Papermakers'
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
