『EP 161: Miss It Today, Pay Up Tomorrow』のカバーアート

EP 161: Miss It Today, Pay Up Tomorrow

EP 161: Miss It Today, Pay Up Tomorrow

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概要

The lumber market just flipped. What looked slow turned into real buying, tightening supply, and rising prices—fast. This week, the crew breaks down why low-grade and studs are leading, freight is becoming a major constraint, and order files are pushing into April. Buyers who waited are now chasing, while supply cuts and steady demand raise a bigger question: are we already short of wood? If so, this move may just be getting started.

Timeline

0:00 – Market flips from slow to active

2:30 – Low-grade & studs lead strength

7:00 – Prices up ~$100+ since Nov

10:00 – Order files into April

12:00 – Freight tightening supply

15:00 – Buyers now chasing

28:00 – Supply vs demand imbalance

35:00 – Early innings of the move

Advertiser

Fastmarkets RISI

Dustin Jalbert

Senior Economist Wood Products

djalbert@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

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