EP 159: The Fog of War
The lumber market is deep in the **fog of war**. Freight is tightening, trucking rates are jumping, and species spreads are shifting fast. In Episode #159, Ashley, Gregg, Matt, and Charles break down why flatbed capacity is suddenly scarce, how Southern Yellow Pine is catching a bid while eastern spruce softens, and what heavy Doug Fir production in the West could mean for the market.
The crew also tackles the big question: **where is the missing demand?** Canadian shipments are down, production is lower across North America, yet prices haven’t fully reacted. Are buyers simply running leaner…
The skinny
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