Updated
Updated · Bisnow · Aug 14
Construction Input Prices Rise 7.4% as Project Backlogs Drop to 8 Months
Updated
Updated · Bisnow · Aug 14

Construction Input Prices Rise 7.4% as Project Backlogs Drop to 8 Months

3 articles · Updated · Bisnow · Aug 14

Summary

  • July construction input prices were 7.4% higher than a year earlier, while contractors' backlog fell to 8 months from 8.8 in June—the sharpest monthly drop since early 2022.
  • Energy offered only brief relief: crude oil fell 12% from June, limiting the monthly price increase to 0.1%, but Brent has already rebounded more than 5% in August and natural gas jumped 10% in July.
  • Steel, copper wire and lumber kept climbing, with iron and steel up 17.6% year over year, copper wire up 17.9% and softwood lumber up 6.4% in July as inflation and renewed tariff efforts squeeze builders.
  • Data centers are masking broader weakness: firms doing that work held more than 11 months of backlog, while the 88% of contractors outside server-farm construction had just 7.5 months; small and mid-size firms were hit especially hard.
  • Outside data centers, construction remains sluggish—multifamily starts hit a 15-year low in the first quarter, office building is still historically depressed, and 66% of contractors expect profit margins to stay flat or shrink.

Insights

If new building projects are drying up, why are the prices of steel, copper, and lumber still climbing uncontrollably?
With data centers hoarding materials and masking industry weakness, how will everyday builders survive the silent commercial construction crash?
Could the massive boom in server farm construction be a fragile bubble hiding a much deeper recession in real estate?