
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.
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?
.png)
1 Week
1 Month

3 Month

6 Month

1 Year

Interested in protecting prices, have a look at ChAI Protect. ChAI Protect is our commodity price risk insurance offering created to protect your company from the financial risks associated with raw material price movements
ChAI Protect is our commodity price risk insurance offering, created to protect your company from the financial risks associated with raw material price movements.
Speak to the team
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
*Please include your company email
Frequently Asked Questions
Still have a question?
Contact us
Which suppliers or regions are the most reliable/unreliable right now from a supply chain perspective?
What are the key supply chain risks for the next quarter (climate events, wars, shipping route changes)?
Are there any substitution materials currently becoming more competitive?
Are there any current supply chain disruptions (strikes, port closures, weather events, shipping delays)?
What tariffs does the EU have with the US?
What are new government polices?
What raw materials are in short supply?
What are current freight rates?
Do your models/algorithms change for time horizons? (short term/long term)?
What is unique about what you do? Aren’t large hedge funds already doing something similar?
What kind of AI techniques are you using?
Our Risk / Compliance Department is concerned about model transparency - How do you ensure your models can be explained?
Can you expand on how the AI is used and how it's a differentiator?

Interested in further market insights, forecasts, cost models, downloadable data ?
We are making the companies whose products we depend on everyday more resilient
Speak to the team
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
*Please include your company email
