May "Insta-Intel" Report Now Available

Click here to access the latest Insta-Intel!

We're back with another Question of the Month! In addition to reading the full report, we also want to hear from you about yet another big issue facing the industry right now. Please click here, to take the one question survey! Results will be featured in the next report. (And you can see last month's results in this report!)

Dive into this month's Insta-Intel report. Simply click the highlighted link above

Highlights from This Month's Insta-Intel:

  • Monthly Question: How Hard Is It To Get Refrigerant?
    We're asking one quick question to hear directly from you: What refrigerants have been hard to find? Your answers help us capture real-world impacts and share insights across the industry.
  • Tariff Rollbacks Bring Relief - But Not Clarity
    Following the trade truce, both the U.S. and China rolled back steep tariff rates. But some tariffs remain in place, and long-term uncertainty still clouds planning and pricing. Contractors continue reporting quote volatility and higher costs.
  • New Home Construction Holds Up Despite Tariffs
    With only 7% of materials imported, residential new construction is mostly shielded from tariffs. Demand is shaped more by affordability and interest rates - not trade policy - making it a more stable sector right now.
    However, cooling is starting to become evident in some markets.
  • Cooling Product Demand Slows from Hot Start
    AC shipments are up year-over-year, and heat pumps surged earlier this year, but momentum is fading. Furnace shipments have leveled out, and all three product lines are likely to normalize as inventory balances out and economic uncertainty lingers.