MARCH 2022
From Quesada's presentation: frameworks for quality, process and management improvement.
•Historic lumber and core pricing.
•Shortages for major pallet poolers
send ag sector scurrying for pallets.
•Severe labor shortages and
skyrocketing labor rates.
•Distribution centers hold more
pallet stock.
•Sharp rise for pallet demand,
sustained into 2022 (particularly
for used pallets).
•Major consolidation trend in the recycled industry hits into high gear.
•Recyclers turn to combos and
recycled lumber for material
supply.
•COVID strains and disruptions…
Gov't Regulation Uncertainty!
•Severe nail, supply and
transportation shortages.
•Historic inflation.
•Severe nail, supply and transportation shortages.
•Historic inflation.
“The last time I spoke here, I had a whole list of people that had been bought,” Brindley recalled. The really big one was PalletOne, which was bought by UFPI. And then since then, a huge amount of recyclers
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have been bought. Recyclers are turning to combos, and recycled lumber for material supply."
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lumber for material supply.” Recyclers are putting in expensive machinery and processes to recover lumber from pallets.