In this milestone episode, Matt, Gregg, Charles, and Ashley celebrate 100 episodes of sharing valuable lumber industry insights. They kick things off by expressing gratitude to loyal listeners and their first-ever sponsor, reflecting on the journey so far. The team dives into the state of the North American lumber market as 2024 winds down and 2025 looms on the horizon. They explore whether buyers are building inventory, examine what the housing market might look like in 2025, and offer their take on the trends for Southern Yellow Pine (SYP) and Spruce-Pine-Fir (SPF) over the coming months. Packed with market analysis, actionable insights, and a spirit of giving back to an industry they love, Episode 100 is a testament to why "The Lumber Word" has become a trusted resource in the world of forest products. Tune in to celebrate with the hosts and gain a smarter perspective on the future of lumber!

"The Lumber Word" podcast, hosts Charles, Matt, and Ashley delve into the current market dynamics across various lumber species. They observe that while Southern Yellow Pine (SYP) is experiencing a sell-off, other species are rallying. This divergence prompts a discussion on whether SYP's performance signals a market in harmony. The hosts also explore how traditional traders of Canadian and U.S. species might adapt to customers seeking more species options. Additionally, they identify indicators of a market rally and signs that it may be peaking. Listeners who stay tuned until the end will gain insights into current buyer behaviors and strategies.

Gregg and Ashley are back from the Global Wood Summit in Vancouver and bring Matt up to speed on everything he missed. They dive into insights from the Summit, forecasting where the lumber market might head in 2025. From the ongoing cross-border lumber dispute to potential shifts in production, they break down the factors that could shape next year’s supply and demand. Could we hit $700 Chicago on 2x4 #2 SPF? And what role might the upcoming election play? Tune in to get tomorrow’s lumber news today and stay a step ahead in the industry!

The Lumber Word takes the show on the road and does Episode #97 in front of the live audience. Gregg, Ashley, and Charles talk about what they heard the last few days from industry experts on lumber, logs, pulp & paper along with many other exciting speakers. Mitchell Preger from Industrial Forest Products also joins us today. Thanks to Russ Taylor for the invite and the opportunity to expose more people to TLW. We looked at pricing for 2025, European lumber, Southern Pine, and what is happening with the cut in Canada. Come listen in and make sure to come to Vancouver next year to experience this in person.

Join industry veteran Sig Thoma as he dives deep into the factors shaping lumber pricing. Matt and Ashley get Sig's insights on housing affordability, who are snapping up new homes, and the 10-30-year yield curve's impact on the market. We also explore the sticky situation with lumber mill costs, why residuals are a pain, and what expectations for Q1 2025 could bring in terms of curtailments. What happens if demand rises, and production slows? Tune in and get smarter about where the market’s headed!

In this episode, Matt, Gregg, and Ashley dive into a week packed with events shaking up the lumber world. How does the flow of lumber look now, and what can we expect heading into 2025? The team grabs their crystal lumber ball to give you insights into the future. Plus, we dig into the cross-border dispute—who’s getting a slice of that $11 billion pie? What are the hot items and what should you be getting the heck out of?  How do we think sellers of production can get better returns in 2025? Whether you’re a trader looking to get under the hood, or you sit somewhere along the supply chain, this episode has the intel you need. Fire up the podcast and get smarter!

In this episode, Charles DeLaTorre joins us. We break down how #lumber users are adopting the JPT (Just Past Time) inventory method and what it means for the market. With everyone betting on higher prices next year, how should buyers, sellers, and risk managers play their hand? With everyone thinking one thing it will probably not play out the way we all have it scripted in out head.  We also dive into why mills keep clinging to outdated pricing formulas when selling to the big-box giants. Why are there still a high amount of shorts in the market?  The conversation gets lively, and whether you're at the office, in the car, or out for a run, you'll leave feeling smarter—and maybe even a step ahead of the game!

