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Featured Insight

Mill Capacity Update
Featured
January 15, 2026

Domtar Cuts 150 Million BF: Supply Tightening in Q1

Domtar to cut 150 million board feet in Q1 2026. Learn how the Ignace mill shutdown on March 12 impacts lumber pricing and supply.

Latest Insights

Pricing Trend
Market Analysis
Jan 15

Mortgage Surge and Low Inventory Signal Lumber Price Hikes

US mortgage applications surge 28.5% and home sales rise 5.1%, signaling a 1.4% increase in framing lumber prices. Secure your Q1 inventory now.

Key Economic Metric Update
Market Analysis
Jan 14

Home Sales Up 18.7% YoY: Secure Framing Needs Now

New home sales are up 18.7% YoY while framing lumber prices are forecast to rise 1.4%. Learn how macro trends impact your Q1 lumber procurement strategy.

Pricing Trend
Market Analysis
Jan 13

Construction Jobs Dip 11k as Custom Homes Show Resilience

US construction jobs fell by 11k in Dec 2025, but custom home starts rose 6%. Learn how this labor shift impacts lumber pricing and procurement strategy.

Pricing Trend
Market Analysis
Jan 12

LumberFlow Market Pulse | The upcoming 800 MMBF Supply Cliff, week 2 2026

Lumber market analysis for Jan 12-18, 2026. Insights on the 800 MMBF capacity cliff, Trump's tariff delay, and the 2.6% surge in Southern Pine prices.

Key Economic Metric Update
Market Analysis
Jan 10

Housing Starts Diverge: Single-Family Up Amid Labor Slump

Lumber prices predicted to rise 1.4% as single-family starts jump 5.4%, despite a loss of 11,000 construction jobs. Get the January 2026 market outlook.

Pricing Trend
Market Analysis
Jan 9

West Fraser’s $409M Write-Down: Navigating the Lumber Downcycle

West Fraser writes off $409M in US lumber goodwill. Analysts predict a 1.3% short-term price increase. Learn what this means for 2026 lumber procurement.

Key Economic Metric Update
Market Analysis
Jan 9

Lumber Demand Signals Rise Despite Tighter Mortgage Credit

US mortgage purchase apps up 20% YoY, signaling strong 2026 lumber demand. ML forecast predicts 1.3% price rise despite tighter mortgage credit standards.

Key Economic Metric Update
Market Analysis
Jan 8

Lumber Outlook: Construction Labor Surge vs. Mortgage Dips

Construction job openings hit 292k while lumber prices are forecasted to rise 1.3%. See how macro labor trends impact your Q1 lumber procurement strategy.

Pricing Trend
Market Analysis
Jan 7

2026 Outlook: Soft Macro Signals vs. Rising Lumber Futures

Lumber prices projected to rise 1.3% despite a dip in Canadian construction investment and US consumer confidence. See our 2026 procurement strategy.

Mill Capacity Update
Market Analysis
Jan 7

Quebec Mill Automation: Boosting Efficiency Amid Price Hikes

Quebec's St-Elzéar sawmill triples productivity with AI. Learn how this and a projected 1.3% price hike impact Eastern lumber procurement strategies.

Mill Capacity Update
Supply Chain
Jan 6

West Fraser Consolidates Alberta Mills: Buyer Impact Report

West Fraser merges five Alberta sawmill subsidiaries into one entity. No impact on SPF supply, but buyers must update vendor records for 2026.

Key Economic Metric Update
Market Analysis
Dec 23

Affordability Gains Meet Rising Mill Costs: Q1 Buying Guide

US mortgage affordability improves **7.3% YoY** while Canadian mill costs rise **0.9%** . Analyze what this means for lumber procurement in 2026.

Pricing Trend
Market Analysis
Dec 23

LumberFlow Market Pulse | 45% Total Duties & SYP Surges: The Q1 Procurement Pivot - Week 52, 2025

Lumber market analysis for Dec 22-28, 2025. SYP prices surge $27, Canadian duties hit 45%, and US pending home sales drop. Strategies for Q1 2026 procurement.

Key Economic Metric Update
Market Analysis
Dec 20

Housing Slowdown Signals Q1 Lumber Price Softening

US pending home sales fall 5.8% in Dec 2025, signaling a weak Q1 for lumber demand. Analyze the impact of inventory growth and consumer sentiment on SPF/SYP.

