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EP 88: Our Lumber Listeners Stay about 4 Months in Front of the Pack
Manage episode 434492260 series 3511585
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In this episode, we welcome Joe Pepe from LMC to help us break down the current state of the lumber market. We dive into where we stand in the lumber cycle—is supply finally catching up with demand? Matt highlights the differences between the 2x4 market and 2x6 and wider, while we discuss key indicators to watch for in the upcoming housing starts report. We also explore how lean end users are keeping their inventories and share insights from our own business dealings.
We ponder how far this lumber market can continue to rise and what surprises might be on the horizon. Plus, we touch on the growing trend of builders asking their suppliers for longer-price locks. This episode is packed with valuable insights and plenty of fun along the way!
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