This week on The Lumber Word, we’re joined by Chris Beard from John Burns Research & Consulting! I’ve seen them at events, and they are the OG of research in this market! Chris dives into the stats that keep our market moving and gives us the John Burns perspective on housing starts, permits, and long-term trends. We ask the big questions: What’s the lag between interest rates and housing demand? How are we shaping up to end the year, and what does 2025 look like? If you're anywhere near the construction supply chain, you'll want to hear Chris's insights. Matt, Gregg and Ashley all want Chris back after this great POD. And don’t forget to check out what John Burns Consulting can do for your business at www.jbrec.com!

In this episode, Matt, Gregg, and Ashley dive into the post-curtailment lumber world, sharing their seasoned lumber trading insights as they try to make sense of this wild market. Are home centers in for a shock in 2025 with potential production shortfalls? Will there be a rush for premium grades? The team dissects overvalued and undervalued products, ponders why 4" lumber is dragging, and breaks down the latest on September lumber futures expiration. Stick around for the final fun segment—marry, date, dump—where lumber gets the matchmaking treatment. You’ll leave with plenty of laughs and solid trading tips!

In this jam-packed episode, we’re joined by a friend, and lumber industry expert Charles DeLaTorre to upgrade our SYP knowledge. It’s been a whirlwind week in lumber, and with Canfor's recent curtailments shaking up North American markets, we're diving deep into where we stand with supply and demand. Matt, Gregg, Charles, and Ashley had a lively debate on what the future holds for lumber prices in late 2024, with Gregg making some bold predictions for 2025. Matt also brings the WSPF and Pac NW lumber information and talks about Hem Fir and DDF filling into some lost WSPF regions.  If you’re planning to buy or sell lumber soon, this episode is a must-listen. We also tackled the September CME Lumber Futures expiration and what might be on the horizon for November and January. Tune in for insights that’ll keep you ahead of the curve!

 In Episode #90 of "The Lumber Word Podcast," Gregg, Matt, and Ashley dive deep into the current lumber market, debating whether we're at the peak or just getting started. The team discusses the velocity and strength of the truck market, as well as historically low inventory levels. Are mills sitting on a lot of dressed inventory, or are buyers overextending by purchasing extra trucks? With short orders popping up in the cash market, the crew explores whether these moves make sense. Tune in to hear their insights and what you should be doing over the next 4-6 weeks to stay ahead.

In this episode, we're excited to have Russ Taylor from Russ Taylor Global joining us! We kick things off by chatting about his upcoming event, the Global Wood Summit, happening this October 29-30. And guess what? The Lumber Word will be doing a live podcast right from the event! Go to www.globalwoodsummit.com for the details. Today, we dive into the latest market trends from the past 30-60 days. We explore why so many lumber buyers are still playing it safe as prices climb higher. How much North American production has slowed down, and what can we expect going forward? We also break down the current cost of production and what the new Canadian lumber duty means for today and next year. Tune in to get the inside scoop and maybe even gain the edge you need in this shifting market!

In this episode, we welcome Joe Pepe from LMC to help us break down the current state of the lumber market. We dive into where we stand in the lumber cycle—is supply finally catching up with demand? Matt highlights the differences between the 2x4 market and 2x6 and wider, while we discuss key indicators to watch for in the upcoming housing starts report. We also explore how lean end users are keeping their inventories and share insights from our own business dealings. We ponder how far this lumber market can continue to rise and what surprises might be on the horizon. Plus, we touch on the growing trend of builders asking their suppliers for longer-price locks. This episode is packed with valuable insights and plenty of fun along the way!

In this week's episode of "The Lumber Word," we are joined by Charles DeLaTorre, owner of Industrial Forest Products. Get ready for a lively discussion as we challenge each other on why the lumber market moved over the past month. What did we see that others missed? And more importantly, will it continue? Charles dives into Southern Yellow Pine (SYP), providing insights that are sure to expand your understanding. We also tackle the topic of potential bad paper in the forward cash market and examine how mills have been rationalizing capacity without alerting the trading market. It's an episode packed with valuable insights and predictions about where the market is headed. Tune in for an entertaining and informative session!

