Insights

Essays, analysis, and breaking commentary.

The complete archive. Filter by category or language.

Section
Language
Building Codes and Product Approvals · EN ·

21st Century ROAD to Housing Act

The 21st Century ROAD to Housing Act became law in July 2026, nearly unanimously. Its three most consequential bundles, what they change, and why it matters.

Choosing the Right Region · EN ·

Florida Southwest Region

The second stop across Florida's regions: the Gulf Coast, where the money, the migration, and the code all read differently than on the Atlantic side.

Distribution and Sales Channels · EN ·

A tale of two continents

Expect Holcim to pursue a European roofing or waterproofing platform to finish the envelope it began assembling with Xella.

Distribution and Sales Channels · EN ·

QXO Acquired TopBuild. Good or bad move?

Mr. Brad Jacobs is consolidating the building envelope supply chain. If the endgame is materials plus installation plus maintenance as a single contract, the channel conflict with contractors isn't a bug but an inevitable feature.

Tariffs, Logistics, and Trade Policy · EN ·

Thank You, Logistics

We only notice logistics when something goes wrong. The rest of the time, it's invisible. Today I want to say thank you to the people who make all of this possible.

Tariffs, Logistics, and Trade Policy · EN ·

Reading the May 2026 Steel Tariff Order: What Actually Changed

The new Section 232 expansion is being read as a continuation of existing policy. It is not. Three provisions reshape the cost stack for every downstream manufacturer importing finished goods with steel content.