UCFS Doing O.K. in U.S.

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The U.S. uncoated free sheet (UCFS) market is O.K., but not spectacular, says Mark Wilde, senior analyst with Deutsche Bank. In June, 50-lb offset roll prices rose $10/ton to $925 - $940/ton and 20-lb repro bonds rose $5/ton to $1,100 - $1,140/ton. In May, prices on various grades were up $30 - $40/ton. Producers have announced a $60/ton price increase. This is the second price increase of the year following the $40/ton price increase in both cut-size and roll grades in March. The recent price increase is driven by capacity cuts (Domtar, IP), low inventory levels (-17% y/y), and sharply higher pulp prices.