Thursday Jul 24, 2025

EP 131: Midsummer Check-in

Russ Taylor of Russ Taylor Global is back, and he’s bringing the global heat! We kick off with the current AD/CVD drama and whether Southern Yellow Pine producers are making money—Russ has the receipts. Matt lays out the price cuts in the cash market, while Gregg points out a wild nearly $100/MBF gap between CME futures and deliverable Hem-Fir. Charles and Russ dive deep into mill residuals and how they're skewing Southern costs, and Ashley keeps the crew on track with a wide-angle view of the market. It’s a fast-moving, info-packed episode with insights you won’t get anywhere else.

Oh—and happy birthday to Matt’s wife!

📩 Contact

Russ Taylor (Russ Taylor Global): russtaylor@russtaylorglobal.com

 

Gregg Riley: Gregg@sitkainc.com

 

Charles DeLaTorre: cdelatorre@ifpwood.com

 

Matt Beymer: mattbeymer@hamptonlumber.com

 

Ashley Boeckholt: ashley@sitkainc.com

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Ashley Boeckholt

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