EP 183: Nobody Wants Lumber — Even With Inventories Running on Fumes
The lumber market is heading into Q4 with an unusual setup: inventories across the supply chain appear extremely lean, yet buyers still aren't willing to take much risk.
In Episode #183, Ashley, Matt, Gregg and Charles dig into what's actually trading versus published prices, growing price disparities between mills, tightening truck availability, rail issues and the increasingly important role of freight. The group also breaks down housing starts, builder headwinds, interest rates and what declining demand could mean for mill production and lumber prices into year-end.
With 2x4 looking…
The skinny
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