Boston Paper Board

[gokeefe]

Perhaps related to public and regulatory backlash against styrofoams, certain types of plastics, etc. I think I heard a few months ago that Dunkin Donuts will be eliminating styrofoam cups entirely, and bringing back paperboard for hot drinks of all sizes. Just for one example.

WOW ... Well that would certainly explain it if true. Tarriff proofed as well and easy to control production quality.

"I'm going to take the T (or Lyft) and go check things out ... "

[GP40MC1118]

As of Sunday there was no change here. Car still derailed. Rumor is PAR, Keolis
having a dust up on fixing the track. The other load remains near Innerbelt.

D

[festis]

IP in Auburn converts paper board into packaging (boxes, etc) but they do not manufacture it. The big rebuild at Sappi in Skowhegan this spring was aimed at the packaging market.
https://www.sappi.com/sappi-limited-ann ... egan-maine" onclick="window.open(this.href);return false;

[gokeefe]

Wow ... Thanks for the clarification. I thought it was focused tissue. Should be interesting to see what kind of rail volumes this upgrade generates. The recent movement against plastic packaging has major potential implications for the paper making industry.

[festis]

The internet was touted to be the death of paper, and in regards to newsprint and other printing grades, it has certainly taken its toll. However, the Amazons of the world now promise you anything your heart desires at your doorstep with the click of a button. How much of that comes in a box....generally with another box inside, or a cardboard backer with a plastic bubble on the front. Last projection I read was 6% annual growth in paperboard through 2030...there will be opportunities for those play it right.

[gokeefe]

Is there a consensus that imported packaging is not competitive due to its lighter weight and large bulk?

[BandA]

I'm curious what has been the effect of China cutting off most of the post-consumer recycling market? An American mill that can handle recycled source material is going to get it at rock-bottom cost.

[festis]

Is there a consensus that imported packaging is not competitive due to its lighter weight and large bulk?

precursors like paper board are no less dense than a roll of printing paper. Converting and finishing will always be regional, that's where the bulk is added. nothing stopping a converter from importing paperboard. I would be surprised if market pricing is high enough to support the added freight though