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Navigating the Decision to Curtail Mills and Lumber Supply
The speaker discusses the challenges of deciding whether to curtail or permanently close mills in British Columbia and reduce supply from the US South. There is a concern about losing the workforce if mills are curtailed, with the fear that workers may go to other industries like Amazon. The decision-making process involves weighing the risk of workforce loss against the current market conditions, such as structural undersupply in the housing market.