Utah Lumber Co. Market Intelligence Report
Latest Issue
[URGENT] Trade Bulletin – Special Alert – Freight Security
Truck availability is as tight as ever, freight costs are highly elevated, and getting a load covered with a solid
carrier takes WORK. Fraud always finds the money trail; right now, that trail is paved in diesel. A
recent suspected impersonation scheme elevated freight fraud to the highest risk on Utah Lumber’s cyber
security radar. Do not let the scramble and pressure for a truck become tolerance for risk or
permission to skip verification.
Sawdust Signals – Vol. 1 Issue. 7 – The Counteroffer Hangover Edition
The long weekend is over. Football is back, coffee is working overtime, and last week’s low number may have blocked
your calls to mills this week.
Seven Utah Lumber averages moved lower; SYP rose $10/m to $425/m. The eight-category simple average is
about $477/m, down $8/m this week. SYP 2×4 deserves a closer look: heavy mill sales lifted current #2 offers roughly
$50/m from recent lows over the past couple of weeks.
Sawdust Signals – Vol. 1 Issue. 6 – The Clearance Aisle Edition
After several weeks of broad markdowns, the lumber market has become the least organized clearance sale in
recent memory. Plenty of signs say SALE; the exact tally you need may still be full price.
All eight Utah Lumber averages moved lower again. The eight-category average is now about $484/m, down
$15/m in one week and $69/m over four weeks. Low Grade is wearing the brightest red sticker – down another
$30/m this week and $95/m in four weeks. Other industry pricing publications reported little to no change in
economy, leaving many traders scratching their heads in disbelief.
Sawdust Signals – Vol. 1 Issue. 5 – The Counter Culture Edition
After nearly ten months of a consistently “strong like bull” lumber market – dating back to Halloween 2025 – the counteroffer
has officially returned from the endangered-species list. All eight Utah Lumber averages moved lower again, with HF/DF
Dimension and KD Studs each losing another $30/m this week.
Trade Bulletin – Vol. 1 Issue. 2 – Canada 50% Tariffs Paused
The three-day suspension moves the planned start of the 50% Section 338 tariffs from Aug. 19 to Aug. 22, 2026.
The U.S. and Canada say a deal is subject to final documents. Existing Section 232, AD/CVD and
Section 301 treatment remains separate; confirm final customs instructions before affected entries.
Utah Lumber Intel Vol. 1 Issue 4– Sawdust Signals
The correction futures signaled is now firmly in cash. Every category in the Utah Lumber Market Averages moved
lower again this week, while broad framing benchmarks in all species continued to retreat.