EP 122: Supply Push Takes the Wheel

The full crew's back before Matt jets off to Spain, and there’s a lot to unpack. What’s up with the Section 232 inquiry into lumber? Are we looking at more tariff talk for Canadian and European imports—and how soon could it hit? Gregg throws some cold water on the hype, while Charles declares SYP officially DOA (for now) and breaks down the lack of market dynamics.

We all agree: something is shifting in lumber. Is it upside? Downside? Depends who's driving. Gregg says supply push is now behind the wheel, and demand pull has taken the backseat.

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