Stabilizing DemandThe story of 2024 continues to be the long road to demand recovery. Demand has increased by about 7% year to date. However, there was a slight decline of 0.2% in paper shipments in August, marking the first drop after six consecutive months of...
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The Paper Market Unfolded Q2 2024
Demand Continues to Fluctuate While Prices Remain Steady In April, there was a 10% increase in North American printing and writing (P&W) demand, with shipments reaching their highest level since January 2023. However, in May demand reversed course decreasing by...
The Paper Market Unfolded Q1 2024
2024 kicked off with mills paying close attention to several variables that will shape the stability of the paper market: Lower order volumes Mills face the challenge of maintaining a balance between predicted lower order volumes and operational efficiency. Mills are...
The Paper Market Unfolded Q4 2023
The paper market remains steady heading into the new year, a much different scenario than the beginning of 2023. Printing & writing (P&W) demand is expected to show a dramatic drop in 2023, perhaps as much as 27%. Part of this dramatic drop is the overstocking...
The Paper Market Unfolded Q3 2023
As we move closer to the new year, we can't help but be hopeful about the continued stability of the paper market. At the end of the quarter, although printer inventories have been worked down, there is still excess inventory in the supply chain while paper...
The SPC Paper Mill Tour – Maine 2023 Edition
In mid-September, SPC and a large group of over 30 clients journeyed to the Sappi Somerset Mill in Skowhegan Maine, one of the largest paper mills in North America. The group was ready to learn, collaborate, and bond over a common thread that ties them all...
The Paper Market Unfolded Q2 2023
Currently, the paper market seems to be in a relative comfort zone, though market conditions will become tighter in the back half of 2023. The market dynamics are dramatically different than they were at this time last year. Weakening demand coupled with lower...
The Paper Market Unfolded Q1 2023
The old axiom that “the only thing that’s constant is change” applies to the paper industry. We continue to find ourselves dealing with a market full of uncertainty and change. US graphic paper markets have been more stable in the first quarter of 2023, although we...
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