{"id":2668,"date":"2025-09-02T09:04:06","date_gmt":"2025-09-02T09:04:06","guid":{"rendered":"https:\/\/www.imtrade.nl\/?p=2668"},"modified":"2025-09-02T14:46:06","modified_gmt":"2025-09-02T14:46:06","slug":"impress-september-2025","status":"publish","type":"post","link":"https:\/\/www.imtrade.nl\/de\/impress-september-2025\/","title":{"rendered":"Impress September 2025"},"content":{"rendered":"<p><span style=\"color: #000000;\"><b>Monthly insights from the recovered paper market<\/b><\/span><\/p>\n<h3><span style=\"color: #000000;\"><b>\ud83d\udcca September Outlook: Stability Meets Export Pull<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400; color: #000000;\">European markets for OCC and mixed paper remain balanced, with mills targeting \u20ac10\u2013\u20ac20\/ton price reductions, though execution may be limited. Exports are picking up, aided by the weaker euro, creating tension between domestic flows and overseas demand.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"color: #000000;\"><b>OCC (1.04 \u2013 Kaufhaus\/90-10)<\/b><span style=\"font-weight: 400;\">: Contract prices edge down to <\/span><b>\u20ac135<\/b><span style=\"font-weight: 400;\">, with spot dipping to <\/span><b>\u20ac125<\/b><span style=\"font-weight: 400;\">.<\/span><\/span><\/li>\n<\/ul>\n<p><span style=\"color: #000000;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"size-medium wp-image-2672 alignnone\" src=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/1-300x225.png\" alt=\"\" width=\"300\" height=\"225\" srcset=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/1-300x225.png 300w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/1-768x576.png 768w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/1-16x12.png 16w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/1.png 1024w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"color: #000000;\"><b>Mixed Paper (1.02)<\/b><span style=\"font-weight: 400;\">: Contracts hold at <\/span><b>\u20ac130<\/b><span style=\"font-weight: 400;\">, while spot softens to <\/span><b>\u20ac110<\/b><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/span><\/li>\n<\/ul>\n<p><span style=\"color: #000000;\"><img decoding=\"async\" class=\"size-medium wp-image-2674 alignnone\" src=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/3-1-300x225.png\" alt=\"\" width=\"300\" height=\"225\" srcset=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/3-1-300x225.png 300w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/3-1-768x576.png 768w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/3-1-16x12.png 16w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/3-1.png 1024w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/span><\/p>\n<ul>\n<li aria-level=\"1\"><span style=\"color: #000000;\"><b>Export OCC 95\/5 to India<\/b><span style=\"font-weight: 400;\">: Prices stays at <\/span><b>$180<\/b><span style=\"font-weight: 400;\">, reflecting renewed international interest.<\/span><\/span><\/li>\n<\/ul>\n<p><span style=\"color: #000000;\"><img decoding=\"async\" class=\"size-medium wp-image-2673 alignnone\" src=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/2-300x225.png\" alt=\"\" width=\"300\" height=\"225\" srcset=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/2-300x225.png 300w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/2-768x576.png 768w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/2-16x12.png 16w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/2.png 1024w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400; color: #000000;\">This balance between domestic stability and export strength makes September a critical month for procurement strategies.<\/span><\/p>\n<h3><span style=\"color: #000000;\"><b>\ud83d\udcc9 Declining Tonnages of Recovered Paper<\/b><\/span><\/h3>\n<p><span style=\"color: #000000;\"><span style=\"font-weight: 400;\">European recovered paper collection remains under strain. UK markets reported further declines in September, dropping even below already weak levels (<\/span><a style=\"color: #000000;\" href=\"https:\/\/www.euwid-recycling.com\/news\/markets\/recovered-paper-market-in-the-uk-lacks-momentum-in-august\/?utm_source=chatgpt.com\" rel=\"nofollow noopener\" target=\"_blank\"><span style=\"font-weight: 400;\">EUWID<\/span><\/a><span style=\"font-weight: 400;\">). Collectors are gathering fewer tons per truckload, pushing up the cost per ton and reinforcing a structurally higher price floor.<\/span><\/span><\/p>\n<p><span style=\"font-weight: 400; color: #000000;\">Where a decade ago mixed paper could drop to \u20ac70\u201375 per ton, current fundamentals make sub-\u20ac100 levels nearly impossible. Resistance to lower prices is simply too high.<\/span><\/p>\n<h3><span style=\"color: #000000;\"><b>\ud83c\udfed Independent vs. Integrated Mills<\/b><\/span><\/h3>\n<p><span style=\"color: #000000;\"><span style=\"font-weight: 400;\">Independent paper producers such as <\/span><b>Jass, Aviretta, and Niederauer M\u00fchle<\/b><span style=\"font-weight: 400;\"> are under severe pressure. Without the protection of in-house corrugated production, they must compete against integrated players like <\/span><b>Smurfit, DS, and Propapier<\/b><span style=\"font-weight: 400;\">.<\/span><\/span><\/p>\n<p><span style=\"font-weight: 400; color: #000000;\">Integrated groups can absorb losses across their divisions, keep competitors out of their corrugated facilities, and still actively sell on the open market. Independents, meanwhile, face steep challenges minimizing losses. A broad market recovery would benefit all, but for now the gap continues to widen.