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The Lumber Word
Ashley Boeckholt
100 episodes
1 week ago
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Investing
Business
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Investing
Business
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EP 126: Quiet Deals, Big Feels, and a Greggless Few Weeks
The Lumber Word
41 minutes 26 seconds
5 months ago
EP 126: Quiet Deals, Big Feels, and a Greggless Few Weeks
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 Lumber Word