• The global macroeconomic outlook
•  Risks and opportunities during a downcycle
• The affect of high interest rates on investment decisions
• Energy: costs, security, and carbon reduction

• How has the valuation landscape changed over last 5-10 years?
• How do US company valuations compare to European counterparts?
• How does supply and demand/market shifts impact valuations? Geo-politica/geo-economic factors?
• What do investors want from the large publicly traded containerboard companies?
• What do major mergers and bolt-on acquisitions mean for valuations going forwards?

• Looking ahead: When is demand predicted to increase?
• Surviving the post-pandemic hangover
• Outlook for profitability, costs and supply 
• Forecast for North American containerboard markets through 2025

• What does demand look like as now COVID restrictions have been lifted?
• What are the impacts of the slowing in China’s economy?
• How is new capacity affecting the dynamics of the market?
• The continuing growth of Southeast Asia as a major player in the market.
• Forecast for Asian demand and supply through 2025

• Cost of energy and energy security: the ongoing impacts in Europe.
• The effect of European sustainability regulations on global markets.
• Rising cost of living decreasing containerboard demand growth opportunities.
• Weaker cost competitiveness affecting export opportunities.

• Costs and changing consumption patterns?
• Onshoring – is this still a trend post pandemic?
• How is plastic substitution impacting changing supply chains? What are its effects on corrugated consumption?
• How will consumer behaviour patterns change business strategy?

• What’s happening in the Middle East industry generally?
• Key growth areas and opportunities
• Challenges particular to this territory?
• How is the economy in the Middle East (compared to territories like Europe & N.America)?

A look at the key challenges for the European market in the coming year, including: 

• Macro-economic drivers and current market conditions
• Update on energy crisis and the ongoing Russia/Ukraine conflict 
• The changing face of the containerboard supply chain doing business in Europe 
• European packaging regulation update – what’s coming, how will it play out globally?

• ICCA update- findings from the latest lifecycle assesment report on the corrugated box industry
• Decaronizing operations – lessons from Europe
• Recycling in new ways
• Sustainability at the end of the supply chain

• Low generation and weak demand: when/how will the “balance” be broken in North America? 
• Will Asian demand for recycled fiber rebound soon? 
• Changing dynamics in global trade

• What to expect from the Latin American packaging market for 2024-2025?
• What are the local risks AND opportunities to look out for?
• Mexico’s near-shoring trend: what next?

• Where is the packaging industry relative to other sectors?
• How does North America compare with other territories? 
• How can automation and technology streamline production, and increase reliability?
• Weighing up the upfront costs versus the benefits of ongoing efficiencies.
• Upskilling the workforce to operate new automated systems.

• Plastic-paper transition and the role of containerboard
• Sustainability- how legislation drives change.  
• Lessons from Europe
• The impact of design and technology