Kraftliner - Europe Prices

30-01-2026 - The current market analysis reveals a downward pressure on raw material prices, as indicated by the forecast. This decline is primarily influenced by technical data, which has a negative impact of -2.2 €/t. Additionally, calendar effects contribute a further -3.48 €/t to the downward trend, although trend following provides a slight counterbalance with an increase of 2.80 €/t. Overall, various data types, including demand and flows, support this downward trajectory.

In contrast, a report from Fastmarkets highlights a different perspective in the containerboard sector. The market is anticipated to face tightening conditions due to significant capacity reductions, including permanent mill closures by major producers such as International Paper and Georgia-Pacific. These closures are expected to elevate operating rates from an average of 90–91% in 2023–24 to 95% by early 2026. This shift is likely to exert upward pressure on kraftliner prices. This analysis suggests a potential increase in kraftliner prices, presenting a contrary view to the forecasted decline in raw material prices.

In summary, while the forecast predicts a general downward trend in raw material prices, external reports indicate a potential rise in kraftliner prices due to capacity cuts and increased operating rates in the containerboard market.