The Lumber Word

This week, Matt and Ashley are joined by Bart Charles from Atlantic Forest Products, one of the top cash and futures traders in North America. We dig into what we're doing with our current positions and what we see ahead in the lumber market. From May housing numbers to the looming increase in Canadian CVD and AD duties, we cover the major forces shaping the near- term outlook. We also unpack the CME premium and what it means for basis, mill behavior in the cash market, and where customer inventories stand today. This episode is loaded with insights you won't hear anywhere else. If you're in the business of buying or selling construction lumber, this is a must- listen. Contact the show participants at: Charles@AtlanticForest.com MattBeymer@HamptonLumber.com Ashley@Sitkainc.com

With Gregg off to Europe for a few weeks, the rest of the crew held down the fort and had plenty to unpack. We kicked things off by acknowledging the incredible growth of our audience—thanks to the many decision-makers across the industry who tune in every week. This week's market feels... weird. Confusion reigns as everyone waits for the updated Anti-Dumping (AD) and Countervailing Duties (CVD) on Canadian lumber. While the consensus is that prices will trend higher, mills are quietly cutting below-the-published-number deals to keep volume moving. Southern Pine remains painfully cheap, and we're openly asking: how much longer can some mills hold on? We also (just barely) grazed the third rail—politics—before steering it back to what matters: the supply chain, the market moves, and what you should be watching over the next few weeks. Hit play, crush the like button, and stay sharp with the #1 lumber podcast in America.   If you want to leave us a note, or get in for an early summer advertising discount visit us at:  https://www.thelumberchannel.com/contact Or directly at: Mattbeymer@hamptonlumber.com Cdelatorre@ifpwood.com Gregg@Sitkainc.com Ashley@Sitkainc.com

The crew is back together for a jam-packed episode! Matt returns from his travels, and we hit the mailbag to tackle listener questions before diving into regional updates: Matt covers U.S. Spec and Texas, Charles breaks down SYP, and Gregg takes us through the Great Lakes and Boston. We recap key takeaways from Russ Taylor's insights last week, then dig into the latest in housing—both new and existing, and what it all means for lumber demand. The team lays out short-term forecasts for supply, demand, and pricing over the next 30–60 days. Don't miss the debut of our Lumber Pick Challenge—each of us picks one undervalued and one overvalued item, with prices logged today and results reviewed on the August 4 episode. Plus, we play the Short-Term Market Forecast Game, giving our two-week price predictions on key indices like CME, WSPF, Hem-Fir, and SYP. We wrap it all up with 30-second rapid-fire advice for newer traders navigating today's market. Big ideas, a few laughs, and one “Big Beautiful Bill.” Hit play and stay sharp.   Contact the show personalities below Gregg@Sitkainc.com Mattbeymer@hamptonlumber.com Cdelatorre@commtransport.com Ashley@Sitkainc.com

While Matt's off living la dolce vita in Rome, Charles, Greg, and Ashley hold down the fort with a special guest—Russ Taylor from Russ Taylor Global. Fresh off the plane from a Global Lumber Conference in Vienna, Russ brings some sharp global insights. We dive into production costs across North America and Europe and ask the big question: Is anyone making money right now? Stick around to hear our market calls for the next 30–60 days. Link to Russ Taylor's LinkedIn and Website https://www.linkedin.com/in/russtaylorglobal/ https://russtaylorglobal.com/ The Lumber Channel Website https://www.thelumberchannel.com/

In our second drop of the week, Ashley sits down with Alison Coughlin from the CME Group to unpack the newly launched Southern Yellow Pine (SYP) Lumber Futures contract. It's been live for over a month now, and we're breaking down how it came to be, how it works, and why it could be a game-changer for the fastest-growing segment in U.S. lumber production. Whether you're a trader, mill, or just lumber-curious, this episode offers a smart intro into what the new contract means for the market—and how you can get involved. To learn more, check out https://www.cmegroup.com/markets/agriculture/lumber-and-softs/southern-yellow-pine.html, or shoot a note to the CME team at Lumber@CME.com. To sign up for Fastmarkets' “Daily Southern Yellow Pine” Newsletter, click here: https://www.fastmarkets.com/forest-products/wood-products/southern-yellow-pine/ For more information on The Lumber Word” or to drop us a note, visit us at https://www.thelumberchannel.com/

