Remember Trumps tariffs? Well Canada is shipping NO WOOD to the US right now. Tariffs are set to expire on Nov 30th, which is a little more than a week away. Many mills shuttered due to Covid 19, expecting a huge down turn in building, which due historic low interest rates didn't happen. These mills will have difficulties getting labor force back. Same thing happend in recession of 2008, when over two million left the building work force, never to return. Add in some hurricanes in the gulf states, where demand for building materials has soared, beyond the ability of local mills to supply their needs. OSB, and plywood are being fed there from mills all over the country, instead of locally produced sheet goods. Son works for a builder, and their suppliers call them after 4:00 PM to tell them whether or not their next day delivery is coming. Suppliers are unloading directly from rail car / trailer to delivery trucks, with no inventory on the yard. Plus stay homers are doing many DIY projects, further increasing demand. Today, north bound local freight passing thru Apex had nine cars, seven with framing lumber, and two with sheet rock. Normally here, sheet rock comes by truck from either Charlotte, Savanah, or Wilmington, not rail car. By rail shipments, it means it's coming from farther away