{"id":2724,"date":"2025-12-02T08:58:53","date_gmt":"2025-12-02T08:58:53","guid":{"rendered":"https:\/\/www.imtrade.nl\/?p=2724"},"modified":"2025-12-02T10:28:46","modified_gmt":"2025-12-02T10:28:46","slug":"impress-december-2025","status":"publish","type":"post","link":"https:\/\/www.imtrade.nl\/en\/impress-december-2025\/","title":{"rendered":"Impress December 2025"},"content":{"rendered":"<p><i><span style=\"font-weight: 400;\">Monthly insights from the recovered paper and packaging markets<\/span><\/i><\/p>\n<h3><b>\ud83d\udcca Market Overview: Calm Before the Turn?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">As the year draws to a close, the European recovered paper market shows signs of stabilization. After months of gradual decline, most price corrections now seem to have reached their limits.<\/span><\/p>\n<p><b>Cardboard (OCC)<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">The German market continues to soften slightly, with trading levels now between <\/span><b>\u20ac105\u2013110 per ton (market)<\/b><span style=\"font-weight: 400;\"> and contract pricing around <\/span><b>\u20ac130\u2013135 per ton DAP<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-2725 size-full\" src=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/1.jpg\" alt=\"\" width=\"1024\" height=\"768\" srcset=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/1.jpg 1024w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/1-300x225.jpg 300w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/1-768x576.jpg 768w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/1-16x12.jpg 16w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/span><span style=\"font-weight: 400;\">Export prices, however, have found a floor even showing a small rebound at <\/span><b>$145\u2013150 CNF<\/b><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Demand remains steady, and optimism is slowly returning for a potential upturn in early spring.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignleft size-full wp-image-2726\" src=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/2.jpg\" alt=\"\" width=\"1024\" height=\"768\" srcset=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/2.jpg 1024w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/2-300x225.jpg 300w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/2-768x576.jpg 768w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/2-16x12.jpg 16w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><b>Mixed Paper (1.02 \/ Bont)<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">The market remains relatively stable compared to November. Still, traders describe the situation as \u201cgetting darker.\u201d The material mix is evolving lighter grades are harder to source, and the overall quality picture is changing.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Average market levels are holding at <\/span><b>\u20ac105\u2013110 DAP<\/b><span style=\"font-weight: 400;\">, with <\/span><b>EUWID indicators at \u20ac122\u2013127 per ton<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignleft size-full wp-image-2727\" src=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/3.jpg\" alt=\"\" width=\"1024\" height=\"768\" srcset=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/3.jpg 1024w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/3-300x225.jpg 300w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/3-768x576.jpg 768w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/3-16x12.jpg 16w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><b>Transport Index:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Load-to-truck ratio tightens further to <\/span><b>76% available cargo \/ 24% available trucks<\/b><span style=\"font-weight: 400;\">, signaling limited capacity toward year-end but no dramatic disruption.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-2728\" src=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/4.jpg\" alt=\"\" width=\"1024\" height=\"768\" srcset=\"https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/4.jpg 1024w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/4-300x225.jpg 300w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/4-768x576.jpg 768w, https:\/\/www.imtrade.nl\/wp-content\/uploads\/2025\/12\/4-16x12.jpg 16w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3><b>Wizpaper France Files for Bankruptcy<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">French mill <\/span><b>Wizpaper<\/b><span style=\"font-weight: 400;\"> has announced the end of its operations and officially filed for bankruptcy.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Despite having its own corrugated plant as a primary customer, the company could no longer remain competitive in today\u2019s harsh market environment.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With a production capacity of <\/span><b>120\u2013140 thousand tons of fluting and liner<\/b><span style=\"font-weight: 400;\">, Wizpaper represented one of the smaller players in the European industry. <\/span><span style=\"font-weight: 400;\">It was part of a group of independent mills, each holding <\/span><b>200 thousand tons of capacity<\/b><span style=\"font-weight: 400;\"> each. Now struggling to survive amid heavy overcapacity.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With an estimated <\/span><b>3 million tons of excess capacity<\/b><span style=\"font-weight: 400;\"> in Europe, smaller mills are particularly vulnerable when demand weakens. Wizpaper\u2019s closure could be the first of several a warning sign for the months ahead.