The full crew's back before Matt jets off to Spain, and there's a lot to unpack. What's up with the Section 232 inquiry into lumber? Are we looking at more tariff talk for Canadian and European imports—and how soon could it hit? Gregg throws some cold water on the hype, while Charles declares SYP officially DOA (for now) and breaks down the lack of market dynamics. We all agree: something is shifting in lumber. Is it upside? Downside? Depends who's driving. Gregg says supply push is now behind the wheel, and demand pull has taken the backseat. If this sounds confusing—perfect. That's why you hit play, filter through our take, and walk away sharper. Like and subscribe if you're into that kind of thing.

Matt, Gregg, Charles, and Ashley lay out their trading strategies for the next 30 days. Are we headed lower, or is a bounce coming? Find out who's buying spot, selling print, and what it all means for lumber buyers and sellers. Smart trades start here—don't miss it!

Matt, Gregg, and Ashley reconvene after a week off to discuss the current state of the lumber market. Charles was out but will be back next week. They analyze whether the market, which has been selling off since the Montreal event, is showing signs of a recovery or merely experiencing a temporary bounce within a bear market. The hosts note a slight uptick in activity for certain lumber items during the week but question if this is significant enough to indicate a broader market shift. They also discuss renewed talks of curtailments, emphasizing the need to monitor these developments closely. The episode offers insights for lumber enthusiasts and market watchers looking to understand the latest trends and potential future directions.

Join us for an insightful conversation with Thomas Mende of Binderholz, a leading expert in European lumber manufacturing, the largest importer of dimension from Europe to the US, and operator of two cutting-edge Southern Yellow Pine (SYP) mills in Florida and North Carolina. In this episode, Thomas dives into the future of European lumber shipments to the US, exploring the impact of currency fluctuations and log costs. We discuss the home center business, mass timber trends, and global export markets. Learn about the innovative flexibility of Binderholz's US SYP mills to adapt cutting profiles swiftly and uncover value opportunities in the eastside vs. westside 2x4 #2 SYP pricing spread. Packed with industry insights, this episode will leave you smarter and inspired with fresh trading ideas.

The crew is back from Montreal, and Episode #118 kicks off with a debrief on what it's like returning to the grind after the high energy of the convention floor. Matt, Ashley, Charles, and Gregg dive right into the pulse of the lumber market: is it ready to roll over, or are we seeing glimmers of strength under the surface? They break down key indicators from the field—what species look like a buy, what's dragging, and what might surprise to the upside. From SYP to SPF and beyond, the gang weighs in on what they're moving and what they're steering clear of. Plus, are customers quietly building inventory or continuing to run lean? The answer might impact how you trade the next few weeks. This one is packed with real-time lumber market guidance. If you're in the game—or want to be—you'll walk away with sharp trading insights and maybe even a better idea of how the second quarter is shaping up. Don't miss it!

Charles, Ashley, Gregg and Dustin go live onstage in Montreal. The #1 lumber podcast breaks down their thoughts on the convention. What did we feel coming to the event, and what do we feel now that we've been here and are getting ready to leave with our thoughts? Is the market going to go up down, sideways or uncertain? Wow did we get the information here! Come have a listen!

