US Paper & Forest Products Update

Analysts Gail S. Glazerman and Joseph A. Naya at UBS (NYSE: UBS) have released an update on US Paper & Forest products.

Pulp & Paper Week published February paper/board pricing over the weekend. The linerboard pricing was flat after it saw an increase in January. However, the newsletter highlighted some positives such as tightening supply, improving export prices, and some efforts by smaller recycled producers to get a little incremental pricing on top of the increase in January to cover for inflation, according to analysts at UBS.

Analysts expect box prices to rise. However, analysts remain cautious on coated grades.