Starting to Shift in Small Ways

    Play Episode Listen Later Aug 2, 2024 17:41


    Justin Binning and Joe Griffith with American International Forest Products (AIFP) provide a snapshot of the current lumber market. A few grades are getting hard to source as we head into the heart of forest fire and hurricane seasons. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Joe has been with AIFP since 1996, specializing in SPF/Doug Fir/Hem Fir. Both specialize in high grade lumber for the component manufacturing industry.

    July 19, 2024: Lumber Market Changes in the Air

    Play Episode Listen Later Jul 19, 2024 11:56


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken share their insights on how the market has changed in just a matter of weeks and how the interactions with the supply have impacted trading. Listen in to learn more. 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.

    July 5, 2024: Lumber Market Still on the Hunt for Balance

    Play Episode Listen Later Jul 5, 2024 20:03


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken cover the variety of things continuing to influence low market prices, from summertime maintenance curtailments to project scheduling delays. Is now the time to stock up? Listen in to learn more. 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.

    June 21, 2024: Is the Market on the Verge of a New Trend?

    Play Episode Listen Later Jun 21, 2024 19:31


    Ken Timmins with American International Forest Products (AIFP) provides a snapshot of the current lumber market. It's not just the weather that's warm right now. Tune in to hear what's heating up in the lumber market! Ken has been with AIFP since 2017, specializing in Fir species and high grade lumber for the component manufacturing industry.

    May 24, 2024: What's Impacting the Lumber Market? It's Not Weather, Transportation or Fires...

    Play Episode Listen Later May 24, 2024 17:32


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Listen in for this week's details on which products are hard to source, the current state of curtailments and potentially shrinking lumber 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.

    May 10, 2024: Will Market Adjustments Continue?

    Play Episode Listen Later May 10, 2024 18:06


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Weather and fires are having an effect on pricing for all species while inventory levels remain thin. Will more mills be closing? Listen in to learn more. 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.

    April 26, 2024: Special Guest Alex Schilling Explores OSB Market

    Play Episode Listen Later Apr 26, 2024 17:03


    Justin Binning, Ken Timmins and Alex Schilling with American International Forest Products (AIFP) provide a snapshot of the current lumber and OSB markets. In this episode, special guest Alex Schilling shares his insights into the current OSB market and what to expect in the next three to six months. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, Ken has been with AIFP since 2017, specializing in Fir species and Alex has been with AIFP since 2018, specializing in specialty & commodity panels and OSB.

    April 5, 2024: Market Cycle Continues Into Spring

    Play Episode Listen Later Apr 5, 2024 14:48


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Supply remains high with a few species continuing to trend higher while Spring struggles to make an appearance in some parts of the country. Need something specific? Get a head's up on what's hard to source right now. 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.

    March 22, 2024: Some Items Tough to Source, Current Upward Trend Continues

    Play Episode Listen Later Mar 22, 2024 13:01


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Many species are trending higher, currently, in what both guests describe as a period of digestion. Tune in to hear what Justin and Ken have to say regarding the potential for a market correction in the next few 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.

    March 8, 2024: Market Will Likely Continue Slow and Steady Climb

    Play Episode Listen Later Mar 8, 2024 13:55


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests outline the factors that are contributing to a slow and steady rise in lumber costs across species. While supply currently remains favorable, curtailments, weather, and transportation headwinds will likely continue to push an upward trend as the U.S. progresses from spring to summer. 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.

    February 23, 2024: Multiple Market Factors to Influence Buying Strategies

    Play Episode Listen Later Feb 23, 2024 15:29


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The market remains steady as prices continue a very slow upward trend. The "typical" Spring buy is becoming more and more apparent despite recent weather concerns and mill closures. 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.

    February 9, 2024: Market Strengthens, Lumber on the Move

    Play Episode Listen Later Feb 12, 2024 13:25


    Justin Binning, Ken Timmins, and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Lumber is on the move and the market feels solid as prices creep up slightly. Weather is still a potential disruption but with a slow ramp up into the Spring buy. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, Ken has been with AIFP since 2017, specializing in Fir species and Jeff has been with AIFP since 2012. All three specialize in high grade lumber for the component manufacturing industry.

    January 26, 2024: Weather Dampens Demand, Presenting Deals for Buyers

    Play Episode Listen Later Jan 26, 2024 15:06


    Justin Binning and Joe Griffith with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Predictably, winter weather is impacting construction early in the year creating deals for active buyers. Both hosts talk about the continuing shift of production away from SPF out of British Columbia toward Southern Pine. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Joe has been with AIFP since 1996, specializing in SPF/Doug Fir/Hem Fir. They both specialize in high grade lumber for the component manufacturing industry.

    January 12, 2024: Market Slows as Year Starts

    Play Episode Listen Later Jan 12, 2024 14:03


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. After a robust December, the market has started slow in 2024. Curtailments, weather, and transportation may impact availability early on and the December rush may also delay the spring buy 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. They both specialize in high grade lumber for the component manufacturing industry.

    January 4, 2024: Insights into the Steel Market & Metal Connector Plates

    Play Episode Listen Later Jan 4, 2024 17:06


    In this special edition of SBCA's Lumber Connection podcast, Tim Stevenson, founding partner and CEO of Metal Edge Partners, LLC, provides his perspectives and insight into what has been occurring in the steel market in recent months and how that is impacting downstream products like the metal connector plates used in the component manufacturing industry.

