Specialty construction materials have stayed elevated longer than commodity inputs, even as lumber prices cooled after the pandemic surge. Sources: U.S. Bureau of Labor Statistics PPI data via FRED.
Materials Cost Headwinds Now a Major Cost Problem for Toyota, but Balance Sheet to Us Remains Strong
Toyota reported fiscal 2022 fourth-quarter results that like other automakers we cover showed major headwinds for materials costs. The yen has weakened against the dollar by about 14% since our last ...
Metal manufacturers and recyclers face intense cost and supply chain pressures and growing ESG expectations. Traditionally, operators have relied on high percentages of primary metal to guarantee ...
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