Key Economic Metric Update
Market Analysis
Dec 18

Construction Backlogs Hit 22-Month Low as Demand Cools

Construction backlogs drop to 8.1 months while residential hiring stalls. Analysis of what falling mortgage apps mean for lumber procurement in Q1 2026.

Key Economic Metric Update
Market Analysis
Dec 17

Canadian Starts Jump 9.4% but US Jobs Cool: Buy Strategy

Canadian housing starts rose **9.4%** while US job growth slowed to **64k**. Analyst insights on what this means for SPF and SYP lumber procurement.

Key Economic Metric Update
Market Analysis
Dec 15

LumberFlow Market Pulse | Capacity Cuts and Rate Drops Signal the Q1 Floor

Lumber market bottom confirmed by mill capacity cuts and Fed rate drops. Q1 contract coverage is critical. Use LumberFlow to secure volume.

Mill Capacity Update
Supply Chain
Dec 14

Lebel Cuts 25% Production (200 MMBF): SPF Supply Tightens

Groupe Lebel cuts 25% (200 MMBF) of SPF production due to weak demand and 45% tariffs. Analysis for buyers on Q1 pricing, supply tightness, and action.

Key Economic Metric Update
Market Analysis
Dec 12

Macro Headwinds Mount: 7.2% Vacancy Signals Q1 Lumber Slowdown

Dimensional lumber demand faces headwinds as US apartment vacancies hit a record **7.2%**. Analyst review of jobs, rates, and investor activity.

Key Economic Metric Update
Market Analysis
Dec 11

Macro Shift: Fed Rate Cut and 19% YoY Purchase App Jump

The Fed cut rates by 0.25%, driving mortgage credit availability up. Learn how the 19.0% YoY jump in purchase applications impacts dimensional lumber...

Pricing Trend
Market Analysis
Dec 10

Labor Stability: 7.7M Openings Limit Lumber Pricing Downside

October JOLTS data showed job openings stable at 7.7M. We analyze how sustained labor strength supports R&R demand and limits dimensional lumber pricing down...

Pricing Trend
Market Analysis
Dec 9

Income Rises, CRE Stress: Why Lumber Prices Remain Stable

US income rose 0.4%, boosting R&R demand, but multifamily delinquency rates signal stress. LumberFlow analyzes the impact on dimensional lumber prices.

Mill Capacity Update
Supply Chain
Dec 9

WFP Extends BC Curtailment: Supply Tightens Into Q1 2026

WFP extends its Chemainus, BC, curtailment into 2026, tightening Western SPF and Hem-Fir supply into Q1. Buyers should secure January coverage now.

Pricing Trend
Pricing Trends
Dec 5

Mortgage Dip vs. 15.1% Cancellations: Lumber Demand Stalls

Existing home contract cancellations hit **15.1%** while mortgage rates dipped to **6.19%**. LumberFlow analyzes demand stability and purchasing strategy.

Mill Capacity Update
Supply Chain
Dec 5

Domtar Cuts 100 MMBF: What It Means for Q4 Pricing

Domtar announced a temporary curtailment of **100 MMBF** in Q4. Analyze the impact on SPF and Hem-Fir pricing, inventory strategy, and timing.

Pricing Trend
Market Analysis
Dec 4

Macro Mixed Signals: Jobs Dip, But Housing Loans Hold Firm

Private employment fell by 32k, but 1-4 family construction loans rose 0.5% Y/Y. Analysis for lumber buyers on pricing and Q1 demand timing.

Policy Update
Policy Updates
Dec 3

SAWMILL Act: Long-Term Stability for US Lumber Supply

The SAWMILL Act seeks to reauthorize low-interest loans for US mills. Analyze the long-term impact on dimensional lumber supply and procurement strategy.

Mill Capacity Update
Supply Chain
Dec 1

Conifex Curtailment Signals Price Floor for Western SPF

Conifex cuts 13 MMBF of SPF production, signaling a price floor. Learn how ongoing curtailments and high tariffs impact Q1 inventory strategy and purchasing ...

Policy Update
Policy Updates
Dec 1

Canada's CA$500M Lumber Loan: Impact on US Buyers & Pricing

Canada offers **CA$500M** in loan guarantees and rail subsidies to stabilize its lumber industry. Analysts detail the impact on US supply and pricing timing.

