The Lumber Word
by Ashley Boeckholt
Latest episode
EP 189: Buy, Buy, Buy? The Lumber Market’s Next Big Trade
EP 189: Buy, Buy, Buy? The Lumber Market’s Next Big Trade
About this podcast
The Lumber Word is the weekly podcast for the North American lumber and building materials industry. Three lumber industry veterans break down lumber prices, market trends, supply and demand, sawmill production, inventories, transportation, housing, and the forces moving the physical lumber market.
From CME lumber futures and commodity trading to Canadian and U.S. production, wholesalers, distributors, dealers, and homebuilders, The Lumber Word brings real-world perspective from people actively participating in the market.
Each week, we discuss what we're seeing, what we're hearing, where the lumber market may be headed—and occasionally disagree about all of it.
If you buy, sell, trade, produce, transport, or invest in lumber and building materials, this is your market conversation.
Episodes
The newest 20 of 100 episodes
- EP 189: Buy, Buy, Buy? The Lumber Market’s Next Big Trade · 43 min · Episode 188Is the lumber market approaching one of the best buying opportunities of the year—or are buyers still too early? In Episode #189, Ashley Boeckholt, Gregg Riley, and Matt Beymer…
- EP 188: Low Inventories, Lower Expectations — What’s Holding Lumber Up? · 44 min · Episode 187The lumber market is sending mixed signals. Buyers are keeping inventories lean, mills are struggling to maintain profitability, and housing demand continues to disappoint. Yet…
- EP 186: Back to the Lumber Futures — Short Funds and the Last Lumber Cowboys · 47 min · Episode 186Lumber prices are soft—but the demand picture may surprise you. Scott Hall of Matheus Lumber joins The Lumber Word crew to explain why his company’s lumber volume has held…
- EP 185: Something Has to Give in Lumber — Dustin Jalbert · 52 min · Episode 185AI, data centers and lumber? They’re more connected than you might think. Dustin Jalbert, Economist and Director of Wood Products & Timber at Fastmarkets, joins The Lumber Word…
- EP 184: How Random Lengths Really Reports the Lumber Market — Mary Hansen · 50 min · Episode 184What goes into a Random Lengths lumber price assessment? Mary Hansen of Fastmarkets Random Lengths joins The Lumber Word for a behind-the-scenes look at some of the methodology…
- EP 183: Nobody Wants Lumber — Even With Inventories Running on Fumes · 41 min · Episode 183The lumber market is heading into Q4 with an unusual setup: inventories across the supply chain appear extremely lean, yet buyers still aren’t willing to take much risk. In…
- EP 182: The Lumber Market Is Strongly Sideways · 41 min · Episode 182The lumber market is moving plenty of volume—but not necessarily going anywhere. This week, Ashley, Gregg and Charles are joined by Bart Charles to break down a market that is…
- EP 181: Are the Funds Now the Smart Money in Lumber? · 47 min · Episode 181Is the lumber market finally trying to put in a bottom—or is this just another bounce before seasonal weakness takes over? This week on The Lumber Word, Ashley, Gregg, and…
- EP 180: $500 Lumber? The Market Is Sending a Message · 52 min · Episode 180The lumber market is getting interesting again—and the signals aren’t exactly lining up. Ashley, Gregg, and Matt break down a market where demand remains “punky,” western species…
- Episode 179: Don’t Sell the Bottom · 58 min · Episode 179The lumber market has cooled off — but has it found a bottom? This week on The Lumber Word, Ashley, Gregg, Matt and Charles break down a market where you can seemingly “sell as…
- EP 178: Is It Time to Buy? | Sig Thoma on Housing, OSB, Futures & the Next Market Move · 50 min · Episode 178The lumber market just dropped roughly $100 in three weeks - but is the selloff creating the next big buying opportunity? In Episode #178 of The Lumber Word, industry veteran…
- EP 177: NAWLA Opens the Doors, Southern Pine Opportunity & Lumber Market Outlook · 52 min · Episode 177This week on The Lumber Word, Ashley Boeckholt, Gregg Matt, and Charles welcome Kyle Little, COO of Sherwood Lumber and Immediate Past Chair of NAWLA, for an in-depth…
- EP 176: Lumber Market Crossroads: Supply Cuts, Futures Strategy & Why Demand Is Better Than You Think · 57 min · Episode 176The lumber market may feel quiet, but beneath the surface, major forces are shaping the second half of 2026. In Episode 176 of The Lumber Word, Ashley, Gregg, Matt, and Charles…
- EP 175: Lumber Market Crossroads: Is $700 2x4 SPF Coming? Pine, Western Species & the Next Big Trade · 47 min · Episode 175The lumber market may feel quiet—but beneath the surface, major shifts are taking place. In Episode #175 of The Lumber Word, Ashley Boeckholt, Greg Riley, Matt Beymer, and…
- EP 174: Running Out of Wood? Russ Taylor on the Market Nobody Saw Coming · 48 min · Episode 174Russ Taylor of Russ Taylor Global returns to The Lumber Word for a deep dive into one of the most fascinating lumber markets in years. The crew discusses shrinking North American…
- EP 173: The Lumber Market Just Changed—and Most People Haven't Noticed · 53 min · Episode 173Episode Summary Episode #173 welcomes returning guest Mike Wisnefski of Westline Capital for an in-depth discussion on the evolving lumber market. The panel explores lessons from…
- EP 172: Lumber Market Rally: Inventory Panic, Freight Crunch & Why Prices Could Keep Climbing · 56 min · Episode 172Matt Layman returns to The Lumber Word for an in-depth discussion on one of the hottest topics in the lumber industry: the summer lumber rally. With inventories running lean…
- EP 171: The Bull Market Nobody Believes In (Yet) · 46 min · Episode 171The lumber market may be sending its clearest signal of 2026: supply is shrinking, inventories are lean, and futures are leading the charge higher. In Episode 171, the crew…
- EP 170: Freight Is Eating the Lumber Market · 56 min · Episode 170This week on The Lumber Word, the crew tackles the biggest issue in lumber today: freight. From Buffalo reloads buried under railcars to Southern Pine mills struggling with…
- EP 169: Commando Lumber Trading: Tight Wood, No Trucks, No Hedge · 53 min · Episode 169The 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…
