Recently, both Kruger and Myllykoski have announced $60/ton price increase for publication papers for early April. These two suppliers are smaller, but we think other producers will follow with the magazine and catalogue market remaining extremely tight. Deutsche Bank - Equity Research reported that price on 40lb coated papers have risen $190/ton between June of 2007 and January of 2008.
Shipment volumes rose 11.5% this December versus 2006 (+2.9% YTD).
Wednesday, February 20, 2008
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