Board Converting News, December 13, 2021

Five Lessons Learned (CONT’D FROM PAGE 5)

Box Shipments ( U.S. Corrugated Product Shipments) Industry Shipments In Billions of Square Feet Month September 2021

The pandemic saw many large retailers buying their own equipment to avoid delays and issues caused by con- tainer and chassis shortages. The demand for additional warehousing space to hold buffer stock and delayed sea- sonal merchandise also increased dramatically. Looking ahead, expect logistical planning to include managing equipment (containers, trailers, etc.) as well as warehousing space, and for shippers to select partners who will invest in equipment and space to meet demand. 4. Increasing inventory levels: While the industry knew the “just-in-time” model was getting too lean and too tight to be sustainable, the realization of its fragility was brought to light in a loud and unmistakable way during the pan- demic. This has resulted in what we now consider the “just-in-case” model, whereby shippers build extra inven- tory into their planning so they have goods on hand when they need them. Increasing inventory levels ensures you have contingency goods available to meet unexpected demand or unexpected delays in your supply chain. The last couple years have shown it is too risky to keep in- ventory levels low . You can no longer assume cargo can quickly be delivered from a distribution center hundreds of miles away. To meet customers’ needs, it is necessary to invest in solutions that allow you to have inventory on hand where and when you need it. CONTINUED ON PAGE 8

Year

Actual

Percent Change Avg Week Percent Change

2021 2020

34.261 34.901

-1.8

8.157 8.310

-1.8

Industry Total

Year-to Date

September 2021

Year

Actual

Percent Change Avg Week Percent Change

2021 2020

312.632 300.767

3.9

8.227 7.873

4.5

Industry Total

Containerboard Consumption (Thousands of Tons)

Year

Month

Percent Change Year-to-Date Percent Change

2021 2020

2.7786 2.8459

-2.4

25.4959 24.5672

3.8

Container Board Inventory - Corrugator Plants (Thousands of Tons)

Corrugator Plants Only

Date

Percent Change Weeks of Supply

Percent Change

Sept.

2.312

3.8

3.5 3.4

2.9

Aug

2.2272

Shipping Days

Year

Month

Year-to-Date

2021 2020

21 21

190 191

SOURCE: Fibre Box Association

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December 13, 2021

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