A lot of lumber is being shipped to Florida as rebuilding from the very active storm season gets into full swing. It's only a drop in the bucket compared to how much we produce, but I would think that with worldwide supplies already under pressure that sending as much as they are right now to one area would affect the price across the country.
Wrong, yes the storms are requiring additional construction materials, but with the numbers of general contractors, and subs staying the same only so much work can be produced, so while new construction contracts may be completed slighly later the same amount of material is used on monthly basis.
The lumber being shipped to Florida has extended the season for some mills. Usuallt when the weather begins to turn cold, construction slows. Lumber mills slow their production in step with demand. The price of lumber has actually dropped by nearly 30% since the hurricane.