In this episode of "The Lumber Word," Matt, Gregg, and Ashley dive into the recent lows in lumber pricing and discuss the recent strength of the past three weeks. With some commodity funds buying back short CME positions, the big question is whether this trend will continue or if they will shift gears again. Why is there so much negativity in the market, and what does it mean for the future? Our hosts give their honest predictions and provide a thorough analysis of the current market sentiment. Supply is still trying to match up with demand—has it finally done enough? Notably, some prices have already recovered up to $80 MBF off the bottom trade price. Could we see a rally of $100+ MBF, or might we fall back to the cost of production? Join us to hear the latest insights and predictions on the market's direction! Tune in to Episode #86 to stay ahead of the curve in the lumber industry!

In this week's episode of The Lumber Word, we’re joined by Brian Wesbury, Chief Economist for First Trust. Brian shares his expert analysis of the housing market, discussing interest rates, housing supply, and what economic signals mean for the future of housing. He also weighs in on whether we’re in a recession and offers predictions for the prices of new and existing homes. Tune in for this insightful conversation and stay ahead in the housing sector! For more insights from Brian, visit First Trust and sign up for their free newsletter.

In this episode of "The Lumber Word," Matt, Gregg, and Ashley are all back together to dive deep into the current lumber market. Matt kicks it off with an engaging update about last week's mood at the Inland golf outing. Gregg follows up with a detailed breakdown of today's housing starts data, providing valuable insights for our listeners. The team then takes a comprehensive look at the market, analyzing supply and demand trends. Plus, did Ashley call a bottom in lumber? Tune in to find out! We wrap up the episode with a fun segment of marry, date, or dump, which we haven't done in a while.

In this episode, we're joined by Dustin Jalbert, Senior Economist at Wood Products Fastmarkets RISI, to unravel the current zeitgeist of the lumber market. Ever wonder what's going on with supply and demand? We've got you covered as we dive deep into consumption and production figures. We also share our projections for the housing market through the rest of 2024 and into 2025. Plus, we'll update you on the ongoing US/Canada cross-border lumber dispute. If you want to get a true feel for the pulse of the lumber world, this is the episode you can't miss!

In Episode #82 of "The Lumber Word," we welcome back Charles DeLaTorre to dive deep into the Southern Yellow Pine (SYP) market, along with all other traded species. With four consecutive down months, we explore whether we've hit the bottom or if there's more to come. The crew breaks down the market structure, examining who's long, who's short, and who's potentially thriving or struggling. To understand past market behaviors, we delve into the physical lumber market and analyze a fascinating chart of housing starts since the 1960s. As we wrap up, we offer hope and actionable ideas for navigating these turbulent times. Tune in to become smarter, more informed, and dapper. Don't miss this insightful episode!

In this episode of "The Lumber Word," the team is joined by a special guest, Earl Heath, head analyst from Madison's Lumber Reporter. Together, we dive deep into the lumber industry's looming challenges this year. Are prices ever going to rise? Are production costs as high as producers claim? What will be the tipping point for change? We explore these pressing questions and more, providing our listeners with insights into what we see and feel as we look ahead to 2024. Tune in for an engaging and informative discussion on the current state and future of the lumber market.

In this solo episode of "The Lumber Word," Ashley takes the reins while Gregg and Matt are away (they’ll be back next week!). Tune in as Ashley dives into the latest on the lumber market, housing starts, and market structure. Discover the crucial information Ashley relies on daily and weekly, including the Commitment of Traders reports, Volume, and Open Interest, which reveal a lot about the lumber market. Ashley shares insights from a recent conversation with a home-building expert about risk management, emphasizing the importance of education in the industry. Plus, get Ashley’s take on what you should be considering as the lumber saga unfolds. This episode is packed with insider secrets and tricks that most people won't share. Don't miss out!

Join us for an exciting episode as we welcome Robin Cross, a renowned lumber trader and broker, to the show. With years of experience in CME lumber futures, Rob has built a stellar reputation for his expertise and client relationships. We kick things off with a deep dive into the cash lumber market before unraveling the intense "Market Structure" standoff between Industry Longs and Fund Shorts. This could turn into a wild ride as both sides face crucial decisions about rolling. Stick around until the end for our predictions on where the market is headed in the next 30 days. Get ready for a thrilling discussion that will keep your lumber excitement levels high. Download and listen now!

