2 min read
Matt Elhardt: Mar 21, '24
An executive once told me, "Variance is not just a challenge, but an opportunity for management." While variance might create frustration and fear of...
3 min read
Matt Elhardt: Dec 19, '23
According to our transaction-based benchmark Recycled Fiber 360, spot prices have increased dramatically recently. More importantly, the "last tons"...
4 min read
Matt Elhardt: Nov 7, '23
Maintaining a competitive advantage in today’s dynamic pulp and paper industry is essential for success. However, optimizing business decisions in...
4 min read
Matt Elhardt: Nov 1, '23
Economic fundamental principles assert that prices are determined by the point at which supply and demand intersect. This theory suggests that by...
2 min read
Matt Elhardt: Sep 7, '23
For many North American mills, OCC is the primary driver of cash costs. In examining public investor presentations, it’s evident that management has...
2 min read
Matt Elhardt: Jun 13, '23
Over the last several months, an interesting flip has occurred in the OCC market. Prices for OCC bought on the spot market are now lower than those...
1 min read
Matt Elhardt: Jan 23, '23
Similar to previous years, the Pulp and Paper industry underwent some significant changes and faced some unexpected challenges in 2022. Despite the...
2 min read
Matt Elhardt: Dec 14, '22
Supply curves are critical for procurement strategy and capital planning, offering a powerful tool for professionals studying markets and charting...
4 min read
Matt Elhardt: Oct 5, '22
Labor union strikes and industry developments that have pinched the supply of conifer wood chips in the Pacific Northwest (PNW) now have a number of...
2 min read
Matt Elhardt: Mar 30, '22
The COVID-19 pandemic had immediate, cascading effects across the globe during its onset in 1Q2020. While most economies seem to have skirted...
2 min read
Matt Elhardt: Mar 30, '22
Similar to 2020, the Pulp and Paper industry underwent some significant changes in 2021—some expected, some unexpected. However, despite the...
