Matt Layman

Lumber Briefs: Always Be Buying Lumber

Matt Layman

In the day of a CM’s and framer’s life, lumber buying is considered the most enjoyable and easiest task to perform. Buying lumber is a huge ego booster. By your own admission, lumber is 40–50% of the cost of producing the finished product. I find it simply stunning how very...

#12247 Cover image
February 2020
Issue #12247
Page 104
Matt Layman

Lumber Briefs: Lumber & Housing Market Forecast—Year End Strategy

Matt Layman

We have six weeks left in the 2019 season with three major holidays inside that window. At a minimum, we will lose one week of jobsite productivity. Buyers are measuring needs against inventory on the ground as well as bought ahead. Many states have year-end inventory taxes and historically...

#11245 Cover image
December 2019
Issue #11245
Page 92
Matt Layman

Lumber Briefs: Lumber & Housing Market Forecast

Matt Layman

Eurowood and SYP…the Future! It’s times like the last couple of weeks in SPF-W, when buyers get taken by surprise, and they have one question for sellers. “How you gonna help me?” Two weeks ago, I warned that SPF mills were about to spring surprise, imminent...

#11240 Cover image
July 2019
Issue #11240
Matt Layman

Lumber Briefs: 20% More Downside: Stocks and Lumber

Matt Layman

In both the lumber and stock markets, there are more disruptions coming in 2019. The immediate influences of government shutdown, mass exodus from stocks, on-going trade war, volatile oil market, fight to suppress interest rates, President Trump’s legal issues, and global economic and...

#11234 Cover image
January 2019
Issue #11234
Page 82
Matt Layman

Lumber Briefs: A Fragile Housing Recovery Built on Credit

Matt Layman

Many Americans are not overzealous about the moderate improvements to their lifestyle, income, and overall state of wellbeing during this economic recovery. That is being expressed by the stock market’s decline and increased recession rhetoric. No in-depth statistical analysis is needed...

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November 2018
Issue #10232
Page 78
Matt Layman

Lumber Briefs: Was the 2018 Canadian Rail Car Shortage Real or Imagined?

Matt Layman

There is a longer, quite fascinating tale to be pondered on the subject of this year’s historic western Canadian shipment backlog, however, for now let’s skip the conspiracy theories and stick to the confirmable facts. The source for this article’s information is the...

#10229 Cover image
August 2018
Issue #10229
Page 87
Joe Kannapell

The Last Word: The Last Word on Spruce vs. Southern Pine

Joe Kannapell

Now is the time to consider Spruce-Pine-Fir (SPF) as a substitute for Southern Pine (SP). As noted below, #2 SPF’s 19% higher bending value and only 10% lower compression value usually enables longer spans. Cull rates are generally lower with SPF, and it is lighter and easier to...

#10228 Cover image
July 2018
Issue #10228
Page 109
Matt Layman

Lumber Briefs: Lumber: Why So High?

Matt Layman

Rationing On May 23, in its most active lumber futures day ever, the market traded $68 of volatility from $15 limit down to $30 limit up and back down $15 to unchanged. Why is that? Futures suspected what we Layman’s Lumber Guide members have known since mid-May. BC mills are not...

#10227 Cover image
June 2018
Issue #10227
Page 83
Matt Layman

Lumber Briefs: Trucking Shortage: Lumber’s Summer Nightmare

Matt Layman

We lumber types have come to expect the unexpected. Hence, there is great value when we can identify, well in advance, what the next price manipulating phenomenon might be. 2018 has been a year of looking for an elusive lumber market top. Early in the year I went so far as to call 2018 a bear...

#10226 Cover image
May 2018
Issue #10226
Page 77
Matt Layman

Lumber Briefs: Hello 2018...The Year of the Bearish Lumber Market

Matt Layman

This time last year, my message was that 2017 was going to be a year of extreme volatility. To start the year, 2x4 #2 SYP-E was trading for $460. The same product in Canadian SPF-W was $310. SYP was $150 over SPF. By November that relationship had flipped with SYP at $430 and SPF at $490. SYP...

#10222 Cover image
January 2018
Issue #10222
Page 79

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