OCC - US (LA) Prices

06-02-2026 - The current market landscape presents a complex picture, with the forecast indicating upward price pressure on raw materials, primarily influenced by Flows data, resulting in a $1.9/t impact. Key factors contributing to this pressure include Seaborne Imports & Exports and Exchange Rates. However, Demand data reveals a downward trend, creating mixed signals within the market.

According to a Fastmarkets report, the US recovered fiber market has maintained stable prices and demand through January 2026. Buyers have increased their inventories in anticipation of a projected decline in generation expected in February. Major containerboard producers have reported robust to abundant levels of raw materials, particularly old corrugated containers (OCC), ensuring a steady supply despite anticipated seasonal changes. This stability in demand and pricing suggests a potential for price increases in the near future, aligning with the forecast of an upward trend in the FOEX Old Corrugated Containers market.

Overall, while there are upward pressures on raw material prices, the stability in the US recovered fiber market and the robust supply of OCC indicate a balanced outlook. The mixed signals from demand data and the potential for price increases suggest that market participants should remain vigilant and adaptable to changing conditions.