Kraftliner - US East Prices

15-04-2026 - The current market landscape presents a mixed outlook due to varying pressures on raw material prices. The forecast indicates upward price pressure driven by global demand, with an estimated impact of $5.0 per tonne. However, this is balanced by downward pressures stemming from flows and technical data, resulting in an overall uncertain market direction.

In the kraftliner market, the forecast predicts a decline in FOEX Kraftliner prices to €962.0 per tonne in the coming month. This prediction contrasts with external analyses, such as those from Fastmarkets, which suggest a different trajectory. Fastmarkets anticipates an increase in operating rates from an average of 90–91% in 2023–24 to 95% by early 2026. This rise in operating rates is expected to tighten market conditions, potentially leading to upward pressure on kraftliner prices. This external analysis suggests a possible increase in kraftliner prices, opposing the forecasted decline.

Overall, the market is experiencing a complex interplay of factors, with raw material prices facing both upward and downward pressures, and differing predictions for kraftliner prices. This creates a challenging environment for stakeholders to navigate, as they must consider both the forecast and external analyses to make informed decisions.