Episode Details

EP 160: Freight Shock and the Sneaky Lumber Rally

Episode 160 Published 6 months, 4 weeks ago

Description

Freight is exploding, mills are pulling back, and lumber prices are quietly starting to run.

The lumber market flipped fast this week. Freight costs surged, Canadian mills stepped back from truck shipments, and prices began climbing across species.

Ashley, Matt, Gregg, Charles, and Sig break down tightening supply, Southern Yellow Pine strength, and whether this is the start of a spring lumber run or just another head fake in the cycle.

Spotify Timeline (Chapters)

00:00 – Intro & market setup

03:00 – Freight costs jump

07:00 – Pine vs spruce pricing

12:00 – Supply vs willingness to pay

18:00 – Demand drivers (R&R and housing)

26:00 – Second‑half market outlook

31:00 – Buyer strategy in this market

38:00 – Futures & trade ideas

41:00 – OSB and other materials

Guest

Sig Thoma