Kraftliner - US East Prices

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    February 6, 2026

    Why are Kraftliner - US East Prices so high?

    06-02-2026 - The current market landscape presents a complex picture with mixed signals. On one hand, technical data, particularly from trend-following analyses, indicates upward price pressure on raw materials, with an estimated impact of $3.0 per tonne. Conversely, data on demand and flows suggest a downward pressure, resulting in an uncertain market outlook.

    In the kraftliner segment, the forecast predicts a decline in FOEX Kraftliner prices to €942.0 per tonne in the upcoming month. However, this forecast is at odds with external analyses. For example, Fastmarkets anticipates an increase in operating rates from an average of 90–91% in 2023–24 to 95% by early 2026. This expected rise in operating rates is likely to tighten market conditions, thereby exerting upward pressure on kraftliner prices. This external viewpoint suggests a potential increase in kraftliner prices, contrasting with the forecasted decline.

    Overall, the market is experiencing conflicting forces, with technical data and external analyses providing differing perspectives on future price movements. While raw materials face upward price pressure, the kraftliner market is caught between a forecasted price decline and external predictions of price increases due to tighter market conditions.

    What is the current / spot price of Kraftliner - US East?

    Kraftliner - US East Price Today
    February 6, 2026
    Current Price

    What is the forecast for the price of Kraftliner - US East?

    Kraftliner - US East Price Forecast
    February 9, 2026
    1 Month Forecast
    1 Year Forecast

    What are the short-term drivers of Kraftliner - US East prices?

    Over the 1 Month horizon the outlook is moderately bearish due to drivers such as: - Paper Products exports from Brazil - Movements in the Brazilian Real Br(None) The top contrary drivers for the 1 Month horizon are: - Short term price trends - Wood Pulp exports from Brazil - Seasonality trends for the prediction month of year

    What are the long-term drivers of Kraftliner - US East prices?

    Over the 1 Year horizon the outlook is bearish due to drivers such as: - Long term price trends - Movements in the Chile Peso Spot - Movements in the Chinese Yuan Br(None) The top contrary drivers for the 1 Year horizon are: - Paper exports from Germany - Movements in the Euro

    Will the price of Kraftliner - US East go up?

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    ChAI Protect is our commodity price risk insurance offering, created to protect your company from the financial risks associated with raw material price movements.
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