JANUARY 2012

AF&PA paper reports

The American Forest & Paper Association released its October 2011 United States paper statistic reports.

The October 2011 United States paperboard report showed total boxboard production decreased by 6.1 percent compared to October 2010, and decreased 3.9 percent from September.

•Unbleached kraft folding production increased over the same month last year, and last month.

•Total solid bleached boxboard and liner production decreased compared to October 2010, and was lower than last month.

•The production of recycled folding decreased compared to October 2010, but increased when compared to last month.

•Inventory of solid bleached kraft paperboard grew over a year ago.

The October 2011 Recovered Paper Monthly Report showed total United States industry consumption of recovered paper was 2.5 million tons, 6 percent lower than October of last year, but 1.5 percent higher than September 2011. Modest increases compared to last month were observed across three grades of recovered paper, led by newspaper consumption which went up 11 percent, followed by a 10 percent increase in high grade deinking consumption. Overall, though, year-to-date consumption compared to the same period in 2010 has now decreased by 5 percent. Inventories remained essentially flat compared to last month and to October of last year, but are still at relatively high levels for 2011.

United States exports of recovered paper dropped 5 percent in September compared to August, which is the highest drop since February. Nevertheless, year-to-date exports in 2011 continue to be 14 percent higher than last year by volume. Imports, despite being relatively inconsequential in United States recovered paper trade, are 30 percent higher year-over-year.

Containerboard production was flat decreasing just 0.1 percent when compared to September 2011, however, the month over month average daily production, was down 3.3 percent. The containerboard operating rate for October 2011 was down slightly from October 2010 to 95.1 percent from 96.0 percent.

Additional key findings from the containerboard report include:

•Linerboard production was flat compared to last year.

•Medium production was down from October 2010.