Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts look back at their market correction predictions from the last podcast. Ken gives a quick market lesson with a summertime cookout metaphor and Justin gives an update regarding on-going logistics challenges. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

March 31, 2021: Experts Reflect on Market Correction Predictions & Share Logistic Challenges

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. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry. John has been president of AIFP since 2011 after 21 years as an award-winning trader at the company.

April 14, 2021: Get in Front of the Lumber Market to Come

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 the panel market, not only is wood fiber scarcity an issue, there is also a significant resin shortage that is making OSB and plywood incredibly difficult to source. Until the factors that are prompting incredibly strong demand change, the current market conditions will likely continue. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

April 28, 2021: Lumber Demand Won’t Change; Stay in Front of It

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, it’s possible the current window could end abruptly at any time. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

January 31, 2022: Is the Current Market Pause Tenuous?

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 continue the upward trend. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

March 10, 2022: Amidst Global Uncertainty Make Prudent Purchases

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. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, and Jeff has been with AIFP since 2012, focused on MSR and European lumber. Both specialize in high grade lumber for the component manufacturing industry.

April 7, 2022: Spongy Market May Offer Short-term Deals

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Springtime purchasing is underway, with component manufacturers being very active in filling inventory for the next 90 days.  While demand is growing, persistent transportation challenges are moderating and supply is available at a level that is creating stability in the market over the next 30 days. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

April 21, 2022: Spring Buy is Here; Supply Available

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Buyers continue to keep things close to the vest, keeping low inventories. Lumber costs continue to drop, which may soon lead to curtailments in some mills. Both guests agree that even if a recession does manifest for a period of time, housing will likely remain largely insulated so the market bottom may be near given ongoing demand. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

June 2, 2022: Is the Market Bottom Near?

Justin Binning and Ken Timmins with American International Forest Products (AIFP) discuss the lumber market with guest Larry Dix II, owner of Apex Truss. This special edition is taken from the live recording of the Lumber Connection podcast at BCMC in Columbus, Ohio, on September 14. Larry, Ken and Justin share information and strategies for lumber sourcing, managing inventory and recalibrating costs to adapt to the market.

BCMC Special Edition: Sourcing, Managing Inventory and Other Buying Strategies

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Buyers are cautiously re-entering the market as the year starts, following a four-weeks off, two-weeks on buying pattern. Justin suggests studs will likely move upward in the short term, with web stock moving with it; chord stock costs will be size and grade dependent. Both guests agree it makes sense to secure a 45-day inventory given the market will likely remain very stable and deal-oriented over the short term. They also discuss the potential impact of mill curtailment in the U.S. South. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

January 12, 2023: Market Healthy as Early Year Buy Starts

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Western species markets have continued to rise in recent weeks, with chord stock and MSR leading the charge. In SYP, demand is now outstripping supply, which is causing the market to gradually arise as well. In general, mill order files are extending out to four weeks. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

June 30, 2023: Market Heats Up as Summer Settles In

Justin Binning, Ken Timmins and Jeff Hoggard with American International Forest Products (AIFP) provide a snapshot of the current lumber market. The transition from Q3 to Q4 is expected to be fairly smooth. All three experts address transportation, weather, fire activity and potential curtailments. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

September 15, 2023: Few Surprises Expected into Q4 Market

Justin Binning and Joe Griffith with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Predictably, winter weather is impacting construction early in the year creating deals for active buyers. Both hosts talk about the continuing shift of production away from SPF out of British Columbia toward Southern Pine. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Joe has been with AIFP since 1996, specializing in SPF/Doug Fir/Hem Fir. They both specialize in high grade lumber for the component manufacturing industry.

January 26, 2024: Weather Dampens Demand, Presenting Deals for Buyers

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both guests outline the factors that are contributing to a slow and steady rise in lumber costs across species. While supply currently remains favorable, curtailments, weather, and transportation headwinds will likely continue to push an upward trend as the U.S. progresses from spring to summer. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

March 8, 2024: Market Will Likely Continue Slow and Steady Climb

Justin Binning, Ken Timmins and Alex Schilling with American International Forest Products (AIFP) provide a snapshot of the current lumber and OSB markets. In this episode, special guest Alex Schilling shares his insights into the current OSB market and what to expect in the next three to six months. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine, Ken has been with AIFP since 2017, specializing in Fir species and Alex has been with AIFP since 2018, specializing in specialty & commodity panels and OSB.

April 26, 2024: Special Guest Alex Schilling Explores OSB Market

Ken Timmins with American International Forest Products (AIFP) provides a snapshot of the current lumber market. It's not just the weather that's warm right now. Tune in to hear what's heating up in the lumber market! Ken has been with AIFP since 2017, specializing in Fir species and high grade lumber for the component manufacturing industry.

June 21, 2024: Is the Market on the Verge of a New Trend?

