The Lumber Word

The Lumber Word

Three Lumber Industry veterans talk about the weekly, monthly and yearly trends. What is going on with inventory in the field, production and distribution. We help educate everyone in the distribution chain with information most like to not talk about. Highlighted items that are overvalued and undervalued are also discussed. Guests in the industry will occasionally drop in to help us dial in some lumber details. Most important is we have fun talking lumber and our listeners love it.

Episodes

July 24, 2025 52 mins

Russ Taylor of Russ Taylor Global is back, and he’s bringing the global heat! We kick off with the current AD/CVD drama and whether Southern Yellow Pine producers are making money—Russ has the receipts. Matt lays out the price cuts in the cash market, while Gregg points out a wild nearly $100/MBF gap between CME futures and deliverable Hem-Fir. Charles and Russ dive deep into mill residuals and how they're skewing Southern costs, a...

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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 listeni...

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July 10, 2025 43 mins

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...

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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...

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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 b...

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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 consen...

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June 5, 2025 56 mins

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 lum...

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May 29, 2025 50 mins

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 day...

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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 ...

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May 22, 2025 48 mins

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? Downsi...

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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!

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May 9, 2025 24 mins

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 ...

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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 ...

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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 ...

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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!

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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 G...

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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 launc...

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March 20, 2025 62 mins

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 unpack...

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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 t...

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Kyle Little, COO of Sherwood Lumber and frequent CNBC personality, joins The Lumber Word—and he does not disappoint! In this jam-packed episode, we break down the past week (and especially the last 48 hours) in the lumber industry, covering:

 Southern Pine, U.S. species, Euro, and Canadian lumber—what’s hot, what’s not, and where the market is headed.  Big calls & bold forecasts—Matt, Gregg, Ashley, and Charles lay out what the...

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