From the 'leaked memo'
– Projected supply chain break downs, inventory shortages, large economic instability. Expected late Q2 2021.
What are you guys seeing in your businesses? I can't get Epoxy Resins, Silanes, Acetone since the Texas freeze. No idea when i'll get restocked. If you didn't have some kind of supply contract you're basically fucked.
https://constructioncitizen.com/blog/agcs-data-digest-march-9-15-2021/2103161
A nationwide shortage of resin] is affecting many product lines, especially manufacturers of OSB, engineered lumber, polyethylene, PVC, vinyl siding, and vinyl windows. Several resin suppliers have declared force majeure due to disruptions caused by recent storms in the South and other disruptions that have plagued the resin industry in the past six months….80-85% of US production was shut down due to the severe weather. This shortage is leading to higher prices and production delays [for] categories such as vinyl siding, PVC trim, vinyl railings, PVC conduit, electrical boxes, and PVC pipe to name a few. Shortages of MDI resin, in particular, grew more acute last week due to the severe weather in Texas….This shortage is expected to last several weeks
Basically every building product is in short supply and +20% on the price from last year.
From the 'leaked memo'
– Projected supply chain break downs, inventory shortages, large economic instability. Expected late Q2 2021.
What are you guys seeing in your businesses? I can't get Epoxy Resins, Silanes, Acetone since the Texas freeze. No idea when i'll get restocked. If you didn't have some kind of supply contract you're basically fucked.
A nationwide shortage of resin] is affecting many product lines, especially manufacturers of OSB, engineered lumber, polyethylene, PVC, vinyl siding, and vinyl windows. Several resin suppliers have declared force majeure due to disruptions caused by recent storms in the South and other disruptions that have plagued the resin industry in the past six months….80-85% of US production was shut down due to the severe weather. This shortage is leading to higher prices and production delays [for] categories such as vinyl siding, PVC trim, vinyl railings, PVC conduit, electrical boxes, and PVC pipe to name a few. Shortages of MDI resin, in particular, grew more acute last week due to the severe weather in Texas….This shortage is expected to last several weeks