The Lumber Word

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.
 

Welcome to Episode #76 of "The Lumber Word"! Today, we're diving into the sluggish lumber market with our recurring guest, Casey O'Neil. We'll cover a range of topics, from OSB and lumber to everything in between. Join us as we explore why the industry still holds a lot of hope and discuss the reasons behind the CME's significant premium over cash prices. Whether you're a seasoned lumber trader or just curious about the lumber market, this episode is packed with insights you won't want to miss. Tune in now!

In this episode of "The Lumber Word," we delve into the dynamics surrounding the May lumber futures expiration. We analyze the Builders' Confidence Index, housing starts, lumber shipments, and the impact of European imports on the market. Our conversation is lively as we discuss strategies for navigating current lumber price levels, including whether to buy forward or adopt a buy-and-hold approach. Tune in for expert insights and practical tips on managing lumber investments amidst evolving market conditions.

"The Lumber Word" Podcast Episode #74 welcomes Kyle Litte, COO of Sherwood Lumber, to a lively discussion on market trends. From a shift from bearish to bullish sentiments, we delve into the balance between optimism and caution. Exploring potential landmines in the lumber industry, we provide valuable insights into supply and demand dynamics. Our episode is packed with expert analysis, offering listeners a comprehensive view of where lumber and panel prices are heading in 2024. Join us as we navigate the intricacies of the market and forecast the trends that will shape the year ahead.
 

This week on "The Lumber Word," hosts Matt, Charles, Gregg, and Ashley dive into the depths of the lumber market, exploring the seriousness of recent curtailment announcements. They question whether some industry optimists may have overly high expectations and ponder if we've reached rock bottom. Analyzing market trends, they uncover unsustainable numbers and offer insights into managing risk. From discussing market realities to sharing valuable tips, this episode promises to deliver valuable perspectives for anyone questioning how to navigate lumber values. Tune in for a rich discussion that's sure to leave you informed and engaged.

Welcome to episode #72 of "The Lumber Word"! This week, we're thrilled to have Dustin Jalbert, Senior Economist, Wood Products from Fastmarkets join us as we delve deep into the intricate world of commodity lumber. We waste no time getting to the heart of the matter, exploring the dynamics of supply and demand that shape this industry. Tune in to gain invaluable insights into where the demand for lumber is heading for the rest of 2024. Plus, we uncover surprising revelations about North American production/consumption that will leave you astounded. Join us for an enlightening journey through the lumber landscape!
 

This week "The Lumber Word" dives deep into the recent market trends, incorporating insights from Montreal and leveraging over a century of experience navigating volatile lumber markets during uncertain times. Join us as we analyze the past 30 days' market movements, decode the latest developments, and provide valuable perspectives on commodity lumber trading. Whether you're a seasoned trader or just curious about the lumber industry, this podcast promises to deliver the best insights, strategies, and discussions to keep you informed and ahead of the curve in the ever-changing world of commodity trading.
 
 

"The Lumber Word" podcast delves into the intricacies of North American Lumber Supply and Demand in its latest episode. Hosted by Matt Beymer (MattBeymer@HamptonLumber.com (mailto:MattBeymer@HamptonLumber.com)), Gregg Riley (Gregg@Sitkainc.com (mailto:Gregg@Sitkainc.com)), and Ashley Boeckholt (Ashley@Sitkainc.com (mailto:Ashley@Sitkainc.com)) This episode features Russ Taylor (russtaylor@russtaylorglobal.com (mailto:russtaylor@russtaylorglobal.com))  from Russ Taylor Global, offering valuable insights and analysis. Discover surprising facts and trends that impact the lumber market, making this episode a must-listen for anyone involved in the lumber industry. In addition to the serious discussions, the hosts inject some fun by discussing market quirks and highlighting key items to wat
ch. Whether you're a seasoned professional or just curious about lumber, this episode promises an engaging and informative experience.

This week on "The Lumber Word" podcast Episode #424 recorded on March 27th, 2024, we're joined by Charles DeLaTorre, bringing his expertise in SYP and OSB to the table. We dive straight into the market's downward trend across various items, exploring the potential depth of this decline and its implications for buyers and sellers in the industry. When will OSB stop? Additionally, we dissect the economics behind new home sales, offering insights that can bolster your understanding of lumber dynamics. Join us for a deep dive into these topics and let us enhance your lumber intelligence base. If you want to contact any of us hit out an e-mail at:  Gregg@sitkainc.com, Ashley@sitkainc.com, cdelatorre@ifpwood.com