Cardboard price collapse

#1 July 16, 2025 18:42:32

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Cardboard price collapse

The collapse of cardboard prices and the accident at the Arkhangelsk Pulp and paper Mill



Packaging cardboard market: A critical point
- Prices dropped to $460/ton (minimum for 2 years)
- Reasons:
- Overproduction of packaging
- Reduction of exports by 25%
- Stocks in warehouses: +18% to normal
- Production stop: 20% of factories

, Key events of the week
EventDetailsEffects
The Arkhangelsk Pulp and Paper Mill accidentBreakdown of the pulp cooking lineIdle 10 days → shortage of raw materials
Factory in UzbekistanCapacity of 70 thousand tons/year↑ Competition in the CIS market
Forecast for the Central Federal DistrictAugust 2025Cardboard shortage is expected

, Industry trends
  • Market consolidation:
    • Small producers go bankrupt
    • Major players are buying up assets
  • Investments in recycling:
    • A new complex in the Leningrad region (200 thousand tons/year of waste paper)
    • Technologies of deep purification of raw materials
  • Logistics changes:
    • Reorientation to the domestic market
    • Establishment of regional distribution centers

Analyst
“The accident at the Arkhangelsk Pulp and Paper Mill will worsen the situation: the shortage of cardboard in Central Russia may reach 15% in August. Falling prices are temporarily replaced by shortages.”

prices for corrugated cardboard, Arkhangelsk pulp and paper mill accident, waste paper recycling, pulp and paper mill crisis, packaging cardboard market, cardboard shortage
Translated by «Yandex.Translator»

Edited Moderator (July 24, 2025 09:03:56)

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