Barchart on MSN

Is Lumber Waiting Until Spring to Recover?

I last wrote about the lumber market and its price action on Barchart on August 21, 2025, where I concluded with the ...
Seeking Alpha

PotlatchDeltic: Cash Flow Dries Up As Lumber Prices Tank

PotlatchDeltic Corporation has seen declining revenues and FFO as Lumber prices have continued lower. The REIT trades at 70X FFO for 2023 and over 30X FFO for 2024. We go over one metric which still ...
Nasdaq

Why are Lumber Prices Rising and How High Will They Go?

In a June 15, 2023, Barchart article, Lumber Could Have Found a Bottom—What’s Next? I wrote, “ I expect the decline in inflation and Fed’s pause as constructive events for the new home market. However ...
Nasdaq

Housing Market Crash Alert: Why Investors Should Pay CLOSE Attention to Lumber Prices

When it comes down to it, lumber is at the core of my research. It’s now been eight years since my original research paper talked about the relationship between lumber and gold and how its predictive ...
The Real Deal

Lumber prices fall, but not enough to spur Bay Area construction

The price of lumber is crashing, but Bay Area developers aren’t dancing about it. The cost of lumber has fallen 75 percent from its high in 2020, and more than 20 percent from a year ago, the San ...
Post and Courier

Commentary: SC has a lot of timber. Here's how to understand its value.

One of the most common questions that a professional forester gets asked is, “How much is my timber worth?” The answer isn’t so cut and dry due to the complex nature of forest products and the ...
KOIN 6

Study: Climate change to lower timber prices in Oregon, Washington and California

PORTLAND, Ore. (KOIN) — The increased threat of wildfires and potential damages to timberlands from drought, fire and smoke are expected to reduce timber prices in Oregon, Washington and California in ...