Board Converting News, May 18, 2026

Price Environment (CONT’D FROM PAGE 3)

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tight by increasing export? A case in point is that U.S. containerboard producers exported 35 percent more tons than they intended to in 2025, where the price of containerboard is dramatical- ly lower than domestic prices. This trend has continued into 2026, with producers exporting 44 percent more tons than they originally intended in Q1, per AF&PA data via Bloomberg. With box shipments at 2015 levels, raising prices amid chronically weak demand goes against almost every rational economic model. In fact, Bloomberg has pointed out that as prices rise on boxes, demand declines. I’ve asked my association, the AICC, to come out against this recently announced increase for June. Unfor- tunately for me, the membership has mixed feelings about rising prices. Many independent producers hope to gain margin as prices rise. It may be a fool’s bargain. Count me as deeply skeptical. So, I raise my voice, even if I am a voice of one. Bob Cohen is president of Acme Corrugated Box. Fam- ily-owned since 1918, Acme Corrugated is a third-gener- ation, independent corrugated box manufacturer serving customers in Pennsylvania and the Mid-Atlantic region. Its state-of-the-art robotics and machinery are housed in a 320,000-square foot facility in Hatboro, Pennsylvania – one of the most modern and well-equipped box plants in the country.

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4 May 18, 2026

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