Lumber traffic

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Lumber traffic

Postby rr503 » Sat Dec 24, 2016 9:43 pm

US lumber production is up 3% YoY, so why is lumber traffic so down (-8%) this year? Have trucks eaten the market?
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Re: Lumber traffic

Postby Cowford » Thu Dec 29, 2016 2:11 pm

I agree with your production numbers, more or less, but AAR loadings are up also (though not as much). Perhaps you are looking at US only? The US-CDA exchange rate, along with the expiration of the Softwood Lumber Agreement has favored Canadian production. There's reportedly been some modal shift as well, with trucker capacity relatively loose.
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Re: Lumber traffic

Postby rr503 » Thu Dec 29, 2016 4:02 pm

You're right; I'm looking at just US data, but my production #s are also US...
http://trn.trains.com/news/news-wire/20 ... ar-numbers
http://www.randomlengths.com/Woodwire/W ... ?nodeId=10

But overall I agree, the market is adv. Canada right now.
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