Recovered Paper

I would like to welcome you to the latest edition of our long-running Paper Mirror, covering key regions of the world - from India to South East Asia, Europe to the USA. The reports from our expert contributors underline the interconnectivity of the various markets as well as the impact of shifting freight rates on global movements of recovered fibre (...)

• High energy costs, weak local demand and constrained export markets
• OCC and mixed paper prices suffer particularly steep decline
• Some smaller operators at risk of bankruptcy

• Fibre imports weakened by freight rates and rising prices
• India’s paper economy grows around 8% in 2023
• Several kraft mills forced into downtime

• Lower prices to India and South East Asia
• Significant drop in shipping costs
• Export tonnages down 35-40% on previous quarter

• Tentative deal to end potentially damaging port strikes
• Slowdown in demand for mills’ finished products
• Prices trending downwards even before strikes