Key Economic Metric Update
Market Analysis
Nov 27

Purchase Apps Surge 20% YOY; HPI Rises 2.2% in Q3

Lumber demand looks resilient: purchase mortgage applications jumped 20% YOY, driven by 6.23% rates. Prepare Q1 coverage now.

Pricing Trend
Market Analysis
Nov 26

2026 Demand Surge: Fannie Mae Projects 6.0% Mortgage Rates

Fannie Mae projects mortgage rates dropping to 6.0% in 2026 and home sales hitting 5.08M. Lumber buyers must secure Q1 supply now to hedge against Q2 price s...

Key Economic Metric Update
Market Analysis
Nov 26

Housing Sales Jump 1.9%; PPI Rises 0.3%. Lumber Cost Pressures Remain.

Pending Home Sales rose **1.9%** in October, stabilizing R&R demand. Analyze how rising PPI inflation impacts dimensional lumber pricing and inventory strategy.

Key Economic Metric Update
Market Analysis
Nov 22

Soft Demand Signal: Residential Jobs Down, Consumers Pull Back

Residential job losses (**44,900** annual decline) and plunging consumer sentiment signal soft demand for dimensional lumber into Q1 2026. Actionable advice ...

Key Economic Metric Update
Pricing Trends
Nov 21

Tariff Spike & Affordability Gain: Lumber Demand Stabilizing

Lumber prices spiked 6.9% due to the new 10% tariff. Affordability is improving (PAPI down 5.5% YoY), stabilizing medium-term demand. Actionable insights.

Mill Capacity Update
Supply Chain
Nov 20

Hampton Lumber $225M SC Mill Signals Long-Term SYP Stability

Hampton Lumber's $225M SC mill targets 2027 production of Southern Pine framing lumber. Analysts discuss the long-term impact on SYP pricing and supply strat...

Key Economic Metric Update
Market Analysis
Nov 19

Builder Confidence Up 1 Pt; Canada Starts Drop 17%

US builder confidence rose 1 point, but 41% of builders cut prices. Canadian housing starts dropped 17%. Analysis for dimensional lumber buyers.

Key Economic Metric Update
Market Analysis
Nov 18

US Housing Demand Surges 13.4%; Residential Spend Up 0.8%

New US home sales spiked 13.4% in October, signaling strong Q1 lumber demand. Residential construction spending rose 0.8%. Buyers must act now.

Mill Capacity Update
Policy Updates
Nov 18

Interfor Restart: BC Supply vs. The 45% Tariff Wall

Interfor partially restarts BC mill, but the **45% combined US duty** creates a major cost barrier for SPF. Actionable market analysis for lumber buyers.

Key Economic Metric Update
Market Analysis
Nov 16

Backlog Dips, Delinquency Rises: Weak Signals for Q1 Lumber

Contractor confidence and backlog fell in October. With mortgage delinquencies hitting **3.99%**, lumber buyers should brace for weaker Q1 demand and downwar...

Mill Capacity Update
Supply Chain
Nov 14

SYP Mill Capacity Paused in GA: What It Means for Buyers

Southern Forest Industries pauses its Smarr, GA, sawmill (Nov 13, 2025). Analyze the impact on SYP dimensional lumber pricing and Q1 2026 procurement strategy.

Mill Capacity Update
Supply Chain
Nov 11

Maine Mill Fire: Dixfield Sawmill Damage Signals Northeast Supply Shock

Analyst report on the Irving Forest Products sawmill fire in Dixfield, ME. Learn the immediate impact on Eastern SPF supply and how to mitigate **$10-$20/MBF...

Mill Capacity Update
Supply Chain
Nov 7

West Fraser Cuts 300 MMBF Capacity: Impact on SYP and SPF Supply

West Fraser closes mills in GA and BC, cutting 300 MMBF capacity. Analyze the impact on SYP and SPF pricing, supply chains, and procurement strategy.

Key Economic Metric Update
Market Analysis
Nov 7

Macro Headwinds: Job Cuts Surge 183%, Dimming Lumber Demand

Lumber demand faces severe headwinds as US job cuts surge 183% in October. Analysts advise buyers to keep lean inventory and anticipate Q4 price drops.

