I asked if lumber prices and seasonality were pushing lumber prices lower in a September 18, 2026, Barchart article, where I concluded with the following:
I favor a scale-down accumulation approach to lumber-related assets over the coming weeks and months, leaving plenty of room to add on further declines. I would avoid lumber futures, as they remain highly illiquid with low open interest and daily volume. I would accumulate WY, WOOD, and/or CUT shares on a scale-down basis to position for higher lumber demand over the coming years.
Interest rates and seasonality are pushing lumber and lumber-related assets lower in September 2026, which could be an opportunity for 2027 and beyond.