EP 127: The Basis is Hot, But Bart is Cooler

The Lumber Word · Jun 19, 2025 · 43m

This week, Matt and Ashley are joined by Bart Charles from Atlantic Forest Products, one of the

top cash and futures traders in North America. We dig into what we’re doing with our current

positions and what we see ahead in the lumber market. From May housing numbers to the

looming increase in Canadian CVD and AD duties, we cover the major forces shaping the near-

term outlook.

We also unpack the CME premium and what it means for basis, mill behavior in the cash market,

and where customer inventories stand today. This episode is loaded with insights you won’t hear

anywhere else. If you’re in…