EP 188: Low Inventories, Lower Expectations — What’s Holding Lumber Up?
The lumber market is sending mixed signals. Buyers are keeping inventories lean, mills are struggling to maintain profitability, and housing demand continues to disappoint. Yet lumber is still moving, and certain products are commanding surprising premiums.
This week on The Lumber Word, Ashley, Gregg, and Charles welcome back Mike Logelin of Gulf Coast Shelter for an unfiltered discussion of the North American lumber market heading into the final months of 2026.
From Southern Yellow Pine versus SPF pricing and mill breakevens to weak housing starts, construction labor shortages, and the…
The skinny
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