Industry Reports

Deutsche Bank Reports Summaries

080528 Deutsche Bank Report - GP and a June 1 Hike?

Deutsche Bank - Equity Research

Trade sources are reporting that Georgia-Pacific has begun announcing to its customers that it will raise containerboard prices

by $55/ton on July 1.   In light of rising costs and high operating rates, this news is hardly a surprise.  However, the fact that G-P is the first to move on price is interesting.  Some players in the trade had pointed at G-P as a cause for last winters' failed price initiative.  The proposed hike is a bit larger than the $40-50/ton increases that are typical in the containerboard market.