EP 168: Is Lumber Coiling for a Summer Breakout?

This week on The Lumber Word, Matt, Gregg, Ashley, and guest Mike Wisnefski from Westline Capital Strategies break down one of the most interesting lumber markets in years. The crew discusses low volatility, lean inventories, seasonal strength, futures market psychology, pine versus spruce pricing, multifamily demand, and why the next major lumber move could happen fast. The episode also explores European lumber markets, supply chain transparency, and current housing market realities. Timeline 0:00 – Intro & Mike Wisnefski joins 1:45 – Market feels split 4:10 – Western lumber floor 7:30 – Seasonal market trends 12:00 – Curtailments & duties 15:20 – Futures pessimism 17:30 – Housing & multifamily 22:45 – Volatility discussion 27:00 – Inventory strategy 29:00 – Pine vs spruce 35:30 – Europe market insights 39:30 – Quarterly pricing 42:00 – Final market outlook Guest: Mike Wisnefski from Westline Capital Strategies Inc. [email protected] SYP June 2026 SYP StoneX Southern Yellow Pine Lumber Risk Academy June 9, 2026-June 10, 2026 Information and Registration for the SYP Hedging Academy https://stonex.cventevents.com/event/SYPLRA2026/summary Advertiser Fastmarkets RISI Tiranth Amarasinghe Product Marketing Manager [email protected] www.fastmarkets.com Show Contacts: Gregg Riley: [email protected] Charles DeLaTorre: [email protected] Matt Beymer: [email protected] Ashley Boeckholt: [email protected]