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
Podden och tillhörande omslagsbild på den här sidan tillhör
Ashley Boeckholt. Innehållet i podden är skapat av Ashley Boeckholt och inte av,
eller tillsammans med, Poddtoppen.