In this week's episode of "The Lumber Word," we are thrilled to be joined by Matt Layman from www.laymansguide.com. We dive deep into the current state of the lumber cycle, exploring key insights and trends that are shaping the market. Our lively discussion covers Southern Yellow Pine (SYP), the stalling multi-family housing market, and the mindset of buyers and sellers. We delve into the supply-demand equilibrium and debate whether the market has hit bottom or if there’s more downside to come. Additionally, we share some classic lumber trading war stories, adding a touch of nostalgia and humor to the conversation. Tune in for an informative and entertaining episode that promises to make you smarter and better looking by the end!

In this abbreviated episode of "The Lumber Word," Ashley provides a succinct overview of the lumber market since last week. He discusses key observations and offers a brief prognostication on lumber price movements over the next 60 days. In the latter half of the episode, Ashley delves into the genesis of "The Lumber Word," unveiling new additions to the podcast format and future directions. The episode also highlights our stakeholders, detailing who the podcast serves and our growth plans.  

Welcome to Episode #76 of "The Lumber Word"! Today, we're diving into the sluggish lumber market with our recurring guest, Casey O'Neil. We'll cover a range of topics, from OSB and lumber to everything in between. Join us as we explore why the industry still holds a lot of hope and discuss the reasons behind the CME's significant premium over cash prices. Whether you're a seasoned lumber trader or just curious about the lumber market, this episode is packed with insights you won't want to miss. Tune in now!

In this episode of "The Lumber Word," we delve into the dynamics surrounding the May lumber futures expiration. We analyze the Builders' Confidence Index, housing starts, lumber shipments, and the impact of European imports on the market. Our conversation is lively as we discuss strategies for navigating current lumber price levels, including whether to buy forward or adopt a buy-and-hold approach. Tune in for expert insights and practical tips on managing lumber investments amidst evolving market conditions.

"The Lumber Word" Podcast Episode #74 welcomes Kyle Litte, COO of Sherwood Lumber, to a lively discussion on market trends. From a shift from bearish to bullish sentiments, we delve into the balance between optimism and caution. Exploring potential landmines in the lumber industry, we provide valuable insights into supply and demand dynamics. Our episode is packed with expert analysis, offering listeners a comprehensive view of where lumber and panel prices are heading in 2024. Join us as we navigate the intricacies of the market and forecast the trends that will shape the year ahead.  

This week on "The Lumber Word," hosts Matt, Charles, Gregg, and Ashley dive into the depths of the lumber market, exploring the seriousness of recent curtailment announcements. They question whether some industry optimists may have overly high expectations and ponder if we've reached rock bottom. Analyzing market trends, they uncover unsustainable numbers and offer insights into managing risk. From discussing market realities to sharing valuable tips, this episode promises to deliver valuable perspectives for anyone questioning how to navigate lumber values. Tune in for a rich discussion that's sure to leave you informed and engaged.

Welcome to episode #72 of "The Lumber Word"! This week, we're thrilled to have Dustin Jalbert, Senior Economist, Wood Products from Fastmarkets join us as we delve deep into the intricate world of commodity lumber. We waste no time getting to the heart of the matter, exploring the dynamics of supply and demand that shape this industry. Tune in to gain invaluable insights into where the demand for lumber is heading for the rest of 2024. Plus, we uncover surprising revelations about North American production/consumption that will leave you astounded. Join us for an enlightening journey through the lumber landscape!  

This week "The Lumber Word" dives deep into the recent market trends, incorporating insights from Montreal and leveraging over a century of experience navigating volatile lumber markets during uncertain times. Join us as we analyze the past 30 days' market movements, decode the latest developments, and provide valuable perspectives on commodity lumber trading. Whether you're a seasoned trader or just curious about the lumber industry, this podcast promises to deliver the best insights, strategies, and discussions to keep you informed and ahead of the curve in the ever-changing world of commodity trading.    

