AF&PA June paper reports
The American Forest & Paper Association released its June 2012 U.S. paper reports.
Containerboard production lost just 0.3 percent over the same month last year. Production was down 1.7 percent compared to May 2012, but the month over month average daily production increased 1.6 percent. The containerboard operating rate for June 2012 rose 1.5 points over May 2012 from 94.7 percent to 96.3 percent.
Total boxboard production decreased by 1.8 percent compared to June 2011 and decreased 0.7 percent from last month. Unbleached Kraft Folding production increased over the same month last year, but decreased compared to last month. Total Solid Bleached Boxboard & Liner production decreased compared to June 2011 and remained flat compared to last month. Recycled Folding production decreased compared to June 2011 and decreased slightly when compared to last month
According to the report, total U.S. industry consumption of recovered paper in May was 2.45 million tons, 4 percent lower than May 2012. Year-to-date consumption in 2012 is 3 percent lower than during the same period last year.
U.S. exports of recovered paper were flat in May compared to April, with decreases in Mixed and Pulp Substitutes offset by increases in Other Mechanical and Corrugated. Year-to-date exports of recovered paper in 2012 are 4 percent lower than during the same period in 2011.
June 2012 Printing-Writing Paper Report shows total printing-writing paper shipments decreased 8 percent in June compared to June 2011. Shipments for coated free sheet and uncoated mechanical grades posted double-digit year-over-year decreases compared to last June. U.S. purchases (shipments + imports – exports) of printing-writing papers also decreased 8 percent in June. Total printing-writing paper inventory levels decreased 4 percent from last month, primarily due to double-digit decreases among the mechanical grade papers.
Additional key findings include:
- Purchases of coated mechanical (CM) papers are up slightly compared to June 2011, which is the second consecutive year-over-year increase.
Shipments of uncoated free sheet (UFS) papers are down year-over-year, which is the second-largest decrease in past 20 months.
- Shipments of coated free sheet (CFS) papers are at the highest level since November 2011 but still decreased year-over-year.
- Uncoated mechanical (UM) paper shipments are down double-digits compared to year-ago but reached the highest point in the past five months.