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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 127: The Basis is Hot, But Bart is Cooler
The Lumber Word
43 minutes 31 seconds
4 months ago
EP 127: The Basis is Hot, But Bart is Cooler
This week, Matt and Ashley are joined by Bart Charles from Atlantic Forest Products, one of thetop cash and futures traders in North America. We dig into what we’re doing with our currentpositions and what we see ahead in the lumber market. From May housing numbers to thelooming 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 hearanywhere 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.comMattBeymer@HamptonLumber.comAshley@Sitkainc.com
The Lumber Word