EP 149: Rudderless or Ready to Turn?
Industry veteran Sig Thoma joins Gregg, Matt, and Ashley to break down a lumber market searching for direction. The crew digs into mill fixed costs, why curtailments are so tough, and where early green shoots may appear heading into 2026. They debate contracts vs. VMI for next year, highlight what sellers are doing, and share the items they’re buying—plus the risk strategies they’re using right now. A fast, insightful episode to help you trade smarter.
Guest: Sig Thoma / Industry veteran
Sig@xmico.com
Advertisers:
Fastmarkets Random Lengths
djalbert@fastmarkets.com
www.fastmarkets.com…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.