<\/span><\/p>\n<h3><span style=\"color: #000000;\"><b>\ud83c\udfdb\ufe0f Economic Contrast: EU vs. US Growth Outlooks<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400; color: #000000;\">The macroeconomic backdrop remains divided:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"color: #000000;\"><span style=\"font-weight: 400;\">\ud83d\udcc9 CEPI notes European pulp and paper output fell 12.8% in 2023, particularly in graphic paper, with high energy costs eroding competitiveness (<\/span><a style=\"color: #000000;\" href=\"https:\/\/paper360.tappi.org\/2025\/02\/17\/european-pulp-and-paper-industry-market-outlook\/?utm_source=chatgpt.com\" rel=\"nofollow noopener\" target=\"_blank\"><span style=\"font-weight: 400;\">Paper360<\/span><\/a><span style=\"font-weight: 400;\">).<\/span>\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"color: #000000;\"><span style=\"font-weight: 400;\">\ud83d\udcc8 Meanwhile, U.S. producers are expanding domestic recycled containerboard capacity, diverting more recovered paper into local consumption rather than exports (<\/span><a style=\"color: #000000;\" href=\"https:\/\/www.recyclingtoday.com\/news\/rema-2025-more-recovered-paper-being-consumed-domestically-export-markets\/?utm_source=chatgpt.com\" rel=\"nofollow noopener\" target=\"_blank\"><span style=\"font-weight: 400;\">Recycling Today<\/span><\/a><span style=\"font-weight: 400;\">).<\/span>\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400; color: #000000;\">The U.S. maintains modest growth supported by consumption and fiscal stimulus, while the EU continues to stall, raising pressure for new policy responses.<\/span><\/p>\n<h3>\ud83c\udf0f Asian Leaders Meet in Beijing<\/h3>\n<p>During a high-profile meeting in Beijing, Asian leaders, including those from China and India, symbolically rolled out the red carpet for President Putin\u2014a gesture that stands in stark contrast to European perceptions. What may seem inconceivable to European policymakers illustrates the realities of geopolitics: it is not about isolated conflicts, but about positioning on the global stage. By refraining from condemning Moscow, both China and India have enhanced their leverage internationally, strengthening their influence in global negotiations. For Europe, the message is clear\u2014condemnations alone carry little weight. Greater decisiveness, unity, and the resolve to show what we stand for are essential if Europe wishes to play a meaningful role.<\/p>\n<h3><span style=\"color: #000000;\"><b>\ud83d\udd0d September Takeaways<\/b><\/span><\/h3>\n<p><span style=\"color: #000000;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-2675 alignnone\" src=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/index-300x225.png\" alt=\"\" width=\"300\" height=\"225\" srcset=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/index-300x225.png 300w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/index-768x576.png 768w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/index-16x12.png 16w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/index.png 1024w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #000000;\">OCC and mixed paper prices in Europe remain stable, with slight downward pressure.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #000000;\">Export markets are regaining strength, with OCC 95\/5 to India at $180.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #000000;\">Collection volumes are falling, reinforcing structurally higher price floors.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #000000;\">Independent mills face mounting competitive disadvantages against integrated groups.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #000000;\">Innovation in ultra-light fluting highlights the sector\u2019s shift toward packaging.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #000000;\">Chinese imports intensify price competition in European board markets.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #000000;\">EU stagnation contrasts with U.S. growth, shaping global trade flows.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><span style=\"color: #000000;\">Follow IMtrade for updates, analysis, and monthly insights.<\/span> <\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>Monthly insights from the recovered paper market \ud83d\udcca September Outlook: Stability Meets Export Pull European markets for OCC and mixed paper remain balanced, with mills targeting \u20ac10\u2013\u20ac20\/ton price reductions, though execution may be limited. Exports are picking up, aided by the weaker euro, creating tension between domestic flows and overseas demand. OCC (1.04 \u2013 Kaufhaus\/90-10): [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":2669,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[19],"tags":[],"class_list":["post-2668","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-nieuws"],"acf":[],"jetpack_featured_media_url":"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/09\/3.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.imtrade.nl\/de\/wp-json\/wp\/v2\/posts\/2668","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.imtrade.nl\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.imtrade.nl\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.imtrade.nl\/de\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.imtrade.nl\/de\/wp-json\/wp\/v2\/comments?post=2668"}],"version-history":[{"count":8,"href":"https:\/\/www.imtrade.nl\/de\/wp-json\/wp\/v2\/posts\/2668\/revisions"}],"predecessor-version":[{"id":2682,"href":"https:\/\/www.imtrade.nl\/de\/wp-json\/wp\/v2\/posts\/2668\/revisions\/2682"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.imtrade.nl\/de\/wp-json\/wp\/v2\/media\/2669"}],"wp:attachment":[{"href":"https:\/\/www.imtrade.nl\/de\/wp-json\/wp\/v2\/media?parent=2668"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.imtrade.nl\/de\/wp-json\/wp\/v2\/categories?post=2668"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.imtrade.nl\/de\/wp-json\/wp\/v2\/tags?post=2668"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}