I just got back from the surf expo in Orlando Florida and wanted to post a few of my observations as it pertains to foam in the U.S. and the industry in general as a result. None of this is meant to aggravate or insult anyone, but I am going to give my frank and personal opinion on what I think will happen in a very short time.
I don’t think any foam maker is going to be able to fill the need in poly and what I saw at the show and the numbers I heard thrown around on production makes me feel even stronger that though poly boards will not go away, but they will no longer be the state of the art as they once were. I think Walker and others will be able to supply many of those dealers they have been selling foam to prior to Clark closing and may even be able to step it up a reasonable amount, but I just don’t see it being enough.
Can the foam from Argentena, Brazil, South Africa, Australia keep up with demand? I personally don’t think on any large scale they can and many will struggle with the sure to find their way in the process gremlins.
As for Epoxy: One thing that really sticks out to me is how far behind this tech. California glassers (at least the ones that produce major amounts of surfboards) are. I didn’t see anything remotely on par with the best from the East coast. Thats not crowing, nor is that gloating. I am simply stating a fact. Many of the worlds best craftmen live in California so I know it’s a matter of time, but they have been almost exclusively poly for so long and to me seem to be not so keen on new tech. I remember many glassers turning their nose up to sun cure resin when it first came out because of the small learning curve. From what I have been told by shapers who have mastered the process of not only glassing styro, but producing blanks from it, is that it’s curve is not a small one and there are issues that need to be learned to get it right.
Customers are not going to be willing to wait through to many mistakes, because there are other alternatives. The guys in California are smart guys and have led the industry and they will get if figured out. However the one factor that I think many shapers and surfers are overlooking is, “TIME”
In business cash flow is everything, and shortly, when whats left of the blank inventory runs out; the other foam makers, boardbuilders who are depending upon weekly cash flow with low profit, and back yard guys barely making on 4 or 5 boards a week are going to be in panic. Still, it will be figured out, but who will be able to survive the stretch in between that time when supply runs very low to the time when some sharp person figures out the answer?
Epoxy works because a shaper can be completely self supplying and independent, but even that will not work for everone.
The day is coming soon I think and it could be a day of reckoning for some…