Dustin Jalbert
@2x4caster.bsky.social
Wood products/ housing/ Mainer in the Boston suburbs
Hard to say, but for reference, here's how harvesting has changed on federal lands over the decades. A dramatic drop since the 1990's.
Loosening permitting and habit protection rules even a little could move the needle.
It's quite complicated though, so hard to say.
Loosening permitting and habit protection rules even a little could move the needle.
It's quite complicated though, so hard to say.
March 7, 2025 at 12:03 PM
Hard to say, but for reference, here's how harvesting has changed on federal lands over the decades. A dramatic drop since the 1990's.
Loosening permitting and habit protection rules even a little could move the needle.
It's quite complicated though, so hard to say.
Loosening permitting and habit protection rules even a little could move the needle.
It's quite complicated though, so hard to say.
Sorry *converted product is sourced from
February 11, 2025 at 12:40 PM
Sorry *converted product is sourced from
Sounds like they will try to crack down on fabricated steel and aluminum products too. But we'll see how successful that is, feels hugely inflation even beyond construction
February 11, 2025 at 12:33 PM
Sounds like they will try to crack down on fabricated steel and aluminum products too. But we'll see how successful that is, feels hugely inflation even beyond construction
Yeah, steel likely shows up in rebar, components (think truss systems) and then potentially appliances, furnishings etc to finish a home, although depends on where the concrete product is sourced from.
February 11, 2025 at 12:30 PM
Yeah, steel likely shows up in rebar, components (think truss systems) and then potentially appliances, furnishings etc to finish a home, although depends on where the concrete product is sourced from.
That's just on top line total construction costs I'm guessing? Nonresidential/apartment construction sees a bigger impact than single family residential construction?
February 11, 2025 at 12:13 PM
That's just on top line total construction costs I'm guessing? Nonresidential/apartment construction sees a bigger impact than single family residential construction?
Reposted by Dustin Jalbert
If the tariff is on fabricated steel, double those numbers.
February 11, 2025 at 12:06 PM
If the tariff is on fabricated steel, double those numbers.
Reposted by Dustin Jalbert
A 20% tariff on mill steel, after all shipping, fabrication, delivery and labor for installation is = 5% cost increase on structural steel installed. That is = to 0.5% increase to total building final cost.
February 11, 2025 at 12:03 PM
A 20% tariff on mill steel, after all shipping, fabrication, delivery and labor for installation is = 5% cost increase on structural steel installed. That is = to 0.5% increase to total building final cost.
I would be surprised if there aren't exceptions on milling your own wood for constructing a personal dwelling. My father has built many homes, several with his own milled framing lumber...don't think it was ever an issue as long as dimensions met code.
Selling commercially would be a issue though.
Selling commercially would be a issue though.
February 10, 2025 at 4:04 AM
I would be surprised if there aren't exceptions on milling your own wood for constructing a personal dwelling. My father has built many homes, several with his own milled framing lumber...don't think it was ever an issue as long as dimensions met code.
Selling commercially would be a issue though.
Selling commercially would be a issue though.
Yeah, agreed. Even just to illustrate. I think he overestimates 1) the number of people with wood lots and necessary equipment to operate a sawmill 2) people willing to put in the work to saw your own lumber (it's literally back breaking work on a small portable sawmill)
February 10, 2025 at 4:01 AM
Yeah, agreed. Even just to illustrate. I think he overestimates 1) the number of people with wood lots and necessary equipment to operate a sawmill 2) people willing to put in the work to saw your own lumber (it's literally back breaking work on a small portable sawmill)
It's hard to say how much of this very small scale sawmill operations are out there operating. But, at best we are talking a few percentage points on top of the commercial capacity base (which we can measure pretty well)
And there's no way we have more spare capacity than post GFC. My two cents.
And there's no way we have more spare capacity than post GFC. My two cents.
February 10, 2025 at 3:48 AM
It's hard to say how much of this very small scale sawmill operations are out there operating. But, at best we are talking a few percentage points on top of the commercial capacity base (which we can measure pretty well)
And there's no way we have more spare capacity than post GFC. My two cents.
And there's no way we have more spare capacity than post GFC. My two cents.
Gotta lock in those durable goods prices before they shoot up on Tuesday I guess.
February 3, 2025 at 2:27 AM
Gotta lock in those durable goods prices before they shoot up on Tuesday I guess.
Yeah, fair enough. Wasn't sure if it was something crypto-specific.
February 3, 2025 at 2:21 AM
Yeah, fair enough. Wasn't sure if it was something crypto-specific.
What's the catalyst? $TRUMP taking a nosedive?
February 3, 2025 at 2:20 AM
What's the catalyst? $TRUMP taking a nosedive?