Justin Binning and Joe Griffith with American International Forest Products (AIFP) provide a snapshot of the current lumber market. A few grades are getting hard to source as we head into the heart of forest fire and hurricane seasons. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Joe has been with AIFP since 1996, specializing in SPF/Doug Fir/Hem Fir. Both specialize in high grade lumber for the component manufacturing industry.

August 2, 2024: Market Starting to Shift in Small Ways

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts look ahead to Q4 and share their thoughts on how we'll close out 2024. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

September 13, 2024: Will Supply-Demand Balance Keep Market Steady?

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Weather, curtailments, election results and more have potential to affect the Q4 market. Tune in as both experts explore what we might be facing. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

October 4, 2024: Numerous Things Will Influence the Q4 Lumber Market

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Southern Yellow Pine and Fir are both experiencing an upward trend, according to our experts. Listen in to get a better understand of where that trend is headed between now and the end of the year. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

October 18, 2024: How Long Will the Current Market Trend Last?

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Weather, demand, and inventory levels are just a few of the many factors affecting the lumber market as we make our way through the fourth quarter of 2024. Tune in for the details on both Fir, Southern Yellow Pine and the current trend. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

November 1, 2024: Fundamental Changes Are Driving the "New Normal"

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Supply is thinning as we head into the end of the year but activity remains steady. Justin and Ken wrap up 2024 with a discussion on the new administration's potential tariffs, a look at housing starts and their impact on the upcoming lumber market, and share some expectations heading into the new year. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

December 20, 2024: Experts Talk Tariffs, Inventory Levels, and Market Temps to Wrap up 2024

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. A new administration, the possibility for new tariffs, weather, fires, and interest rates are all having an early effect on the lumber market. Tune in for the information you need to plan for Q1 2025 and into the future. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

January 10, 2025: Numerous Factors Making an Impact on Early 2025 Lumber Market

Justin Binning and Joe Griffith with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts weigh-in on the potential for tariffs, current inventory, and overarching 2025 buying strategies. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Joe has been with AIFP since 1996, specializing in SPF/Doug Fir/Hem Fir. Both specialize in high grade lumber for the component manufacturing industry.

January 24, 2025: Inventory, Weather, and Tariffs Continue to be Top of Mind

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Tune in to hear Justin and Ken give their take on the February lumber market as the dust settles around the temporary pause on new tariffs. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

February 7, 2025: Tariff Uncertainty Drives Market

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin examines the current choppy market while Ken focuses on strengthening demand. Both experts agree on the need for flexibility as the deadline for revisiting tariffs looms in the distance. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

February 21, 2025: Current Mood: Cautiously Optimistic

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken address the ongoing elephant in the room: tariffs. Confusion and uncertainty rule the roost as the current Administration sorts out the direction they'll go regarding tariffs on softwood lumber. In the meantime, listen in for their thoughts on how to handle the next couple of weeks. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

March 7, 2025: Indigestion Makes for an "Interesting" Market

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts weigh in on the effect this week's tariff announcement had and will have on the market, but uncertainty continues to be the word this year. Tune in for details on tariffs, transportation, and current buying trends. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

April 4, 2025: Experts Talk Tariffs and Transportation

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Justin and Ken address on-going market confusion as the primary reaction to President Trump's Liberation Day tariff plans and rapid pause. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

April 21, 2025: Tariff Discussions Toss Market into Turbulence

Justin Binning and Ken Timmins with American International Forest Products (AIFP) provide a snapshot of the current lumber market. Both experts agree that the tariff turbulence is dying down and share their thoughts on building a meaningful relationship with your suppliers, lumber or otherwise. Justin has been with AIFP since 2010 with a focus in Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

May 2, 2025: And the Beat Goes On

In this special episode, Stinson Dean with Revol Building Solutions, explains the lumber futures market and provides insight on how component manufacturers can use the futures market to their advantage. Stinson is a seasoned lumber trader and new owner of Revol Building Solutions.

May 27, 2025: Special Guest, Stinson Dean, Talks Lumber Futures

June 13, 2025: Steady As She Goes, Now's the Time to Stay Focused

This week, Ken Timmins and Justin Binning with American International Forest Products provide an overview of the past week’s lumber market activity, and answer listener-submitted questions about the European Lumber Market's influence in North America, if they are seeing component manufacturers change their lumber buying strategy as a result of the tight lumber market, and what a typical day looks like for a lumber trader. 

Justin has been with AIFP since 2010 with a focus on Southern Yellow Pine and Ken has been with AIFP since 2017, specializing in Fir species. Both specialize in high grade lumber for the component manufacturing industry.

Lumber Connection: July 27, 2020

This SBCA podcast focuses on the latest trends in North American lumber markets. The component manufacturing industry annually consumes hundreds of millions of board feet of softwood lumber and our guests will provide timely commentary on the many factors impacting the availability and cost of the lumber used in structural components.

Lumber Connection

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