I believe they've taken orders on that 150k price. I know the guy who's building them and he's a stand up guy. If he says its 150k I believe him.
Have you seen Carbon prices lately?
Yes and I'm getting ready to build a carbon moth, so I am pricing it out. Its going up, but I've said this before, the price of carbon doesnt directly effect the price of a carbon boat. If you price out the amount of carbon in a boat, vs the labor, sails, rigging, etc, its a rather small percentage.
A couple of examples - I put $800 worth of carbon in my 10k Acat. Now I got carbon at $12 per yard and its now about $25 per yard for the same stuff. So this year the price is $850 more in materials than last year.
The moth is going to cost $4k - ish. Carbon is probably $500 - $750 of that.
On a 32 ft cat, think about the stuff that isnt carbon, sails, rigging, tramp, paint, labor, motor, cushins, hardware, core material, epoxy, tooling, etc.
By using prepreg they reduce labor and weight, so its still "worth" it.
I predict carbon will come down again once more capacity comes online. The aerospace demand is actually a good thing for the boat industry, longer term they will drive innovation, and increase raw material capacity and reduce costs.
Do you think that Boeing, Airbus, etc are just going to sit idle while carbon doubles again? They will either find new sources, push their suppliers to increase capacity, find new fabric that is equal or better than carbon. Or all three will happen.
Too much demand is good for supply, longer term. I'd be more worried if there wasnt any demand and we had carbon coming out our *ss. Then supply would dry up for good and prices would go up, but wouldnt come back down.
Bill
