พอดคาสท์ Lumber ชั้นนำ (2024)

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EP 98: Global Wood Summit Recap & 2025 Market Predictions 44:57

2d ago44:57

44:57

Gregg and Ashley are back from the Global Wood Summit in Vancouver and bring Matt up to speed on everything he missed. They dive into insights from the Summit, forecasting where the lumber market might head in 2025. From the ongoing cross-border lumber dispute to potential shifts in production, they break down the factors that could shape next year…

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136 - Curly Figure 49:51

6d ago49:51

49:51

This week I dive into curly figure in wood. Curl encompasses a lot of different types like blister, pommele, beeswing, fiddleback, etc. I look at what causes it and how to grade it.โดย Shannon Rogers

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EP 97: Live from the Global Wood Summit 42:16

11d ago42:16

42:16

The Lumber Word takes the show on the road and does Episode #97 in front of the live audience. Gregg, Ashley, and Charles talk about what they heard the last few days from industry experts on lumber, logs, pulp & paper along with many other exciting speakers. Mitchell Preger from Industrial Forest Products also joins us today. Thanks to Russ Taylor…

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135 - Magical Woods 30:28

20d ago30:28

30:28

In this special Halloween episode I will talk about magical woods. Woods with folklore and mystery that surround them. A listener who has a Harry Potter obsessed daughter asked me about the properties of wand woods and that is what has inspired this episode.โดย Shannon Rogers

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EP 96: Barking up the Right Tree with Sig Thoma 52:17

24d ago52:17

52:17

Join industry veteran Sig Thoma as he dives deep into the factors shaping lumber pricing. Matt and Ashley get Sig's insights on housing affordability, who are snapping up new homes, and the 10-30-year yield curve's impact on the market. We also explore the sticky situation with lumber mill costs, why residuals are a pain, and what expectations for …

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134 - TimberHP Wood Fiber Insulation 50:31

1M ago50:31

50:31

Today I have guest Dan Edelman from TimberHP a wood fiber insulation company out of Maine. This company has create 3 insulation products: fill, batten, and board using the wood waste from the nearly defunct paper mill industry in Maine. They repurpose a large percentage of the millions of tons of wood chip waste and create a fire rated, high R valu…

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EP 95: Lumber Flow Forecasts & That $11 Billion Potential Split 39:40

1M ago39:40

39:40

In this episode, Matt, Gregg, and Ashley dive into a week packed with events shaking up the lumber world. How does the flow of lumber look now, and what can we expect heading into 2025? The team grabs their crystal lumber ball to give you insights into the future. Plus, we dig into the cross-border dispute—who’s getting a slice of that $11 billion …

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133 Narra Wood 53:12

1M ago53:12

53:12

Today I discuss the featured species, Narra. It is a beautiful SE Asian wood mostly known in its burl form where it is called Amboyna Burl. Narra is undoubtedly a tropical wood in the Padauk genus but unlike many tropical woods it is easier to work with due to a lower hardness and a luster that serves to lubricate tooling while working its. I also …

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EP 94: Just Past Time: Lumber Procurement Method 40:11

2M ago40:11

40:11

In this episode, Charles DeLaTorre joins us. We break down how #lumber users are adopting the JPT (Just Past Time) inventory method and what it means for the market. With everyone betting on higher prices next year, how should buyers, sellers, and risk managers play their hand? With everyone thinking one thing it will probably not play out the way …

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EP 93: Forecasting the Future with Chris Beard from John Burns Research & Consulting 51:48

2M ago51:48

51:48

This week on The Lumber Word, we’re joined by Chris Beard from John Burns Research & Consulting! I’ve seen them at events, and they are the OG of research in this market! Chris dives into the stats that keep our market moving and gives us the John Burns perspective on housing starts, permits, and long-term trends. We ask the big questions: What’s t…

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EP 92: The Lumber Edge: Smarter Strategies, Emerging Premium Scramble, Sharper Predictions 43:56

2M ago43:56

43:56

In this episode, Matt, Gregg, and Ashley dive into the post-curtailment lumber world, sharing their seasoned lumber trading insights as they try to make sense of this wild market. Are home centers in for a shock in 2025 with potential production shortfalls? Will there be a rush for premium grades? The team dissects overvalued and undervalued produc…

1
132 - What are Burls? 1:00:16

2M ago1:00:16

1:00:16

Today I talk about burls. What are they to the best of our knowledge and how to work them. But I also spend a fair bit of time talking about genuine Mahogany and some statements made lately that 80% of Mahogany is illegally harvested. Buried the lede a bit on that one but its important to understand how to buy a wood if you are not sure about its s…

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What's Happening In 2024 & Beyond 12:32

