The Lumber Word

Matt is back in the saddle for Episode #130 with a recap of the Inland Lumber producers' outing—including what he saw, heard, and how it might impact your trading mindset. Charles gives us a fresh update on the SYP market, and Gregg drops his latest forecast as we roundtable the market outlook for the next 45 to 90 days. Want to know how we’re managing our inventory through all this? We lay it all out. As always, thanks for listening—and don’t forget to tell a friend (or your mill rep).   Show Contacts Matt Beymer MattBeymer@HamptonLumber.com Charles DeLaTorre CDelatorre@ifpwood.com Gregg Riley Gregg@Sitkainc.com Ashley Boeckholt Ashley@Sitkainc.com

Bart Charles returns, and we’re not mad about it. This week, we unpack the buzz around Hem-Fir now being deliverable on the CME lumber contract—try to stay with us, it’s worth it. Gregg walks through what’s happening in the cash markets and how deep the inventory buying goes. Then we all weigh in on how much of the upcoming CVD/AD action is already priced in. As usual, we gave away more trading insight than we should’ve… but if you’re listening, we figure you earned it. Contact the show members at: Charles@AtlanticForest.Com Gregg@Sitkainc.com Ashley@Sitkainc.com

Matt and Charles join Ashley to break down what’s going on in the commodity lumber market as we wrap up June. The crew dives into SPF and questions whether it’s still holding a premium simply because traders think it should. With new home sales softening and housing data turning shaky, is there anything fundamental propping it up? We talk about the pain of owning 2x6—why it feels rough right now, what could flip the script, and why mills are still cutting it anyway. Plus, Matt and Charles get into the details of Hampton’s new SYP mill coming to South Carolina. What does the wave of new Southern Pine capacity mean for the market? If you’re in the lumber game, this episode will make you sharper—and you might just laugh a little along the way.   Reach the Show's Personalities Below: MattBeymer@Hamptonlumber.com Cdelatorre@IFPWood.com Gregg@Sitkainc.com Ashley@Sitkainc.com

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

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. Hit play, crush the like button, and stay sharp with the #1 lumber podcast in America.   If you want to leave us a note, or get in for an early summer advertising discount visit us at:  https://www.thelumberchannel.com/contact Or directly at: Mattbeymer@hamptonlumber.com Cdelatorre@ifpwood.com Gregg@Sitkainc.com Ashley@Sitkainc.com

The crew is back together for a jam-packed episode! Matt returns from his travels, and we hit the mailbag to tackle listener questions before diving into regional updates: Matt covers U.S. Spec and Texas, Charles breaks down SYP, and Gregg takes us through the Great Lakes and Boston. We recap key takeaways from Russ Taylor’s insights last week, then dig into the latest in housing—both new and existing, and what it all means for lumber demand. The team lays out short-term forecasts for supply, demand, and pricing over the next 30–60 days. Don’t miss the debut of our Lumber Pick Challenge—each of us picks one undervalued and one overvalued item, with prices logged today and results reviewed on the August 4 episode. Plus, we play the Short-Term Market Forecast Game, giving our two-week price predictions on key indices like CME, WSPF, Hem-Fir, and SYP. We wrap it all up with 30-second rapid-fire advice for newer traders navigating today’s market. Big ideas, a few laughs, and one “Big Beautiful Bill.” Hit play and stay sharp.   Contact the show personalities below Gregg@Sitkainc.com Mattbeymer@hamptonlumber.com Cdelatorre@commtransport.com Ashley@Sitkainc.com

While Matt’s off living la dolce vita in Rome, Charles, Greg, and Ashley hold down the fort with a special guest—Russ Taylor from Russ Taylor Global. Fresh off the plane from a Global Lumber Conference in Vienna, Russ brings some sharp global insights. We dive into production costs across North America and Europe and ask the big question: Is anyone making money right now? Stick around to hear our market calls for the next 30–60 days. Link to Russ Taylor’s LinkedIn and Website https://www.linkedin.com/in/russtaylorglobal/ https://russtaylorglobal.com/ The Lumber Channel Website https://www.thelumberchannel.com/

In our second drop of the week, Ashley sits down with Alison Coughlin from the CME Group to unpack the newly launched Southern Yellow Pine (SYP) Lumber Futures contract. It’s been live for over a month now, and we’re breaking down how it came to be, how it works, and why it could be a game-changer for the fastest-growing segment in U.S. lumber production. Whether you're a trader, mill, or just lumber-curious, this episode offers a smart intro into what the new contract means for the market—and how you can get involved. To learn more, check out https://www.cmegroup.com/markets/agriculture/lumber-and-softs/southern-yellow-pine.html, or shoot a note to the CME team at Lumber@CME.com. To sign up for Fastmarkets' “Daily Southern Yellow Pine” Newsletter, click here: https://www.fastmarkets.com/forest-products/wood-products/southern-yellow-pine/ For more information on The Lumber Word” or to drop us a note, visit us at https://www.thelumberchannel.com/

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. If this sounds confusing—perfect. That’s why you hit play, filter through our take, and walk away sharper. Like and subscribe if you’re into that kind of thing.

Matt, Gregg, Charles, and Ashley lay out their trading strategies for the next 30 days. Are we headed lower, or is a bounce coming? Find out who’s buying spot, selling print, and what it all means for lumber buyers and sellers. Smart trades start here—don’t miss it!