Key Economic Metric Update
Market Analysis
Nov 6

Housing Demand Slows: Purchase Apps Drop 1.0%

Lumber buyers review ADP employment and mortgage application data. Purchase apps fell 1.0% WOW, suggesting stable lumber pricing near term.

Logistics supply chain
Supply Chain
Nov 5

Canadian Shipments Plunge 13.5% in August: What It Means for SPF Supply

Canadian sawmill shipments dropped **13.5%** in August. Get the procurement analysis on SPF supply stability, lead times, and inventory strategy for Q4 2025.

mergers-and-acquisitions
Supply Chain
Nov 4

BlueLinx $96M Deal: What It Means for Dimensional Lumber Supply

BlueLinx acquires Disdero Lumber for $96M. Analyst insight on how this specialty distribution deal impacts pricing and supply chain stability for dimensional...

Key Economic Metric Update
Market Analysis
Nov 4

Housing Cools, Rents Drop: Lumber Demand Softens Q4

US housing cools and rents drop 0.8% in October, signaling soft Q4 lumber demand. Analyst advice: Delay major purchases and target early January restocking.

Key Economic Metric Update
Pricing Trends
Nov 1

Housing Affordability Up 4th Month; Demand Floor Solidifies

US housing affordability improved 4th month (PAPI -1.6%), stabilizing 2026 lumber demand. Analyze the impact of this shift vs. Canada's GDP contraction.

Key Economic Metric Update
Market Analysis
Oct 31

Mortgage Rates Hit 6.17%: Demand Floor Firms Up

Mortgage rates dropped to 6.17% for the 4th consecutive week, firming up US housing demand. Lumber buyers should increase coverage now before prices react.

Key Economic Metric Update
Pricing Trends
Oct 30

Macro Rate Cuts Fuel 20% YoY Purchase App Surge

US and Canadian rate cuts trigger a **20%** surge in purchase mortgage applications. Lumber buyers must act now to secure Q1 coverage before prices rise.

Policy Update
Policy Updates
Oct 29

USDA Trade Initiative Signals Tighter Southern Pine Supply

The USDA is boosting Southern Pine exports, tightening domestic SYP supply. Procurement analysis on pricing, lead times, and risk management for Q1 2026.

Pricing Trend
Market Analysis
Oct 29

Macro Uncertainty Stalls Lumber Demand; Wait for Shutdown End

Lumber demand is stalled by the **five-week government shutdown** and slowing home price growth (1.5% YOY). Lumber buyers should delay major purchases.

Pricing Trend
Market Analysis
Oct 25

Macro Demand Stable: Mortgage Rates Dip to 6.3% for 2025 End

Fannie Mae forecasts 2025 mortgage rates at 6.3%. We analyze how 3.0% CPI and stable consumer sentiment impact dimensional lumber demand and purchasing strat...

Mill Capacity Update
Supply Chain
Oct 24

BC Mill Cut 40%: Sinclar Reduction Tightens SPF Supply

Sinclar Group slashes BC lumber production by 40%. Analyze the impact on Western SPF pricing, supply lead times, and required Q4 inventory strategy for buyers.

Mill Capacity Update
Supply Chain
Oct 23

SYP Supply Surge: MS Mill Triples Capacity to 300 MMBF

STP’s MS mill tripled SYP capacity to 300 MMBF. Analyze the immediate impact on US South lumber pricing, supply stability, and Q1 2026 procurement strategy.

Pricing Trend
Market Analysis
Oct 21

Softwood Lumber Plummets 10.7%; Buyer Window Opens

Canadian softwood lumber prices crashed **10.7%** in September, offering a massive buy window for US distributors. Analyze the market stability and purchasin...

Pricing Trend
Pricing Trends
Oct 20

Lumber Prices Plummet 10.7% in September: Buyer Action Plan

Canadian softwood lumber prices fell **10.7%** in September, the largest drop since 2022. LumberFlow analyzes the data and provides actionable procurement ad...

Mill Capacity Update
Supply Chain
Oct 16

BC Mill Expansion: Long-Term SPF Supply Security

Van Urban Timber secured approval to expand its BC sawmill (15 ft to 25 ft building height). LumberFlow analyzes the long-term impact on SPF supply and prici...