"The Lumber Word" podcast delves into the intricacies of North American Lumber Supply and Demand in its latest episode. Hosted by Matt Beymer ([email protected] (mailto:[email protected])), Gregg Riley ([email protected] (mailto:[email protected])), and Ashley Boeckholt ([email protected] (mailto:[email protected])) This episode features Russ Taylor ([email protected] (mailto:[email protected]))  from Russ Taylor Global, offering valuable insights and analysis. Discover surprising facts and trends that impact the lumber market, making this episode a must-listen for anyone involved in the lumber industry. In addition to the serious discussions, the hosts inject some fun by discussing market quirks and highlighting key items to wat ch. Whether you're a seasoned professional or just curious about lumber, this episode promises an engaging and informative experience.

This week on "The Lumber Word" podcast Episode #424 recorded on March 27th, 2024, we're joined by Charles DeLaTorre, bringing his expertise in SYP and OSB to the table. We dive straight into the market's downward trend across various items, exploring the potential depth of this decline and its implications for buyers and sellers in the industry. When will OSB stop? Additionally, we dissect the economics behind new home sales, offering insights that can bolster your understanding of lumber dynamics. Join us for a deep dive into these topics and let us enhance your lumber intelligence base. If you want to contact any of us hit out an e-mail at:  [email protected], [email protected], [email protected]

In this week's episode of "The Lumber Word," we’re joined by Any Carlo, LBM Editor for The HBS Dealer. We dive into the latest developments in the lumber industry. Andy shares insights from the reporting side, discussing the big housing numbers, Builders Confidence Index, regional variations, production data, and the lumber futures market. We also examine home center takeaways and forecast potential lumber price movements in the coming months. Whether you're a seasoned professional or new to the lumber market, this episode provides a comprehensive overview of what's happening and what to expect. Tune in for essential updates and expert analysis!

This week on "The Lumber Word" podcast, Matt, Gregg, and Ashley are joined by Joe Pepe from LMC, diving into market updates and discussing sentiments from LMC's recent Houston show. They ponder whether the market's upward trend is sustainable and explore potential challenges. The team also analyzes the CME March expiry and the premium on May lumber futures, examining booking timelines across the supply chain. Wrapping up with their signature segment, "marriage, date or break up," the episode is hailed as a must-listen. Tune in to hear their insights on the lumber market's trajectory. If you want to reach out to our crew: Matt ( [email protected] ) Gregg ( [email protected] ) Ashley ([email protected])

This week on "The Lumber Word," hosts Matt, Gregg, and Ashley take the reins solo and dive deep into the lumber industry's current landscape. With Ashley reporting live from the LMC show, the hosts reflect on the podcast's impact, questioning if they are divulging too much information and concluding that it's ultimately beneficial for the industry. The hosts maintain their commitment to sharing valuable insights, ideas, tips, and tricks every week to bring lumber buyers and sellers closer to the industry's pulse. They explore the metaphorical "inning" of the lumber game, observing a gradual shift in power towards sellers. The hosts discuss the urgency for individuals to hop on the lumber train to fulfill their needs. Diving into the dynamics of distributors, the hosts ponder whether multi-family buyers are underbought or if the sector is weaker in 2024. They dissect on-the-ground inventory situations and speculate on future trends. The episode wraps up with the hosts sharing their favorite items and those they simply want to be friends with. Whether you're a rookie or a seasoned veteran in the lumber industry, this episode promises to leave you wiser, happier, and, according to the hosts, even prettier. Tune in for a wealth of industry insights and a lively discussion on the current state and future trajectory of the lumber market.

Welcome to "The Lumber Word" podcast, where we delve deep into the world of commodity lumber trade. In this episode, we're thrilled to have Casey O'Neill on board as we explore the intricate dynamics of OSB and SYP in the lumber industry. Buckle up for a rollercoaster of market updates across regions, where we dissect the ever-evolving landscape of lumber pricing. The OSB discussion is a highlight, unraveling the intriguing spread between contracts and the spot market. We keep you in the loop on Multi-Family trends, from a slow start to a gradual pickup. Dive into our insights on inventory management, guiding you on when and how far out to make your purchases. Newcomer traders take note – we share crucial tips for navigating the lumber market. Wondering about inventory in the pipeline? We've got you covered. Don't miss our unique "marry, date, or dump" segment, and stay tuned for some of the best lumber trading advice on the open market. Tune in or miss out on the lumber industry's latest and greatest.

