EP 143: Mid-October Round Up
Gregg, Charles, and Ashley kick things off with a deep dive into Southern Pine curtailments — and why they still haven’t kicked in. The crew then runs through different scenarios for when Canadian mills might finally shut down more production. Gregg predicts we could see a 7-handle on lumber in Q1 of ’26, while Charles brings up multi-family projects and who’s short that business heading into 2026.
Gregg also sparks a conversation about 2026 lumber contracts and some surprising insights that follow. The team rounds things out by highlighting undervalued items and how your inventory strategy…
The skinny
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