With the full lumber crew—Matt, Charles, Gregg, and Ashley—dive deep into the current state of the lumber market as April kicks off. From SYP oddities to the new CME contract, the team covers what traders, builders, and mills are buzzing about. Matt breaks down volatile DDF prices and the coastal Hem-Fir jump, Charles unpacks the SYP 2x4 #2 vs. #3 price parity mystery, and Gregg gives us the lowdown on European spruce and Eastern SPF. The crew also tackles the low-volume launch of the new SYP futures contract at CME, supply/demand imbalances across home centers and pro yards, and where inventory might be bottling up. Rounding it out: a lively chat on mill margins, tariff speculation, and of course, our favorite segment—Marry, Date, Dump—featuring lumber picks and a few laughs.  If you're in the wood world, you don't want to miss this one.

Matt Layman is back, and we start cranking early. From builder earnings to home sale trends, we dig into what's driving the housing and lumber machine right now. Then we ask the big one: Is the tariff risk already priced in? Or is there more heat to come? We get into the SPF vs. SYP narrative—why it's gotten way too loud, and what matters. With the new SYP CME contract launching Monday, we take a few wild guesses on how it'll trade. Plus, we tackle real customer questions (some live!), and as always, drop a few nuggets to make you just a little bit smarter.

Ashley, Matt, Gregg, Charles, and guest John Comiskey, a mortgage tech veteran and data sleuth, dive deep into the alarming rise of FHA loan delinquencies and their potential ripple effects on the housing and lumber markets. They expose how skyrocketing mortgage defaults—some borrowers making only a handful of payments over years—are straining government-backed mortgage programs and potentially gaming the system. The episode unpacks the data behind these trends, explores what tightening FHA rules in 2026 could mean for first-time homebuyers, and analyzes the downstream impact on construction demand and lumber pricing. Packed with sharp insights, industry analysis, and a touch of humor, this episode is a must-listen for anyone in the lumber, real estate, or construction supply chain looking to navigate the challenges ahead.

Matt, Gregg, Ashley, and Charles take a deep dive into the SYP spread against Canadian lumber—what does it signal for the market? With everyone suddenly having plenty of time to debate tariffs, is that a sign of a slowdown? The crew breaks it all down and highlights some other key market trends that traders should be watching. Looking ahead, we tease next week's guest, who just might bring the next Big Short-level conversation to the lumber world. Plus, we play a round of "What We Want to Buy" vs. "What We're Dumping" as we navigate the ever-shifting market landscape. Big things are coming—over the next few months, we're opening the lumber conversation to expand the audience and bring more voices into the mix. Don't miss this episode of The Lumber Word, the #1 lumber podcast in the world!

Kyle Little, COO of Sherwood Lumber and frequent CNBC personality, joins The Lumber Word—and he does not disappoint! In this jam-packed episode, we break down the past week (and especially the last 48 hours) in the lumber industry, covering:  Southern Pine, U.S. species, Euro, and Canadian lumber—what's hot, what's not, and where the market is headed.  Big calls & bold forecasts—Matt, Gregg, Ashley, and Charles lay out what they think happens next in lumber, from now through year-end.  New CME SYP Contract—what it means for traders and why it could shake things up. This one's a must-listen for lumber traders, mills, builders, distributors, framers, and component manufacturers. We're here to make the industry better, sharper, and more profitable—every single week.

On this week's episode of The Lumber Word, we give away a ton of valuable insights—because that's what the #1 lumber podcast in North America does! We kick things off with a special announcement: Charles is officially in the introduction. Then, Ashley jumps right into the market talk before launching into an epic tariff rant about the chaos of cross-border trade (yes, he touches the third rail). Gregg sharpens the point of the conversation by tripling down that there will be no tariff. Gregg pulls things back on track with a productive discussion on what builders and multi-family projects with sold jobs in Q2 and Q3 should be doing to cover their needs. Matt and Charles have some of the best insight to date on this.  We also break down what we like to own, what we want to sell, and where we see opportunities. One takeaway? We never want to talk about tariffs again—everyone knows they're coming, but we're exhausted by it. Come listen, learn, and leave knowing more than when you hit play. And as always, it's free!

