Most producers have announced $50-$60/ton hikes on lower grade coated free sheet for March. APP "led"
the increase, while other offshore producers like Lecta, Sappi, and Stora quickly followed. Rising pulp costs and capacity reductions are both helping to firm the market. However, the biggest issue is the potential for 70-100% duties on Asian imports. Preliminary finding from the Commerce Dept is due out in early April. Domestic shipments rose 3% in January.
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