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Paper Markets GRC September 18, 2017
Pratt Recycling Paper Markets GRC September 18, 2017
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Uncertainty
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Amazon Effect… The Amazon effect continues to limit the supply of OCC. The AF&PA estimates the US recovery rate at only 11% for recycling of ecommerce boxes delivered to homes (compared to a 90%+ recovery rate for OCC in the retail/grocery sector). Meanwhile, packaging for ecommerce is booming.
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Global Market China Imports Curtailed MXP Paper Ban Alternative Supply
Alternative Destinations
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Quality MXP Prohibitives ISRI spec 2% MRFs struggle to produce this quality
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Southeast Storm Effects
Shortage of available transportation Loss of Supply Higher Landed Cost for Fiber to the Mills
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