EP 147: Lumber Insights

from Component Connection Hosted by SBCA

In this episode, Molly Butz is joined by Justin Binning and Ken Timmins with American International Forest Products (AIFP) who provide a snapshot of the current lumber market. The market remains mostly unchanged with a potential lean toward the buyer; now may be the time to stock up. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

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EP 147: Lumber Insights

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Inflection Point Blockworks Inflection Point is a weekly podcast for institutional professionals navigating crypto’s transition from a retail-driven market to a core component of global finance. Hosted by Blockworks Research Analyst Marc Arjoon alongside Matt Hougan (CIO, Bitwise), David Lawant (Head of Research, Anchorage), and Michael Marcantonio (Head of DeFi, Galaxy), the show delivers top-down, institution-led analysis of ETF flows, policy, market structure, and macro. We cut through the noise to focus on the true inflection points shaping crypto’s institutional future.

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How long is this episode of Component Connection?

This episode is 12 minutes long.

When was this Component Connection episode published?

This episode was published on September 5, 2025.

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