Episode
EP 161: Miss It Today, Pay Up Tomorrow
- Podcast
- The Lumber Word
- Published
- Mar 19, 2026
- Duration seconds
- 3730
- Processing state
not_requested
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Summary
The lumber market just flipped. What looked slow turned into real buying, tightening supply, and rising prices—fast. This week, the crew breaks down why low-grade and studs are leading, freight is becoming a major constraint, and order files are pushing into April. Buyers who waited are now chasing, while supply cuts and steady demand raise a bigger question: are we already short of wood? If so, this move may just be getting started. Timeline 0:00 – Market flips from slow to active 2:30 – Low-grade & studs lead strength 7:00 – Prices up ~$100+ since Nov 10:00 – Order files into April 12:00 – Freight tightening supply 15:00 – Buyers now chasing 28:00 – Supply vs demand imbalance 35:00 – Early innings of the move Advertiser Fastmarkets RISI Dustin Jalbert Senior Economist Wood Products [email protected] www.fastmarkets.com Show Contacts: Gregg Riley: [email protected] Charles DeLaTorre: [email protected] Matt Beymer: [email protected] Ashley Boeckholt: [email protected]