Mill Capacity Update
Supply Chain
Oct 16

Interfor Cuts 250 MMBF: Q4 Lumber Supply Tightens

Interfor cuts 250 MMBF in Q4 (26% reduction) due to weak prices. Analysis for lumber buyers: supply impact, pricing floor, and inventory strategy.

Key Economic Metric Update
Market Analysis
Oct 16

Macro Mix: Residential Cooling, Backlog Holds at 8.5 Months

Residential mortgage applications fell 3.0% WoW, but construction backlog holds at 8.5 months. Get actionable lumber pricing insights for Q4.

mergers-and-acquisitions
Supply Chain
Oct 15

Timber Giant Merger: 1.2 BBF Capacity & Long-Term SYP Supply

Rayonier and PotlatchDeltic merge, creating a giant with 1.2 BBF lumber capacity. Analyze the long-term impact on SYP pricing, supply concentration, and 2026...

Policy Update
Policy Updates
Oct 14

Housing Act Passes Senate: Structural Demand Signal for Lumber

The US Senate passed the ROAD to Housing Act (Oct 9). Lumber buyers should note this long-term structural demand signal, boosting future housing starts.

Key Economic Metric Update
Market Analysis
Oct 11

Flat Sentiment & Weak Jobs Signal Stable Q4 Lumber Demand

US consumer sentiment is flat (55 index points), signaling weak R&R demand. Canadian employment rose **60,000**. Buyers should maintain stable inventory.

Tariffs
Policy Updates
Oct 10

Interfor BC Mill Shut Down; 45% Tariff Squeezes SPF Supply

Interfor shutters a BC mill due to the reported **45%** US softwood lumber duty. Analysis of SPF pricing, supply chains, and inventory risk for lumber buyers.

Key Economic Metric Update
Market Analysis
Oct 10

Mortgage Rates Hit 1-Year Low, Stabilizing Lumber Demand Floor

Mortgage rates dropped to 6.30% (a 1-year low), stabilizing dimensional lumber demand. Learn why buyers should cover Q4 inventory now, especially R&R materials.

Key Economic Metric Update
Market Analysis
Oct 9

Mortgage Dip & Soft Rents: Lumber Demand Signals Cool

Weekly US mortgage applications dipped 1%, while multifamily rent growth cooled to 0.6%. Lumber buyers face mixed demand signals. Analysts advise focusing on...

Key Economic Metric Update
Pricing Trends
Oct 8

Construction Labor Plunges; High Cancellations Signal Weak Q4

Construction job openings fell by 115,000 and home cancellations hit 15.1%. Lumber buyers should prepare for price softening and adopt hand-to-mouth inventory.

Mill Capacity Update
Supply Chain
Oct 7

GreenFirst Restarts 3 Ontario Mills: SPF Supply Stabilizing

GreenFirst is restarting 3 Ontario sawmills (Oct 6), stabilizing SPF supply for US buyers. Analysis of pricing, risk, and immediate procurement actions.

Key Economic Metric Update
Market Analysis
Oct 7

Multifamily Construction Time Hits 19.6 Months: Lumber Demand Impact

US multifamily construction time dropped slightly to 19.6 months in 2024. See the regional impact on dimensional lumber demand and procurement strategy.

Key Economic Metric Update
Market Analysis
Oct 6

Cautious Hiring Outlook: Lowest Since 2009 Signals Weak Q4 Lumber Demand

US job cuts fell 37% in September, but YTD hiring plans are the lowest since 2009. Lumber buyers should maintain lean inventory and prepare for weak Q4 demand.

Key Economic Metric Update
Market Analysis
Oct 3

Macro Headwinds: Rates Hit 6.34%, Construction Labor Softens

US mortgage rates hit 6.34%, coupled with slowing construction labor in Canada. Analyze the impact on SPF and SYP pricing and Q4 inventory strategy.

Key Economic Metric Update
Market Analysis
Oct 2

High Rates & Cooling Jobs Signal Q4 Lumber Demand Drop

High mortgage rates (6.46%) and cooling construction labor (openings down sharply) confirm sustained weakness in dimensional lumber demand. Buyers should del...

