North American coated paper markets have tightened dramatically in recent weeks. For the first time in several years, customers are scrambling for supply. Certainly the anti-dumping charges have kept imported paper to a minimum and havereduced supply. Imports accounted for approximately 1million tons per year.
In uncoated free sheet, Domtar continues to hint it may cut further capacity. Beneficiaries would include the two big players, Domtar and International Paper. Other beneficiaries on our coverage list would
include specialty names like Glatfelter and Wausau.
From: RISI North American Global Forest Products Conference
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