ab 20 September 2026 Global Research Paperboard Prognostications: September Paper Prices September containerboard prices +$70/ton, above expectations (IP, PKG, SW) Pulp & Paper Week reported September paperboard prices on Friday evening. Both the benchmark grade of 42 lb kraft linerboard and recycled linerboard were +$70/ton m/m. Producers were out with price increases in the $80-140/ton range, so while this implies only partial recognition, our recent conversations imply that the buyside expectation was in the $40-50/ton range. We would expect the stocks to be up on this on Monday. The industry has now recognized $170/ton of pricing in three increases over 7 months, one of the fastest and largest pricing runs in the history of the US market. The post Covid period is the most comparable, where prices rose $220/ton over four increases from 2020 to 2022. Market heated up in September PPW noted that 64% of survey respondents reported higher pricing in September vs. August for 42-lb kraft