THE
CLARK FOAM FIASCO
December 5, 2005, a day that will go down
in surfboard industry infamy. The shock wave that turned Infinity Surfboards
topsi-turvie was repeated individually in each surfboard manufacturer
throughout the USA. When I first heard the news that Clark Foam had closed,
it was incomprehensible; it was akin to announcing that Ford Motor Company
had closed, but much less likely. Clark Foam was the most solid, profitable
enterprise in the industry. It was our benevolent monopoly.
I walked into my surf shop late in the afternoon after a full day of shaping.
One of my employees said, "Hey, did you know that Clark Foam had
closed?" "What?!" I said. "Yes," he said, "my
friend who is an employee over there told me that everyone has been laid
off and all production has stopped." My first thought was that Gordon
Clark, the owner, was making a dramatic but temporary move to win some
employment conflict with his workers or was making a point of protest
to the county and state inspectors for their constant antagonistic intrusions.
My first instinct was to take a mental stock of my blank supply. No problem,
I thought, the 50 or so blanks in the storage room will easily last for
the next five to ten days until this inconvenience is over. The idea that
I would not receive my next order of blanks for perhaps a month was incomprehensible.
I proceeded to finish some end of the day chores when Barrie, my wife,
came down from the office carrying a fax just in from Clark Foam. This
letter was many pages long and looked similar to the usual infomercials
handed down from Gordon in the past. Summarized very briefly, he said
that because of two employee lawsuits and a very detrimental new government
finding that the chemicals used in making surfboard blanks caused cancer,
he would no longer be able to continue in business. He stated that his
decision was irreversible and that all the equipment and molds in his
plant would be destroyed and removed immediately.
The next morning’s addition of the Orange County Register announced
the news of the demise of Clark Foam on the front page. I opened the shop
as usual, but nothing for the next few hours was usual. We were innundated
with phone calls from customers and from industry associates. I spent
the first four hours responding to phone calls. When I finally walked
out into the shop, I found a stamede of customers buying surfboards. By
noon we had already sold as many boards as we normally sell in a whole
week. It didn’t take long to realize that by the end of the week
the shop would be empty and I may not be able to build more boards. I
immediately raised the price $100, but that had no effect on sales. So
I raised it again another $100 and sales only slowed down a little, so
I raised the price of the boards a full $300. With that, only those guys
visualizing the most cataclysmic effect on their surfing future would
reluctantly buy a surfboard. Well, this is an effective way to preserve
the inventory, but a disasterous way to stay in business. Customers were
driving from shop to shop looking for affordable prices. Shops who failed
to raise their prices had nothing to sell the following week. A week later,
after the panic subsided, I reduced the price $100 to where it remains
at the time of this writing. Essentially, we now have a three-tiered price
list dependent on the costs of blanks “remaining” from Clark
Foam, Walker Foam, imported foam and EPS-epoxy technology.
Late that afternoon I made a call over to Clark Foam. It was unusual for
Sara, Gordon’s daughter, to answer. I could immediately detect the
sound of stress in her voice. I could also hear the background noise of
what sounded like an office in shock. I had read Gordon’s lengthy
explanation in his fax, so I didn't need to ask what happened. I said
that I had just called to say how sorry I was for their catastrophy. I
asked if she had known this was coming. She said that no one had any idea
about it. She was as shocked as everyone else. I asked, "Couldn’t
your dad have fought harder to keep the company going?" She said
that her dad loved the company and was heart broken over the situation.
She said that she couldn’t talk about the legal circumstances that
had swarmed over them.
