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Posted on 5/3/21 at 1:07 pm to The Levee
I think the lack of mills, huge demand at retail, and the vertically-integrated timber co's are reaping the higher profits from their company-owned lands.
Posted on 5/3/21 at 1:17 pm to The Levee
When Trump busted the Canadians on trade, they started sitting on their American sawmills.
Here’s a list of the U.S. mills now owned by Canadian companies:, You do the math:
West Fraser
Maplesville, Alabama
Opelka, Alabama
Huttig, Arkansas
Leola, Arkansas
Mansfield, Arkansas
Russellville, Arkansas
McDavid, Florida
Perry, Florida
Lake Butler, Florida
Maxville, Florida
Whitehouse, Florida
Blackshear, Georgia
Firzgerald, Georgia
Dudley, Georgia
Augusta, Georgia
Joyce, Louisiana
Armour, North Carolina
Seaboard, North Carolina
Newberry, South Carolina
Henderson, Texas
New Boston, Texas
Interfor
Monticello, Arkansas
Georgetown, South Carolina
Meldrim , Georgia
Baxley, Georgia
Swainsboro, Georgia
Preston, Georgia
Eatonton, Georgia
Perry, Georgia
Thomaston, Georgia
Port Angeles, Washington
Longview, Washington
Sumas, Washington
Molalla, Oregon
Gilchrist, Oregon
Canfor
Fulton, Alabama
Jackson, Alabama
Mobile, Alabama
El Dorado, Arkansas
Moultrie, Georgia
Thomasville, Georgia
Hermanville, Mississippi
Graham , North Carolina
Camden, North Carolina
Conway, South Carolina
Darlington, South Carolina
Marion, South Carolina
Western Forest Products
Arlington, Washington
Here’s a list of the U.S. mills now owned by Canadian companies:, You do the math:
West Fraser
Maplesville, Alabama
Opelka, Alabama
Huttig, Arkansas
Leola, Arkansas
Mansfield, Arkansas
Russellville, Arkansas
McDavid, Florida
Perry, Florida
Lake Butler, Florida
Maxville, Florida
Whitehouse, Florida
Blackshear, Georgia
Firzgerald, Georgia
Dudley, Georgia
Augusta, Georgia
Joyce, Louisiana
Armour, North Carolina
Seaboard, North Carolina
Newberry, South Carolina
Henderson, Texas
New Boston, Texas
Interfor
Monticello, Arkansas
Georgetown, South Carolina
Meldrim , Georgia
Baxley, Georgia
Swainsboro, Georgia
Preston, Georgia
Eatonton, Georgia
Perry, Georgia
Thomaston, Georgia
Port Angeles, Washington
Longview, Washington
Sumas, Washington
Molalla, Oregon
Gilchrist, Oregon
Canfor
Fulton, Alabama
Jackson, Alabama
Mobile, Alabama
El Dorado, Arkansas
Moultrie, Georgia
Thomasville, Georgia
Hermanville, Mississippi
Graham , North Carolina
Camden, North Carolina
Conway, South Carolina
Darlington, South Carolina
Marion, South Carolina
Western Forest Products
Arlington, Washington
Posted on 5/3/21 at 1:25 pm to The Levee
Yeah I had about 120 feet of 6' privacy fence boards to replace before lumber skyrocketed. frick all that now, gonna have to wait.
Posted on 5/3/21 at 1:58 pm to The Levee
Lumber was way up last year...
So not really on Biden
So not really on Biden
Posted on 5/4/21 at 9:40 pm to The Levee
I think demand is out of whack and anyone that can take advantage of the situation is going to do it. From the retailers to the mills.
I remember when oil was hitting highs and people were talking about the imbalance in the supply demand equation and how it was going to stay high for a long time and wham! China hit a pothole and demand for oil was suddenly much much less and the price fell off a cliff.
Something’s coming to throw cold water on this demand for lumber- maybe a rise in interest rates; maybe the lessened stimulus, maybe the herd immunity to covid chills the appetite for home improvement ... maybe a bit of all of it but it’s coming. Not sure when but it’s coming.
Trees don’t grow to the sky
I remember when oil was hitting highs and people were talking about the imbalance in the supply demand equation and how it was going to stay high for a long time and wham! China hit a pothole and demand for oil was suddenly much much less and the price fell off a cliff.
Something’s coming to throw cold water on this demand for lumber- maybe a rise in interest rates; maybe the lessened stimulus, maybe the herd immunity to covid chills the appetite for home improvement ... maybe a bit of all of it but it’s coming. Not sure when but it’s coming.
Trees don’t grow to the sky
Posted on 5/4/21 at 9:47 pm to The Levee
Price gauging is Fauci approved.
Posted on 5/5/21 at 11:42 am to The Levee
quote:
Covid has raised demand with home improvements, low interest rates and bored Americans.
That’s about 5% of it.
Posted on 5/5/21 at 12:32 pm to The Levee
Gas prices dropped a little. I paid $2.41 last night. It was in the mid-$2.70’s.
Posted on 6/15/21 at 6:51 am to The Levee
Steel is way the heck up, at least scrap pricing due shortages. It is at 2008 levels up, except for stainless steel
Posted on 6/15/21 at 5:04 pm to The Levee
Artifical surge in lumber pricing. The surge in lumber pricing is deliberate. Just like the surge in gasoline prices is deliberate. The tree huggers want us all to build our houses with walls (at least the exterior ones) constructed with layers of cat shite. Applied with a computer operated cat shite applicator no doubt.
This post was edited on 6/15/21 at 5:13 pm
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