Lumber Connection

Justin Binning and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Shipments are increasing out of Canada, easing some supply constraints, but inventories remain low while demand stays strong. With ongoing transportation challenges, the market is “spongy” in the short-term with deals likely to be found in certain species and grades....

Ken Timmins and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests address volatility beginning to edge into the market and transportation issues that continue to plague Canada and the Pacific Northwest. They warn that keeping inventories under 60 days is potentially risky at this time. Ken and Jeff also touch upon the impac...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests talk about how global uncertainty makes forecasting particularly difficult, but the market remains strong with a large amount of volume changing hands. While there may be occasional deals to be had, it's important to remain prudent as the market will likely...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests agree the market will likely continue upward over the next 90 days, though likely not along a smooth curve. It is clear buyers are keeping lower inventories and buying in smaller quantities. Delivery wait times will likely continue to extend due to transpor...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Ken and Justin remark the market is replicating the 2021 cycle, particularly as strong demand picks up as buyers prepare for the spring build season. There appears to be some heavier stockpiling occurring in the last week, along with more species substitution away from...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken talk about the apparent pause occurring in the lumber market and how the amount of uncertainty of the near-term is potentially creating opportunities for active buyers. Given demand is still unseasonably strong and the lumber supply chain remains fragile...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken talk about how the mild weather in the fall and early winter has kept construction strong and left many buyers with extremely low inventories. There is a strong imbalance between supply and demand, exacerbated by COVID’s impact on labor, which may persis...

With the U.S. Dept. of Commerce’s recent announcement it would raise trade duties on imported lumber from Canada to an average of 17.9%, there are a lot of questions on why it would do so when the lumber market is heading steadily upward. In this special edition of SBCA’s Lumber Connection Podcast, SBCA's director of communications, Sean Shields, provides commentary on the longstanding softwood lu...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken explore how the North American lumber market has begun to heat up in recent weeks, and it appears to be just the start of heavy market activity over the next two months. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken ha...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Canadian duty increases and rail issues in the West, combined with a sudden rush by buyers to market, has pushed the market higher. The experts recommend looking at current inventories and planning purchases in anticipation of a busy January buying season. Justin has b...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The current market has reached a healthy equilibrium, offering good opportunities for everyone. However, these veterans warn there are choppy waters ahead as we head into 2022. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been w...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Some items may see some moderation in coming weeks, both experts agree there may be deals to be had in the short term. High grades remain difficult to find, driving prices higher, and that trend will likely continue through the first quarter of 2022. Justin has been wi...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts agree that the lumber market will continue a relatively orderly move upward through the end of the year as demand stays strong and most buyers keep their inventories smaller, focusing on more just-in-time purchasing. Truck availability in the U.S. South an...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken say lumber production capacity and transportation constraints paired with continuing strong demand will slowly push the lumber market up as we progress farther into fall. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken h...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken say that while supply chain challenges may be hampering completions, housing starts remain robust. This continuing demand for wood products has allowed everyone to work through inventory, leading to an uptick in market activity. Both experts predict the...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. While the power remains in the hands of the lumber buyer, trading is starting to heat up with many species, grades, and sizes. Both experts observed that most of the higher-cost lumber has been worked through and, overall, the market has found a point where volume is i...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Summer weather is impacting construction, helping to prolong the current oversupply of most lengths and sizes of lumber. As the market drops, mills will likely begin to reign in production to restore a balance between supply and demand. Both experts agree now is a good...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The recent drop in the market can be attributed to a glut of lumber suddenly available on the market. Given this has occurred during a busy summer, the oversupply of lumber should be worked through relatively quickly. Both experts agree now may be a good time to look a...

Justin Binning and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Jeff joins the podcast as a special guest and joins Justin in looking at the causes behind the continuing drop in the lumber market. Orders files are catching up, but there may be multiple events that could reverse the current trend including wildfires, transportation...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Demand has come off in recent weeks leading to greater availability and a drop off in cost for most lumber species and sizes. Transportation logistics have also improved slightly, meaning both rail cars and trucks are easier to find than in recent months. Both experts...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. DIY is cooling off, causing the big boxes to take a tiny step back, and weather has put the brakes on some regional projects. This temporary ease on demand has created some opportunity to find lumber at lower cost, but both Justin and Ken agree this relief will be shor...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Transportation continues to be a major stumbling block for getting available lumber through the pipeline to the manufacturing facility and the jobsite. Demand is still very strong, and mills have made more material available, through some products like MSR and web stoc...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts agree the current trajectory of the lumber market is a reflection of the positive outlook the construction supply chain has about current and future demand. They talk briefly about tariffs on imported Canadian softwood lumber and other potential federal in...

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts express their frustration and exhaustion with the current lumber market due to the lack of supply in almost every species and grade; demand has far outstripped current supply on every level and there does not appear to be any relief in the near future. For...

Justin Binning, Ken Timmins and John Vranizan with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken observe why the lumber market will continue to trend upward and lumber availability will get more difficult as mill order files get longer. All three also explore ongoing transportation challenges that will get worse before it gets better....