Utah Lumber Co. Market Intelligence Report

A practical field read for lumber buyers, sellers, manufacturers and distributors.
Cash is confirming the softer tone, but futures still lead price discovery. Positive cash basis and
nearby/deferred carry give buyers leverage without making every physical tally cheap. More producers are
taking sizeable counters to move on-ground inventory when volume and destination align; protected mills
are digging in. Press common 2-inch, Southern Pine and soft stud trims; protect real replacement risk.

A practical guide for lumber buyers, sellers, manufacturers and distributors on how the new Section 338 50% duties apply — and don’t apply — to forest products.