致我们尊贵的客户:
到2023年，我们已经走了将近一半的路, 大多数人都说, 我们行业的发展水平让很多人感到惊讶. Despite the headwinds forecasted for this year, we seem to be progressing well on several fronts. It seems like we are only one international incident away from an economic crisis. 让我们都希望世界能够避免任何不必要的失误.
尽管最近燃料成本有所放缓, the diesel price index is still significantly higher than the five-year average price. The instability in a consistent energy policy has led to unstable prices from quarter to quarter. Driver shortages continue to be an issue in all parts of North America.
独户住宅在经济逆风中首当其冲. 虽然低于2022年的水平, we are all grateful that the current activity is a little better than the forecasts had predicted. 抵押贷款利率在6%左右徘徊.5%. The lack of housing inventory has kept the prices in most markets at very strong levels. 多户住宅一直是我们市场中最强劲的部分. Despite gloomy forecasts for several years, this sector of the market remains very strong.
图1. 美国目前和未来的建设.S.
http://www.census.gov/construction/nrc/pdf/newresconst.pdf
The commercial market has been very good for most parts of North America. 一连串的微芯片制造工厂, 电池厂, and data storage centers has led the way for a strong showing in this market. 4月份的架构计费指数(架构师ural Billing Index, ABI)是48.5月份ABI指数较3月份的50略有下降.4. The tenant improvement market continues to lag as many areas have not seen workers return to their offices.
图2. 建筑计费指数(ABI) 2023年4月
http://www.aia.org/pages/6630599-abi-april-2023-business-conditions-soften-
按主要产品类别评论
Here’s our take on the outlook for the remainder of 2023 by product category.
干墙- - - - - - The supply chain issues that plagued our industry in 2022 are finally in the rearview mirror. The southeastern portion of the 美国 was the last area to free up supply after battling the two hurricanes that impacted Florida in the fall. This market continues to experience the strongest demand and is forecasted to remain strong throughout the calendar year. The west coast and the Southwest have experienced some softness in their markets. The second half of this year is anticipating activity in these markets to increase. We expect the pricing for wallboard products to remain stable in most markets this year barring any unforeseen economic issues.
绝缘, 因为西海岸的一家大型工厂关闭了, 这个行业正以接近产能的速度运行. 自去年以来，交货时间大幅缩短. 玻璃纤维电池和矿物纤维产品现在很容易买到. Blowing wool products typically become tight in supply in the fall during the heavy reinsulating period. We expect pricing to remain stable in this product category for the remainder of this year.
〇联合化合物 供应链已恢复到正常的交货期. 去年秋天发生的干墙胶带短缺现在得到了纠正, 而且产品很容易买到.
天花板 & 网格, 可用性不是这个产品类别的问题. We believe we have returned to a traditional price increase cadence of one increase in the spring and one increase in the fall.
钢铁 This product category has shown the most volatility of any category in our business. The effects of worldwide events and import tariffs have been seen with steel products. We saw the prices rise significantly more than other categories in 2022 and we’ve now seen them decline more than any other product category so far this year. We do believe that pricing will be mostly stable at the current levels for the remainder of 2023.
型/粉刷- 这一类别的交货时间已恢复到正常水平. 水泥行业正在经历一些短缺. 结果是, 7月1日宣布涨价, 2023, 灰泥和与灰泥相关的水泥制品. 佛罗里达州的一家灰泥制造商已经离开了这个行业. 考虑到佛罗里达州的大好机会, there may be some shortages for a short time while the remaining three suppliers absorb that business.
These guidelines are our best attempt to help you understand what the future may hold. 我们无论如何也不能保证未来会带来什么.
在关闭, 我想说，我们对3月31日的到来感到非常高兴, 2023, 我们成功收购了Marjam. This acquisition will greatly strengthen our position from New England to Florida along the eastern seaboard. We are also extremely excited about the increased activity on our Ecommerce site My赌场下注注册.
感谢您一直以来的支持.
真诚地,
Kirby汤普森
首席销售官