EP 152: The Dilbert Curve of Lumber: When Reality Bends, and Prices Move

This episode of The Lumber Word is dedicated to Scott Adams, who passed away this week. One of the main reasons this podcast exists is because of his influence—his ability to cut through noise, challenge assumptions, and explain complex systems in a way that actually made sense. That mindset is at the core of what we try to do every week: make this podcast useful and give back to the lumber industry. Thanks, Scott. Gregg, Matt, Ashley, and Charles circle up and jump right into North American species dynamics, with a quick (and well-earned) look back at calling the Q1 price move—and then a deeper discussion on the more important question: how far can it go from here? With demand still a head-scratcher and supply slowly coming off the board, the group breaks down what this tightening setup could mean over the next few months. You’ll hear exactly how we’re thinking about inventory positioning, hedging, and pricing strategy in this market. Charles goes the extra mile with a boots-on-the-ground read of SYP, sharing what the market feels like—not just what the numbers say. If lumber is an input cost, your main cost, or something you actively trade, this episode reinforces why The Lumber Word remains the go-to podcast for practical, real-world market insight. Thanks for listening. 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]