Had a Zoom discussion initiated by our local NAHB chapter (Northern California) with about 30 local builders of all types, national, local, custom, etc. Imported products w some delays due to slower production, shipping delays. Ordering earlier, substituting where necessary. Some builders can't fulfill all options. Inspection, plan check delays (working remotely out of office) My experience in addition to above: Delays w some consultants working out of offices for civil design, engineering, soils reports One of our public utilities is struggling with paperwork schedule - 30 days more than normal Lumber futures are spiking at nearly double the low of this year. This is not retail price. Lumber costs to us have bumped monthly this year, but I hope it settles and plateaus in the Fall. unemployment claims from workers who failed to report to work in 2019 (get that bonus!!) Delayed/zeroed or partial shipments of hardware, fixtures, etc. That "Prime" delivery is no longer 1 day mostly - they're swamped. Big Box stores are always full. Lumber deliveries, especially from DIY catering yards are 7-10 days out. We sometimes drag a "schooling from home" teenager along, as do others. I'm wondering about windows and other items as I place some orders. Likely to get the typical optimistic "6 weeks" answer from my supplier. PLEASE ADD YOUR SPECIFIC PRODUCT & SUBCONTRACTOR TYPE IMPACT. Here's Lumber. My understanding is Canadian production is bottlenecked below capacity while new home sales in our region are 5.4% YTD above 2019 having recovered after March.

Pt 2

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PT -8