2M ago12:32

12:32

2024 has been an interesting year to say the least in the Building Materials Industry, and throughout the entire business world as well. Join Shawn Montague and Ryan Terpstra for a discussion of the landscape of things thus far, business growth strategies, and what 2025 could look like moving ahead. Lumbermen's Piece By Piece Business Podcast. Avai…

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Behind the Cut – Overwinter 11:54

2M ago11:54

11:54

In this behind-the-scenes look at the latest Not About Lumberjacks story, “Overwinter,” I talk about why I wrote a very quiet story for introverts. As always, this commentary contains spoilers from the latest story, so you might want to listen to that first. Links to things mentioned in this commentary: Alexandra de Steiguer video: “Winter’s Watch”…

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EP 91: Boosting Your Lumber Game with Charles DeLaTorre 58:43

2M ago58:43

58:43

In this jam-packed episode, we’re joined by a friend, and lumber industry expert Charles DeLaTorre to upgrade our SYP knowledge. It’s been a whirlwind week in lumber, and with Canfor's recent curtailments shaking up North American markets, we're diving deep into where we stand with supply and demand. Matt, Gregg, Charles, and Ashley had a lively de…

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EP 90: Fast Times in the Lumber Market: Is This Our ‘Learn It. Know It. Live It.’ Moment? 44:05

2M ago44:05

44:05

In Episode #90 of "The Lumber Word Podcast," Gregg, Matt, and Ashley dive deep into the current lumber market, debating whether we're at the peak or just getting started. The team discusses the velocity and strength of the truck market, as well as historically low inventory levels. Are mills sitting on a lot of dressed inventory, or are buyers over…

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Overwinter 1:01:57

3M ago1:01:57

1:01:57

In this celebration of solitude, Daniel’s life is changed forever after spending 5 months alone on an island 13 miles off the Maine coast. Content Advisory: “Overwinter” deals with a job change, longing, solitude vs. loneliness, and does contain a couple words you’ve probably heard on TV or at work this week. There are also a couple scenes with mod…

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EP 89: Lumber Ain’t Nuthin’ but a G Thang: Breaking Down the Lumber Market with Russ Taylor 55:03

3M ago55:03

55:03

In this episode, we're excited to have Russ Taylor from Russ Taylor Global joining us! We kick things off by chatting about his upcoming event, the Global Wood Summit, happening this October 29-30. And guess what? The Lumber Word will be doing a live podcast right from the event! Go to www.globalwoodsummit.com for the details. Today, we dive into t…

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131 - Tamo Ash 59:39

3M ago59:39

59:39

This week I feature the Tamo Ash, Fraxinus mandshurica. It is a species of Ash primarily sought for the unique "peanut" figure. Like a lot of figured woods it is not totally understood how the figure is formed but proper use of the whole tree must be considered for the health of the species. Also talk about ray fleck in White Oak and drying wood. I…

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EP 88: Our Lumber Listeners Stay about 4 Months in Front of the Pack 51:11

3M ago51:11

51:11

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 r…

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EP 87: Diving Deep on this Lumber Move with Charles DeLaTorr 50:26

3M ago50:26

50:26

In this week's episode of "The Lumber Word," we are joined by Charles DeLaTorre, owner of Industrial Forest Products. Get ready for a lively discussion as we challenge each other on why the lumber market moved over the past month. What did we see that others missed? And more importantly, will it continue? Charles dives into Southern Yellow Pine (SY…

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130 - Healthy Forests 1:00:25

3M ago1:00:25

1:00:25

What is a healthy forest? Today I have a guest, Nick Smith from Healthy Forests to talk about it. Nick is the executive director and he is the man behind building awareness and policy that can help us manage our forests and reduce the growing threat of wildfires that are decimating our forests today.…

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EP 86: Back To Zero Or Up $100+ MBF More In The Next Month? 51:28

3M ago51:28

51:28

In this episode of "The Lumber Word," Matt, Gregg, and Ashley dive into the recent lows in lumber pricing and discuss the recent strength of the past three weeks. With some commodity funds buying back short CME positions, the big question is whether this trend will continue or if they will shift gears again. Why is there so much negativity in the m…

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EP 85: Is Housing Recession-proof This Time? 47:07

4M ago47:07

47:07

In this week's episode of The Lumber Word, we’re joined by Brian Wesbury, Chief Economist for First Trust. Brian shares his expert analysis of the housing market, discussing interest rates, housing supply, and what economic signals mean for the future of housing. He also weighs in on whether we’re in a recession and offers predictions for the price…

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129 - Sweet Chestnut 52:21

4M ago52:21

52:21

The featured species of the month is Sweet Chestnut or European Chestnut. Similar of course to the blighted American Chestnut, but the Sweet variety flourishes in the UK and Europe and is often lauded for exterior cladding and for all manner of bushcraft work. The Chestnut is also a prime species for Coppice Forestry and I have a discussion about t…

