Supply & Demand

There’s a good dose of vanilla available in “The Chinese Demand for B.C. Lumber” posted at B.C. Business today.  By page three, an analyst from RBC Capital Markets offers a reminder that “U.S. housing formation numbers are the key indicator” – noting these numbers are slowly beginning to show improvement.  Many supply and demand factors cited in the article do lend credence to the theory of a coming super-cycle.

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