There was a stark contrast among the mills in the lumber market yesterday. There were some that were on the defensive, raising prices to account for the potential increase in tariffs next week, and there were others on the offensive, lowering prices to published numbers set last Friday. Demand was very good to start the week, with orders flowing to the mills with a selling philosophy, and through distributors with quicker deliveries. There was also a sense that the lower numbers seen were more of a buying opportunity than a fire sale, that was going to be short lived.
4 Likes
Assuming product is prompt from both mills and distributors, and given the trucking shortage, why are shipments quicker from distributors? Is this explained mostly by their proximity to their customers? or is it also harder for mills to book trucks?
2 Likes
proximity to clients and a wider pool of trucks available on the U.S Side
3 Likes