AF&PA paper reports
The American Forest & Paper Association released its November 2012 U.S. paper reports.
Containerboard production fell 1.5 percent over October 2012 but rose 1 percent over the same month last year. However, the month-over-month average daily production increased 1.7 percent. The containerboard operating rate for November 2012 gained 0.6 points over October 2012, from 96.3 percent to 96.9 percent.
Total boxboard production increased by 2.1 percent compared to November 2011 and increased 1.7 percent from October. Unbleached Kraft Boxboard production increased over the same month last year and increased compared to October. Total Solid Bleached Boxboard and Liner production increased compared to November 2011 and increased compared to last month. The production of Recycled Boxboard increased compared to November 2011 but decreased when compared to last month.
Total U.S. industry consumption of recovered paper in November was 2.36 million tons, 5 percent lower than in October 2012. Inventories increased for most grades. Year-to-date total consumption in 2012 is 4 percent lower than during the same period last year.
U.S. exports of recovered paper showed strong gains across all grades, except for High Grade Deinking. Corrugated exports increased to levels not seen since April 2011. Year-to-date exports of recovered paper in 2012 are 6 percent lower than during the same period in 2011.
Total printing-writing paper shipments decreased four percent in November compared to November 2011. Three out of the four major printing-writing grades posted decreases compared to last November, with coated free sheet posting the only year-over-year increase.
Additional key findings:
November shipments of coated free sheet (CFS) papers increased year-over-year for the sixth time in the past 12 months. CFS shipments increased 1 percent when compared to November 2011 to 330,800 tons, the fourth highest total in 2012.
While uncoated free sheet (UFS) papers shipments decreased 2 percent compared to November 2011 to 705,500 tons, October exports increased year-over-year for the third consecutive month. Year-to-date shipments of UFS paper are down 3 percent compared to the same months in 2011. Exports of UFS increased year-over-year in October, up 15 percent. Year-to-date UFS exports are up 11 percent in 2012 compared to same 10 months in 2011.
November uncoated mechanical (UM) paper shipments decreased 24 percent when compared to November 2011, the twentieth consecutive month of year-over-year decline.
November shipments of coated mechanical (CM) papers decreased 5 percent compared to November 2011. Year-to-date shipments of CM are down 5 percent compared to the same 11 months in 2011.
Total Kraft paper shipments were 120.4 thousand tons, a decrease of 11.2 percent compared to the prior month. Bleached Kraft paper shipments increased year-over-year 21.2 percent. Unbleached Kraft paper declined 15.7 percent year-over-year. Total month-end inventory increased 4.3 percent to 76.0 thousand tons this month compared to October 2012 month-end inventories.