The Lumber Word

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.

EP 64: National Top Economists, Brian Wesbury, Talks Everything Housing and Lumber With Us

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

EP 63: Is Lumber Going Down Before it goes Up?

 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

EP 62: What Will European Lumber Imports Look Like In 2024?

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!"

EP 61: Early 2024 Market Update

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.