September paper reports
The American Forest & Paper Association released its September 2012 U.S. paper reports.
Containerboard production fell 4.8 percent over August 2012 and 2.2 percent compared to same month last year. The month-over-month average daily production decreased 1.6 percent. The containerboard operating rate for September 2012 lost 1.5 points over August 2012, decreasing from 97.5 percent to 96 percent.
Total boxboard production decreased by 2.1 percent compared to September 2011 and decreased 6.9 percent from August. Unbleached Kraft Boxboard production increased over the same month last year but decreased compared to August. Total Solid Bleached Boxboard and Liner production decreased compared to September 2011 and decreased compared to last month. The production of Recycled Boxboard increased compared to September 2011 but decreased when compared to last month.
Total U.S. industry consumption of recovered paper in September was 2.36 million tons, 8 percent lower than August 2012. Year-to-date total consumption in 2012 is 4 percent lower than during the same period last year.
U.S. exports of recovered paper, as reported by the U.S. Census Bureau, decreased 4 percent in August compared to July, led by a drop in Mixed Papers exports which fell after a very strong July. Year-to-date exports of recovered paper in 2012 are 6.5 percent lower than during the same period in 2011.
According to the report, total printing-writing paper shipments decreased seven percent in September compared to September 2011. All four major printing-writing grades posted decreases compared to the previous period. The decrease in shipments followed the drop in U.S. purchases of printing-writing papers by 10 percent compared to September 2011.
Additional key findings include:
•August U.S. imports of coated free sheet (CFS) papers decreased year-over-year for the tenth time in the past 12 months.
•August U.S. exports of uncoated free sheet (UFS) papers increased year-over-year by more than 20 percent – the third 20+ percent increase in 2012.
•September shipments of coated mechanical (CM) papers reach second highest monthly total for the year but are still down year-over-year.
Total Kraft paper shipments were approximately 130,100 tons, a decrease of 2.2 percent compared to the prior month. Total inventory was approximately 77,900 tons in September. Unbleached Kraft shipments decreased, but bleached Kraft shipments increased year over year for the eighth month in 2012.