Based on recent UBS report-
UBS reported that coated freesheet shipments in the USA in March increased 27.1% vs. last year, the 5th consecutive month of growth reaching the highest level since Oct 2008. Coated groundwood shipments rose 33.9% vs. last year, also the 5th consecutive month of growth. Both grades were compared against easy baselines last March. Uncoated groundwood shipments increased 26.5% vs. last year, but uncoated freesheet paper was a bit weak, almost flat with last year. Note, these are preliminary figures.
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1 comment:
Appears most grades are enjoying an increase in price and also demand. I wonder how much of this is restocking and not genuine demand by the ultimate end user.
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