The Lumber Word

Matt, Gregg, and Ashley reconvene after a week off to discuss the current state of the lumber market. Charles was out but will be back next week. They analyze whether the market, which has been selling off since the Montreal event, is showing signs of a recovery or merely experiencing a temporary bounce within a bear market. The hosts note a slight uptick in activity for certain lumber items during the week but question if this is significant enough to indicate a broader market shift. They also discuss renewed talks of curtailments, emphasizing the need to monitor these developments closely. The episode offers insights for lumber enthusiasts and market watchers looking to understand the latest trends and potential future directions.

Join us for an insightful conversation with Thomas Mende of Binderholz, a leading expert in European lumber manufacturing, the largest importer of dimension from Europe to the US, and operator of two cutting-edge Southern Yellow Pine (SYP) mills in Florida and North Carolina. In this episode, Thomas dives into the future of European lumber shipments to the US, exploring the impact of currency fluctuations and log costs. We discuss the home center business, mass timber trends, and global export markets. Learn about the innovative flexibility of Binderholz’s US SYP mills to adapt cutting profiles swiftly and uncover value opportunities in the eastside vs. westside 2x4 #2 SYP pricing spread. Packed with industry insights, this episode will leave you smarter and inspired with fresh trading ideas.

The crew is back from Montreal, and Episode #118 kicks off with a debrief on what it’s like returning to the grind after the high energy of the convention floor. Matt, Ashley, Charles, and Gregg dive right into the pulse of the lumber market: is it ready to roll over, or are we seeing glimmers of strength under the surface? They break down key indicators from the field—what species look like a buy, what’s dragging, and what might surprise to the upside. From SYP to SPF and beyond, the gang weighs in on what they’re moving and what they’re steering clear of. Plus, are customers quietly building inventory or continuing to run lean? The answer might impact how you trade the next few weeks. This one is packed with real-time lumber market guidance. If you’re in the game—or want to be—you’ll walk away with sharp trading insights and maybe even a better idea of how the second quarter is shaping up. Don’t miss it!

Charles, Ashley, Gregg and Dustin go live onstage in Montreal. The #1 lumber podcast breaks down their thoughts on the convention. What did we feel coming to the event, and what do we feel now that we've been here and are getting ready to leave with our thoughts? Is the market going to go up down, sideways or uncertain? Wow did we get the information here! Come have a listen!

With the full lumber crew—Matt, Charles, Gregg, and Ashley—dive deep into the current state of the lumber market as April kicks off. From SYP oddities to the new CME contract, the team covers what traders, builders, and mills are buzzing about. Matt breaks down volatile DDF prices and the coastal Hem-Fir jump, Charles unpacks the SYP 2x4 #2 vs. #3 price parity mystery, and Gregg gives us the lowdown on European spruce and Eastern SPF. The crew also tackles the low-volume launch of the new SYP futures contract at CME, supply/demand imbalances across home centers and pro yards, and where inventory might be bottling up. Rounding it out: a lively chat on mill margins, tariff speculation, and of course, our favorite segment—Marry, Date, Dump—featuring lumber picks and a few laughs.  If you're in the wood world, you don’t want to miss this one.

Matt Layman is back, and we start cranking early. From builder earnings to home sale trends, we dig into what’s driving the housing and lumber machine right now. Then we ask the big one: Is the tariff risk already priced in? Or is there more heat to come? We get into the SPF vs. SYP narrative—why it’s gotten way too loud, and what matters. With the new SYP CME contract launching Monday, we take a few wild guesses on how it’ll trade. Plus, we tackle real customer questions (some live!), and as always, drop a few nuggets to make you just a little bit smarter.

Ashley, Matt, Gregg, Charles, and guest John Comiskey, a mortgage tech veteran and data sleuth, dive deep into the alarming rise of FHA loan delinquencies and their potential ripple effects on the housing and lumber markets. They expose how skyrocketing mortgage defaults—some borrowers making only a handful of payments over years—are straining government-backed mortgage programs and potentially gaming the system. The episode unpacks the data behind these trends, explores what tightening FHA rules in 2026 could mean for first-time homebuyers, and analyzes the downstream impact on construction demand and lumber pricing. Packed with sharp insights, industry analysis, and a touch of humor, this episode is a must-listen for anyone in the lumber, real estate, or construction supply chain looking to navigate the challenges ahead.

Matt, Gregg, Ashley, and Charles take a deep dive into the SYP spread against Canadian lumber—what does it signal for the market? With everyone suddenly having plenty of time to debate tariffs, is that a sign of a slowdown? The crew breaks it all down and highlights some other key market trends that traders should be watching. Looking ahead, we tease next week's guest, who just might bring the next Big Short-level conversation to the lumber world. Plus, we play a round of "What We Want to Buy" vs. "What We’re Dumping" as we navigate the ever-shifting market landscape. Big things are coming—over the next few months, we’re opening the lumber conversation to expand the audience and bring more voices into the mix. Don’t miss this episode of The Lumber Word, the #1 lumber podcast in the world!

Kyle Little, COO of Sherwood Lumber and CNBC personality, dives into the bustling lumber landscape. He discusses the ramifications of tariffs on Canadian lumber and their impact on prices and housing affordability. Kyle also tackles recent trends in Southern Pine and the introduction of a new CME SYP contract, predicting how it could disrupt the market. With insights on networking's role and future projections, this conversation is a treasure trove for industry insiders navigating the shifting dynamics of lumber.

On this week’s episode of The Lumber Word, we give away a ton of valuable insights—because that’s what the #1 lumber podcast in North America does! We kick things off with a special announcement: Charles is officially in the introduction. Then, Ashley jumps right into the market talk before launching into an epic tariff rant about the chaos of cross-border trade (yes, he touches the third rail). Gregg sharpens the point of the conversation by tripling down that there will be no tariff. Gregg pulls things back on track with a productive discussion on what builders and multi-family projects with sold jobs in Q2 and Q3 should be doing to cover their needs. Matt and Charles have some of the best insight to date on this.  We also break down what we like to own, what we want to sell, and where we see opportunities. One takeaway? We never want to talk about tariffs again—everyone knows they’re coming, but we’re exhausted by it. Come listen, learn, and leave knowing more than when you hit play. And as always, it’s free!