Research
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📦 Key message: European and North American printing & writing markets remained subdued, with September data confirming ongoing structural weakness across coated grades. In Europe, both apparent demand and shipments slipped again, keeping CWF and CM operating rates...
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Key message: Global pulp markets strengthened in October, with most grades posting gains. Graphic paper remained under pressure from ongoing structural demand weakness, although US coated grades were relatively stable. The packaging market softened as containerboard...
Raubex – 1H FY26 Results
Key message: Momentum remains positive despite weak results at Bauba and in Australia.
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US Containerboard & Corrugated (Smurfit & Mondi) Key message: IP’s results reaffirm the persistent strain in Europe’s containerboard market — profitability gains were cost-led rather than demand-driven, and management continues to flag that roughly a quarter...