EP 150: Fuel for the Next Move
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EP 150: Fuel for the Next Move
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Alex Mead from StoneX joins Gregg, Matt, Ashley, and Charles for a milestone Episode 150 packed with market insight. The group breaks down current lumber conditions, why the new CME SYP lumber contract is positioned to grow in the coming years, and what the Commitment of Traders Report is signaling about the next move. They discuss the wide spread between CME and spot lumber, how buyers across the supply chain are reacting, and whether being short into Q1 could be risky. Stick around to the end for early 2026 forecasts and a strong close from Matt, highlighting gratitude for the industry and why this market still matters.
Advertisers:
Fastmarkets Random Lengths
djalbert@fastmarkets.com
www.fastmarkets.com
Layman’s Lumber Guide
www.laymansguide.com
Matt@laymansguide.com
Show Contacts:
Gregg Riley: Gregg@sitkainc.com
Charles DeLaTorre: cdelatorre@ifpwood.com
Matt Beymer: mattbeymer@hamptonlumber.com
Guest: Alex Mead
Risk Management Consultant
StoneX
Alex.mead@stonex.com