Demand is driving the scarcity and price.
I know of a major building products producer that's doing 1300 full truck loads A DAY of building supplies and has been above 1200 for the last 9+ months.
2020 was primarily demand driven shortages - we're about to get to supply driven shortages here (not building but overall) inventory to sales is at 2012 lows and it would take 687,000 loads of freight right now just to get inventory to pre-covid levels - that doesn't count the INCREASE in demand since Covid.
