Forest products long-term forecasts and asset analysis

The ongoing conflict in the Middle East has had a pronounced impact on the packaging industry across the GCC region, sending March containerboard prices and demand soaring. With shipping routes disrupted and fuel costs climbing, packaging producers are facing considerable logistical hurdles. As import delays persist, Saudi Arabia has seen a surge in containerboard demand, with orders increasingly redirected to local mills. Meanwhile, UAE fuel prices have jumped by 72%, though Saudi prices have remained stable despite volatility in global oil markets.

The EU-Mercosur trade agreement, set to take provisional effect in 2026, aims to reduce trade barriers between the two regions. However, the deal faces significant opposition from environmental groups and EU agricultural sectors. For the pulp and paper industry, the effects will be phased in over several years, with an analysis by Cepi showing that tariff reductions will be gradual, eventually benefiting about 85% of EU pulp exports and 90% of paper and board exports.

Discover the latest tissue paper market trends in China. Learn why China tissue jumbo roll prices are fluctuating and what it means for buyers and mills.

Fastmarkets is proposing to launch new price series for its benchmark European PIX Pulp gross prices and North American effective list pulp prices from June 1, 2026. The new prices would run concurrently alongside existing prices for one year before the existing prices with higher discount levels are discontinued on June 1, 2027.

See how surging fuel costs and inflation reshape North American paper and board markets. Read our analysis of the oil shock impact on paper packaging. Read more.

The publication of Fastmarkets’ India domestic recycled containerboard price assessments for Friday April 3 will be delayed due to staffing availabilities.