Pull up a chair at the mill's fishing camp because this episode is packed with classic lumber trader BS, war stories, and some useful market insights. We kick things off with a SYP talk, asking Charles why published prices keep climbing when he insists, they're flat. Did we spill too much on what we think values should be? Maybe. We also dig into how much tariff speculation is already baked into prices. Matts had the best market pulse lately, and he breaks down what mills' optimizers are up to. Gregg takes us through housing starts, and Charles lays out the numbers on 2x4 and 2x6 9'. This episode is loaded with free intel—things your lazy trading partner might be missing. Come for the stories, stay for the knowledge. Listen in and get ahead!  

The Lumber Word welcomes a true legend of Lumber Trading—Mike Logelin—fresh off his retirement after 35 years of wheeling and dealing across the entire lumber and panel catalog. Hailing from the land of lakes and lumber, Mike sits down with Matt, Gregg, Ashley, and Charles to reflect on what made him one of the best in the business. He shares war stories from the trenches, key lessons for traders just starting, and insights into how the game has changed. But don't think he's just here for nostalgia—Mike jumps right into the current market action and what's ahead for 2025. If you buy, sell, or move wood, this episode is a goldmine of tips to help you make smarter (and more profitable) decisions.

The Lumber Word team welcomes back Chris Beard, Director of Building Products Research at John Burns Research & Consulting, for another deep dive into the housing market. The episode kicks off with a discussion on tariff talk—or the lack of impact so far—before shifting gears to market trends. Gregg sizes up his trade with Kip, giving him all the time he needs, while Chris shares insights on housing projections for 2025. From young adults moving out of the basement faster to the continued growth of single-family rentals, Chris breaks down the data behind the next phase of housing demand. The JBREC team nailed their prediction last year that 2025 would be slightly down, and now they're back with a fresh outlook on what's next for builders and the construction market. Matt, Ashley, Charles, and Gregg dig into the key takeaways, making this a must-listen for anyone navigating the intersection of housing, lumber, and economic trends. Don't miss this episode packed with actionable insights and expert analysis!

In this episode of The Lumber Word, we bring on Canadian lumber supply expert and seasoned trader Kip Fotheringham to break down the hard numbers on North American lumber production. Turns out, what we thought we knew doesn't quite match up with reality! Kip walks us through the latest production data across all species and regions, and the insights may surprise you. Then, we dive headfirst into the tangled mess of cross-border duties and tariffs between the U.S. and Canada. With speculation running wild and everyone making their best guesses, Gregg and Kip decide to raise the stakes—literally—by placing a bet on whether tariffs are coming or not. Will the industry see a shake-up, or is all this just noise? If you love a lively, fact-packed discussion with a side of high-stakes lumber wagering, this one's for you. Tune in and get wiser (and maybe even happier) about where the market is headed

Sig Thoma is back on The Lumber Word to share his decades of expertise in the lumber industry! We dive headfirst into the 2024 housing final numbers and their implications for the year ahead. With a new administration stirring up tariff chatter, we tackle how the industry is reacting and what might be on the horizon for lumber and housing markets. Plus, the SYP domination debate rages on, and we get inside the heads of mills to uncover their strategies for selling lumber products. Don't miss this thought-provoking episode packed with insights and a few laughs along the way!

Back by popular demand, Dustin Jalbert, Senior Economist of Wood Products at Fastmarkets, returns to The Lumber Word podcast for an insightful deep dive into the ever-evolving lumber market. In this episode, Dustin, Matt, Gregg, Ashley, and Charles tackle the complexities of the potential tariff situation and share strategies for cutting through the confusion. The team explores housing trends, builder inventory levels, and the supply-demand dynamics shaping 2025, along with a lively discussion about the eye-popping builders' mortgages hitting the market. And for those wondering about Charles' cattle—they make a surprise appearance in the conversation! As always, the episode is packed with sharp market predictions, trading tips, and a few laughs as the crew debates where the lumber market is headed and how to navigate the road ahead. Tune in for actionable insights and a whole lot of fun!

