TheStreet: Investors Are Missing a Key Shift in a $10 Trillion Market

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TheStreet looks at how building materials, not just rates and housing demand, are reshaping the $10 trillion construction market, with comments from Supersede CEO Sean Petterson.

Construction is usually read through interest rates, housing demand, infrastructure spending and labor. TheStreet argues investors are missing a quieter shift underneath: what buildings are made of. Structural sheathing has run on plywood and OSB for decades, and the article looks at the pressure now building on those legacy materials.

Supersede CEO and co-founder Sean Petterson points to price and supply volatility as the driver. “Traditional plywood prices remain roughly a third higher than pre-pandemic levels,” he told TheStreet, adding that tariffs, transport costs and geopolitical tension make wood-based supply hard to plan around.

Read the full article on TheStreet

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