In this episode of "The Lumber Word Podcast," renowned economist Brian Wesbury from First Trust joins the discussion, offering insights into crucial economic aspects such as lumber trading, housing trends, and interest rates. The conversation delves into key indicators like housing starts, permits, and home sales, exploring the dynamics of building regions and the size of new homes. Brian's expertise sheds light on the potential trajectory of interest rates and speculations about Federal Reserve actions. The hosts address the political landscape's role in a successful housing market, tackling concerns about the disappearance of affordable homes and discussing prospects for improvement. The episode wraps up with the popular segment "Marry, Date, or Dump," providing a light-hearted conclusion to an informative discussion on the economic landscape and its implications for 2024 planning. Tune in for expert analysis and engaging content on "The Lumber Word Podcast." Brian is also on @wesbury at X and you can sign up for his free newsletter at FTPLP.com

 Welcome to "The Lumber Word,” podcast for 2/7/24 where we don our lumberjack shirts, grab our saws, and dive deep into the heart of the softwood lumber trading industry. This week, we've enlisted the expertise of Charles DeLaTorre to navigate the intricate world of SYP lumber. Join us as we dissect regional nuances, offering insights into the dynamic relationship between lumber sellers and buyers. Together, we embark on a speculative journey, predicting the twists and turns of the market. “Stick” around, and you'll uncover the unconventional items making waves in the industry. From the mysterious whereabouts of construction lumber in the pipeline to the soaring prices of finger joint studs, priced at a staggering $700 MBF – we leave no splinter unturned. Why are retailers hesitant, and what's the scoop on multi-family developments? If softwood lumber is your trade, make "The Lumber Word" your go-to podcast for the latest buzz and trends.  #LumberTalks #TimberTrends

Welcome to today's episode of 'The Lumber Word'—your go-to podcast for all things lumber. On this date, 1/31/24, hosts Matt, Gregg, and Ashley are thrilled to have a special guest, Thomas Mende, President/CEO of Binderholz Timber, Inc…. Tune in as we delve into the latest updates on cash lumber and the futures market. Thomas joins the conversation to share invaluable insights on the significant global shifts impacting European lumber imports in North America. Get ready for surprising numbers and expert opinions on trading European lumber and SYP. Stick around as we wrap up with our favorite and not-so-favorite market items. Don't miss out on the lumber talk of the day!"

Welcome to "The Lumber Word" podcast for 1/24/24, where the crew delves into the dynamic world of lumber. In today's episode, get a quick market update alongside insights into listener feedback. As the podcast expands, the team expresses excitement about covering more regions, species, and products. Exploring recent market movements despite widespread weather challenges, the team addresses a major curtailment and future market implications. Discuss lumber grades like WSPF, ESPF, DDF, GDF, SYP, and  MSR and discover why large buyers lean towards cars or trucks. Stick around for personal insights on favorite products and those that have fallen out of favor. Gregg applauds Matt's track record, and the episode concludes with a sneak peek into next week's guest. If lumber prices and trends matter, this podcast is your go-to source for valuable knowledge. Tune in and walk away enlightened.

In the latest episode of "The Lumber Word" podcast on January 17, 2024, Casey O'Neill from Industrial Forest Products joins the discussion to provide insights into Southern Yellow Pine (SYP) in the lumber market. The episode delves into the trading dynamics introduced by SYP and their impact on the values of other wood species. Special focus is given to the comparison between 2x4 9', 2x4 #2 SYP, and #3 SPF. The hosts share predictions on buying and selling lumber in the coming days, weeks, and months, acknowledging the uncertainty in their forecasts. The podcast promises valuable information for both experienced lumber traders and newcomers, ensuring listeners leave with increased knowledge and a smile.

