SBCA

Lumber Connection

Business EN ↓ 112 episodes

This SBCA podcast focuses on the latest trends in North American lumber markets. The component manufacturing industry annually consumes hundreds of millions of board feet of softwood lumber and our guests will provide timely commentary on the many factors impacting the availability and cost of the lumber used in structural components.

Be sure to visit the podcast's website and support the creator: www.sbcacomponents.com

Author

SBCA

Category

Business

Podcast website

www.sbcacomponents.com

Latest episode

Jun 12, 2025

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Episodes

April 26, 2024: Special Guest Alex Schilling Explores OSB Market 26.04.2024

Justin Binning, Ken Timmins and Alex Schilling with American International Forest Products (AIFP) provide a snapshot of the current lumber and OSB markets. In this episode, special guest Alex Schilling shares his insights into the current OSB market and what to expect in the next three to six months. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, Ken has been with AIFP...

April 5, 2024: Market Cycle Continues Into Spring 05.04.2024

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Supply remains high with a few species continuing to trend higher while Spring struggles to make an appearance in some parts of the country. Need something specific? Get a head's up on what's hard to source right now. Justin has been with AIFP since 2010 with a focus i...

March 22, 2024: Some Items Tough to Source, Current Upward Trend Continues 22.03.2024

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Many species are trending higher, currently, in what both guests describe as a period of digestion. Tune in to hear what Justin and Ken have to say regarding the potential for a market correction in the next few weeks. Justin has been with AIFP since 2010 with a focus...

March 8, 2024: Market Will Likely Continue Slow and Steady Climb 08.03.2024

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests outline the factors that are contributing to a slow and steady rise in lumber costs across species. While supply currently remains favorable, curtailments, weather, and transportation headwinds will likely continue to push an upward trend as the U.S. progre...

February 23, 2024: Multiple Market Factors to Influence Buying Strategies 23.02.2024

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The market remains steady as prices continue a very slow upward trend. The "typical" Spring buy is becoming more and more apparent despite recent weather concerns and mill closures. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has b...

February 9, 2024: Market Strengthens, Lumber on the Move 12.02.2024

Justin Binning, Ken Timmins, and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Lumber is on the move and the market feels solid as prices creep up slightly. Weather is still a potential disruption but with a slow ramp up into the Spring buy. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, Ken has been wit...

January 26, 2024: Weather Dampens Demand, Presenting Deals for Buyers 26.01.2024

Justin Binning and Joe Griffith with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Predictably, winter weather is impacting construction early in the year creating deals for active buyers. Both hosts talk about the continuing shift of production away from SPF out of British Columbia toward Southern Pine. Justin has been with AIFP since 2010 with a f...

January 12, 2024: Market Slows as Year Starts 12.01.2024

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. After a robust December, the market has started slow in 2024. Curtailments, weather, and transportation may impact availability early on and the December rush may also delay the spring buy season. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pin...

January 4, 2024: Insights into the Steel Market & Metal Connector Plates 04.01.2024

In this special edition of SBCA's Lumber Connection podcast, Tim Stevenson, founding partner and CEO of Metal Edge Partners, LLC, provides his perspectives and insight into what has been occurring in the steel market in recent months and how that is impacting downstream products like the metal connector plates used in the component manufacturing industry.

December 15, 2023: Optimism Pushing Market Slowly Upward 15.12.2023

Justin Binning, Ken Timmins, and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. With Western mills drawing a line in the sand and other reasons for buyer optimism, the market appears to be moving upward. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, Ken has been with AIFP since 2017, specializing in Fir...

November 24, 2023: Will Market Remain Steady Despite Holidays? 27.11.2023

Ken Timmins and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The market continues to heat up slowly, with less production expected heading into the holiday season. Ken and Jeff give their thoughts on what might be hard to find as we look towards 2024. Ken has been with AIFP since 2017, specializing in Fir species and Jeff has been...

