Lumber Supply Dynamics
Stinson and Tracy discuss the unique challenges in the lumber industry post-pandemic, highlighting the shift in demand dynamics and the impact on economic growth. Stinson points out the oversupply due to a surge in repair and remodel projects, leading to a slowdown in the sector, affecting major retailers like Home Depot and Lowes. The conversation touches on the efficiency of just-in-time supply chains and past investments in the US south pre-Covid.In this clip
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