{"podcast":{"title":"The Lumber Word","slug":"the-lumber-word-6578824","podcast_index_feed_id":6578824,"rss_url":"https://feed.podbean.com/thelumberword/feed.xml","website_url":"https://thelumberword.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/17183981/38574664-1690585660168-73f8ae453bfa2.jpg","author":"Ashley Boeckholt","episode_count":100,"summary":"Three Lumber Industry veterans talk about the weekly, monthly and yearly trends. What is going on with inventory in the field, production and distribution. We help educate everyone in the distribution chain with information most like to not talk about. Highlighted items that are overvalued and undervalued are also discussed. Guests in the industry will occasionally drop in to help us dial in some lumber details. Most important is we have fun talking lumber and our listeners love it.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/the-lumber-word-6578824"},"episode":{"title":"EP 160: Freight Shock and the Sneaky Lumber Rally","slug":"ep-160-freight-shock-and-the-sneaky-lumber-rally","published_at":"2026-03-12T11:00:02+00:00","page_url":"https://stenobird.com/podcast/the-lumber-word-6578824/ep-160-freight-shock-and-the-sneaky-lumber-rally","show_page_url":"https://stenobird.com/podcast/the-lumber-word-6578824","url":"https://thelumberword.podbean.com/e/ep-160-freight-shock-and-the-sneaky-lumber-rally/","audio_url":"https://mcdn.podbean.com/mf/web/aphz7kqfq75syffz/MAR_1165dn6.mp3","summary":"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","meta_description":"Freight is exploding, mills are pulling back, and lumber prices are quietly starting to run. The lumber market flipped fast this week. Freight costs surge…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3098,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-lumber-word-6578824/episodes/ep-160-freight-shock-and-the-sneaky-lumber-rally/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-lumber-word-6578824/ep-160-freight-shock-and-the-sneaky-lumber-rally.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}