Key message: Pulp prices in China showing signs of pressure, while Europe and North America set to increase further. UWF price increases of 6-9% announced in the US. Further gains in containerboard, while OCC holds steady.
Key message: Cotton and VSF down 4-9%, while polyester and DWP remain flat. With current VSF fundamentals, it is hard to see DWP prices hold their ground.
Key message: Wave of corrugated investment in Poland, SKG extending presence in Eastern Europe and Stora’s Oulu kraftliner mill ramping-up ahead of expectations.
Key message: Pulp prices stable with global pulp producer inventories pointing to healthy supply/demand fundamentals. Graphic Paper in the green with UWF leading gains. Containerboard in the green, while OCC prices remain stable.
Key message: Kraftliner stocks on a “very, very low level”, with further price increases to be realised in Q2/Q3. Spread between Europe & China pulp prices likely to drive European prices higher.
Key message: Cotton jumps 6%, polyester down 1%, while VSF & DWP remains stable. Viscose industry forum next week likely to determine direction of DWP prices.
Key message: Pulp prices stable in China. CWF in the green and further SBS price increases in North America.
Key message: VSF, cotton & polyester all in the red, while DWP remains stable. VSF inventory days mark first decline in over 9 weeks, now at 22.5 days.
Key message: Suzano announces 2.3mt BEK pulp project; Paper Excellence set to acquire Domtar and Klabin confirms phase 2 of PUMA II, favouring boxboard over kraftliner.
Key message: Green shoots for European graphic prices but further pressure from rising pulp prices (+7-8% w/w). US pulp prices now at a 19-year high. Containerboard prices stable, while OCC drops 1% w/w.