Converter Outlook (CONT’D FROM PAGE 22)
acterizing producer confidence as ‘hope, not fact.’ The market should expect: • Additional capacity closures as large producers contin- ue network rationalization • A Q1 price increase attempt, the success of which de- pends more on discipline than fundamentals • Ongoing disconnects between published indices and the true transactional market Two possible paths emerge: • Demand stabilizes and tariff pressures ease: Capacity cuts become the foundation for a tighter, more profit- able market. Pricing power solidifies and margins nor- malize. • Manufacturing recession deepens, tariffs escalate: Pro- ducers remain reliant on aggressive supply discipline, and price increases become more difficult to sustain. “The era of demand-led pricing is over. In our opinion, Containerboard in 2026 will be defined by supply engi- neering, disciplined capacity management, and consoli- dation-driven restructuring. The industry’s confidence in a 2026 price hike is less an economic forecast than a test of Big Paper’s resolve — and a signal that the market has entered a fundamentally new phase. “Tavens will continue to “Think Differently” as we tackle the obstacles that 2026 throws our way and are excited
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Len Prazych at 518-366-9017 lprazych@nvpublications.com
CONTINUED ON PAGE 26
• Machinery selection • Plant layout • Project Management • Consulting
A true corrugated industry veteran with nearly 50 years’ experience, Richard Etra can help you with every aspect of box plant operation. Contact Richard today for a no-cost consultation: email: richard_etra@etracorrugatedsolutions.com ph: 917-647-9520
24 January 5, 2026
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