The Lumber Word

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

In this week's episode of "The Lumber Word," we’re joined by Any Carlo, LBM Editor for The HBS Dealer. We dive into the latest developments in the lumber industry. Andy shares insights from the reporting side, discussing the big housing numbers, Builders Confidence Index, regional variations, production data, and the lumber futures market. We also examine home center takeaways and forecast potential lumber price movements in the coming months. Whether you're a seasoned professional or new to the lumber market, this episode provides a comprehensive overview of what's happening and what to expect. Tune in for essential updates and expert analysis!

This week on "The Lumber Word" podcast, Matt, Gregg, and Ashley are joined by Joe Pepe from LMC, diving into market updates and discussing sentiments from LMC's recent Houston show. They ponder whether the market's upward trend is sustainable and explore potential challenges. The team also analyzes the CME March expiry and the premium on May lumber futures, examining booking timelines across the supply chain. Wrapping up with their signature segment, "marriage, date or break up," the episode is hailed as a must-listen. Tune in to hear their insights on the lumber market's trajectory. If you want to reach out to our crew: Matt ( MattBeymer@HamptonLumber.com ) Gregg ( Gregg@SitkaInc.com ) Ashley (Ashley@Sitkainc.com)

This week on "The Lumber Word," hosts Matt, Gregg, and Ashley take the reins solo and dive deep into the lumber industry's current landscape. With Ashley reporting live from the LMC show, the hosts reflect on the podcast's impact, questioning if they are divulging too much information and concluding that it's ultimately beneficial for the industry. The hosts maintain their commitment to sharing valuable insights, ideas, tips, and tricks every week to bring lumber buyers and sellers closer to the industry's pulse. They explore the metaphorical "inning" of the lumber game, observing a gradual shift in power towards sellers. The hosts discuss the urgency for individuals to hop on the lumber train to fulfill their needs. Diving into the dynamics of distributors, the hosts ponder whether multi-family buyers are underbought or if the sector is weaker in 2024. They dissect on-the-ground inventory situations and speculate on future trends. The episode wraps up with the hosts sharing their favorite items and those they simply want to be friends with. Whether you're a rookie or a seasoned veteran in the lumber industry, this episode promises to leave you wiser, happier, and, according to the hosts, even prettier. Tune in for a wealth of industry insights and a lively discussion on the current state and future trajectory of the lumber market.

Welcome to "The Lumber Word" podcast, where we delve deep into the world of commodity lumber trade. In this episode, we're thrilled to have Casey O'Neill on board as we explore the intricate dynamics of OSB and SYP in the lumber industry. Buckle up for a rollercoaster of market updates across regions, where we dissect the ever-evolving landscape of lumber pricing. The OSB discussion is a highlight, unraveling the intriguing spread between contracts and the spot market. We keep you in the loop on Multi-Family trends, from a slow start to a gradual pickup. Dive into our insights on inventory management, guiding you on when and how far out to make your purchases. Newcomer traders take note – we share crucial tips for navigating the lumber market. Wondering about inventory in the pipeline? We've got you covered. Don't miss our unique "marry, date, or dump" segment, and stay tuned for some of the best lumber trading advice on the open market. Tune in or miss out on the lumber industry's latest and greatest.

In this episode of "The Lumber Word Podcast," renowned economist Brian Wesbury from First Trust joins the discussion, offering insights into crucial economic aspects such as lumber trading, housing trends, and interest rates. The conversation delves into key indicators like housing starts, permits, and home sales, exploring the dynamics of building regions and the size of new homes. Brian's expertise sheds light on the potential trajectory of interest rates and speculations about Federal Reserve actions. The hosts address the political landscape's role in a successful housing market, tackling concerns about the disappearance of affordable homes and discussing prospects for improvement. The episode wraps up with the popular segment "Marry, Date, or Dump," providing a light-hearted conclusion to an informative discussion on the economic landscape and its implications for 2024 planning. Tune in for expert analysis and engaging content on "The Lumber Word Podcast." Brian is also on @wesbury at X and you can sign up for his free newsletter at FTPLP.com

Welcome to "The Lumber Word,” podcast for 2/7/24 where we don our lumberjack shirts, grab our saws, and dive deep into the heart of the softwood lumber trading industry. This week, we've enlisted the expertise of Charles DeLaTorre to navigate the intricate world of SYP lumber. Join us as we dissect regional nuances, offering insights into the dynamic relationship between lumber sellers and buyers. Together, we embark on a speculative journey, predicting the twists and turns of the market. “Stick” around, and you'll uncover the unconventional items making waves in the industry. From the mysterious whereabouts of construction lumber in the pipeline to the soaring prices of finger joint studs, priced at a staggering $700 MBF – we leave no splinter unturned. Why are retailers hesitant, and what's the scoop on multi-family developments? If softwood lumber is your trade, make "The Lumber Word" your go-to podcast for the latest buzz and trends. #LumberTalks #TimberTrends

