U.S. Plywood Importer Forecast & Analysis on CVD/AD Cases vs. Vietnam & Indonesia Birch Plywood TopicKey Forecasts & Analysis1. Expected Duties (Rates)Vietnam: Preliminary CVD: 6-12%, AD: 15-25%. Indonesia: Preliminary CVD: 8-15%, AD: 10-20%. Final rates may be higher/lower, but significant duties are likely.2. Supply Chain Impact if Duties Are HIGH (Unfavorable for VN/ID)• Importers: Rapidly diversify sourcing to Thailand, Malaysia, …

Table: 2025 Birch Plywood AD/CVD Prediction & Supply Chain Analysis AspectPrediction & AnalysisExpected Duty Rates (Range)Vietnam: AD 15-30%, CVD 5-15%. Indonesia: AD 20-40%, CVD 10-20%. Rationale: US petitioners allege significant subsidization and dumping margins. Indonesia’s larger integrated forestry groups may face higher CVD rates for alleged upstream timber subsidies.Key Asian Supplier AnalysisMain Factories in Focus (Vietnam): Scansia Pacific, Kim Tin MDF, Wan Phat. (Indonesia): Korindo Group, Kayu Lapis …

1. Executive Summary The US Department of Commerce (DOC) and International Trade Commission (ITC) are investigating alleged dumping and unfair subsidies (AD/CVD) on birch plywood imports from Vietnam and Indonesia.Preliminary CVD rates (expected): Vietnam 6–10%, Indonesia 8–15%.Final AD margins (predicted): Vietnam 15–30%, Indonesia 10–25%.If duties are imposed, US importers and Asian supply chains will face significant disruption. 2. Current Supply Chain & Key Asian Producers Vietnam: Major …