EP 169: Commando Lumber Trading: Tight Wood, No Trucks, No Hedge

The crew breaks down a lumber market that feels calm on the surface but is getting tighter underneath. Trucking is a disaster, inventories stay lean, mills are not panicking, and buyers still have not adjusted. 0:00-4:00 - College kids, Waymos, and bad decisions after midnight 4:00-9:00 - SYP stabilizes but trucking wrecks pricing 9:00-15:00 - Freight market insanity and disappearing trucks 15:00-22:00 - Spruce stays steady while inventories thin out 22:00-28:00 - Canadian curtailments and supply fears build 28:00-34:00 - Reloads emptying and buyers still underbought 34:00-39:00 - Futures, no hedge, and bullish summer bets 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]