RE:Russian plywood ????
maybe some small relevance to a BCC or WFG, but not IFP. even if so, $818 ytd 2022 average prices may have justifed coming x-pacific, but today's $630 [CSP , 3 /8 ", del . BC] means its far lss likely to be viable.
highly unlikely to be a lumber proxy as non-stamped non structural panels have always had a decent import volume. Russian blood lumber has never, ever been more than a percentage or two of the NA lumber market and that was at $2000, not... errrr.. $390 or whatever non-viable level we are [temporarily] back at today. The reversal will be violent however.