EP 127: The Basis is Hot, But Bart is Cooler

This week, Matt and Ashley are joined by Bart Charles from Atlantic Forest Products, one of the
top cash and futures traders in North America. We dig into what we’re doing with our current
positions and what we see ahead in the lumber market. From May housing numbers to the
looming increase in Canadian CVD and AD duties, we cover the major forces shaping the near-
term outlook.
We also unpack the CME premium and what it means for basis, mill behavior in the cash market,
and where customer inventories stand today. This episode is loaded with insights you won’t hear
anywhere else. If you’re in the business of buying or selling construction lumber, this is a must-
listen.

Contact the show participants at:
Charles@AtlanticForest.com
MattBeymer@HamptonLumber.com
Ashley@Sitkainc.com