EP 168: Is Lumber Coiling for a Summer Breakout?

This week on The Lumber Word, Matt, Gregg, Ashley, and guest Mike Wisnefski from Westline Capital Strategies break down one of the most interesting lumber markets in years. The crew discusses low volatility, lean inventories, seasonal strength, futures market psychology, pine versus spruce pricing, multifamily demand, and why the next major lumber move could happen fast. The episode also explores European lumber markets, supply chain transparency, and current housing market realities.

Timeline

• 0:00 – Intro & Mike Wisnefski joins
• 1:45 – Market feels split
• 4:10 – Western lumber floor
• 7:30 – Seasonal market trends
• 12:00 – Curtailments & duties
• 15:20 – Futures pessimism
• 17:30 – Housing & multifamily
• 22:45 – Volatility discussion
• 27:00 – Inventory strategy
• 29:00 – Pine vs spruce
• 35:30 – Europe market insights
• 39:30 – Quarterly pricing
• 42:00 – Final market outlook

Guest: Mike Wisnefski from Westline Capital Strategies Inc.

MikeW@westlinecapital.com

SYP June 2026 SYP StoneX Southern Yellow Pine Lumber Risk Academy

June 9, 2026-June 10, 2026

Information and Registration for the SYP Hedging Academy

https://stonex.cventevents.com/event/SYPLRA2026/summary

Advertiser

Fastmarkets RISI

Tiranth Amarasinghe

Product Marketing Manager

Tiranth.Amarasinghe@fastmarkets.com

www.fastmarkets.com

Show Contacts:

Gregg Riley: Gregg@sitkainc.com

Charles DeLaTorre: cdelatorre@ifpwood.com

Matt Beymer: mattbeymer@hamptonlumber.com

Ashley Boeckholt: ashley@sitkainc.com