 Welcome to The Lumber Word Podcast, your go-to source for all things lumber and construction materials!  This week, Matt, Gregg, Charles, and Ashley are kicking off 2025 with a bang as we dive into the North American lumber market's wild start.  We'll revisit the last few weeks, play a round of Trump Lumber Tariff Bingo, and celebrate our spot-on SYP call from a month ago.  Plus, we'll break down what's happening in the supply chain and share insights to help you stay ahead in the industry. Oh, and did we mention it? Thanks to YOU, our amazing listeners, we've been trending as the Top Podcast in the Lumber Industry!  Tune in to hear our gratitude and get ready for another episode packed with laughs, knowledge, and the latest on the lumber world. Hit that follow button and let's get started! 

In this episode of The Lumber Word, we welcome the return of Brian Wesbury, one of the nation's leading economists, and the Chief Economist at First Trust Advisors. Known for his bold market predictions, Brian shares his insights on today's economic trends and offers a unique perspective on the future of global finance. We dig into the lumber and housing markets, looking ahead to 2025, and Brian breaks down what he thinks is next for tariffs and their impact. We also dissect the November Housing Starts and what the 2025 building activity could look like. Whether you're a trader, builder, or just looking to stay ahead, this episode is packed with valuable insights to give you an edge in the industry. Tune in now!

Gregg, Matt, and Ashley delve into the tumultuous lumber market over the past few weeks. They are joined by Casey O'Neil, who provides essential data on the Southern Yellow Pine (SYP) market. Matt shares valuable insights aimed at younger lumber traders, while Gregg offers an in-depth analysis of the housing market and its potential impact on lumber prices. The episode concludes with the hosts discussing their favorite products and predictions on inventory dynamics, promising listeners an educational and insightful experience.

Gregg and Ashley welcome James Gallagher, CEO and co-founder of GREENLITE Technologies, to the podcast. James shares how GREENLITE is revolutionizing the permitting process with technology that simplifies, streamlines, and accelerates approvals. Whether you're in construction, development, or anywhere in between, GREENLITE's platform is a game-changer for improving speed and accuracy in navigating red tape. www.Greenlite.com After the interview, Gregg and Ashley dive into the latest #lumber market action, breaking down how recent tariff chatter might impact the industry. They wrap up with bold predictions for the rest of the month, giving you the insights you need to stay ahead. Don't miss this episode packed with innovation, market analysis, and a look at what's next! 

In this milestone episode, Matt, Gregg, Charles, and Ashley celebrate 100 episodes of sharing valuable lumber industry insights. They kick things off by expressing gratitude to loyal listeners and their first-ever sponsor, reflecting on the journey so far. The team dives into the state of the North American lumber market as 2024 winds down and 2025 looms on the horizon. They explore whether buyers are building inventory, examine what the housing market might look like in 2025, and offer their take on the trends for Southern Yellow Pine (SYP) and Spruce-Pine-Fir (SPF) over the coming months. Packed with market analysis, actionable insights, and a spirit of giving back to an industry they love, Episode 100 is a testament to why "The Lumber Word" has become a trusted resource in the world of forest products. Tune in to celebrate with the hosts and gain a smarter perspective on the future of lumber!

"The Lumber Word" podcast, hosts Charles, Matt, and Ashley delve into the current market dynamics across various lumber species. They observe that while Southern Yellow Pine (SYP) is experiencing a sell-off, other species are rallying. This divergence prompts a discussion on whether SYP's performance signals a market in harmony. The hosts also explore how traditional traders of Canadian and U.S. species might adapt to customers seeking more species options. Additionally, they identify indicators of a market rally and signs that it may be peaking. Listeners who stay tuned until the end will gain insights into current buyer behaviors and strategies.

