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commodity cliffPrint/papermakers
plunge prolongs

#OPocalypse: Diminished
demand+economy+Covid


Most leading OP, Paper & Printer makers continued to report deeper demand declines. Printer paper is down 60%+ since 2008; another -20% in Q3; the shift to hygiene & packaging is huge. We analyse Q3 results updated today inc. HP, Metsa & Mondi

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