Xinnan Li

Aug 29, 2024 | research.rabobank.com | Xinnan Li

After avoiding a full-on economic recession in the US, containerboard demand in 2024 is slowly but steadily recovering from the destocking in 2023. As the global mega-mergers are underway, the industry is taking a fine comb through their domestic operations – while much effort was focused on capacity optimization initiatives by temporarily or permanently closing assets in the past years, we started to see new corrugated assets being planned.

May 30, 2024 | research.rabobank.com | Xinnan Li

As the industry rides out the prolonged demand weakness, containerboard producers look inward and outward and prepare for growth and synergies. The global mega-consolidation continues. In this second issue of the containerboard quarterly, we share updated quarterly forecasts on North American containerboard supply, demand, and prices for the next 24 months, according to our model.

Apr 8, 2024 | research.rabobank.com | Xinnan Li

In a new quarterly on the North America containerboard market, we use a proprietary model to forecast containerboard supply, demand, and prices. In the Q1 2024 edition, we project: - Demand growth to stay slightly positive, with a 0.8% CAGR over the next 24 months. - Good momentum in supply as new projects come on line and before notable exits in 2025 as the market balances itself.

Jan 31, 2024 | research.rabobank.com | Xinnan Li

Every five years, the USDA and U.S. Departments of Health and Human Services jointly publish guidelines which provide the latest definition of ‘healthy diet’. One year late, the 2015 issue was finally published at the beginning of 2016 and generated heated discussions in the industry. Here are the three takeaways. The guidelines provide a model of a healthy diet for the general public.

Jan 22, 2024 | research.rabobank.com | Xinnan Li

Volatile macroeconomic conditions will impact cold storage operators in North America and lead to increased costs, specifically in key categories. There are short-term and long-term trends at play, such as structural labor tightness being slow to recover, sticky inflation leading to fewer-than-expected rate cuts, and high and volatile energy prices expected until the end of 2030, while scope 3 emission reduction targets will add more costs down the road.