EP 119: European Lumber's U.S. Port Pinch & Southern Yellow Pine's Wild Regional Spreads

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.