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commodity cliffPapermakers'
plunge persists

Inventory bubble deflates
as market prices plunge

Most leading OP, Paper & Print makers reported continued sales declines in Q3'19. We analyse the market, comparative performance and any plans for reinvention. Paper demand is plunging, but price hikes in '18/early'19 disguised the deceleration, spiralling down 60% since 2008... Updated Today for Cascades & Verso; Sappi tomorrow

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