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Developing Customer Relationships 10:48

4M ago10:48

10:48

During this conversation, Shawn Montague, Vice President of Building Materials, dives in to the balance of achieving great results, while also caring for others. “Developing relationships with your customer requires providing value, while also achieving an understanding of each customer’s needs,” he shares. Join us for a conversation about how Lumb…

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Developing and Leading a Sales Team 15:10

4M ago15:10

15:10

“I really believe that there is a difference between motivation and discipline,” shares Shawn Montague, Vice President of Building Materials. “So finding disciplined people who are intrinsically motivated…that’s one of the first things that we look for.” Join us for a conversation about how Lumbermen’s approaches this topic and gain insights to hel…

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Business Strategies for 2024 15:19

4M ago15:19

15:19

In this episode, Shawn Montague, VP of Building Materials, talks about strategies and expectations for 2024. "Find a way to create win-win scenarios between all the people that are involved in your business" was one strategy shared. Watch this podcast on our YouTube channelโดย Lumbermen's Inc

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Ep 84: Navigating the Silent Signals of a Possible Lumber Bottom 38:41

4M ago38:41

38:41

In this episode of "The Lumber Word," Matt, Gregg, and Ashley are all back together to dive deep into the current lumber market. Matt kicks it off with an engaging update about last week's mood at the Inland golf outing. Gregg follows up with a detailed breakdown of today's housing starts data, providing valuable insights for our listeners. The tea…

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EP 83: The Lumber Zeitgeist: Market Insights with Dustin Jalbert 44:15

4M ago44:15

44:15

In this episode, we're joined by Dustin Jalbert, Senior Economist at Wood Products Fastmarkets RISI, to unravel the current zeitgeist of the lumber market. Ever wonder what's going on with supply and demand? We've got you covered as we dive deep into consumption and production figures. We also share our projections for the housing market through th…

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128 - Wood Toxicity 53:36

4M ago53:36

53:36

Wood dust is a major health risk. Mostly as a cumulative effect (AKA sensitizer) that can sneak up on us and ruin your health after decades of working with wood. It is imperative we protect our lungs from even the most benign wood dust. So imagine how dangerous more toxic woods can be when in dust form that you get on your skin, in your eyes, or lu…

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EP 82: Four Down Months! Are We There Yet? 52:58

4M ago52:58

52:58

In Episode #82 of "The Lumber Word," we welcome back Charles DeLaTorre to dive deep into the Southern Yellow Pine (SYP) market, along with all other traded species. With four consecutive down months, we explore whether we've hit the bottom or if there's more to come. The crew breaks down the market structure, examining who's long, who's short, and …

1
127 Eastern Cottonwood 22:21

4M ago22:21

22:21

This time I feature the Eastern Cottonwood and actually do some field reporting on it as I was recently out in the prairie states. I also go some time to work with a slab of Cottonwood to give some hands on experience with it.โดย Shannon Rogers

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EP 81: Navigating the Stormy Seas of Lumber 46:14

5M ago46:14

46:14

In this episode of "The Lumber Word," the team is joined by a special guest, Earl Heath, head analyst from Madison's Lumber Reporter. Together, we dive deep into the lumber industry's looming challenges this year. Are prices ever going to rise? Are production costs as high as producers claim? What will be the tipping point for change? We explore th…

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Behind the Cut – Mudlarking 10:59

5M ago10:59

10:59

In this behind-the-scenes look at the latest Not About Lumberjacks story, “Mudlarking,” I talk about a recent urge to keep telling more “serious” stories…and why I chose to write something a bit more adventurous [even ridiculous] instead. As always, this commentary contains spoilers from the latest story, so you might want to listen to that first. …

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EP 80: Unlocking Lumber's Secrets 31:12

5M ago31:12

31:12

In this solo episode of "The Lumber Word," Ashley takes the reins while Gregg and Matt are away (they’ll be back next week!). Tune in as Ashley dives into the latest on the lumber market, housing starts, and market structure. Discover the crucial information Ashley relies on daily and weekly, including the Commitment of Traders reports, Volume, and…

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Episode #79: The Lumber Word 43:58

5M ago43:58

43:58

Join us for an exciting episode as we welcome Robin Cross, a renowned lumber trader and broker, to the show. With years of experience in CME lumber futures, Rob has built a stellar reputation for his expertise and client relationships. We kick things off with a deep dive into the cash lumber market before unraveling the intense "Market Structure" s…

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Mudlarking

5M ago

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When Eva Barrett decides to give mudlarking on the Thames River foreshore a go, she finds something very strange during low tide. Content Advisory: “Mudlarking” is pretty tame. There’s some violence in the form of fighting, and even then: it’s not brutal “people-are-dying fighting” — more like light action movie fighting. And when it comes to swear…