Gregg and Ashley are back from the Global Wood Summit in Vancouver and bring Matt up to speed on everything he missed. They dive into insights from the Summit, forecasting where the lumber market might head in 2025. From the ongoing cross-border lumber dispute to potential shifts in production, they break down the factors that could shape next year's supply and demand. Could we hit $700 Chicago on 2x4 #2 SPF? And what role might the upcoming election play? Tune in to get tomorrow's lumber news today and stay a step ahead in the industry!

The Lumber Word takes the show on the road and does Episode #97 in front of the live audience. Gregg, Ashley, and Charles talk about what they heard the last few days from industry experts on lumber, logs, pulp & paper along with many other exciting speakers. Mitchell Preger from Industrial Forest Products also joins us today. Thanks to Russ Taylor for the invite and the opportunity to expose more people to TLW. We looked at pricing for 2025, European lumber, Southern Pine, and what is happening with the cut in Canada. Come listen in and make sure to come to Vancouver next year to experience this in person.

Join industry veteran Sig Thoma as he dives deep into the factors shaping lumber pricing. Matt and Ashley get Sig's insights on housing affordability, who are snapping up new homes, and the 10-30-year yield curve's impact on the market. We also explore the sticky situation with lumber mill costs, why residuals are a pain, and what expectations for Q1 2025 could bring in terms of curtailments. What happens if demand rises, and production slows? Tune in and get smarter about where the market's headed!

In this episode, Matt, Gregg, and Ashley dive into a week packed with events shaking up the lumber world. How does the flow of lumber look now, and what can we expect heading into 2025? The team grabs their crystal lumber ball to give you insights into the future. Plus, we dig into the cross-border dispute—who's getting a slice of that $11 billion pie? What are the hot items and what should you be getting the heck out of?  How do we think sellers of production can get better returns in 2025? Whether you're a trader looking to get under the hood, or you sit somewhere along the supply chain, this episode has the intel you need. Fire up the podcast and get smarter!

In this episode, Charles DeLaTorre joins us. We break down how #lumber users are adopting the JPT (Just Past Time) inventory method and what it means for the market. With everyone betting on higher prices next year, how should buyers, sellers, and risk managers play their hand? With everyone thinking one thing it will probably not play out the way we all have it scripted in out head.  We also dive into why mills keep clinging to outdated pricing formulas when selling to the big-box giants. Why are there still a high amount of shorts in the market?  The conversation gets lively, and whether you're at the office, in the car, or out for a run, you'll leave feeling smarter—and maybe even a step ahead of the game!

This week on The Lumber Word, we're joined by Chris Beard from John Burns Research & Consulting! I've seen them at events, and they are the OG of research in this market! Chris dives into the stats that keep our market moving and gives us the John Burns perspective on housing starts, permits, and long-term trends. We ask the big questions: What's the lag between interest rates and housing demand? How are we shaping up to end the year, and what does 2025 look like? If you're anywhere near the construction supply chain, you'll want to hear Chris's insights. Matt, Gregg and Ashley all want Chris back after this great POD. And don't forget to check out what John Burns Consulting can do for your business at www.jbrec.com!

In this episode, Matt, Gregg, and Ashley dive into the post-curtailment lumber world, sharing their seasoned lumber trading insights as they try to make sense of this wild market. Are home centers in for a shock in 2025 with potential production shortfalls? Will there be a rush for premium grades? The team dissects overvalued and undervalued products, ponders why 4" lumber is dragging, and breaks down the latest on September lumber futures expiration. Stick around for the final fun segment—marry, date, dump—where lumber gets the matchmaking treatment. You'll leave with plenty of laughs and solid trading tips!

In this jam-packed episode, we're joined by a friend, and lumber industry expert Charles DeLaTorre to upgrade our SYP knowledge. It's been a whirlwind week in lumber, and with Canfor's recent curtailments shaking up North American markets, we're diving deep into where we stand with supply and demand. Matt, Gregg, Charles, and Ashley had a lively debate on what the future holds for lumber prices in late 2024, with Gregg making some bold predictions for 2025. Matt also brings the WSPF and Pac NW lumber information and talks about Hem Fir and DDF filling into some lost WSPF regions.  If you're planning to buy or sell lumber soon, this episode is a must-listen. We also tackled the September CME Lumber Futures expiration and what might be on the horizon for November and January. Tune in for insights that'll keep you ahead of the curve!

