{"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 165: Spring-time Round Up","slug":"ep-165-spring-time-round-up","published_at":"2026-04-17T11:12:03+00:00","page_url":"https://stenobird.com/podcast/the-lumber-word-6578824/ep-165-spring-time-round-up","show_page_url":"https://stenobird.com/podcast/the-lumber-word-6578824","url":"https://thelumberword.podbean.com/e/ep-165-spring-time-round-up/","audio_url":"https://mcdn.podbean.com/mf/web/ikje6ne7rm4jsk5t/APRIL_167pnat.mp3","summary":"Summary Recorded during Montreal Wood Convention week with Kip Fotheringham, this episode breaks down a confusing but strong lumber market. Truck demand is hot, rail is lagging, and inventories are being drawn down while big buyers stay just-in-time. Euro supply is tightening, tariffs remain a wildcard, and mills still aren’t making money—keeping supply in check. The big question: Is this market about to roll over… or keep grinding higher? Timeline 0:00 – Market confusion + SYP volatility 2:00 – Truck vs rail market split 4:00 – Inventory drawdown strategy 6:00 – SPF strength + tight supply 8:00 – Euro supply dropping off 12:00 – Tariffs (AR6 → AR7) breakdown 15:00 – Mills still losing money 18:00 – Logistics driving everything 25:00 – Macro + economy check 27:00 – SYP gaining market share 38:00 – Futures shifting (contango → tighter) 46:00 – Just-in-time buyers vs distributors Guest Kip Fotheringham kip@telus.net 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":"Summary Recorded during Montreal Wood Convention week with Kip Fotheringham, this episode breaks down a confusing but strong lumber market. Truck demand i…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3118,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-lumber-word-6578824/episodes/ep-165-spring-time-round-up/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-165-spring-time-round-up.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}