The next day I made some long distance phone calls to Australia where
there are several blank manufacturers. My conversation with Midget Farrely
of Surf Blanks Australia was typical of the response I got. (Midget was
the very first world champion surfer. I met him in the early '60s and
again at the Biarritz Surf Festival in 2000.) First off, it is the middle
of their busy season; they are producing blanks at full capacity and can
barely keep up with their local demand. Second, there is a deep-seated
animosity toward the US surfboard industry, not only from worldwide competition,
but also because of Clark Foam’s brutal, aggressive, monopolistic
blocking of their entry into the US market. Midget stated that he was
absolutely not interested in selling any blanks to the US. I pursued my
need for blanks in the future by asking if he would consider selling blanks
when his busy season was over and he had excess capacity. He said that
his blanks were far superior to Clark Foam because they are much stronger,
but the American shapers are so lazy and spoiled from shaping that soft
Clark stuff that they could not handle his foam. I said, "Well, I
will have nothing to shape in a couple of weeks and certainly would not
mind a slight inconvenience." He stated that his last adventure into
the American market was so aggravating that he never again wanted to listen
to a bitching American shaper and would not sell another blank here. So,
”Nat is Nat and that is that,” as the Aussies would say.
Perhaps the two bits of blame that I point toward Gordon Clark was his
aggressive success in keeping all other blank makers out of the US market.
This was done in two ways. First, to our benefit, when a foreign or small
domestic competitor like Walker Foam, Foss Foam or Rogers Foam would open
up with a limited selection of blanks for sale, Clark would lower the
price of his own blanks that were similar to the competitor’s blanks.
He would use these loss leaders to slowly strangle their sales. Second,
and more deadly, if a competitor made a strong headway into the blank
purchases of a major surfboard manufacturer, Clark would delay or stop
his own blank shipments to that shop. This would make it nearly impossible
for that shop to obtain the wide range of blanks (available only from
Clark) necessary to satisfy all his customers. In building this powerful
Clark monopoly, there is an inherent responsibility to not abandon his
customers without an immediate viable source of blanks. Gordon actually
destroyed all of his blank molds rather than give them away to a competitor
like Walker Foam who could have then more easily filled the giant gap
left in the surfboard industry. He claimed that he could be liable for
any future damages caused by blanks made from those molds, even after
he was out of business. You can only guess what dire consequences his
lawyers predicted if he were to remain in business. Alternatively, Gordon
may have given some indication to his customers that we should stock up
and begin making contacts for alternate sources of supply. To put it bluntly,
Gordon Clark shit on the industry that made him rich.
To understand the impact of losing Clark Foam; Clark produced 1,200 blanks
per day, supplying 90% of the US market. The only other domestic blank
maker, Walker Foam, in response to new demand has quadrupled its production
up from 100 blanks per week to 400 blanks per week. Surfboard shapers
are waiting weeks to get only a one day supply.
Later that afternoon, George Mayou, a sales rep from Island Style, a South
African company, stopped by to say that Safari Blanks of South Africa
was accepting orders for blanks. The only economical way to bring blanks
in from another country is by shipping container. I went to the Safari
web site to view their offering of blanks. They had about ten blanks to
offer, 10% of my Clark Foam choices. (They are making an additional 20
molds, ready this spring). I had no choice of rockers or stringers, an
incomprehensible prospect from my point of view. Furthermore, a container
of blanks will cost about $60,000 and I would need to pay 60 percent in
advance and all of it before the container left the dock. Later, in March
I placed an order for a container (700 blanks) from Safari Blanks.
Over the years I have shaped many paddleboards out of EPS foam (expanded
polystyrene) and it was only coincidental that in the month previous I
began working more seriously in EPS to make wave skis. Compared to urethane
(Clark Foam), EPS is much harder to shape, and it must be glassed with
epoxy resin. In addition, it cannot be airbrushed very well. For these
reasons, EPS-epoxy has been largely ignored for making surfboards even
though epoxy resin has perhaps five times the strength of polyester because
of it’s molecular bonding.
