IP International Paper Loading... : Bullish and Bearish Analyst Opinions
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09:00
Jul 23
Jul 23
PCA deliberately cut export container board sales by 30,000 tons in Q2 to build domestic inventory, reflecting extreme tightness in the US corrugated market. — Export reductions signal that domestic supply is being prioritized, which could push global containerboard prices higher and weaken export availability for competitors.
MED
09:00
Jan 28
Jan 28
Containerboard system is tightening: PCA expects to run mills full for all of 2026, with no open market tons available—a marked shift from prior years of oversupply. — Tight supply supports pricing power across the industry, benefitting all containerboard producers; PCA's comment signals higher operating rates and potential further price increases.
MED
About IP Analyst Coverage
Buzzberg tracks IP (International Paper) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Tom Hassfurther, Tom Hasfurther.