Update
North America containerboard quarterly: Q1 2025
North American pulp and paper products face temporary pricing implications and a potential reorganization of the fiber supply chain amid Trump’s economic statecraft.
As a heavily traded commodity, pulp and paper products face short-term pricing implications and a potential reorganization of the fiber supply chain in the long term following Trump’s economic statecraft. More uncertainty may be coming, with potential impacts on local North American containerboard demand and production.
RaboResearch’s latest forecasts for the containerboard sector suggest: