Mills are posting beyond record profits and still being very unwilling to run additional shifts to meet demand. They're riding the initial COVID uncertainty from last spring and minor shutdowns because of "positive cases" as long as they possibly can to justify the record prices. Lumber wholesalers have had their hands tied into paying those prices for a while to keep their clients serviced but something's going to have to give. A very small collection of extremely profitable mills have held all the cards in the timber industry for a long time.