As I was considering my options to remain in the surfboard business, EPS-epoxy
became an important option. The reason for this is that as some people
know, Infinity builds a giant variety of surfboards. Our repertoire of
sizes and shapes is unequaled by any other shop. For this reason we need
a wide variety of fairly unusual blanks that were available only at Clark
Foam. Urethane blanks from other sources will eventually work for our
normal size boards, but for tandem boards, the Secret Weapon, big guy
boards and wave skis there will be nothing available. I began immediately
designing and making side profile rockers for my specialty blanks to be
hot wire cut from EPS. To better explain why this side profile rocker
is so important, I will go into the history of blank design a bit.
After the hollow “kook-box” and solid redwood surfboard era,
the first shapable surfboard blanks were balsa wood. If you look carefully
at any of the early balsa wood boards, you will see that they had absolutely
no deck rocker, no kick in the nose. The rocker was restricted by the
dimentions of the 3.25 thick standard balsa wood plank. Shapers literally
did not think outside of the balsa wood box that was in those days a rectangular
blank In the late 1950s when Gordon Clark and Hobie Alter first started
experimenting with urethane foam as a shapeable blank for surfboards,
the foam blanks were so flexible that they sagged on the shaping rack
like a foam rubber mattress. Gorden Duane of Gordie Surfboards (www.gordiesurfboards.com)
bought one of these new urethane blanks and was first to glue a wood stringer
into it to give it rigidity. A while later, Gordie’s friend Harold
Walker learned from his friend Chuck Foss (who later started Foss Foam
blanks) how to blow urethane foam. Now there were two start-up surfboard
blank companies, Clark Foam and Walker Foam. But still, blank makers and
shapers did not think outside the box. For years they made urethane blanks
without any rocker or kick in the nose, just like the balsa wood blanks
that they were used to. Around 1960, Dale Velzy was the first to make
an easy riding board with a significant kick in the nose by bending the
foam blank up in the nose with the wooden stringer (which had now become
standard). These boards were much easier to ride, but were considered
beginner boards by the more experienced but narrow minded surfers. This
valuable leap forward in design was lost for the next several years until
the late 1960s, when Hawiian guns and the new noserider designs started
incorporating kick in the nose for specialty performance. In a conversation
a few years ago with Phil Edwards, a premier shaper of the '60s, I was
surprised when he said that in those days they had no idea how to measure
rocker and not much thought about what it did. They thought in terms of
symmetry, the top and bottom of the board was shaped essentially the same.
Water flow along the bottom just wasn’t considered.
Dick Brewer in Hawaii brought surfboard design out of the dark ages when
he started applying aerodynamic foils to surfboards. Essentially, the
top side (lifting side) of an airplane wing was applied to the bottom
side of a surfboard. In addition, the thickness flow of an airplane wing
(thickness forward) was applied to a surfboard profile. For the first
time, the rocker in the bottom of a surfboard, including tail rocker and
kick in the nose, was correlated to speed and performance. In this process,
Brewer developed the baby gun and this led to the modern short board.
In trying to coax more performance out of their shapes, the best shapers
in Hawaii would call Clark Foam and order adjustments to the rocker in
a standard blank. The original rocker in a blank became known as the natural
rocker and the modified rocker would be known as, for example: “+
1” nose and – 1⁄2” tail.” To be consistent
from one shape to the next, shapers learned to measure the rocker in their
shapes. I, for example, have kept notes of the rockers that I have used
on team riders' boards and on boards that I have liked or disliked. To
make a consistently predicable riding model, it is absolutely necessary
to replicate the rocker time after time.
Most shapers each developed secret rockers for their favorite Clark blanks.
This became a great advantage to Clark Foam because, by offering a variety
of rockers for each single blank, they would not need to produce as many
different blanks. Clark’s Private Rocker Program included sometimes
hundreds of different rockers for each blank they made. These rockers
were designed by request from the many different shapers who used that
blank and the “private” rocker name remained secret between
that shaper and Clark Foam. This rocker was available to all shapers ordering
from the Clark rocker catalogue, but with a generic name. The Clark rocker
catalogue is what allows individuality between shapers' designs and also
allows new ideas in design to develop quickly without having to create
a new blank as trends change.
