The Future of North American Containerboard: A Strategic View
An insider's expert perspective and analysis of this fast-changing sector. Volume 1 covers the issues facing the entire industry; Volume 2 focuses on businesses that convert containerboard into packaging products.
The Future of North American Containerboard: A Strategic View provides:
- A historical review of how the industry has evolved since the 1990s, with an evaluation of predictions made by the 2010 report and an overview of key drivers going forward.
- The impact of industry consolidation, as market power has become concentrated among the four largest suppliers. Includes profiles of key players’ products, facilities, performance, and strategies.
- An assessment of capacity and capabilities, with estimated basis weight ranges and other primary data by machine for North American companies.
- A review of global basis weight trends, and whether North American trends will converge with those of other regions.
- An examination of “mega-customers,” as guided by a representative survey of end users’ concerns and perceptions of the marketplace.
- A summary and forecast of what’s next for the industry.
This is a 2-part study. Volume 1 covers broadly defined topics including consolidation, current basis weight data, virgin versus recycled paper, current capabilities and apparent strategies, and the end-use perspective.
Volume 2 is an analysis of the converting side of the business, where changes in the manufacturing process chain, supplier ownership and alliances, innovative board combinations and customer requirements have altered the converting landscape more in the last five years than in the decades before 2010.
Table of Contents (Volume 1)
- Conclusions and Predictions from 2010 Study: The Case for Lightweighting, and Technological Considerations.
- It’s More Than a Trend in Europe: Why North America is Different, but Not that Different – the Change is Coming.
- A Scenario for Change: Investment Trends, Small vs. Medium vs. Majors; with Profiles of Recent Investment Initiatives, including those of Cascades/Norampac; Packaging Corporation; Pratt Industries; Kruger; and others.
- How Much and What Has Been the Impact? North American Capacity Shares, plus Expansion and Integration.
- Tier One—The “Big Four”: International Paper; WestRock; Georgia-Pacific; Packaging Corporation of America.
- Tier Two—The Middle Ground: KapStone; Pratt Industries; Cascades/Norampac.
- Tier Three—The “Two Percenters”: Rand-Whitney/Schwarz; Atlantic/New Forest; Greif; Green Bay Packaging.
- Making Bold Statements: Consolidation and Integration; Is Containerboard a Process Business? Putting a Value on a Mill Business; Supply vs. Demand; The Subject of Growth; Integration and Pricing.
- Overview of North American Machines: Machine Suppliers and Types: Gap Formers versus Fourdriniers; The Top 10%, by Category; Highest Capacity in Tons; Fastest, Widest, Most Productive.
- Where We are NOW: Linerboard, Statistics, Background, the Medium Fiber Mix and Recycled Trends.
- The Industry’s Love/Hate Relationship with OCC: Domestic and Global usage of OCC, including Supply (the OCC recovery system) and Demand (new mills and conversions) Dynamics.
- So Which is Better: Virgin or Recycled? Will There be Another Published Price for Containerboard Grades to Reflect Today’s Market?
- Containerboard Basis Weights, the Statistics: Lightweighting versus Lightweights.
- Medium—Lighter, Heavier, but Not the Same as it Was: What’s Holding Back Growth of Super-Lightweights, plus Consideration of Europe vs. North America and Why Average Box Basis Weights are Lighter.
- Is it “the Economy, Stupid”? What Drives Box Demand? A Review: 2009-2013 and 2014-2016.
- E-Commerce: The Shift from a One-box to Two-box model; Why it’s Good for the Box business; What Will Happen in 3-5 Years, plus Curbside Recycling.
- Sustainability—What It Means for Basis Weights: Sustainability vs. Cost Survey, with Responses, Observations, Commentary, and Conclusions.
- Appendices: Transaction Maps for Top Containerboard Companies in North America and Full Listing of Key Data for all North American Containerboard Machines.
Request more information
Get the latest market insights from our team of forest products experts
To view and download the schedules please visit: https://www.fastmarkets.com/methodology/forest-products For questions and comments please contact pricing.risi@fastmarkets.com.
Brazilian printing and writing paper demand has been suffering with the rise of the shift-to-digital trend, along with the retail crisis and increased competition. Fastmarkets economist, Rafael Barisauskas, explains the upside and downside risks ahead for this market
Both German sorted mixed papers and board and German corrugated paper and board saw an uptick in prices
The linerboarprice drops are a result of discount deals emerging in the North American linerboard market
SAO PAULO, Nov 27, 2023 (PPI Latin America) – Fastmarkets RISI is inviting feedback from the industry on the pricing methodologies for Latin America Graphic Paper, as part of its announced annual methodology review process. This consultation, which is open until December 27, 2023, seeks to ensure that our methodologies continue to reflect the physical market […]
This consultation, which is open until December 27, 2023, seeks to ensure that our methodologies continue to reflect the physical market under indexation, in compliance with the International Organization of Securities Commissions (IOSCO) principles for Price Reporting Agencies (PRAs). This includes all elements of our pricing process, our price specifications and publication frequency. You can […]
This consultation, which is open until December 27, 2023, seeks to ensure that our methodologies continue to reflect the physical market under indexation, in compliance with the International Organization of Securities Commissions (IOSCO) principles for Price Reporting Agencies (PRAs). This includes all elements of our pricing process, our price specifications and publication frequency. You can […]
Given the recent mill curtailments some hardwood producers are thinking creatively in order to stay productive
Multifamily housing starts show some sign of life in late 2023, but the overall picture shows a different trend when compared to single-family
Fastmarkets is inviting feedback from the industry on the pricing methodologies for Log Lines and Woodfiber & Biomass Markets as part of its announced annual methodology review process.