EP 149: Rudderless or Ready to Turn?

Industry veteran Sig Thoma joins Gregg, Matt, and Ashley to break down a lumber market searching for direction. The crew digs into mill fixed costs, why curtailments are so tough, and where early green shoots may appear heading into 2026. They debate contracts vs. VMI for next year, highlight what sellers are doing, and share the items they’re buying—plus the risk strategies they’re using right now. A fast, insightful episode to help you trade smarter. Guest: Sig Thoma / Industry veteran [email protected] 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]