Seems to be no way out of this squeeze. And now their fuel is going up. Long term, lumber outfits in urban areas and sprawling suburbs will be strangled as mobility declines to levels we can't even believe now in escalating traffic gridlock. You'll be delivering wood at night. Normally weakening briefly.
Cycle is positive.
We note that previous market runups have often come during this time of year at times when the supply chain looks dry and people anticipate higher than expected demand.