Recovered Paper

The USA has been experiencing intense demand for recovered fibre despite shipments being slowed by wintry weather in some areas. Domestic containerboard and paper mills had increased demand for OCC and mixed paper, causing pressure on premiums. Recovered fibre generation improved owing to additional OCC and mixed paper accumulated during the year-end holidays, although winter storms impacted some of this material. Prices for OCC and mixed paper have risen significantly over the past year (...)

• Freight costs spiral after Red Sea attacks
• Temporary lack of containers owing to longer transit times
• Chinese economy remains under pressure

• Red Sea crisis leads to freight cost turbulence
• Collections of lower grades no better than average
• Weak demand and falling prices in high grades market

• Collection rate lower than in previous years
• Exports decline owing to freight cost increases
• Enforced price reduction on lower grades

• More stable market and prices for OCC
• Demand for mixed paper remains low
• Increased demand in insulation sector

• Lower capacity utilization rates among mills
• General decrease in recovered paper availability
• Recovered paper stocks at minimum levels

• Recovered fibre prices escalating on low generation
• Thailand the largest purchaser of OCC from the USA
• Drop in shipments to Canada and Mexico