The Great Lumber Shuffle

Euro will cut off Russia and keep its wood at home, exporting less to U.S.
Russia will be cheapest lumber on the planet in second half 2022.
China will likely be Russia’s best customer, taking market share from Canada.
Canada’s loss in China will make more Canadian lumber available to U.S.
Looks to me like the Great Lumber Shuffle. Same wood going to same destinations, just a change in the mix.


Wow, thank you @Matt_Layman. You made this complex topic, simple… and gave it a catchy title…


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