Impact on Your Procurement Strategy

The Rayonier-PotlatchDeltic merger marks significant consolidation, but immediate impact on the loading dock is minimal. While the entity controls six sawmills, framing lumber is hitting a technical ceiling. Price momentum decelerated to 2.8% over the last 21 days after a 10.1% 12-week rally.

Slowing demand—highlighted by an 8.4% dip in housing sales—is forcing a price plateau. With a 0.75 confidence score in stability through February 20, there is no pressure to pay premiums. Volatility is manageable at 5.5%. US South distributors should monitor local lead times for post-merger adjustments.

Key Takeaways

• Monitor Southern Pine lead times as the Rayonier-PotlatchDeltic entity integrates six sawmills and streamlines regional distribution.

• Halt speculative volume buys; price momentum has slowed to 2.8% and technical signals suggest the recent 10.1% rally has peaked.

• Execute fill-in procurement through February 20 as the market digests housing sales declines and reaches equilibrium.

Market Outlook

Pricing Trend: STABLE

Confidence Level: MEDIUM

Recommended Action: Execute immediate-need fill-in orders only through Feb 20. Defer heavy inventory builds as the 10.1% rally loses momentum and the market stabilizes.

How LumberFlow Helps

Use the weekly price forecast to identify the next entry point, and track mill-level sentiment changes inside LumberFlow. Stay updated on supply-side consolidations via our daily market insights.

Ready to stay ahead of market trends? Book a consultation with our team to see how LumberFlow's procurement platform transforms dimensional lumber buying.