# EP 169: Commando Lumber Trading: Tight Wood, No Trucks, No Hedge

Page: https://stenobird.com/podcast/the-lumber-word-6578824/ep-169-commando-lumber-trading-tight-wood-no-trucks-no-hedge
Text version: https://stenobird.com/podcast/the-lumber-word-6578824/ep-169-commando-lumber-trading-tight-wood-no-trucks-no-hedge.md
Podcast: [The Lumber Word](https://stenobird.com/podcast/the-lumber-word-6578824)
Published: 2026-05-21T10:29:33+00:00
Episode link: https://thelumberword.podbean.com/e/ep-169-commando-lumber-trading-tight-wood-no-trucks-no-hedge/
Audio file: https://mcdn.podbean.com/mf/web/wmnzzqkqcvzyqsgi/MAY_20be1wa.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-lumber-word-6578824/episodes/ep-169-commando-lumber-trading-tight-wood-no-trucks-no-hedge
Duration seconds: 3184

## Resource

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 Advertiser Fastmarkets RISI Tiranth Amarasinghe Product Marketing Manager Tiranth.Amarasinghe@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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