Recent reports on the coated paper consumption as well as inventory figures are troubling.
These reports raise questions about further industry pricing gains and could open the door to discounting. Please note important coated vendors to Paper.com’s website include NewPage, Sappi and Verso and are the largest North American coated paper producers.
The report outlines inventory figures for lighter-weight coated Groundwood (LWC – publication papers) were especially troublesome. Inventories have increased (up 37%) and currently sit at 59 days of consumption. Consumption has fallen 22% from May, 2007
levels and is off 17% on YTD basis.
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1 comment:
does anyone know who the largest lighter-weight coated Groundwood producers are?
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