Your thoughts on lumber

[Yumyums Inmahtumtums]

Boomers who had to stay home all winter are getting up off their wallets and updating their homes.

Windows and doors up 50% in Canada YOY (well, vs 2019 anyways).

[booter]

As a new homeowner who wants to do some renovations... what a silly time to buy a house! Guess I'm waiting to do any major lumber-related work. Apparently prices are 3-4x what they normally are.

[Cecily]

I wear a sweatshirt from a Baltimore lumber company I'm not affiliated with. My friend may have been. It was his. I dunno. It's a nice oversized hoodie. I'm for wood overall. Splinters fucking suck though.

[Gozuk]

We must be running out of wood

[Gwaihir]

Nah. Weyerhaeuser still has considerable natural resource holdings throughout the PNW despite BLM/Antifa's deliberate forest fires last year. A lot of what is still being harvested is being shipped overseas while intentional scarcity is maintained within the US to both extract a higher premium on the lumber itself, and hedge against intrinsic lockdown risks which would threaten to age said lumber past it's expiry. Believe it or not, wood is an expirable product, and no one wants to see millions of dollars in inventory loss two years in a row, so the wood they have had to sit on for the past year has higher carrying costs due to it occupying warehousing space for a longer period of time than what had been the "normal" precovid, and the hiking of price is used to offset those increased carrying costs.

As they say: "there is no free lunch" and no one is selling product for below cost; price being a function of cost, of course.

Everyone should've just told the government to fuck themselves when the can was kicked past "flattening the curve" to outright "elimination" to "until the vaccine" to "until 90% have taken the vaccine".

All the shut it all down "if you would just wear the mask" and vote in a geriatric retard enthusiasts deserve this. Wait till the fed has to announce the inflation numbers by the end of year [You must be logged in to view images. Log in or Register.]

To circle back onto the forest fires debacle, it's a well known fact that a forest fire is necessary to activate the germination of the sitka spruce seed bank, in a few years when the forests recover from your antics, they'll have more suitable lumber than they had before, and at a lesser cost, because setting up a controlled burn in PNW is helluva lot more expensive then wantonly burning the forest down in an uncontrolled manner

Smokey says....

[Horza]

Originally Posted by Gwaihir [You must be logged in to view images. Log in or Register.]

Nah. Weyerhaeuser still has considerable natural resource holdings throughout the PNW despite BLM/Antifa's deliberate forest fires last year. A lot of what is still being harvested is being shipped overseas while intentional scarcity is maintained within the US to both extract a higher premium on the lumber itself, and hedge against intrinsic lockdown risks which would threaten to age said lumber past it's expiry. Believe it or not, wood is an expirable product, and no one wants to see millions of dollars in inventory loss two years in a row, so the wood they have had to sit on for the past year has higher carrying costs due to it occupying warehousing space for a longer period of time than what had been the "normal" precovid, and the hiking of price is used to offset those increased carrying costs.

As they say: "there is no free lunch" and no one is selling product for below cost; price being a function of cost, of course.

Everyone should've just told the government to fuck themselves when the can was kicked past "flattening the curve" to outright "elimination" to "until the vaccine" to "until 90% have taken the vaccine".

All the shut it all down "if you would just wear the mask" and vote in a geriatric retard enthusiasts deserve this. Wait till the fed has to announce the inflation numbers by the end of year [You must be logged in to view images. Log in or Register.]

To circle back onto the forest fires debacle, it's a well known fact that a forest fire is necessary to activate the germination of the sitka spruce seed bank, in a few years when the forests recover from your antics, they'll have more suitable lumber than they had before, and at a lesser cost, because setting up a controlled burn in PNW is helluva lot more expensive then wantonly burning the forest down in an uncontrolled manner

Smokey says....

We already went over this, the latest talking point is that the fires were caused by space lasers.

[Topgunben]

Originally Posted by Gwaihir [You must be logged in to view images. Log in or Register.]

Nah. Weyerhaeuser still has considerable natural resource holdings throughout the PNW despite BLM/Antifa's deliberate forest fires last year. A lot of what is still being harvested is being shipped overseas while intentional scarcity is maintained within the US to both extract a higher premium on the lumber itself, and hedge against intrinsic lockdown risks which would threaten to age said lumber past it's expiry. Believe it or not, wood is an expirable product, and no one wants to see millions of dollars in inventory loss two years in a row, so the wood they have had to sit on for the past year has higher carrying costs due to it occupying warehousing space for a longer period of time than what had been the "normal" precovid, and the hiking of price is used to offset those increased carrying costs.

As they say: "there is no free lunch" and no one is selling product for below cost; price being a function of cost, of course.

Everyone should've just told the government to fuck themselves when the can was kicked past "flattening the curve" to outright "elimination" to "until the vaccine" to "until 90% have taken the vaccine".

All the shut it all down "if you would just wear the mask" and vote in a geriatric retard enthusiasts deserve this. Wait till the fed has to announce the inflation numbers by the end of year [You must be logged in to view images. Log in or Register.]

To circle back onto the forest fires debacle, it's a well known fact that a forest fire is necessary to activate the germination of the sitka spruce seed bank, in a few years when the forests recover from your antics, they'll have more suitable lumber than they had before, and at a lesser cost, because setting up a controlled burn in PNW is helluva lot more expensive then wantonly burning the forest down in an uncontrolled manner

Smokey says....

[Gwaihir]

speaking of Weyer...

https://www.google.com/finance/quote...ecFMAB6BAgYEBo

Probably a pretty solid long term investment with the inventory bloom they have on the 5 to 10-year horizon.

[Toxigen]

i got wood

[Kaveh]

Originally Posted by Toxigen [You must be logged in to view images. Log in or Register.]

i got wood