The shapers of the US have been devastated because, even though a trickle
of blanks is starting to flow in from South Africa, Europe and Australia
and domestically from Walker Foam and new start up companies, only their
natural rockers are now available. Even Walker Foam will not put a custom
rocker into one of their blanks because they are so overwhelmed by demand
that they cannot deal with the additional time in developing custom private
rockers. For example, we make four different models from the Clark 10’1”Y
blank and we use four different rockers to create those shapes. We are
unable to remain true to the performance of all of these models, even
though we may be able to obtain a limited supply of 10 ft. blanks from
alternate sources. It may take several years of trial and error with each
new blank company (we may be using three) for each shaper to have a variety
of suitable rockers for his models. This is why EPS-epoxy technology is
so immediately necessary to me. Using EPS, I can design a blank with my
personal rocker that will fill the requirements of each specialty model
I make. The problem is duplicating exactly the Clark blank with my private
rocker. The sure way to do this would be to take the Clark blank, saw
it in half down the center next to the stringer and copy that rocker and
thickness flow onto another piece of wood. This, of course, would destroy
a very valuable Clark blank.
I called Clark Foam, reaching Patty, their office manager, and asked if
I could come and copy my private rockers onto pieces of stringer wood.
She said that at that very moment, most of the machinery and tools at
Clark Foam were dismantled and they could not accommodate my request.
She also said that on the following Friday, Clark Foam would be closed
forever. She indicated that there were requests from several other shapers
for their rockers as well and that she would call me back when they decided
what to do to help us. The next day Patty called and asked for a list
of the rockers I wanted. She said that they were going to copy them onto
butcher paper for all of us. A few days later, the Clark delivery truck
stopped by with the paper rockers. I have perhaps 80 pieces of stringer
wood in my shop that I use for nose blocks. I can also use these to make
rocker templates. I quickly found that it is nearly impossible to accurately
copy a rocker from paper to wood because of the flexibility of the paper
and the difficulty of tracing with a pen next to the soft paper.
On Thursday I called back to Clark Foam again. I talked to Patty, who
I had been ordering blanks from for over 30 years, and said I need a special
favor. I explained my problem and asked if I could get special permission
to come over and copy my rocker templates onto actual pieces of wood.
She said that she would ask Gordon. I was hoping for an affirmative answer
because over the years I have had a good personal relationship with Gordon
and even shaped his favorite personal board which he called ”Baby.”
Patty called back in a few minutes and said that I would have to get there
immediately because tomorrow, the last day, would be too chaotic. I loaded
up several strips of stringer wood, arrived at Clark Foam, was graciously
helped in locating my rockers and began copying each one. As I was working,
I noticed that Gordon was walking around the plant overseeing various
aspects of its dismatling. I knew that he was personaly not taking phone
calls (he had turned into a veritable Howard Hughes) and I assumed rightly
that his disposition must be at least severely distraught. I pretended
not to notice him so as not to force him to deal with yet one more inquisitor.
I was surprised when he walked over and greeted me warmly. He then walked
me around the plant showing me how all the specialty machinery had been
dismantled and explained that it would be auctioned off in a condition
unusable for making blanks. As we wandered among the racks and shelves
custom built for holding stringer wood and blanks, he explained how overbearing
and meddling the county inspectors were. He pointed out a very simple
set of welded metal shelves made for holding stringers that collectively
could weigh no more than 40 pounds. He said that the inspector had insisted
on an engineered report of the weight capacity of each shelf, even though
the shelves were overbuilt probably 500 percent. Each fixture or piece
of equipment required an engineered report and a lengthy intended use
report. He said that these burdensome requirements could be multiplied
one hundred times over when applied to his pneumatic gluing clamps, saws,
foam mixers and molds. Gordon didn’t say, but being an employer
myself, I know that his workers compensation insurance may have become
exceedingly expensive or even unattainable because of two lawsuits from
previous employees who developed cancer. A recent finding by the US government
that the vapors released when urethane blanks are made causes cancer has
laid way to what could become a frenzy of lawsuits against him. If he
were to continue to make blanks, he could be shown as recklessly damaging
the health of his employees. I could see that Gordon, who has earned millions
from the blank business looked tired and ready to retire to his home in
Hawaii. If he were a young man instead of age 75, I think that he may
have continued the battle. But personally, I think that he just didn’t
need to and the risk of loosing all his assets was too great.