 In Episode #90 of "The Lumber Word Podcast," Gregg, Matt, and Ashley dive deep into the current lumber market, debating whether we're at the peak or just getting started. The team discusses the velocity and strength of the truck market, as well as historically low inventory levels. Are mills sitting on a lot of dressed inventory, or are buyers overextending by purchasing extra trucks? With short orders popping up in the cash market, the crew explores whether these moves make sense. Tune in to hear their insights and what you should be doing over the next 4-6 weeks to stay ahead.

In this episode, we're excited to have Russ Taylor from Russ Taylor Global joining us! We kick things off by chatting about his upcoming event, the Global Wood Summit, happening this October 29-30. And guess what? The Lumber Word will be doing a live podcast right from the event! Go to www.globalwoodsummit.com for the details. Today, we dive into the latest market trends from the past 30-60 days. We explore why so many lumber buyers are still playing it safe as prices climb higher. How much North American production has slowed down, and what can we expect going forward? We also break down the current cost of production and what the new Canadian lumber duty means for today and next year. Tune in to get the inside scoop and maybe even gain the edge you need in this shifting market!

In this episode, we welcome Joe Pepe from LMC to help us break down the current state of the lumber market. We dive into where we stand in the lumber cycle—is supply finally catching up with demand? Matt highlights the differences between the 2x4 market and 2x6 and wider, while we discuss key indicators to watch for in the upcoming housing starts report. We also explore how lean end users are keeping their inventories and share insights from our own business dealings. We ponder how far this lumber market can continue to rise and what surprises might be on the horizon. Plus, we touch on the growing trend of builders asking their suppliers for longer-price locks. This episode is packed with valuable insights and plenty of fun along the way!

In this week's episode of "The Lumber Word," we are joined by Charles DeLaTorre, owner of Industrial Forest Products. Get ready for a lively discussion as we challenge each other on why the lumber market moved over the past month. What did we see that others missed? And more importantly, will it continue? Charles dives into Southern Yellow Pine (SYP), providing insights that are sure to expand your understanding. We also tackle the topic of potential bad paper in the forward cash market and examine how mills have been rationalizing capacity without alerting the trading market. It's an episode packed with valuable insights and predictions about where the market is headed. Tune in for an entertaining and informative session!

In this episode of "The Lumber Word," Matt, Gregg, and Ashley dive into the recent lows in lumber pricing and discuss the recent strength of the past three weeks. With some commodity funds buying back short CME positions, the big question is whether this trend will continue or if they will shift gears again. Why is there so much negativity in the market, and what does it mean for the future? Our hosts give their honest predictions and provide a thorough analysis of the current market sentiment. Supply is still trying to match up with demand—has it finally done enough? Notably, some prices have already recovered up to $80 MBF off the bottom trade price. Could we see a rally of $100+ MBF, or might we fall back to the cost of production? Join us to hear the latest insights and predictions on the market's direction! Tune in to Episode #86 to stay ahead of the curve in the lumber industry!

In this week's episode of The Lumber Word, we're joined by Brian Wesbury, Chief Economist for First Trust. Brian shares his expert analysis of the housing market, discussing interest rates, housing supply, and what economic signals mean for the future of housing. He also weighs in on whether we're in a recession and offers predictions for the prices of new and existing homes. Tune in for this insightful conversation and stay ahead in the housing sector! For more insights from Brian, visit First Trust and sign up for their free newsletter.

In this episode of "The Lumber Word," Matt, Gregg, and Ashley are all back together to dive deep into the current lumber market. Matt kicks it off with an engaging update about last week's mood at the Inland golf outing. Gregg follows up with a detailed breakdown of today's housing starts data, providing valuable insights for our listeners. The team then takes a comprehensive look at the market, analyzing supply and demand trends. Plus, did Ashley call a bottom in lumber? Tune in to find out! We wrap up the episode with a fun segment of marry, date, or dump, which we haven't done in a while.

