『EP 169: Commando Lumber Trading: Tight Wood, No Trucks, No Hedge』のカバーアート

EP 169: Commando Lumber Trading: Tight Wood, No Trucks, No Hedge

EP 169: Commando Lumber Trading: Tight Wood, No Trucks, No Hedge

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The crew breaks down a lumber market that feels calm on the surface but is getting tighter underneath. Trucking is a disaster, inventories stay lean, mills are not panicking, and buyers still have not adjusted.

0:00-4:00 - College kids, Waymos, and bad decisions after midnight

4:00-9:00 - SYP stabilizes but trucking wrecks pricing

9:00-15:00 - Freight market insanity and disappearing trucks

15:00-22:00 - Spruce stays steady while inventories thin out

22:00-28:00 - Canadian curtailments and supply fears build

28:00-34:00 - Reloads emptying and buyers still underbought

34:00-39:00 - Futures, no hedge, and bullish summer bets

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

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