N.A. Uncoated Free Sheet Demand Weak
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North American UFS demand is weak and prices continue drifting slowly lower, Wilde says. October offset estimated prices fell $10/ton to $920 - $940/ton, -1.1% y/y. Cut-size estimated prices fell $10/ton to $1,065 - $1,115/ton, -2.7% y/y. Even with recent capacity closures, there appears to be excess UFS supply in the domestic market, according to Wilde.
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