Відео

Housing inventories are building up. Ride around town and see the for sale signs for yourself. This is like an accident 20 miles ahead of you on the highway. You are still cruising along unknowing until you are not. Lumber prices might not come down, but the sales will soon crawl.

New builds have not collapsed in the USA but there is a truly awesome amount of supply on the US market....and growing...going on forever now. If oil prices swoon big time as well as natural gas and that could definitely change a lot of things for the better for the US housing market as well as any dramatic fall in interest rates as Canada now Europe start slashing interest rates much to my surprise anyways.

Kéta, Thanks for your report on Housing Starts and Permits. I've been looking forward to watching it and have found it very interesting especially when combined with you two previous reports on lumber and panels. Hope you are doing well and are looking forward to an enjoyable summer. Thanks for Sharing!

Looks like everyone from the supplier to the builder to the buyer are all waiting. One for orders one for demand one for rates. Interesting 🤨

Great stuff Keta. Keep up the great work

Kéta, we appreciate your update and the clarity in which it was presented. Hoping you have a great week. Absolutely looking forward to your next video on permits and housing starts. Thanks for Sharing!

Great Video and information!

Thanks for the updates! It looks like interest rate cuts are around the corner. Barron's just did a cover saying cuts won't happen this year, and they are infamous for accidentally ticking the top or bottom of something. That's not a bullish thing; rate cuts happen because things are so bad that action is needed.

Kéta, we appreciate your commentary. I thought your commentary on the underground fires was interesting. Thanks for Sharing!

Thanks for the update. Have a great weekend.

FED is short on cash, Treasury is unable to sell T-Notes to support the currency. The effects of Banks having no cash to loan, reduces the number of buyers. The end is arriving.

Damn this looks bearish. Thanks for the update!

Interesting updates, looking back 2 years. I work in electrical and our supply chains were so broken. 14 month lead time on certain wire connectors. We had to re engineer a lot of things lol

Great insights on how things are going. Thanks! I guess we're not close to the bottom and I should wait a bit longer to buy shares of Canfor. I'm always way too optimistic about turnarounds and way too early to buy in.

God bless the internet. I look for some info on lumber and find an entire channel covering it.

Another excellent report, we won't forget the 2020 surges!

Going to be an interesting year for lumber and construction as we watch how things play out in 2024……..🤔

Kéta, thanks for this summary report. Also it popped up on my computer this morning that there are some fires in Canada. I think I may be a bit behind on that news because someone mentioned Canadian fires to me on Sunday. Soft markets, fires, government involvement, etc. are all good reasons to subscribe to your newsletter if lumber even remotely is in your life. Wishing you a great week. Thanks for Sharing!

Great stuff, thank you for the summary!

Keta, it sure is nice to hear your summary in a very complicated market. Looking forward to your next video. Thanks for Sharing! 🙃🙂

Looks like this will drag out for a year

i would not want to be a logger or a mill owner these dayz! a Tuff bizzness to succeed in!

Very good summary!!!!

you know yer bizzness! Thanks!

appreciate the insight and confirmation regarding what’s occurring 👍

It’s the time to build.

OSB seems expensive.

SYP prices are in the tank right here on the cusp of Spring is very concerning. Reminds me of the Spring of 2007 .

Local sawmill here in north ga, is really slow!

Kéta, prices dropping at a time when we expect to see an uptick is a surprise. I really appreciate you analysis and explanations. I'll be sticking close to your channel to learn current lumber market trends. Wishing you a great weekend. Thanks for Sharing!

A lot to think about. Thanks for the update.

You should consider talking about Pallet market as well. I think it would help your subscriptions.

Thank you.

Down here in the SE US, building has continued running along and existing home sales is still measured in weeks around me. I don't understand where the money comes from...lol.

Kéta, thanks for your update! Wishing you a good and enjoyable weekend. Thanks for Sharing!

Outstanding analysis. Thank you and glad to see you back!

Thanks for your brie, but certainly comprehensive evaluation.

As a small builder, this election makes me nervouse .

Kéta, thanks for your report. I can tell you I mowed the lawn last Monday and on Friday we had an inch of snow. So if anyone is sitting on the sidelines I can certainly relate to that. Also, if I were in the lumber industry I'd be glued as a subscriber to your newsletter and panel. As a woodworking hobbyist your commentary is as relevant to my purchases as it would be to a much larger consumer. Thanks for Sharing!

Kéta, "awesome content" indeed and thanks so much. You give us such great perspective about what is going on in the lumber industry and the markets. If I were log mill or builder or even a home buyer I'd be glued to your newsletter. Thanks for Sharing!

you don't have stats on the lower income home starts vs medium-higher income? I'd be very curious

Kéta, I really appreciate you educational commentary at the beginning of this video about the different types of lumber and lumber prices. You've made me feel just a little bit more knowledgeable about lumber markets and I also appreciate a bit more your graphs and commentary. I wake up every morning to the sound of hammering in my area so I'm looking forward to what you have to your next video regarding housing starts. Hope your doing well and have a great weekend. Thanks for Sharing!

Kéta, the weather here has just turned warm and feels darn good. Hopefully, that will release the floodgates of demand as everyone gets back to work, a good thing. Thanks so much for your insights. Looking forward to your next report. Thanks for Sharing!

Yay! So glad to see you!

Good update Keta. Thanks

Kéta, thanks for update. We do live in interesting times and your insights into the lumber markets is greatly appreciated. We're looking forward to your next report and always enjoy your smile. Thanks for Sharing!

You have a great smile. Do you track KD DF? Where do you see that market in the future? What about heavy timber (4X and 6X)? Thanks

Nice to see you back.

Kéta, thanks for returning to the UA-cam world and bringing those of us who have an interest in lumber news up to speed. From you introduction we can see that there is no grass (i mean pine trees) growing under you feet. I sure hope you had great experiences at the Las Vegas show as well as the opportunity to rub elbows with your many friends. As always we love (and missed) your smile. Thanks for Sharing!

Welcome back, good to see you again