Global containerboard capacity has increased rapidly over the past 2 years. With the increase in at-home deliveries combined with the strong anti-plastics sentiment, we don’t expect this trend to slow down any time soon. Containerboard has demonstrated the highest rate of growth for any major paper grade over the past 5 years, and paper producers are making large investments to keep up with the growing demand.
However, corrugated investments in the past couple of years have been relatively modest when compared to previous periods of growth. What does the unique data for corrugators in FisherSolve tell us about this dynamic change in the market?
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