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commodity cliffPapermakers price
hikes escalate exit

Paperless, Printless hybrid
digital work, exposes dive


Most leading OP, Paper, Printer & Packaging makers have reported Q2'22 results. Printer paper and ink usage is down 75%+ since 2008 yet makers are increasing prices between +25-40% as demand dives. The shift to hygiene, food service & packaging supplies is huge. The Covid crash caused users to accelerate the move towards digitization as print diminished. We analyse latest reports this week Veritiv, Acco, Brother, Resolute, Sylvamo, CCL/Avery & KP Tissue

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