With hard copys of my private rockers I have been able to create the same
and often improved blank designs for the Infinity models out of EPS blanks.
Just as our last Clark blanks became extinct, the new EPS blanks began
arriving from my two new EPS suppliers. We have been able to nearly seamlessly
continue making our most popular models. Customers have been wounderful
in adapting the new color restrictions of EPS-epoxy and the new higher
costs. In exchange for higher costs, they get the correct rocker shape
and a lighter, stronger board. (At the end of this article I will include
an explanation of EPS/epoxy technology.)
The costs of making a surfboard may never be as low as it was before December
5, 2005. For example, a Clark blank that we used to pay $75 for now (if
it could be found) will cost $300. A similar blank from overseas now costs
$150. And domestically, from Walker Foam when available, it would cost
about $130. In addition, glassing prices are going to go up because of
the ever-increasing cost of petroleum. As for as EPS-epoxy, that same
blank is about $130, but the cost of the epoxy glass job is $150 more.
A drum of polyester resin costs $975, while a drum of epoxy resin costs
$3,000. That adds up to over $200 more to make an EPS-epoxy board. We
have seen our surfboard sales cut in half so far this year because of
the price increase, even though we have only passed on the additional
cost while decreasing our percent of profit. For a while, surfers will
try make their boards last longer, but eventually we will all have to
adjust to the new reality if we want to continue surfing. One thing good
to come of this is that Infinity Surfboards, for one, is making a stronger,
lighter board with the EPS-epoxy technology we have been forced to embrace.
In the future, we will probably continue to offer a variety of urethane-polyester
and EPS-epoxy hand shaped surfboards.
I have talked with several people who are trying to get into the blank
business. One is a chemist who knows how to make a non-toxic urethane
foam that the inspectors and EPA will love. The only problem is that right
now he can only make it in a light yellow color. He thinks that he will
soon be able to make this non-toxic foam white. Here is a list of the
new blank companies that we now have to deal with. Seem confusing? Oh,
I miss Clark Foam!
DOMESTIC COMPANIES
Surfblanks America
American Blanks
LAP Extreme
XTR Foam
US Blanks
HDX Foam
Austin Foam
Scotty Foam
Marko Foam
Arimo Foam Inc.
Wilnelme Foam
Mag Blanks
Point Blank
Walker Foam
White Hot Foam
Just Foam
FOREIGN COMPANIES:
Excell Foam - China
King-Mac Blanks - Mexico
Homeblown - the UK
Bennitt Foam - Australia
Pacifica Foam - Brazil
Buford Foam - Australia
Surf Blanks - Australia
Safari Foam - South Africa
Surf Foam - France
Some people say that we will be awash in blanks by next year. That may
be true, but they will never equal the quality, price, and service that
Clark Foam offered. Instead of getting blanks from one source in five
days, we will have to order our favorite blanks from many different companies
with unpredictable supply. Many refuse to deliver, so we have to drive;
often half a day to pick them up and we will always have to pay for shipping
from out of the country. We will have to develop private rockers in countries
around the world and order those rockers months in advance (if at all
possible). Green Valley lumber Mill in Ocean Side, California, bought
Clark’s stringer cutting equipment and all of the private rockers.
