# EP 160: Freight Shock and the Sneaky Lumber Rally

Page: https://stenobird.com/podcast/the-lumber-word-6578824/ep-160-freight-shock-and-the-sneaky-lumber-rally
Text version: https://stenobird.com/podcast/the-lumber-word-6578824/ep-160-freight-shock-and-the-sneaky-lumber-rally.md
Podcast: [The Lumber Word](https://stenobird.com/podcast/the-lumber-word-6578824)
Published: 2026-03-12T11:00:02+00:00
Episode link: https://thelumberword.podbean.com/e/ep-160-freight-shock-and-the-sneaky-lumber-rally/
Audio file: https://mcdn.podbean.com/mf/web/aphz7kqfq75syffz/MAR_1165dn6.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-lumber-word-6578824/episodes/ep-160-freight-shock-and-the-sneaky-lumber-rally
Duration seconds: 3098

## Resource

Freight is exploding, mills are pulling back, and lumber prices are quietly starting to run. The lumber market flipped fast this week. Freight costs surged, Canadian mills stepped back from truck shipments, and prices began climbing across species. Ashley, Matt, Gregg, Charles, and Sig break down tightening supply, Southern Yellow Pine strength, and whether this is the start of a spring lumber run or just another head fake in the cycle. Spotify Timeline (Chapters) 00:00 – Intro & market setup 03:00 – Freight costs jump 07:00 – Pine vs spruce pricing 12:00 – Supply vs willingness to pay 18:00 – Demand drivers (R&R and housing) 26:00 – Second‑half market outlook 31:00 – Buyer strategy in this market 38:00 – Futures & trade ideas 41:00 – OSB and other materials Guest Sig Thoma Sig@XMICO.com Advertiser Fastmarkets RISI Dustin Jalbert Senior Economist Wood Products djalbert@fastmarkets.com www.fastmarkets.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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