Welcome to today's episode of 'The Lumber Word'—your go-to podcast for all things lumber. On this date, 1/31/24, hosts Matt, Gregg, and Ashley are thrilled to have a special guest, Thomas Mende, President/CEO of Binderholz Timber, Inc…. Tune in as we delve into the latest updates on cash lumber and the futures market. Thomas joins the conversation to share invaluable insights on the significant global shifts impacting European lumber imports in North America. Get ready for surprising numbers and expert opinions on trading European lumber and SYP. Stick around as we wrap up with our favorite and not-so-favorite market items. Don't miss out on the lumber talk of the day!"

Welcome to "The Lumber Word" podcast for 1/24/24, where the crew delves into the dynamic world of lumber. In today's episode, get a quick market update alongside insights into listener feedback. As the podcast expands, the team expresses excitement about covering more regions, species, and products. Exploring recent market movements despite widespread weather challenges, the team addresses a major curtailment and future market implications. Discuss lumber grades like WSPF, ESPF, DDF, GDF, SYP, and MSR and discover why large buyers lean towards cars or trucks. Stick around for personal insights on favorite products and those that have fallen out of favor. Gregg applauds Matt's track record, and the episode concludes with a sneak peek into next week's guest. If lumber prices and trends matter, this podcast is your go-to source for valuable knowledge. Tune in and walk away enlightened.

In the latest episode of "The Lumber Word" podcast on January 17, 2024, Casey O'Neill from Industrial Forest Products joins the discussion to provide insights into Southern Yellow Pine (SYP) in the lumber market. The episode delves into the trading dynamics introduced by SYP and their impact on the values of other wood species. Special focus is given to the comparison between 2x4 9', 2x4 #2 SYP, and #3 SPF. The hosts share predictions on buying and selling lumber in the coming days, weeks, and months, acknowledging the uncertainty in their forecasts. The podcast promises valuable information for both experienced lumber traders and newcomers, ensuring listeners leave with increased knowledge and a smile.

Step into the world of lumber with a brand-new episode from the dynamic trio – Matt, Gregg, and Ashley! As we kick off the year, our first podcast for 2024 is packed with everything you've been eager to hear about in the construction lumber industry. Join us as we dissect the latest actions of lumber buyers and mills from the past week, providing you with on-the-spot insights into market movements. Curious about the future of lumber? We've got you covered – delve into discussions about where lumber is headed and whether lumber futures hold significant value. But that's not all! We're thrilled to bring back a fan-favorite segment – "marry, date, or breakup." Tune in as we passionately express our views on specific lumber items, sharing what we love and what we'd rather part ways with. Trust us, if you followed our insights last year, your satisfaction would have soared! In this episode, Gregg takes a deep dive into the potential impact of inflation and monetary policy on lumber and housing. Meanwhile, Matt weaves together the intricacies of his markets, highlighting how our individual markets and product knowledge complement each other seamlessly. Don't miss out on this action-packed podcast that promises not only entertainment but also a wealth of knowledge. Join us for a riveting discussion on lumber trading – it's an investment in your understanding that's truly worth the entrance fee!

"The Lumber Word" podcast had an interesting episode this week, covering a range of topics related to the housing and lumber industry. Here's a summary of the key points discussed: Overall, it seems like "The Lumber Word" podcast is providing a comprehensive and insightful look into the lumber and housing industry, combining market analysis with predictions and listener interaction. It'll be interesting to see how the predictions unfold in 2024. Matt Beymer, Gregg Riley and Ashley Boeckholt are all grateful for our listeners and wish everyone Happy Holidays.

Welcome to this week's episode of "The Lumber Word Podcast" where Matt, Gregg, and Ashley reflect on the ups and downs of the lumber market in 2023. Gratitude sets the tone as they dive into comparing current lumber inventory with the same time last year, revealing surprising differences. Q1 2024 predictions spark lively debates, offering listeners varied perspectives. Housing trends and lessons learned this year become focal points in understanding profitable lumber trading strategies. As the team primes us for next week's forecast, they hint at market preferences and unveil exciting plans for 2024, including potential live appearances at industry events. Tune in and join the journey to a happier, wiser, and wealthier lumber world.