Tariffs
Policy Updates
Oct 1

Section 232 Tariffs Hit Lumber: Prepare for Oct 14 Price Hikes

Section 232 tariffs are effective **Oct 14**, driving up softwood lumber costs. LumberFlow analyzes the impact on SPF/SYP pricing and provides immediate buye...

Mill Capacity Update
Supply Chain
Oct 1

New Louisiana Mill Adds 320 MMBF, Stabilizing SYP Supply

Hunt/Tolko's new Louisiana mill adds **320 MMBF** to SYP supply. Learn the immediate impact on pricing, how to adjust inventory strategy, and why buyers shou...

Mill Capacity Update
Supply Chain
Oct 1

GreenFirst Curtails Ontario Sawmills: SPF Supply Risk Rises

GreenFirst temporarily cuts Ontario sawmill output due to residual issues and low prices. Analyze the immediate supply risk for SPF buyers in the Northeast a...

Key Economic Metric Update
Market Analysis
Oct 1

PHSI Jumps 4.0% M/M; Construction Jobs Drop 115K

Pending Home Sales rose 4.0% M/M in August, but the loss of 115,000 construction jobs signals future lumber demand contraction. Buyers must stay lean.

Key Economic Metric Update
Market Analysis
Sep 26

Macro Snapshot: 6.30% Rates Chill Existing Home Sales

Lumber buyers face bifurcated demand as **6.30%** mortgage rates slow housing turnover, while strong 3.8% Q2 GDP supports R&R spending.

Key Economic Metric Update
Market Analysis
Sep 22

Cooling Construction Jobs Signal Easing Lumber Demand Pressure

Construction employment shed **7,000 jobs** in August, signaling cooling demand. Learn how this impacts SPF and SYP pricing and inventory strategy for distri...

Key Economic Metric Update
Market Analysis
Sep 18

Rate Cuts Ignite Mortgage Surge; Housing Starts Drop 8.5%

The Fed and BoC cut rates by 25 bps, dropping mortgage rates to 6.39%. August Housing Starts fell 8.5%. Analyst view for lumber buyers.

Key Economic Metric Update
Market Analysis
Sep 9

Residential Job Losses Signal Softening Lumber Demand

US construction employment fell by 7,000 in August, signaling cooling demand. Multifamily lending, however, increased by 17%. Actionable lumber analysis.

Key Economic Metric Update
Market Analysis
Aug 29

Mortgage Rates Hit **10-Month Low**; Affordability Boosts Q4 Lumber Demand

US mortgage rates hit a 10-month low of 6.56% while affordability improves 4.1% YOY. Lumber buyers should prepare for stronger Q4 framing demand.

Key Economic Metric Update
Market Analysis
Aug 22

Housing Rises 2.0% M/M; Macro Slowdown Confirmed

US existing home sales rose 2.0% M/M, but macro signals weakened. Analyze the impact of 6.58% mortgage rates and 12.0% Y/Y lumber price gains on procurement ...

Key Economic Metric Update
Market Analysis
Aug 21

Housing Prices Drop 3rd Month; 6.68% Rates Suppress Demand

US home prices fell for the third month as 6.68% rates persist. Lumber buyers should maintain lean inventory and prioritize JIT purchasing strategies for Q4 ...

Key Economic Metric Update
Market Analysis
Aug 20

US Starts Surge 5.2%; Tight SPF Supply Expected Q3/Q4

US Housing Starts climbed 5.2% in July, signaling strong dimensional lumber demand. Analysts warn strong Canadian domestic construction will limit Q3 supply.

Key Economic Metric Update
Market Analysis
Aug 19

Mortgage Rates Drive US Demand Surge; Credit Tightens

US housing demand boosted by mortgage rates hitting a 10-month low of 6.53%, but tightening construction credit signals long-term risk for lumber buyers.

Key Economic Metric Update
Market Analysis
Aug 15

Mortgage Rate Drop to 6.58% Signals Demand Push for SPF & SYP

Mortgage rates dropped to 6.58%, boosting purchase applications. Lumber buyers must anticipate demand growth despite 2.8% YOY builder input inflation.

Key Economic Metric Update
Market Analysis
Aug 14

Rate Drop to 6.67% Spurs Refi Boom; Lumber Demand Signal Mixed

Mortgage rates dropped to 6.67%, driving a 23% refi spike. Lumber buyers should prepare for accelerated demand if rates fall further, despite weak 1.0% W-o-W...

