Supply Chain Update: May 2022

As we head into the Memorial Day holiday weekend I thought this may be a good time to check in with you on the supply chain. I am excited to say that supply of just about everything we work with is strong. I actually hesitate writing this as I know from last year that bad news can come along at any time. We realize the commercial roofing industry continues to deal with delays on some items, I certainly hope restoration is already an aspect of your roofing business. If it isn’t let us help you move in that direction.

My goal from these emails and blog is to keep you informed to the best of my ability. I hope this information is helpful to you and your business.

As we move into the summer months the demand for roof restoration has never been stronger. Try to take every advantage of this opportunity. Build and/or diversify your business during this time. 2022 appears to be another great year in the roof restoration market!

As for pricing, at this time we do NOT have any scheduled increases. While we have seen a few increases on raw materials we have decided to absorb the increases at this time. Obviously, if things change, we will let you know as soon as possible.

Spray Polyurethane Foam is the one key exception on pricing. The SPF market is as volatile as ever and it is very frustrating. More details below.

Below are more details on the specific chemistries:

Urethane Coatings

Supply for urethane looks strong for the foreseeable future.

Silicone Coatings

Believe it or not, no issues at all!

Acrylic Coatings

No disruption at this time. As the season warms up, I certainly see some delays due to capacity, but raw material supply seems to be steady.

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 continued to rise and supply continues to be slow. Most manufacturers are quoting 4-8 weeks before shipping after a PO has been placed. As with 2021, SPF pricing is from day of shipping, not the day the purchase order is received.

Terminator 622 Roof Sealant

We have plenty Terminator 622 (2-gallon pails) in stock. I do see an issue with tubes coming up. The packaging process creates a major slow down on tubes.

In summary, 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