Last updated: 11/2/2021

Over the course of 2021, we have been sending updates to our customers and colleagues regarding the current issues in the supply chain and the roofing industry. In an effort to account for how frequently the situation is changing, this post will be updated regularly.

As we near the end of the year, I thought this might be a good time to update you on how we see the supply chain currently and into the beginning of 2022.

As I write this, I do want to stress that the information I give is only valid for a limited period of time. One of the key lessons we have learned this year is not to make promises. My information is only as good as the information I am obtaining from our supply chain—which just isn’t so great. Not that the people we deal with are dishonest, but there’s just a lot of unknowns.

For the most part I bring good news with this update. I feel good that while we have had some delays in material, our projects have moved forward fairly well. I believe that trend will continue.

The only not-so-great news I have is that I do see a price increase coming early in 2022. We have continued to receive increases from suppliers since our price increase in August and so far, we have been able to absorb them.

Over the last two weeks, we received more increases and we are told this will continue into next year. We should be able to announce details in January.

Below are more details on the specific chemistries:

Urethane Coatings

Supply has improved for urethane coatings. To date, we have shipped every job ordered within 3-4 weeks, often times much sooner. As of the writing of this email, we have plenty of urethane in stock.

Silicone Coatings

Silicone supply has also improved. At this point, we are seeing no delays in shipping projects that utilize both High Solids Silicone 412 or standard Silicone 410. I believe we are in good shape into the first quarter of next year.

Acrylic Coatings

No significant disruption at this time.

Spray Polyurethane Foam

This is the toughest of all products we work with. As a distributor for several brands, we have little to no control. Prices have continue to rise and supply continues to be slow. As of the writing of this email, we do have roofing foam in stock. If we sell out, it takes 3-4 weeks to receive material. Once again, planning projects in advance is the key to being successful.

Terminator Roof Sealants

Our Terminator 622 and 624XT are much like SPF. It is very difficult to get the raw materials in order for this product to be made. At this time, we do have supply, but I am just not sure how long that will last. The Silicone Brush-Grade Silicone 422 is an excellent replacement in many situations. Please contact your sales or technical service representative for assistance.

Planning is the key to all of our success. If we can plan jobs in advance, we can be successful. As an optimist, I continue to see this as a great opportunity for the roof coatings side of the industry to gain market share. Please let us know how we can help you be successful.

Thank you for the opportunity.

Brian O’Donnell, President