November 3, 2023: Market Activity Strengthens on Low Levels 03.11.2023

Justin Binning, Ken Timmins, and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The market has been heating up in recent days, but availability remains steady. With levels remaining at historically low levels, mills are looking to reduce production, which may have an impact by the start of the year. Justin has been with AIFP since 2...

October 20, 2023: Is the Market Finding a New Bottom? 20.10.2023

Justin Binning, Ken Timmins, and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The market appears to be finding a new bottom, though activity remains steady throughout the U.S. These low levels are prompting mills to contemplate further curtailments to reduce costs and supply, particularly as the midterm outlook on demand looks to...

October 6, 2023: Market Unsettled as Supply Outstrips Demand 06.10.2023

Justin Binning, Ken Timmins and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. All three experts share their take on where the market is heading including current and potential curtailments. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, Ken has been with AIFP since 2017, specializing in Fir species and J...

September 15, 2023: Few Surprises Expected into Q4 Market 15.09.2023

Justin Binning, Ken Timmins and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The transition from Q3 to Q4 is expected to be fairly smooth. All three experts address transportation, weather, fire activity and potential curtailments. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP...

September 1, 2023: Mostly Steady Market Expected to Continue 01.09.2023

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Leading into the holiday weekend, Justin addresses what he calls a period of choppy trading and Ken touches on which trends to be watching for over the next couple of months. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been wit...

August 18, 2023: Robust Market Likely to Continue Through Fall 18.08.2023

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. After discussing what they are looking forward to at the upcoming BCMC | FS, Justin and Ken agreed strong housing activity is driving a robust lumber market that will likely continue through the fall. Deals are still there for the taking in both SPF and SYP, but costs...

August 4, 2023: Market Softening, but Will Likely Strengthen into Fall 04.08.2023

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. While trading remains robust, the general market does appear to be softening. Both expects the market will strengthen heading into the fall, both from increased demand but also potential impacts of wildfires. Justin has been with AIFP since 2010 with a focus in Souther...

July 14, 2023: Market Continues Steady March Upward 14.07.2023

Justin Binning and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The market continues to move upward at a steady but measured pace. Concerns over a potentially robust wildfire season may have an impact on supply into fall, which should be a thing to watch closely in coming months. The good news is that transportation challenges hav...

June 30, 2023: Market Heats Up as Summer Settles In 30.06.2023

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Western species markets have continued to rise in recent weeks, with chord stock and MSR leading the charge. In SYP, demand is now outstripping supply, which is causing the market to gradually arise as well. In general, mill order files are extending out to four weeks....

June 16, 2023: Market Moderates Up, Remains Steady 16.06.2023

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests agree market activity has increased in recent weeks, which has led to moderate cost increases. Small curtailments and wildfires have had minimal impact on supply, demand looks like it will stay measured for the near term, leading to a steady market. Justin...

May 26, 2023: Market Activity Becoming More Regional 26.05.2023

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests agree the market remains steady, with supply largely outstripping demand. Demand appears to be largely influenced by local factors, which is creating micro issues with some grades and species, but there are deals to be had if a buyer is flexible. Justin has...

May 12, 2023: Market Steady as it Goes 12.05.2023

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests agreed that with supply remaining above demand, the current just-in-time lumber purchasing behavior continues to dominate the market. The near-term outlook is much of the same, but current levels may prompt mills to consider further curtailments. Justin has...

April 28, 2023: Market Remains Steady Ahead of Spring Build 28.04.2023

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Mills are still running at cost, but markets in the West are trending up as buyer activity increases. Fiber substitution is strong at the moment as buyers are looking for value wherever they can find it. Conversely in the South, the SYP market has hit a wall. Both gues...

April 14, 2023: Market on Hold, Waiting on Weather and Economy 14.04.2023

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Buyers continue to keep inventory low and focusing on just-in-time purchasing, creating a static pricing structure with very little movement while production remains steady. Weather and economic uncertainty may be holding back projects in certain areas, clarity on eith...

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