Paper giants talk mixed paper and OCC outlook

摘要

Recovered fiber end users continue to experience impacts from fluctuating recycling markets, which they discussed in recent earnings calls. Executives also speculated on the future of fiber exports to Asia. Almost all the major publicly traded paper industry players mentioned recovered fiber in recent quarterly investor calls, even if just noting lower OCC prices benefitted their bottom lines. Some offered perspective on recovered fiber trends domestically. The quarterly reports came amid continually declining prices for OCC and ongoing historic lows for mixed paper.