Research
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Forestry & Paper: Industry Insights
Key message: Global pulp markets were stable in Europe but showed signs of recovery in China, with BHKP rebounding +4%. Graphic paper softened slightly as LWC declined, while containerboard drifted lower with renewed OCC weakness. Dissolving pulp steadied, though...
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Key message: European pulp markets showed a sign of relief as BHKP and NBSK in EUR edged slightly higher. Meanwhile, testliner fell further, while OCC was stable. Market sentiment stays positive as DP prices edged up, while VSF prices were stable. LD Cellulose has...
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Key message: Europe’s pulp markets remain weak, offering some margin relief for graphic paper. Kraftliner held steady, but testliner and OCC continued to slide. Meanwhile, sentiment stays constructive with DP and VSF prices edging higher, as Chinese VSF producers...
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📦 Key message: The North American P&W paper market remained more resilient than Europe in June, though both regions continue to face pressure. European demand contracted by -7% YoY, outpacing the -4% decline in North America. Operating rates remained under strain...
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US Containerboard & Corrugated (Mondi & Smurfit); US Uncoated Woodfree (Mondi) Key message: Daily corrugated shipments rose +1.7% YoY, offsetting flat total shipments. PCA expects stronger Q3 corrugated demand to lift containerboard output, while Packaging...