EP 161: Miss It Today, Pay Up Tomorrow
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EP 161: Miss It Today, Pay Up Tomorrow
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About this listen
The lumber market just flipped. What looked slow turned into real buying, tightening supply, and rising prices—fast. This week, the crew breaks down why low-grade and studs are leading, freight is becoming a major constraint, and order files are pushing into April. Buyers who waited are now chasing, while supply cuts and steady demand raise a bigger question: are we already short of wood? If so, this move may just be getting started.
Timeline0:00 – Market flips from slow to active
2:30 – Low-grade & studs lead strength
7:00 – Prices up ~$100+ since Nov
10:00 – Order files into April
12:00 – Freight tightening supply
15:00 – Buyers now chasing
28:00 – Supply vs demand imbalance
35:00 – Early innings of the move
Advertiser
Fastmarkets RISI
Dustin Jalbert
Senior Economist Wood Products
djalbert@fastmarkets.com
www.fastmarkets.com
Show Contacts:
Gregg Riley: Gregg@sitkainc.com
Charles DeLaTorre: cdelatorre@ifpwood.com
Matt Beymer: mattbeymer@hamptonlumber.com
Ashley Boeckholt: ashley@sitkainc.com