Step into the world of lumber with a brand-new episode from the dynamic trio – Matt, Gregg, and Ashley! As we kick off the year, our first podcast for 2024 is packed with everything you've been eager to hear about in the construction lumber industry. Join us as we dissect the latest actions of lumber buyers and mills from the past week, providing you with on-the-spot insights into market movements. Curious about the future of lumber? We've got you covered – delve into discussions about where lumber is headed and whether lumber futures hold significant value. But that's not all! We're thrilled to bring back a fan-favorite segment – "marry, date, or breakup." Tune in as we passionately express our views on specific lumber items, sharing what we love and what we'd rather part ways with. Trust us, if you followed our insights last year, your satisfaction would have soared! In this episode, Gregg takes a deep dive into the potential impact of inflation and monetary policy on lumber and housing. Meanwhile, Matt weaves together the intricacies of his markets, highlighting how our individual markets and product knowledge complement each other seamlessly. Don't miss out on this action-packed podcast that promises not only entertainment but also a wealth of knowledge. Join us for a riveting discussion on lumber trading – it's an investment in your understanding that's truly worth the entrance fee!

"The Lumber Word" podcast had an interesting episode this week, covering a range of topics related to the housing and lumber industry. Here's a summary of the key points discussed: Housing Starts and Permits: The podcast began by analyzing the latest data on housing starts and permits. The team seems optimistic about the strong numbers and delves into details such as completions and current homes under construction. Lumber Market Overview: Despite the holiday season, there was a notable level of activity in the lumber market. The podcast goes into the specifics of prices and discusses the items that experienced significant movement during the week. 2024 Housing and Price Predictions: The TLW crew shared predictions for the housing market and lumber prices in 2024. Listeners can look forward to insights on future trends, and it seems like Gregg launched a 2024 lumber pricing poll on LinkedIn for audience participation. Other Predictions: In addition to housing and lumber prices, the podcast touched on other economic factors such as interest rates, oil pricing, logistics, and home prices. It seems like the team also delved into some political and geopolitical discussions, providing a broader perspective on what to expect in 2024. Engagement with Listeners: The podcast expressed appreciation for its listeners in 2023 and mentioned exciting plans for the upcoming year. The mention of the LinkedIn poll indicates active engagement with the audience. Overall, it seems like "The Lumber Word" podcast is providing a comprehensive and insightful look into the lumber and housing industry, combining market analysis with predictions and listener interaction. It'll be interesting to see how the predictions unfold in 2024. Matt Beymer, Gregg Riley and Ashley Boeckholt are all grateful for our listeners and wish everyone Happy Holidays.

Welcome to this week's episode of "The Lumber Word Podcast" where Matt, Gregg, and Ashley reflect on the ups and downs of the lumber market in 2023. Gratitude sets the tone as they dive into comparing current lumber inventory with the same time last year, revealing surprising differences. Q1 2024 predictions spark lively debates, offering listeners varied perspectives. Housing trends and lessons learned this year become focal points in understanding profitable lumber trading strategies. As the team primes us for next week's forecast, they hint at market preferences and unveil exciting plans for 2024, including potential live appearances at industry events. Tune in and join the journey to a happier, wiser, and wealthier lumber world.

In this milestone episode of "The Lumber World," we're privileged to have Russ Taylor from Russ Taylor Global as our special guest. Fresh from his travels in Europe and Asia, Russ brings a wealth of knowledge on global production costs, the intricate movement of lumber, and his forecast for the upcoming year. But that's not all! The crew delves into the latest New Home sales and the Case Shiller housing index, providing a comprehensive analysis of their impact on the lumber market. A surprising revelation surfaces – Southern Yellow Pine is now up against the cost of production. The burning question arises: Are more curtailments on the horizon, and what undervalued and basis opportunities does this situation present? Shifting focus, we explore the current landscape of repair and remodel trends, unraveling insights that could shape the future of the lumber industry. The team also delves into the potential drop in interest rates in Q1, with Gregg offering a compelling response that's not to be missed. Excitingly, listeners are actively participating by calling in weekly to suggest new content and provide feedback. If you're looking to enhance your intelligence and gain perspectives from traders navigating the daily challenges of the lumber trenches, this episode is a must-listen. Join us for a captivating discussion that encapsulates the breadth and depth of the lumber industry. Drop your questions or comments in the feed, and let's make this anniversary episode of "The Lumber World" one to remember! 

