OTCPK:TMBMF - Post by User
Comment by
dosperroson Oct 07, 2016 2:38pm
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Post# 25323704
RE:RE:RE:Shut down
RE:RE:RE:Shut down Mill volumes are as high as 600 mmfbm per year now. This is WFT's Quesnel mill and CFP in Houston. A small step down is CFP Plateau and Dunkley. The rest of the interior mills are going to be at least 250 mmfbm (or about 60 mfbm per hour running).
This is part of Daryl Swetlishoff's projected 'lumber supeercycle'. We also saw Quebec drop AAC. There will be too much demand and too little capacity. It'll spur investment in LVL lumber (e.g Norbord will look at that I think).