Carbon Smart Wood™

Carbon Smart Wood™ Sales: Historic & Projections

Carbon Smart Wood™ Supply Chain

Connecting the Dots

Cambium's Supply team is integral to building and supporting our national network of lumber processors, divided into:

• Primary Processors: Transform logs into usable materials like dimensional lumber. They are equipped with kilns for drying the wood.
• Secondary Processors: Convert dimensional materials into products such as millwork for flooring, paneling, or decking, including partners who specialize in thermally modified wood.

• Innovation and Experience: Our Baltimore-based shop has specialized in fallen lumber for over 20 years.  They ensure every supplier meets high standards through rigorous vetting by our VP of Supply.
• Scalability and Efficiency: Using Traece®, Cambium aims to become the largest lumber producer without owning lumber. Traece® enables scaleable assessment of national material availability, state (dried, milled), and costs, enhancing our ability to quickly provide Sales with quotes and fulfillment options.
• Industry Leadership: We collaborate with top industry certification bodies and trade organizations to promote Carbon Smart Wood™, continuously enhancing Traece® to address industry-wide opportunities, particularly for large-scale producers.

Technology

The Supply Chain OS

Building upon its proven product market fit for primary and secondary lumber producers, Traece® is on its way to become indispensable to every actor within the lumber industry’s supply chain.

Traece® is strategically expanding its reach across the value chain by:

• Leveraging strategic integrations across invoicing and payments;

• Developing OEM APIs for ease-of-entry for essential data; 

• Experimenting with AI/ML and advanced computer vision; 

• Plans to offer white-labeled capex lending (2 -3 years out); 

• Plans to offer payroll management; shipping and freight, insurance, and more (2 -3 years out). 

Near and long-term vision for Traece®. This image represents current action and future plans for Traece®. 

Traece® by the Numbers

• Total Logs: 4,418

• Total Board Feet: 6,381,238

• Total Suppliers: 188

• Revenue Transacted through Traece® to Date: $10MM

Data, Transactions, and SaaS

Data

Data is our currency. The way lumber currently moves involves upward of a dozen different companies across the value chain, none of which are connected by a unified data layer across the various changes of custody that happen from the time a tree comes down to the time it is available as a product. 

Traece® is positioned to become the indispensable platform that allows stakeholders across the lumber supply chain to easily track, transact, and scale their business to meet the growing demands of responsibly sourced timber and Carbon Smart Wood™. 

Transactions

Each stage wood's lifecycle is handled by a separate party. As this material moves throughout the supply chain, it is sold, modified, sold again, modified again, many many times before it ever reaches its final destination. With Traece® as the comprehensive operating system connecting these stakeholders, we have the ability to capture margin via point of sale and transaction management at every step of the way. 

Saas

SaaS has served as our initial entry point into the market, enabling us to quickly expand our user base. We are now advancing into larger markets, targeting mills that produce millions of board feet annually—a segment that is significantly underserved. With the demand for Carbon Smart Wood™ increasing rapidly, we are in a strong position to influence these larger producers to adopt Traece®, thereby enhancing their ability to sell more fiber.

Trusted Ecosystem & Data Clearinghouse

As we grow, we become to lumber and timber harvest what John Deere has become to agriculture: The largest clearinghouse of industry-specific, proprietary data sets that can be leveraged and monetized by Cambium for decades to come. By combining historical data with equipment sensors, GPS tracking, weather data, and species variance, Traece® is the ecosystem of choice for 3rd party developers. As the single source of truth across the value chain, Traece® becomes stickier over time, providing value to more and more stakeholders and increasing our take across various points of sale and as data brokers. 

Field App

Mobile, just like our clients

In 2024, Cambium released the Traece® Field App for iOS and Android. 

The Traece® Field App rapidly improves speed-to-input, increases data accuracy and cleanliness, and will soon feature offline functionality. 

This is our beachhead into cutting edge AI  technologies such as computer vision, NLP solutions, and more.

Impact

Impact Powers Everything

Buildings and construction are responsible for over 37% of global CO₂ emissions. Completely using wood waste at scale could cut US greenhouse gas emissions by up to 251 million metric tons CO₂ equivalent every year – or about half of all emissions from cars annually.

As a net-negative material, Carbon Smart Wood™ provides an avenue to achieve dramatic emissions reductions within built environment supply chains. The chart to the the right provides a comparison of life cycle assessments (LCA) highlights the benefits of Carbon Smart hardwood lumber vs. competitor products.

Global impact potential

The United States consumes an average 60 billion board feet of sawn wood products annually. If 100% of this material was up-cycled Carbon Smart Wood™, the impact would be:

• >68 million trees left standing, resulting in roughly 12 million MT CO₂e of additional forest carbon storage
• 122 million MT CO₂e stored in durable lumber and diverted from disposal
• $2.6 billion reinvested annually in forest regeneration

If this model of effective capture and upcycling of the urban forest waste stream was scaled globally, as much as 1.5 gigatonnes of carbon dioxide emissions could be reduced annually. That’s equivalent to 4x all of the passenger vehicle emissions in the United States.

Meet our Founders

Executive Team