Paper/Forest Products: June Price Check: C’board +$50/ton hike fully implemented on tight supply

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Paper/Forest Products: June Price Check: C’board +$50/ton hike fully implemented on tight supply

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Paper/Forest Products

June Price Check: C’board +$50/ton hike

fully implemented on tight supply

Industry Overview

Tight supply drives quick c’board hike 19 June 2026

Fastmarkets RISI's (RISI) Pulp & Paper Week (PPW) published its June price review for Equity

paperboard. Overall, containerboard prices increased $50/ton for both linerboard and United States

medium, ahead of our forecasts (we had thought implementation might take through Paper/Forest Products

July based on our research). PPW reported that 42-lb kraftliner increased to $1,040

1,050/ton, bringing cumulative increases to $100/ton since January (and similar for other

c’board grades). On demand, contacts pointed to a modest uptick in board, with some

suggesting the World Cup is contributing incrementally (e.g., food service packaging tied George L. Staphos

to stadium activity), though overall corrugated box demand remains mixed – this is ResearchBofAS Analyst

consistent with comments from our recent BofA Boxmaker Survey. The article notes that +1 646 855 4495

george.l.staphos@bofa.com

60-65% of recycled linerboard buyers and sellers reported higher pricing m/m, while

55% of kraftliner (virgin linerboard) contacts reported increases; corrugating medium ReinhardtResearch Analystvan der Walt >>

was stronger, with 70-80% reporting higher pricing (in some cases above $50/ton). We’d MLI (UK)

+44 20 7995 9270

like to see the kraft increase rate pick up, though RISI notes buyers were waiting to see reinhardt.vanderwalt@bofa.com

where the hike settled before committing. Kyle Benvenuto

Research Analyst

Supply reductions and extended lead times BofAS+1 646 743 0046