EP 168: Is Lumber Coiling for a Summer Breakout?
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This week on The Lumber Word, Matt, Gregg, Ashley, and guest Mike Wisnefski from Westline Capital Strategies break down one of the most interesting lumber markets in years. The crew discusses low volatility, lean inventories, seasonal strength, futures market psychology, pine versus spruce pricing, multifamily demand, and why the next major lumber move could happen fast. The episode also explores European lumber markets, supply chain transparency, and current housing market realities.
Timeline- 0:00 – Intro & Mike Wisnefski joins
- 1:45 – Market feels split
- 4:10 – Western lumber floor
- 7:30 – Seasonal market trends
- 12:00 – Curtailments & duties
- 15:20 – Futures pessimism
- 17:30 – Housing & multifamily
- 22:45 – Volatility discussion
- 27:00 – Inventory strategy
- 29:00 – Pine vs spruce
- 35:30 – Europe market insights
- 39:30 – Quarterly pricing
- 42:00 – Final market outlook
Guest: Mike Wisnefski from Westline Capital Strategies Inc.
MikeW@westlinecapital.com
SYP June 2026 SYP StoneX Southern Yellow Pine Lumber Risk Academy
June 9, 2026-June 10, 2026
Information and Registration for the SYP Hedging Academy
https://stonex.cventevents.com/event/SYPLRA2026/summary
Advertiser
Fastmarkets RISI
Tiranth Amarasinghe
Product Marketing Manager
Tiranth.Amarasinghe@fastmarkets.com
www.fastmarkets.com
Show Contacts:
Gregg Riley: Gregg@sitkainc.com
Charles DeLaTorre: cdelatorre@ifpwood.com
Matt Beymer: mattbeymer@hamptonlumber.com
Ashley Boeckholt: ashley@sitkainc.com