Most of my customers are lumbermills. One of them is probably the largest in the US. They have been telling me prices have stayed the same, demand is mostly the same, but they are expecting it to go up. The fires in LA and other natural disasters have added potential future demand, future interest rates potentially going down and environmental rules being relaxed in order mamage forests and create more product seems to point towards the price going up. Nothing points to the price going down.
It’s not that simple and the idea that forests aren’t being logged is a red herring. Around me forests are being cut faster than they will ever grow back. Loggers are passing on jobs left and right. They cut so much in the past few years they dropped the value of logs substantially
That’s how trade wars work. Are you surprised?
Not at all. I am extremely pleased to see Trump put tariffs in effect. Canada has been screwing USA businesses for decades.
This is prior to the Trump tariff?
Oh ok.
Where is this happening?
I learn something every day on the forum....we make TVs in US?!
