TBDLumber and building materials
Leadership
In Katerra's Wake, Builders Blaze Paths To Progress
Katerra's gutsy play to revolutionize home construction hinged on a Silicon Valley linchpin that connects data to real-world productization. Here's how that key tech building block failed.
Leadership
When Strategy Backfires: Producers' Role In Supply Shock
The time to de-risk forecasts for inflation impacts is now, given that the commodities crunch can pivot into consumer price stresses in the months ahead.
Policy
Oval Reach: White House Plan To Bolster Building Supply Chain
The Biden-Harris Administration's 100-day review of the U.S. supply chain crisis across key sectors gives specific focus to what ails homebuilders now. Is that a good thing?
Leadership
Material Crisis Can Pivot Into Material Opportunity: Here's How
Choked off supply – like now, where at every turn, fatal-error bottlenecks, with temporary but indefinite timelines for restoration of normalized channel volume, clog visibility – can and will quell demand. Where's the opportunity?
Leadership
Chain Reaction: How Will Builders Respond To Input Pressures?
Back-half margin compression looks likely as homebuilders absorb input cost spikes and hit selling price push-back.

Leadership
When Strategy Backfires: Producers' Role In Supply Shock
The time to de-risk forecasts for inflation impacts is now, given that the commodities crunch can pivot into consumer price stresses in the months ahead.



Lumber and building materials
Leadership 06.09.21
In Katerra's Wake, Builders Blaze Paths To Progress
Katerra's gutsy play to revolutionize home construction hinged on a Silicon Valley linchpin that connects data to real-world productization. Here's how that key tech building block failed.
Leadership 06.08.21
When Strategy Backfires: Producers' Role In Supply Shock
The time to de-risk forecasts for inflation impacts is now, given that the commodities crunch can pivot into consumer price stresses in the months ahead.
Policy 06.08.21
Oval Reach: White House Plan To Bolster Building Supply Chain
The Biden-Harris Administration's 100-day review of the U.S. supply chain crisis across key sectors gives specific focus to what ails homebuilders now. Is that a good thing?
Leadership 06.03.21
Material Crisis Can Pivot Into Material Opportunity: Here's How
Choked off supply – like now, where at every turn, fatal-error bottlenecks, with temporary but indefinite timelines for restoration of normalized channel volume, clog visibility – can and will quell demand. Where's the opportunity?
Leadership 06.01.21
Chain Reaction: How Will Builders Respond To Input Pressures?
Back-half margin compression looks likely as homebuilders absorb input cost spikes and hit selling price push-back.