# EP 149: Rudderless or Ready to Turn?

Page: https://stenobird.com/podcast/the-lumber-word-6578824/ep-149-rudderless-or-ready-to-turn
Text version: https://stenobird.com/podcast/the-lumber-word-6578824/ep-149-rudderless-or-ready-to-turn.md
Podcast: [The Lumber Word](https://stenobird.com/podcast/the-lumber-word-6578824)
Published: 2025-12-11T11:52:01+00:00
Episode link: https://thelumberword.podbean.com/e/ep-149-rudderless-or-ready-to-turn/
Audio file: https://mcdn.podbean.com/mf/web/yh74i325cci5ue4e/Dec_107y10o.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-lumber-word-6578824/episodes/ep-149-rudderless-or-ready-to-turn
Duration seconds: 3627

## Resource

Industry veteran Sig Thoma joins Gregg, Matt, and Ashley to break down a lumber market searching for direction. The crew digs into mill fixed costs, why curtailments are so tough, and where early green shoots may appear heading into 2026. They debate contracts vs. VMI for next year, highlight what sellers are doing, and share the items they’re buying—plus the risk strategies they’re using right now. A fast, insightful episode to help you trade smarter. Guest: Sig Thoma / Industry veteran Sig@xmico.com Advertisers: Fastmarkets Random Lengths djalbert@fastmarkets.com www.fastmarkets.com Layman’s Lumber Guide www.laymansguide.com Matt@laymansguide.com Show Contacts: Gregg Riley: Gregg@sitkainc.com Charles DeLaTorre: cdelatorre@ifpwood.com Matt Beymer: mattbeymer@hamptonlumber.com Ashley Boeckholt: ashley@sitkainc.com

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## Transcript

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