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Episode #78: The Lumber Market Giveth and the Lumber Market Taketh Away 59:35

5M ago59:35

59:35

In this week's episode of "The Lumber Word," we are thrilled to be joined by Matt Layman from www.laymansguide.com. We dive deep into the current state of the lumber cycle, exploring key insights and trends that are shaping the market. Our lively discussion covers Southern Yellow Pine (SYP), the stalling multi-family housing market, and the mindset…

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EP 77: Where TLW Came From And Where it Is Going 20:44

5M ago20:44

20:44

In this abbreviated episode of "The Lumber Word," Ashley provides a succinct overview of the lumber market since last week. He discusses key observations and offers a brief prognostication on lumber price movements over the next 60 days. In the latter half of the episode, Ashley delves into the genesis of "The Lumber Word," unveiling new additions …

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126 Hemlock 49:05

6M ago49:05

49:05

Today I discuss Hemlock, our featured species. This is a wood with an identity crisis. Its long been a mainstay in construction lumber yet has more refined purposes as a high end clear, CVG siding and cladding product. Now it has an even brighter future as a thermally modified option for both interior and exterior uses.…

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EP 76: Lumber Longs’ Texas Hedge Dilemma, Battle the Short Funds 36:47

6M ago36:47

36:47

Welcome to Episode #76 of "The Lumber Word"! Today, we're diving into the sluggish lumber market with our recurring guest, Casey O'Neil. We'll cover a range of topics, from OSB and lumber to everything in between. Join us as we explore why the industry still holds a lot of hope and discuss the reasons behind the CME's significant premium over cash …

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125 Monocots 58:42

6M ago58:42

58:42

Today I look at Monocots. The Bamboo and Palms that you may have seen showing up in flooring or plywood or even turning blanks. I also answer questions about branch wood, air dried wood, and the commercial vs local names of lumber.โดย Shannon Rogers

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EP 75: You Need To Stop Going Down Before You Can Go Up 34:51

6M ago34:51

34:51

In this episode of "The Lumber Word," we delve into the dynamics surrounding the May lumber futures expiration. We analyze the Builders' Confidence Index, housing starts, lumber shipments, and the impact of European imports on the market. Our conversation is lively as we discuss strategies for navigating current lumber price levels, including wheth…

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EP 74: Is anyone winning in this lumber market? 44:10

6M ago44:10

44:10

"The Lumber Word" Podcast Episode #74 welcomes Kyle Litte, COO of Sherwood Lumber, to a lively discussion on market trends. From a shift from bearish to bullish sentiments, we delve into the balance between optimism and caution. Exploring potential landmines in the lumber industry, we provide valuable insights into supply and demand dynamics. Our e…

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EP 73: Did Someone Call The Bottom in Lumber on TLW? 52:09

6M ago52:09

52:09

This week on "The Lumber Word," hosts Matt, Charles, Gregg, and Ashley dive into the depths of the lumber market, exploring the seriousness of recent curtailment announcements. They question whether some industry optimists may have overly high expectations and ponder if we've reached rock bottom. Analyzing market trends, they uncover unsustainable …

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124 Wood Structure from a Rocket Scientist 1:20:23

6M ago1:20:23

1:20:23

This week I welcome Brandon Long, a structural engineer who plays as a woodworker at night. Brandon actually knows what he is talking about when it comes to structures and fatigue rates and all that stuff that I pretend to know about from watching "The Big Bang Theory".โดย Shannon Rogers

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EP 72: Timber Tremors: Navigating the Lumber Market’s Wild Ride to a Future of Uncertain Potential 46:16

7M ago46:16

46:16

Welcome to episode #72 of "The Lumber Word"! This week, we're thrilled to have Dustin Jalbert, Senior Economist, Wood Products from Fastmarkets join us as we delve deep into the intricate world of commodity lumber. We waste no time getting to the heart of the matter, exploring the dynamics of supply and demand that shape this industry. Tune in to g…

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EP 71: Commodity lumber trading is never as good or as bad as it seems 29:15

7M ago29:15

29:15

This week "The Lumber Word" dives deep into the recent market trends, incorporating insights from Montreal and leveraging over a century of experience navigating volatile lumber markets during uncertain times. Join us as we analyze the past 30 days' market movements, decode the latest developments, and provide valuable perspectives on commodity lum…

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123 - Wood Cell Structure & Sapele 1:18:33

7M ago1:18:33

1:18:33

A word of warning on this episode. New levels of nerdery on display here. If I had a white lab coat I would have worn it while recording. To sum up, woods with a higher T/R ratio will be harder to dry. But if you are like me and want to know why a higher T/R ratio is harder to dry, keep watching to dive into some organic chemistry and cellular stru…

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