Packard said:
It is not “what it used to be” but “where it used to come from”.
What we know as “Baltic birch” mainly came from Russia. All the lumber products from Russia and the Ukraine is now titled “conflict lumber” and cannot be imported to the USA.
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Both is true. Different place means different wood means "not what it used to be".
Was "BB" trademarked, it would be NAINA by now. Instead what is now officially sold under the same moniker (also in Europe) is a different product, by different makers. From a (generally) lower strength wood.
The most common "Baltic birch" ply was actually not from the Baltic area but from "Baltic countries", in reality from interior Russia. Got its name because it was historically sold/distributed by traders from the Baltic countries/through the Baltic.
Birch wood from the continental climate area is of a higher average quality than Birch from the Baltic area with a more moderate climate. The more harsh central Russian climate means slower growth, hence better properties.
As for the sanctions, they do not apply to Ukraine products but to Russian and Belorussian ones. It would make no sense to sanction Ukraine while bankrolling them at the same time .. to put it mildly.
This causes seemingly absurd cases where it is not uncommon for Russian produce to be sold as "Ukrainian" in the EU. At a higher price, of course. It gets exported to Belarus, then from Belarus to western Ukraine, gets re-labeled and is re-exported further to the EU from there. Money speaks.
In EU a 5x5 sheet of 18mm is now $100 at the cheapest of places. It was $50 before the war. The middlemen need their cuts.
The only silver lining of all this is that alternate light ply like the Eucalyptus stuff started to be imported as a substitution which was not available previously over here.
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Either way, there is no way (sans a WW3) anyone will be able to dislodge the BB from its position long term. It cannot be made anywhere else
at the quality and cost combination that Russians can make it thanks to their huge natural forests where forestry (costs) are pretty much zero. What will happen (happened ?) is it will be priced out of many use cases. That is a good thing. Wasting high quality wood on concrete works is sacrilige!