What global shifts mean for Europe’s paper packaging industry

Packaging Solutions

The global containerboard market is entering a period of transition – and Europe is not immune to the ripple effects of what is happening in North America and Asia.

Fastmarkets' latest report from the ‘Paper Packaging Monitor’ takes a deep dive into the 2025 North American outlook, which has implications for European producers, exporters, and logistics partners alike.

The report covers:

• US containerboard price trends and projected declines in late 2025.

• Tariff related market shifts between the US and China.

• Capacity cuts and mill closures in North America – and what they signal globally.

• Recovery expectations in 2026 and potential market tightening by 2027.

So, why does this matter for Europe?

Export competitiveness, global operating rate trends, and shared supply chain pressures all point to a connected market environment. Understanding North American developments can help European players anticipate pricing pressures, trade dynamics, and margin shifts.

Explore the full market forecast and download a free sample of the Paper Packaging Monitor here.