Join the insightful conversation on "The Lumber Word" as Chris Tatge, the visionary founder of DC Materials, shares his journey in exponentially growing his framing business in the US. In this episode, Chris dives into the art of framing, shedding light on how he strategically internalizes lumber spend for optimal business growth. Chris saw an opportunity to learn about the lumber market and take the risk of owning that process internally, something unheard of in his region. Uncover the secrets of buying and trading lumber with Chris, as he candidly discusses roadblocks and industry nuances. Chris also credits those who helped him and talked about continually educating himself. He has now built his lumberyard and plans on continued expansion.  The podcast team, including Matt, Gregg, and Ashley, explores Chris's perspective on multi-family financing versus the single-family market, offering invaluable insights for industry professionals. Stay informed on recent market moves and discover how Chris's innovative approach challenges traditional industry norms. Don't miss this opportunity to gain exclusive insider information and tips for success in the ever-evolving world of lumber trading. "The Lumber Word" is the go-to podcast for the latest trends and expert advice in the booming lumber industry.

In this highly anticipated episode of "The Lumber Word" podcast, hosts Matt Gregg and Ashley return with a trove of industry insights after a two-week hiatus, offering a deep dive into the ever-evolving landscape of the commodity lumber market. Beginning with a meticulous breakdown of the recent trading week, the hosts explore market influencers and dissect the delicate equilibrium between supply and demand. They also share exciting news from the financial sector, revealing that the Chicago Mercantile Exchange (CME) is in the process of developing a new Southern Yellow Pine (SYP) lumber contract, along with creating a valuable EFP Directory for the lumber market. The dynamic duo recounts their experiences at the NAWLA show in Columbus, Ohio, where they engaged with luminaries from various sectors, gathering intelligence on 2024 market sentiments, purchasing trends, and vital insights into single-family versus multi-family housing dynamics. Gregg and Ashley will tell you how they look at the lumber consumption and pricing going forward after interviewing multiple segments at the show. Adding to the episode's intrigue, the hosts unveil groundbreaking developments in lumber pricing methodologies. One of the premier lumber pricing publications is now collecting real-time transactional pricing, a potential game-changer for pricing indexes. This could reshape how the industry gauges and responds to market fluctuations. Closing with a touch of nostalgia, Matt, Gregg, and Ashley share heartening news about the podcast's reach, connecting with old alumni and receiving phenomenal feedback from dedicated listeners. "Episode 15" stands as an indispensable episode, providing a comprehensive exploration of market trends, and innovations, and a glimpse into the future of the lumber industry.

Welcome to Episode 14 of "The Lumber Word," where we delve into the dynamic world of lumber and the latest trends impacting the industry. In this engaging episode, our special guest, Joe Pepe from LMC (Lumbermen's Merchandising Corporation), a leading lumber cooperative in the United States, shares invaluable insights into the lumber business. Discover the fascinating journey of Joe Pepe, whose family roots in the lumber industry have shaped his career at LMC. Join us as we explore the common entry points into the lumber trade shared by both Joe and the show's hosts, Gregg and Ashley. You'll gain a deeper understanding of how the younger generation is influencing and embracing careers in the lumber industry, driven by its strong focus on relationships. As always, we kick off the episode with a comprehensive breakdown of the past week in the lumber market. Ashley's analysis delves into different wood species and trending items, setting the stage for a deeper discussion on market dynamics. Gregg, a seasoned industry expert, offers his invaluable perspective on purchasing strategies and identifies potential areas of value, particularly focusing on the 2x4 and 2x6 #2 16' market segments. The podcast also delves into a crucial comparison between new home prices and existing home prices, shedding light on their implications for the housing market. Gregg's insights are instrumental in understanding housing starts and the challenges and opportunities they present. Listeners are treated to an in-depth exploration of supply and demand in the lumber industry, with a particular emphasis on feedback from mills and the potential for shortages in the European SPF market. The episode rounds off by addressing reload inventory and the likely trajectory of mill curtailments. Join us in this episode of "The Lumber Word" for a comprehensive view of the lumber industry's current landscape, complete with valuable insights and forecasts. Whether you're a lumber trader, home builder, or industry expert, this podcast is a must-listen for staying informed and ahead of the curve in the ever-evolving lumber sector.