The Lumber Word EP 126: Quiet Deals, Big Feels, and a Greggless Few Weeks
With Gregg off to Europe for a few weeks, the rest of the crew held down the fort and had plenty to unpack. We kicked things off by acknowledging the incredible growth of our audience—thanks to the many decision-makers across the industry who tune in every week.
This week’s market feels... weird. Confusion reigns as everyone waits for the updated Anti-Dumping (AD) and Countervailing Duties (CVD) on Canadian lumber. While the consensus is that prices will trend higher, mills are quietly cutting below-the-published-number deals to keep volume moving. Southern Pine remains painfully cheap, and we're openly asking: how much longer can some mills hold on?
We also (just barely) grazed the third rail—politics—before steering it back to what matters: the supply chain, the market moves, and what you should be watching over the next few weeks.
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