RISI VIEWPOINT: Is Argentina’s malaise in the financial markets weighing on Brazilian kraftliner exports?
By Amanda Fantinatti, Economist, Latin America, Paper Packaging
Booming global demand for containerboard in mature countries, particularly the USA, is reducing capacity availability to meet export demand, which is also set to increase in the short term in light of the developments in China, namely the ban on mixed paper imports and a strict contaminant rule on imported recycled paper. Thus, in order to supply their domestic markets, large kraftliner producers such as the USA are retreating from the export markets and, consequently, pushing kraftliner export prices up.
Brazil is the sole kraftliner exporter in Latin America, and in our base case ...