<\/span><\/p>\n<h3><b>Paperex India 2025, A Global Meeting Point<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">This week, the renowned <\/span><b>Paperex Exhibition<\/b><span style=\"font-weight: 400;\"> returns to <\/span><b>New Delhi<\/b><span style=\"font-weight: 400;\">, India.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Held every two years, Paperex has become the central hub of the Indian paper industry from mills to machinery suppliers, traders, and converters.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The event\u2019s scale and energy make it unique. It\u2019s not just a trade fair; it\u2019s a vivid reflection of a fast-evolving market.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">IMtrade will be present once again, reaffirming our belief that <\/span><b>India remains a crucial export destination<\/b><span style=\"font-weight: 400;\"> for European recovered paper.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As new regulatory frameworks emerge, maintaining steady material flow to the Indian subcontinent will require coordination and adaptability. The dialogue at Paperex will set the tone for 2026.<\/span><\/p>\n<h3><b>Contract Prices Under Pressure<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Negotiations for <\/span><b>2026 supply contracts<\/b><span style=\"font-weight: 400;\"> have begun and it\u2019s immediately clear that industrial buyers are pushing back.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">After a turbulent 2025, mills argue that the <\/span><b>spread between EUWID index levels and real market prices<\/b><span style=\"font-weight: 400;\"> has become unsustainable.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Throughout the year, many producers suffered losses as contractual premiums stayed too high compared to spot market dynamics.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Now, procurement managers are determined to correct the imbalance demanding <\/span><b>lower surcharges on EUWID and MOP-linked agreements<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If common ground cannot be reached, some mills may forego long-term contracts altogether, leading to a higher share of <\/span><b>spot-based tonnages<\/b><span style=\"font-weight: 400;\"> in 2026.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For traders, that could bring opportunity provided supply and demand start to diverge again.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">In 2025, both were weak. In 2026, we can only hope for more movement.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><b>Year-End Reflection<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">2025 will be remembered as a year of correction not collapse. Prices fell, yes, but supply chains held firm, and new market balances began to emerge.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As we move into 2026, a few key themes will define the outlook:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Consolidation among smaller mills;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The role of India and Southeast Asia as stabilizers;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">And the delicate recalibration of European pricing models.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">For now, the message is simple: <\/span><b>the bottom seems near<\/b><span style=\"font-weight: 400;\"> and perhaps, finally, recovery is within sight.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Follow <\/span><b>IMtrade<\/b><span style=\"font-weight: 400;\"> for data-driven updates, analysis, and monthly insights from across the recovered paper value chain.<\/span><\/p>\n<p>&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>Monthly insights from the recovered paper and packaging markets \ud83d\udcca Market Overview: Calm Before the Turn? As the year draws to a close, the European recovered paper market shows signs of stabilization. After months of gradual decline, most price corrections now seem to have reached their limits. Cardboard (OCC) The German market continues to soften [&hellip;]<\/p>","protected":false},"author":2,"featured_media":2727,"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-2724","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\/12\/3.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.imtrade.nl\/en\/wp-json\/wp\/v2\/posts\/2724","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.imtrade.nl\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.imtrade.nl\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.imtrade.nl\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.imtrade.nl\/en\/wp-json\/wp\/v2\/comments?post=2724"}],"version-history":[{"count":2,"href":"https:\/\/www.imtrade.nl\/en\/wp-json\/wp\/v2\/posts\/2724\/revisions"}],"predecessor-version":[{"id":2731,"href":"https:\/\/www.imtrade.nl\/en\/wp-json\/wp\/v2\/posts\/2724\/revisions\/2731"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.imtrade.nl\/en\/wp-json\/wp\/v2\/media\/2727"}],"wp:attachment":[{"href":"https:\/\/www.imtrade.nl\/en\/wp-json\/wp\/v2\/media?parent=2724"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.imtrade.nl\/en\/wp-json\/wp\/v2\/categories?post=2724"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.imtrade.nl\/en\/wp-json\/wp\/v2\/tags?post=2724"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}