EP 146: Post Kansas City Breakdown

Gregg, Matt, and Ashley dive right in this week after a jam-packed NAWLA Traders event in Kansas City. The trio breaks down the mood coming out of the show — who was optimistic, who wasn’t, and what that means for the lumber market heading into year-end. They take a hard look at the November CME lumber expiration, asking whether open interest is too high or if most of it will roll into EFPs as the year winds down. The conversation heats up around curtailments, demand signals, and what kind of event or news could realistically turn the market around — or if things are really that bad. The guys wrap things up by sharing what they’re buying, selling, and watching, plus a few ideas for what others in the industry should be considering right now. Come for the post-NAWLA insights, stay for the trading talk — and as always, walk away smarter and better looking.   Fastmarkets/CME SYP Futures webinar, November 18, 2025, link: www.fastmarkets.com/lumbertalk   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]