    December 15, 2023: Optimism Pushing Market Slowly Upward

    Play Episode Listen Later Dec 15, 2023 13:17


    Justin Binning, Ken Timmins, and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. With Western mills drawing a line in the sand and other reasons for buyer optimism, the market appears to be moving upward. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, Ken has been with AIFP since 2017, specializing in Fir species and Jeff has been with AIFP since 2012. All three specialize in high grade lumber for the component manufacturing industry.

    November 24, 2023: Will Market Remain Steady Despite Holidays?

    Play Episode Listen Later Nov 27, 2023 9:08


    Ken Timmins and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The market continues to heat up slowly, with less production expected heading into the holiday season. Ken and Jeff give their thoughts on what might be hard to find as we look towards 2024. Ken has been with AIFP since 2017, specializing in Fir species and Jeff has been with AIFP since 2012 and specializes in Fir species and import European. Both specialize in high grade lumber for the component manufacturing industry.

    November 3, 2023: Market Activity Strengthens on Low Levels

    Play Episode Listen Later Nov 3, 2023 13:13


    Justin Binning, Ken Timmins, and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The market has been heating up in recent days, but availability remains steady. With levels remaining at historically low levels, mills are looking to reduce production, which may have an impact by the start of the year. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, Ken has been with AIFP since 2017, specializing in Fir species and Jeff has been with AIFP since 2012 and specializes in Fir species and import European. All three specialize in high grade lumber for the component manufacturing industry.

    October 20, 2023: Is the Market Finding a New Bottom?

    Play Episode Listen Later Oct 20, 2023 13:16


    Justin Binning, Ken Timmins, and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The market appears to be finding a new bottom, though activity remains steady throughout the U.S. These low levels are prompting mills to contemplate further curtailments to reduce costs and supply, particularly as the midterm outlook on demand looks to soften further. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, Ken has been with AIFP since 2017, specializing in Fir species and Jeff has been with AIFP since 2012 and specializes in fir species and import European. All three specialize in high grade lumber for the component manufacturing industry.

    October 6, 2023: Market Unsettled as Supply Outstrips Demand

    Play Episode Listen Later Oct 6, 2023 17:45


    Justin Binning, Ken Timmins and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. All three experts share their take on where the market is heading including current and potential curtailments. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, Ken has been with AIFP since 2017, specializing in Fir species and Jeff has been with AIFP since 2012. All three specialize in high grade lumber for the component manufacturing industry.

    September 15, 2023: Few Surprises Expected into Q4 Market

    Play Episode Listen Later Sep 15, 2023 15:08


    Justin Binning, Ken Timmins and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The transition from Q3 to Q4 is expected to be fairly smooth. All three experts address transportation, weather, fire activity and potential 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.

    September 1, 2023: Mostly Steady Market Expected to Continue

    Play Episode Listen Later Sep 1, 2023 15:42


    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.

    August 18, 2023: Robust Market Likely to Continue Through Fall

    Play Episode Listen Later Aug 18, 2023 15:27


    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.

    August 4, 2023: Market Softening, but Will Likely Strengthen into Fall

    Play Episode Listen Later Aug 4, 2023 17:31


    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.

    July 14, 2023: Market Continues Steady March Upward

    Play Episode Listen Later Jul 14, 2023 13:53


    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.

    June 30, 2023: Market Heats Up as Summer Settles In

    Play Episode Listen Later Jun 30, 2023 16:29


    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.

    June 16, 2023: Market Moderates Up, Remains Steady

    Play Episode Listen Later Jun 16, 2023 14:54


    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.

    May 26, 2023: Market Activity Becoming More Regional

    Play Episode Listen Later May 26, 2023 14:58


    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.

    May 12, 2023: Market Steady as it Goes

    Play Episode Listen Later May 12, 2023 16:38


    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.

    April 28, 2023: Market Remains Steady Ahead of Spring Build

    Play Episode Listen Later Apr 28, 2023 12:57


    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.

    April 14, 2023: Market on Hold, Waiting on Weather and Economy

    Play Episode Listen Later Apr 14, 2023 15:06


    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.

    March 31, 2023: Market Slow, but Return to Normalcy Around the Corner

    Play Episode Listen Later Mar 31, 2023 14:32


    Jeff Hoggard and Ben Rist with American International Forest Products (AIFP) provide a snapshot of the current lumber market.  Weather has contributed to a delay in many projects, which has pushed both the spring buy season as well as allowing logging in some regions of the country. While the market is slow this far into the year compared to recent years, once weather stabilizes, it's anticipated the market will become more robust very quickly. Jeff has been with AIFP since 2012 with a focus on U.S. Fir species and MSR, and Ben recently joined AIFP and specializes in low grade lumber out of the West. Both specialize in lumber used in the component manufacturing industry.

    March 17, 2023: Deals to Be Had Before the Spring Buy

    Play Episode Listen Later Mar 21, 2023 16:47


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. With Spring and better weather ahead, the market will get steadily busier in the weeks ahead. While buyers currently in the market are finding good deals, both guests agree the current slow market may lead to a build up in latent demand once the spring buy season begins. It is possible that if costs remain low, more mills may be motivated to further curtail production. 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.

    March 2, 2023: Deals to Be Had, but the Window May Be Closing

    Play Episode Listen Later Mar 3, 2023 15:26


    Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests feel there is value to be had in the market to cover the spring buy, however there is a sense that the market will get very busy soon, which will drive up costs quickly. Spring weather is an unknown variable that will likely have an impact on availability of some species and sizes. 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.

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