Some importers will be bringing in blanks without stringers, enabling
them to glue in our private rockers. Most of the new start up blank makers
plan on buying their stringers from Green Valley Mill. This all sounds
good, but in reality, it will add weeks to us getting our blank orders,
The difficulty of making surfboards with precise rockers and custom stringers
has been multiplied many times over. Many of the old time board makers
may just drop out of the business. Even before Clark quit, we were finding
very few young workers learning to shape and glass surfboards. Because
of a lack of talented shapers, most shops now only use a shaping machine
to replicate identical boards. The prospect of you buying a custom board
with your personal preferences is quickly disappearing. Molded and cheap
machine shaped surfboards from China are invading the US market. The availability
of a top quality hand shaped surfboard to the average surfer is shrinking.
EPS-EPOXY TECHNOLOGY
You might think; well, why not just make only EPS-epoxy boards? There
are three reasons: 1. The foam is much tougher than urethane foam, therefore
harder to shape. Epoxy resin cures much slower than polyester, therefore
adding one whole day to the glassing process. This is a big deal if you
are glassing 80 boards per week. 2. EPS-epoxy costs about $200 more for
the raw materials and labor to produce. EPS foam cannot be airbrushed
well. The epoxy resin can be colored with opaque pigments, so nice traditional
colors can be applied. We love making surfboards, but we need to make
a living doing it. 3. The profit in making EPS-epoxy is much lower because
the additional price we charge does not compensate for the additional
expense. Therefore, we are only making the surfboard models in EPS-epoxy
for which there is no longer a urethane blank available.
All polystyrene foam is formed in big “buns” usually 24”
to 36” wide, 36” high and varying lengths. A rocker template
is fastened to each side of the bun and then a hot wire is pulled through
the bun along the rocker template to cut out the side profile shape of
a surfboard. You could think of it as using a wire cheese slicer to cut
cheese with a template to control the shape of the piece of cheese created.
The bigger EPS shops use a computer guided hot wire cutter.
There are three types of polystyrene foam available: EPS - (steam expanded
polystyrene); Extruded - molded in buns under pressure; XTR - also molded
under pressure. In the past, these foams developed a bad name because
of their failure of durability for surfboards. Many surfers have become
leery of epoxy. The extruded foam is so dense that the resin does not
penetrate enough to bond to the foam and the board delaminates. The XTR
foam contains gasses that expand in the sun causing the board to blow
up like a balloon. Some users drill tiny holes into their XTR surfboard
to let the gas out, but this, in turn, sucks water in when the board is
taken from the hot sun into the cold ocean. EPS foam comes in many weights.
For years small time shapers have built extremely light boards out of
the 1 lb. density foam, but the boards were very weak, causing the board
to self-destruct. For the first time in 2006, we are now using a 2.5 lb.
EPS foam that is stronger than urethane foam with slightly less weight.
Urethane foam is crisp and somewhat brittl, making it sand easily, while
EPS foam is somewhat rubbery making it difficult to sand. This rubbery-ness,
however, makes it dent and ding resistant because it springs back into
position. In addition, epoxy resin, because of its longer molecule chain,
is a somewhat rubbery resin compared to polyester, which is brittle and
weaker. This rubbery-ness makes an EPS-epoxy board bounce back when hit
like a rubber car bumper instead of a steel car bumper.
Shaping an EPS blank presents new hurdles. First, the blank is completely
flat across the deck and bottom (the rail is the same thickness as the
center). You can dome the deck by hand with your planer, but it is very
difficult to do accurately and it takes a long time. I created a “jig”
with a curved track for a router. The jig can be slid back and forth on
the deck of the blank, allowing the router blade to cut progressively
deeper. This will put a very symmetric dome on an EPS blank.
Next, the regular planer blades tend to rip EPS foam, so I installed a
$450 abrasive drum into my Skill Planer. Next, a Sureform will not cut
EPS; I have to use special sandpaper on a soft pad with a power sander.
We have had to completely change our fine sanding and “rail cupping”
techniques. Naturally, since it takes about 1/3 longer to shape an EPS
blank, the shapers get paid $20 more.
If you’ve just gotta have a Secret Weapon, a tandem board or wave
ski, we can only make them out of EPS-epoxy. Most of our other models
are available in either polyester or epoxy.
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