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In terms of output, the lumber industry is controlled by just a handful of firms, including Weyerhaeuser Co., Georgia-Pacific LLC, West Fraser Timber Co., Ltd., among others, which makes it easier for capacity to be controlled.

YouTube account "Ken's Karpentry" recently published a video of "huge quantities" of lumber sitting and not in lumberyards. The exact location of the video is not mentioned but could be near Lyndonville, Vermont.

In terms of output, the lumber industry is controlled by just a handful of firms, including Weyerhaeuser Co., Georgia-Pacific LLC, West Fraser Timber Co., Ltd., among others, which makes it easier for capacity to be controlled. YouTube account "Ken's Karpentry" recently published a video of "huge quantities" of lumber sitting and not in lumberyards. The exact location of the video is not mentioned but could be near Lyndonville, Vermont.

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[–] • 3 pts

There is no shortage. GP built or expanded at least half a dozen sawmills in the US just in the past 3 years. Other companies did the same. Sawmills are mostly automated so needing a large workforce to operate them is bullshit. Companies like GP are looking at the opportunity to recoup some of their expenses to build those new mills.

[+] [deleted] • 2 pts
[–] • 2 pts

Increased demand? Yes. Supply shortage? Total fiction.

[–] • 1 pt

I honestly doubt demand is back up to 2019 levels. I suspect its all manipulation. When (((Wall Steet))) is given over they can't help but turn everything into a scam. They did something very similar only a few years ago.

[–] [deleted] • 2 pts (edited )

tbh, that doesnt look to be that much

you look at new construction then all the big box stores etc it goes away pretty quickly

also title is a bit misleading, 3/8 of a mile is not 3+ miles the eye can see

but what do i know right? gotta keep the doom & gloom clicks going

[–] [deleted] • 0 pt

It's a lot if it's been sitting there for a month

[–] [deleted] • -1 pt

how do know that? or the logistics to transport it? you cant just teleport the stuff...

prices have gone up, same as with everything else. they cant meet production due to all the covid bullshit.

[–] • 1 pt

Gee...it is almost like all the smaller companies being purchased or driven out of business leads to several companies being able to dictate their prices because they control everything.

Oh yea, inflation is in there somewhere as well.

[–] [deleted] • 2 pts

Yup. The big 4 are like the banks of the Timber industry. Consolidating wealth and assets. They claim there's a shortage but really home building hasn't boomed that much in recent years, demand went down but these companies are buying up and expanding still and with timber prices through the roof their stocks are rising.

[–] [deleted] • 0 pt

I don't doubt that kikes are being kikes but what would you expect this to look like before transporting it? Of course it's stacked up and prepared for trucks to haul. How else would you possibly do it?

[–] • 0 pt (edited )
[–] [deleted] • 0 pt

So there's no shortage?

[–] • 0 pt

Stock seems very similar to 2015. Maybe the pandemic has been going on longer than we thought?