Replies

1. 
   mattk41 | Nov 02, 2022 09:44pm | #1

   The Russian invasion of Ukraine has meant the virtual disappearance of “Baltic birch” ply. While bb is not at all the same as common import veneer-core birch ply, the absence has meant all varieties of plywood (except maybe exterior/CDX stuff) is experiencing excess demand/constrained supply. Not likely to change for a long time.

1. 
   user-7627473 | Nov 02, 2022 11:13pm | #2

   That sounds about right. I've bought some 3/4 4×8 at Williams Lumber mid-Hudson Valley...recall it was around 120 per.

2. 
   esch5995 | Nov 02, 2022 11:22pm | #3

   I'll give you another reason.

   https://www.marketwatch.com/story/inflation-hasnt-been-bad-for-everyone-companies-are-producing-outsized-profits-11661455321

1. 
   jpe52 | Nov 02, 2022 11:26pm | #4

   yup.

2. 
   john_c2 | Nov 03, 2022 05:01am | #5

   We're being gouged on pretty much everything right now,

3. 
   user-7627473 | Nov 03, 2022 01:57pm | #6

   Yessir

3. 
   WEF53 | Nov 03, 2022 04:10pm | #7

   Interesting article from Forbes describing some price dynamics. It's from 2021, but seems still applicable in understanding. The Ukraine war is certainly a new dynamic that has it's own impacts.
   https://talkmarkets.com/content/us-markets/why-lumber-and-plywood-prices-are-so-highand-when-they-will-come-down?post=313075

4. 
   tim_stockton | Nov 06, 2022 01:32pm | #8

   One of the reasons I've been given is that the warehouses are full of lumber bought at higher prices. Until that supply is diminished, we can't expect to see prices come back down too much. The pendulum has swung from empty warehouses to full ones, but with expensive pricing built in.