Board Converting News, September 20, 2021

NAM: Manufacturing Job Openings At Record High

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

In the latest NAM Manufacturers’ Outlook Survey for the third quarter, 87.5 percent of respondents felt either some- what or very positive about their company outlook, down from 90.1 percent in the second quarter. The data are con- sistent with solid growth in manufacturing activity, but with some easing from more rapid paces in the Q2, when the outlook had registered the best reading in nearly three years and some measures had reached record highs. At the same time, the labor market remains tight, with respondents predicting employment and wage growth to rise at the fastest rates in Outlook Survey history. Respon- dents also anticipate capital spending to increase by the most since the second quarter of 2018. Workforce shortag- es were cited as the largest downside risk to the economic outlook, followed by supply chain disruptions, increased cost pressures and rising COVID-19 cases. Rising raw material costs once again topped the list of primary business challenges in the third quarter, cited by 86.4 percent of respondents. Other top challenges in the third quarter include the inability to attract and retain a quality workforce, supply chain challenges, transportation and logistics costs and rising health care and insurance costs.

Year

Actual

Percent Change Avg Week Percent Change

2021 2020

35.963 34.395

4.6

8.173 7.817

4.6

Industry Total

Year-to Date

June 2021

Year

Actual

Percent Change Avg Week Percent Change

2021 2020

208.632 196.828

6.0

8.279 7.749

6.8

Industry Total

Containerboard Consumption (Thousands of Tons)

Year

Month

Percent Change Year-to-Date Percent Change

2021 2020

2.9450 2.8182

4.5

14.1095 13.3029

6.1

Container Board Inventory - Corrugator Plants (Thousands of Tons)

Corrugator Plants Only

Date

Percent Change Weeks of Supply

Percent Change

Jun. May

2.1046 1.9962

5.4

3.1 2.9

6.9

Shipping Days

Year

Month

Year-to-Date

2021 2020

22 22

126 127

SOURCE: Fibre Box Association

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