available tons. But there are
others that weren’t so wise.
They are knocking on doors
and calling their suppliers,
saying, “Ship all that you
have available. I’m low on
inventory.” That’s because
paper machines are running
at close to 100 percent operating rates.
The Southeast is a hotbed
for these developments.
“I see a situation devel-
oping where domestic buy-
ers are not fully aware of just
how much export tonnage
has picked up in the last few
weeks,” emails a supplier in
this region. “They see that the export price has gone up but
do not appreciate that the order levels at those prices have
sometimes doubled or tripled. Some mill buyers will not see
it until they check their receipts for August and realize some
tons they expected to receive did not show up but instead
went into containers headed overseas.”
The door is wide open for export shipments. Anyone
East $130–140 (+ 20)
Midwest 130–140 (+ 20)
Southeast 135–145 (+ 20)
Southwest 135–145 (+ 20)
Los Angeles 125–135 (+ 20)
San Francisco 120–130 (+ 20)
Continued from page 11
Transacted Paper Stock Prices – High Grades
For detailed chart explanation, see page 11
New DLK
Cuttings
( 13)
White
News
Blanks
(24)
Coated
Soft Wht.
Shavings
(28)
Hard
White
Shavings
(30)
Hard
White
Env. Cuts
(31)
Unprint
Bleached
Sulfate
(47)
210–220 (0) 365–375 (- 10) 430–440 (- 10) 530–540 (0) 420–430 (- 10)
175–185 (0) 365–375 (- 10) 430–440 (- 10) 520–530 (- 10) 410–420 (- 10)
165–175 (0) 375–385 (- 10) 440–450 (- 10) 520–530 (- 10) 400–410 (- 10)
175–185 (0) 385–395 (- 10) 475–485 (- 10) 520–530 (- 10) 410–420 (- 10)
205–215 (0) 385–395 (- 10) 445–455 (- 10) 450–460 (- 10) 405–415 (- 10)
205–215 (0) 385–395 (- 10) 445–455 (- 10) 450–460 (- 10) 405–415 (- 10)
Pacific NW 140–150 (+ 20) 205–215 (0)
Source: Official Board Markets
385–395 (- 10) 445–455 (- 10) 450–460 (- 10)
405–415 (- 10)
OBM
close enough to a port to take advantage of this situation
would be a fool not to.
In the past week alone, OCC pricing volatility has risen
dramatically. It might only last for 10 days or two weeks.
No one knows for sure. But right now a lot of mill buyers
have to be biting their fingernails. – MA
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New North American
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analyses of major trends and developments that drive
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• Demand and growth trends by segment (2004, 2009,
2014);
• Demand drivers and reducers by segment;
• Current / emerging technologies and market developments;
• Major opportunities and threats by segment;
• Competitor shares by segment;
• Major processes, paper grades, and fibers employed;
• Price levels by grade and application; and
• Supply chain implications and conclusions.
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