The real issues over the next 2 quarters are supply reductions as well as potential shifts in imported paper. In Q2, International Paper will permanently cease production of an uncoated machine on its 350,000/tpy machine in Pensacola, FL. In Q3, Georgia-Pacific will permanently shutter a 110,000/tpy machine in Wauna, OR. Soon, we expect Domtar to
announce its own “post-Weyerhaeuser” capacity moves. Boise's recent conversion of a 240,000/tpy uncoated free machine at Wallula, WA to release liner will see the machine gradually migrate production out of Uncoated Papers.
Paper.com has papers from International Paper, Georgia Pacific, Boise and all the major producers.
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