Paper Outlook — Prices Are Going Soft

Kullman notes that price levels in the United States last summer made America an attractive choice for European mills. As for Asia, he feels paper consumption should return to normal levels there once the recession concludes.

There could be a paper thawing once spring arrives, but until then, "it'll be a tough winter for paper makers and a good winter for buyers," Kullman says. He sees more coated freesheet capacity washing up on U.S. shores.