Monday, October 20, 2008

UNCOATED FREE SHEET UPDATE

So far this month, producers have only enjoyed approximately $5/ton of the announced price increase for rolls (no increase for cut sheets). We think pricing pressures will grow due to the increased shipments from imports of Brazil and Europe as well as coated freesheet producers supplying base sheet as alternative. I would bet large spot orders are already enjoying discounted
prices. Shipments through September were own 5%.

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