EP 143: Mid-October Round Up

Gregg, Charles, and Ashley kick things off with a deep dive into Southern Pine curtailments — and why they still haven’t kicked in. The crew then runs through different scenarios for when Canadian mills might finally shut down more production. Gregg predicts we could see a 7-handle on lumber in Q1 of ’26, while Charles brings up multi-family projects and who’s short that business heading into 2026. Gregg also sparks a conversation about 2026 lumber contracts and some surprising insights that follow. The team rounds things out by highlighting undervalued items and how your inventory strategy might adapt to take advantage. Join the fun — and leave a little smarter.   Advertisers: Fastmarkets Random Lengths [email protected] www.fastmarkets.com Layman’s Lumber Guide www.laymansguide.com [email protected]   Show Contacts Gregg Riley: [email protected] Charles DeLaTorre: [email protected] Matt Beymer: [email protected] Ashley Boeckholt: [email protected]