PotlatchDeltic (PCH) 2025 Conference Transcript

PotlatchDeltic (PCH) 2025 Conference June 04, 2025 08:00 AM ET Speaker0 What I would tell you is that any kind of a demand increase or supply reduction, especially coming out of Canada, is likely to result in in price tension. So the fact that nobody is expanding right now, it bodes well for the future is the way we think of it. And I think the smaller competitors probably are less likely to put capital back into their mills, unlike the larger competitors like us that understand you need to keep these mills ...