Key Economic Metric Update
Market Analysis
Aug 12

Modular/Panelized Share Static at 3% - Minimal Demand Impact

Off-site construction (modular/panelized) held a stable 3% share of US single-family completions in 2024. See the impact on dimensional lumber demand.

Key Economic Metric Update
Market Analysis
Aug 9

Macro Headwinds: Mortgage Demand Eases & MF Rents Diverge

US mortgage demand eased in Q2, signaling future SF headwinds. Multifamily demand diverges: strong Midwest vs. weak Sun Belt. Strategy: Lean Q4 inventory.

Key Economic Metric Update
Market Analysis
Aug 7

Mortgage Rates Drop to 6.77%; Purchase Apps Up 2.0% - Demand Floor?

Mortgage rates hit 6.77%, boosting purchase applications by 2.0% and refi by 5.0%. Lumber buyers must prepare for stabilizing demand and R&R growth.

Key Economic Metric Update
Market Analysis
Aug 5

Construction Spending Plummets: Lumber Demand Softens

US Residential Construction Spending fell 0.7% in June, with single-family down 5.3% YoY. This signals weak lumber demand and a soft pricing outlook.

Key Economic Metric Update
Market Analysis
Aug 2

Macro Signals Point to Softening Demand; Residential Spending Down 0.7%

Residential construction spending fell 0.7% in June, signaling cooling demand. Learn how negative payroll revisions impact lumber pricing and inventory strat...

Key Economic Metric Update
Market Analysis
Aug 1

Lumber Demand Softens: Job Cuts Spike & Housing Prices Fall in 14 Metros

Lumber demand is softening as job cuts spike 29% and home prices fall in 14 major metros. Analyst advice: Maintain lean inventory and delay forward buying.

Key Economic Metric Update
Market Analysis
Jul 31

Macro Headwinds Slow Housing, GDP Up 3.0% – What Buyers Do Now

Q2 US GDP grew 3.0%, but housing demand is restricted by 6.83% mortgage rates. Get actionable procurement advice for SPF and SYP buyers.

mergers-and-acquisitions
Supply Chain
Mar 12

Stein Acquires BC Reman Plant: Focus Shifts to Value-Add

Stein Lumber's acquisition of the Teal-Jones BC reman plant signals a focus on value-added wood products. Learn the impact on specialty lumber supply and pri...

Tariffs
Policy Updates
Mar 7

Tariff Threat Delayed Until April 2: What It Means for SPF Pricing

Trump delays 25% tariff on Canadian lumber until April 2. LumberFlow analyzes the impact on SPF pricing, supply, and recommends immediate procurement action.

Mill Capacity Update
Supply Chain
Mar 5

Stimson $50M Expansion: Future Supply & Cost Control

Stimson Lumber's $50M expansion in Oregon signals long-term confidence and efficiency gains. Find out how the 2026 capacity affects Hem-Fir pricing and supply.

Pricing Trend
Supply Chain
Mar 5

Canadian Mill Output Falls 16.6%; Supply Tightens

Canadian lumber production fell **16.6%** in December, tightening SPF supply. Analysts advise buyers to secure Q2 inventory now to avoid spring price surges.

Policy Update
Policy Updates
Mar 4

Softwood Lumber AD Review: Preliminary Rates Suggest Future Relief

The DOC released preliminary antidumping rates for Canadian softwood lumber. The key "All Others" rate is **0.66%**, signaling potential significant duty rel...

Tariffs
Policy Updates
Mar 4

Tariffs Confirmed: 25% on Canada/Mexico Start March 4

The US confirms a 25% tariff on Canadian and Mexican imports starting March 4. Lumber buyers face an immediate $120-$150/MBF cost increase on SPF.

Tariffs
Policy Updates
Mar 3

Tariff Threat Roils Lumber Markets: Prepare for 25% Levy

LumberFlow analysis of the new US investigation into lumber imports, threatening up to 25% tariffs. Procurement advice for distributors.

Tariffs
Policy Updates
Mar 3

Canada/Mexico Tariffs Start March 4: Rate Still Unknown, Volatility High

US tariffs on Canadian lumber begin March 4, but the rate is uncertain. LumberFlow analysis on SPF pricing volatility and buyer strategy to hedge against the...

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