The Lumber Word

EP 74: Is anyone winning in this lumber market?

"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.
 

EP 73: Did Someone Call The Bottom in Lumber on TLW?

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.

EP 72: Timber Tremors: Navigating the Lumber Market’s Wild Ride to a Future of Uncertain Potential

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!
 

EP 71: Commodity lumber trading is never as good or as bad as it seems

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.
 
 

EP 70: Will the Real Lumber Supply and Demand Please Stand Up?

"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.

EP 69: Oh Boy, Lumber How Low is Lumber Going on this Sell-off?

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

EP 68: Lumber Market Insider: Unveiling Trends and Predictions

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!

EP 67: Lumber Laughs and Market Mayhem

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)

EP 66: Lumber Industry Insights: Navigating the Shifting Trading Landscape

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.

EP 65: If lumber is in the 3rd or 4th inning of the game, what inning is OSB in?

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.