Containerboard producers in the United States are poised for a significant start to 2025, with price increases of approximately 7% set to take effect across various grades in January.

This development reflects strong industry fundamentals and heightened inflationary pressure, which continue to shape market dynamics. The sector is expected to experience notable price movement, particularly in linerboard, where double-digit growth is anticipated.

According to a report by RaboResearch, the forecast aligns with a 3% compound annual growth rate (CAGR) in containerboard demand over the next 24 months, against a backdrop of flat supply.

 “Capacity optimisation strategies are keeping supply steady, which supports the current pricing trajectory,” the report highlights.

Political shifts and economic implications

This price surge coincides with the inauguration of President-elect Donald Trump in January 2025. Backed by a Republican majority in both the Senate and the House of Representatives, Trump’s administration is expected to implement policies with potential ramifications for the US economy and international trade.

While the exact impact on the containerboard industry remains uncertain, analysts are watching closely.

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“The interplay between economic policy and trade agreements under the new administration will undoubtedly shape market conditions for containerboard producers,” says the RaboResearch team.

Evaluating past predictions

As RaboResearch marks the first anniversary of its containerboard forecast tool, the team has taken the opportunity to review its past projections.

Their assessment suggests a high degree of accuracy in forecasting key market trends. “Our tool was designed to offer actionable insights, and comparing our forecasts against actual market data reaffirms its value to the industry,” the report states.

Access to more in-depth analysis is available through RaboResearch’s latest quarterly report, which delves further into these developments.