EP 150: Fuel for the Next Move
Alex Mead from StoneX joins Gregg, Matt, Ashley, and Charles for a milestone Episode 150 packed with market insight. The group breaks down current lumber conditions, why the new CME SYP lumber contract is positioned to grow in the coming years, and what the Commitment of Traders Report is signaling about the next move.
They discuss the wide spread between CME and spot lumber, how buyers across the supply chain are reacting, and whether being short into Q1 could be risky. Stick around to the end for early 2026 forecasts and a strong close from Matt, highlighting gratitude for the industry and…
The skinny
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