Sand, a key raw material utilized in infrastructure, energy, and construction projects, is forecast to soon be in short supply.…
McAlinden Research PartnersMay 27, 2021
Lumber futures have soared by more than 400% from the bottom of 2020's COVID crash, but the year-long run may…
McAlinden Research PartnersApril 26, 2021
Lumber futures are nearing $1000 and even the cheapest contract on the market is now above the pre-pandemic record. Single-family starts and homebuilder…
McAlinden Research PartnersFebruary 18, 2021
Several key measures of housing market activity showed record-high or multi-year high figures in the November-December period. Despite rising prices, buyers continue…
McAlinden Research PartnersFebruary 1, 2021
On an annual basis, September's new home sales were up by almost a third. Homebuilders are radiating with record optimism while…
McAlinden Research PartnersOctober 28, 2020
Summary: New data shows developments in robotics and automation technology continue to accelerate as a result of COVID-19. Though the virus dealt a blow…
McAlinden Research PartnersOctober 21, 2020
August housing data, along with record homebuilder sentiment in September, shows the market still on a tear. Though material costs…
McAlinden Research PartnersSeptember 29, 2020
Following a dramatic selloff during this year’s market meltdown, lumber has more than recovered and is now trading far above…
McAlinden Research PartnersJuly 23, 2020
Homebuilder stocks were not spared by the downturn in equities we saw in March-April amid the global outbreak of COVID-19,…
McAlinden Research PartnersJune 30, 2020
