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The Lumber Word

Ashley Boeckholt

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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.
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Lumber Dandy & Friends

Tender Lavender Productions

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Take a wild ride into the New-Old West with the only serialized fiction podcast that chronicles the fabulous life and times of the legendary Lumber Dandy. We're going on an extraordinary adventure, one tall tale at a time. Support this podcast: https://podcasters.spotify.com/pod/show/lumberdandy/support
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Dunn Lumber is a locally-owned family business serving the home improvement and hardware needs of the city of Seattle since 1907. We're dedicated to giving our customers access not only to the highest quality materials, but also to cutting edge industry knowledge. Our Dunn Lumber podcast episodes highlight our vendors, products, and expert advice. We hope you'll give them a listen! Dunn Lumber: Building Success Together.
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Wright City, Oklahoma VERY FIRST HD RADIO STATION!! WCJX brings you EVERYTHING! *Wright City LumberJax Athletics/Events UP to DATE *Sports Roundtables w some of the brightest present/past/future area Athletes for ALL SPORTS! *LIVE HOSTED MUSIC Showcases NIGHTLY!!! ALL GENRES COUNTRY HIP HOP POP ROCK LOCAL MUCH MUCH MOOOORE!!
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Oak Bluffs, Martha’s Vineyard, Massachusetts. 1984. When five kids form the most radical new wave/metal/pop band of all time, everything is looking wicked awesome. But they immediately become entangled with a weird lady who probably killed a guy. And there might be magical pirate treasure somewhere that they should look for but they have to get ready for a band audition and they can only rehearse at the creepy lumberyard and this fog is pretty weird, isn’t it? Also, I’m pretty sure there’s s ...
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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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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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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…
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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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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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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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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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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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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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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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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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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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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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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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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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“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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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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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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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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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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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 …
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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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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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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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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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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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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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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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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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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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"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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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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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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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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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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"The Lumber Word" podcast delves into the intricacies of North American Lumber Supply and Demand in its latest episode. Hosted by Matt Beymer (MattBeymer@HamptonLumber.com (mailto:MattBeymer@HamptonLumber.com)), Gregg Riley (Gregg@Sitkainc.com (mailto:Gregg@Sitkainc.com)), and Ashley Boeckholt (Ashley@Sitkainc.com (mailto:Ashley@Sitkainc.com)) This…
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Lots of breaking news in the Lumber world and it was time I dust off my teleprompter and read everything that is on it. News from Notre Dame, the Paris Aquatic Center, Carbon Fiber and Mass Timber, Key Bridge Tragedy, and lots of great feedback from y'all. Plus I fit a few questions in about drying end grain cookies, lumber jobs, and Aniegre.…
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In this behind-the-scenes look at the latest Not About Lumberjacks story, “It’s Never Too Late,” I talk about the mechanics of time-travel stories and how “fixing” the past may not be as great an idea as it may seem. As always, this commentary contains spoilers from the latest story, so you might want to listen to that first. Transcript >>…
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This week on "The Lumber Word" podcast Episode #424 recorded on March 27th, 2024, we're joined by Charles DeLaTorre, bringing his expertise in SYP and OSB to the table. We dive straight into the market's downward trend across various items, exploring the potential depth of this decline and its implications for buyers and sellers in the industry. Wh…
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When Stanley Gladstone takes his time machine for a test run, he gets more than he bargained for when it breaks down, leaving him stranded in 1983. Content Advisory: “It’s Never Too Late” deals with regret, death (including a decayed body), personal loss, and the sound of someone vomiting. Also, if you’re driving, be aware there’s a scene with the …
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In this week's episode of "The Lumber Word," we’re joined by Any Carlo, LBM Editor for The HBS Dealer. We dive into the latest developments in the lumber industry. Andy shares insights from the reporting side, discussing the big housing numbers, Builders Confidence Index, regional variations, production data, and the lumber futures market. We also …
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This week on "The Lumber Word" podcast, Matt, Gregg, and Ashley are joined by Joe Pepe from LMC, diving into market updates and discussing sentiments from LMC's recent Houston show. They ponder whether the market's upward trend is sustainable and explore potential challenges. The team also analyzes the CME March expiry and the premium on May lumber…
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This week on "The Lumber Word," hosts Matt, Gregg, and Ashley take the reins solo and dive deep into the lumber industry's current landscape. With Ashley reporting live from the LMC show, the hosts reflect on the podcast's impact, questioning if they are divulging too much information and concluding that it's ultimately beneficial for the industry.…
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