In this episode, we're joined by Dustin Jalbert, Senior Economist at Wood Products Fastmarkets RISI, to unravel the current zeitgeist of the lumber market. Ever wonder what's going on with supply and demand? We've got you covered as we dive deep into consumption and production figures. We also share our projections for the housing market through the rest of 2024 and into 2025. Plus, we'll update you on the ongoing US/Canada cross-border lumber dispute. If you want to get a true feel for the pulse of the lumber world, this is the episode you can't miss!

In Episode #82 of "The Lumber Word," we welcome back Charles DeLaTorre to dive deep into the Southern Yellow Pine (SYP) market, along with all other traded species. With four consecutive down months, we explore whether we've hit the bottom or if there's more to come. The crew breaks down the market structure, examining who's long, who's short, and who's potentially thriving or struggling. To understand past market behaviors, we delve into the physical lumber market and analyze a fascinating chart of housing starts since the 1960s. As we wrap up, we offer hope and actionable ideas for navigating these turbulent times. Tune in to become smarter, more informed, and dapper. Don't miss this insightful episode!

In this episode of "The Lumber Word," the team is joined by a special guest, Earl Heath, head analyst from Madison's Lumber Reporter. Together, we dive deep into the lumber industry's looming challenges this year. Are prices ever going to rise? Are production costs as high as producers claim? What will be the tipping point for change? We explore these pressing questions and more, providing our listeners with insights into what we see and feel as we look ahead to 2024. Tune in for an engaging and informative discussion on the current state and future of the lumber market.

In this solo episode of "The Lumber Word," Ashley takes the reins while Gregg and Matt are away (they'll be back next week!). Tune in as Ashley dives into the latest on the lumber market, housing starts, and market structure. Discover the crucial information Ashley relies on daily and weekly, including the Commitment of Traders reports, Volume, and Open Interest, which reveal a lot about the lumber market. Ashley shares insights from a recent conversation with a home-building expert about risk management, emphasizing the importance of education in the industry. Plus, get Ashley's take on what you should be considering as the lumber saga unfolds. This episode is packed with insider secrets and tricks that most people won't share. Don't miss out!

Join us for an exciting episode as we welcome Robin Cross, a renowned lumber trader and broker, to the show. With years of experience in CME lumber futures, Rob has built a stellar reputation for his expertise and client relationships. We kick things off with a deep dive into the cash lumber market before unraveling the intense "Market Structure" standoff between Industry Longs and Fund Shorts. This could turn into a wild ride as both sides face crucial decisions about rolling. Stick around until the end for our predictions on where the market is headed in the next 30 days. Get ready for a thrilling discussion that will keep your lumber excitement levels high. Download and listen now!

In this week's episode of "The Lumber Word," we are thrilled to be joined by Matt Layman from www.laymansguide.com. We dive deep into the current state of the lumber cycle, exploring key insights and trends that are shaping the market. Our lively discussion covers Southern Yellow Pine (SYP), the stalling multi-family housing market, and the mindset of buyers and sellers. We delve into the supply-demand equilibrium and debate whether the market has hit bottom or if there's more downside to come. Additionally, we share some classic lumber trading war stories, adding a touch of nostalgia and humor to the conversation. Tune in for an informative and entertaining episode that promises to make you smarter and better looking by the end!

In this abbreviated episode of "The Lumber Word," Ashley provides a succinct overview of the lumber market since last week. He discusses key observations and offers a brief prognostication on lumber price movements over the next 60 days. In the latter half of the episode, Ashley delves into the genesis of "The Lumber Word," unveiling new additions to the podcast format and future directions. The episode also highlights our stakeholders, detailing who the podcast serves and our growth plans.