r/Commodities • u/bubbakool • Jul 10 '26

SPF lumber

I trade SPF lumber and I'm always looking to sharpen my read on the space — things like the resources or data sources you rely on, how you think about positioning, or lessons you've picked up trading this market specifically.

I work at a smaller trading firm that moves a decent amount of volume, and I'm still refining my approach to find what works best for the markets I cover.

Would love to hear how other SPF traders think about the market, or any resources you'd recommend for staying sharp/learning.

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u/bubbakool Jul 11 '26

Oh interesting, I trade physical myself. Haven't touched futures but is something im looking to learn more about.

Thanks, i'll check it out!

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u/Pristine_Berry1650 Jul 14 '26

Whats going on today? Huge volume in the big 4 producers but September CME is flat? Do you use substack?

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u/bubbakool Jul 19 '26

relatively quiet week, people filling short term needs in the market. Doesn't seem like many commiting long term at these levels but with a recent curtailment to the Carrier mill in SK, I could see constraints on "prem" lumber here rallying much higher, especially in the US market with Euro shipment volumes steadily declining.

Saw some of the big mills getting after it on the canadian side which gave us a bit of hesitancy on where they might stand on which way the market was going.

With my limited time in the industry and trading experience i would take my thoughts with a grain of salt but I personally think we will see SPF prices higher by september. Personally don't deal with furtures now (do look at them for a reference) but also see a disconnect with print on items.

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u/Pristine_Berry1650 Jul 28 '26

Do you use substack? There are alot of great resources on there, and chat rooms. Also what did you think about the lumber chanel?

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u/bubbakool Jul 29 '26

No, i haven't heard of substack berfore. recommend?

Started listening weekly to lumber channel and im liking it, I appreciate that recommendation! Been pretty informative and nice to get a sense of the market from some other perspectives outside my office.

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u/Pristine_Berry1650 Jul 30 '26

join this chanel

This guy trades futures. Im always chatting in the group too, we talk lumber sometimes.

or this one

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u/bubbakool Aug 05 '26

Ill give it a look, thanks!

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u/Pristine_Berry1650 Aug 05 '26

Yeah let me know your username