SOFTWOOD LUMBER RESOURCE CENTER

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Westline Capital Strategies created this collection of softwood lumber industry resources to help you gain additional insights and track trends.

Events for 2023:

1) Montreal Wood Convention  Guest Speaker:

https://montrealwoodconvention.com/en/speakers-posts/greg-kuta/

2) StoneX Softwood Lumber Seminar (Spring 2023 in Nashville:

https://stonex.cventevents.com/event/c7c8b04a-d5e7-4f7e-9978-b5635e52aa78/summary?utm_campaign=lumberrisk2023&utm_medium=email&utm_source=brokeremailedlinks

3) Weekly podcast with Materials Exchange "Lumber Futures from the FREE Seats:

https://www.linkedin.com/video/live/urn:li:ugcPost:6995803172627763200/?actorCompanyId=28382941

https://www.youtube.com/watch?v=8cUMvC8Vxvk

https://www.twitch.tv/materialsxchange

https://twitter.com/M_Xchange

Reports, Newsletters and Trade Publications

• Commitments of Traders (COT) Reports
• FOREST2MARKET
• Madison's Lumber Reporter
• Moore Research Center

Organizations and Marketplaces

• CME Group
• North American Wholesale Lumber Association (NAWLA) 
• Softwood Lumber Board
• U.S. Lumber Coalition
• https://montrealwoodconvention.com/en/

Agencies

• Commodity Futures Trading Commission
• US Department of Commerce
• United States Census Bureau
• Federal Reserve Bank of St. Louis
• Office of the United States Trade Representative

Key Data

• Lumber Margins
• Lumber & Wood Pulp Options 
• Agricultural Futures
• Daily Price Limits
• New CME Mini Lumber Futures:

https://www.cmegroup.com/markets/agriculture/lumber-and-softs/lumber.quotes.html

Additional Industry Stats

• US Housing Starts & Permits (US Department of Commerce)
• US Existing Home Sales (National Association of Realtors)
• US New Home Sales (United States Census Bureau)
• US Federal Reserve Economic Data (FRED) (Federal Reserve Bank of St. Louis) 
• US Employment Data (US Bureau of Labor Statistics)
• Statistics Canada (Canadian Housing & Government Stats)
• Global Affairs Canada

Greg Kuta, founder of Westline Capital Strategies, in the News:

Axios:

The lumber market's wild year

NPR Marketplace:
Lumber prices climb as people stuck at home build those gazebos they’ve been putting off

Barrons:

https://www.barrons.com/articles/lumber-prices-housing-market-51657749743

https://www.barrons.com/articles/a-strong-housing-market-boosted-lumber-prices-why-the-rally-may-be-fading-51611273136

Lumber Prices Rise Sharply Despite Covid-19

Hurricanes Could Spur Big Rise in Lumber Prices

Bloomberg:

https://www.bloomberg.com/news/articles/2021-07-21/lumber-surges-anew-as-canada-wildfires-snarl-output-shipments

Wall Street Journal:

https://www.wsj.com/articles/lumber-futures-are-getting-a-makeover-11657540801

https://www.wsj.com/articles/lumber-trading-futures-wood-11645631506

Lumber Prices Rebound From Coronavirus Decline

Marketplace:
Natural gas, lumber among best performers as commodities post a second straight quarterly gain

Volatility in oil and gold may offer more opportunity than risk

Financial Times:

Lumber prices soar to all-time high on renovation demand

ETF Trends:
Timber ETFs Grow on Recovering Lumber Demand

Seeking Alpha:
Front-month lumber futures settle at all-time high as shortages remain

Fidelity:
Lumber futures climb to a record and more than double for the year, as pandemic boosts demand

LA Times:

https://www.latimes.com/business/story/2021-06-10/lumber-prices-home-prices-adu-construction

Market Watch:

https://www.marketwatch.com/story/lumber-prices-have-dropped-by-more-than-60-this-year-and-have-room-to-fall-even-further-11664309748

Markets Insider:

https://markets.businessinsider.com/news/commodities/housing-market-slump-lumber-price-outlook-commodities-fed-mortgage-rates-2023-1

Bar Chart:

https://www.barchart.com/story/news/13242640/lumber-an-ugly-2022-but-spring-is-on-the-horizon

Montreal Wood Convention (Video Presentation)