))
EP 116: Lumber, You’re Still Dangerous. But You Can Be My Wingman Anytime
Manage episode 474920614 series 3511585
Content provided by Ashley Boeckholt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ashley Boeckholt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
With the full lumber crew—Matt, Charles, Gregg, and Ashley—dive deep into the current state of the lumber market as April kicks off. From SYP oddities to the new CME contract, the team covers what traders, builders, and mills are buzzing about.
Matt breaks down volatile DDF prices and the coastal Hem-Fir jump, Charles unpacks the SYP 2x4 #2 vs. #3 price parity mystery, and Gregg gives us the lowdown on European spruce and Eastern SPF. The crew also tackles the low-volume launch of the new SYP futures contract at CME, supply/demand imbalances across home centers and pro yards, and where inventory might be bottling up.
Rounding it out: a lively chat on mill margins, tariff speculation, and of course, our favorite segment—Marry, Date, Dump—featuring lumber picks and a few laughs.
If you're in the wood world, you don’t want to miss this one.
79 episodes
Share
