Kraftliner - US West Prices

15-04-2026 - The current market landscape presents a complex picture with mixed signals. On one hand, there is upward price pressure on raw materials, primarily driven by global economic demand, which is expected to have a $5.0/t impact. This upward trend is, however, balanced by downward pressures stemming from market flows and technical data, resulting in an overall mixed outlook.

In terms of kraftliner prices, the forecast suggests a decline to €962.0 per tonne in the coming month. This prediction is at odds with external analyses, such as those from Fastmarkets, which foresee an increase in operating rates from an average of 90–91% in 2023–24 to 95% by early 2026. Such an increase in operating rates is anticipated to tighten market conditions, potentially driving kraftliner prices upward. This external perspective indicates a possible rise in kraftliner prices, contrasting with the forecasted decline.

Overall, the market is experiencing a tug-of-war between various factors influencing raw material and kraftliner prices, leading to a mixed and uncertain outlook.