Global Recycled Cardboard Price Tracker
Epignosis Insights Research Desk — Monthly Report, August 2026
Epignosis Insights Research Desk — Monthly Report, August 2026
1. Executive Summary
1.1 Global Recycled Cardboard Market Overview
1.2 Current OCC Price Environment
1.3 Key Monthly Price Movements
1.4 Regional Price Developments
1.5 Grade Wise Price Developments
1.6 Key Supply Side Developments
1.7 Key Demand Side Developments
1.8 Trade Flow Developments
1.9 Downstream Packaging Price Implications
1.10 Key Risk Factors
1.11 Two Quarter Price Outlook
1.12 Key Takeaways for Buyers and Sellers
2. Global Recycled Cardboard Market Overview
2.1 Definition and Scope of Recycled Cardboard
2.2 Recovered Fibre Market Structure
2.3 Role of OCC in Containerboard Production
2.4 Major Recovered Paper Grades
2.5 OCC and Sorted Office Paper
2.6 Recovered Fibre Collection Ecosystem
2.7 Recycling and Recovery Value Chain
2.8 Major Producing Regions
2.9 Major Consuming Regions
2.10 Major Trade Corridors
3. Price Tracker Methodology
3.1 Research Methodology
3.2 Data Collection Framework
3.3 Primary and Secondary Data Sources
3.4 Government Trade Statistics
3.5 Industry Price Reporting Agencies
3.6 Company Disclosures
3.7 Financial Sector Analysis
3.8 Industry and Trade Publications
3.9 Price Data Triangulation
3.10 Cross Validation Methodology
3.11 Price Benchmarking Methodology
3.12 FOB and Delivered Mill Price Basis
3.13 Grade Definition Differences
3.14 Data Frequency and Monthly Tracking
3.15 Historical Benchmarking Methodology
3.16 Data Limitations and Comparability
4. Global OCC Price Analysis
4.1 Current Global OCC Price Environment
4.2 Monthly OCC Price Movement
4.3 Year to Date Price Movement
4.4 Month on Month Price Change
4.5 Year on Year Price Change
4.6 OCC Price Recovery Since the 2025 Trough
4.7 Current Price Versus Five Year Average
4.8 Current Price Versus Historical Peak
4.9 Price Volatility Analysis
4.10 Key Factors Influencing Current Prices
5. North America OCC Price Analysis
5.1 U.S. OCC Market Overview
5.2 U.S. OCC Spot Price Trends
5.3 Monthly Price Movement
5.4 Regional Price Variations
5.5 Southeast U.S. OCC Pricing
5.6 Northeast U.S. OCC Pricing
5.7 Midwest U.S. OCC Pricing
5.8 West Coast U.S. OCC Pricing
5.9 Mill Purchasing Prices
5.10 Collector and Recycler Pricing
5.11 Domestic Demand Conditions
5.12 Export Demand Conditions
5.13 U.S. OCC Price Outlook
6. Historical OCC Price Analysis
6.1 Long Term OCC Price Evolution
6.2 Historical Annual Average Prices
6.3 2001 to 2010 Price Development
6.4 2011 to 2020 Price Development
6.5 2021 to 2025 Price Development
6.6 2026 Price Recovery
6.7 Historical Price Peaks
6.8 Historical Price Troughs
6.9 Commodity Price Cycles
6.10 Impact of Economic Cycles
6.11 Impact of Export Demand
6.12 Impact of Asian Import Policies
6.13 Historical Volatility Assessment
7. Recovered Fibre Grade Analysis
7.1 OCC
7.2 Sorted Office Paper
7.3 Brown Recovered Paper Grades
7.4 Higher Grade Recovered Fibre
7.5 Grade Wise Price Comparison
7.6 Monthly Price Movement by Grade
7.7 Grade Specific Supply Conditions
7.8 Grade Specific Demand Conditions
7.9 Cross Grade Price Correlation
7.10 Broader Recovered Fibre Market Signals
8. Supply Side Analysis
8.1 Recovered Fibre Generation
8.2 Collection Volumes
8.3 Recycling Rates
8.4 Domestic Fibre Availability
8.5 Mill Consumption
8.6 Capacity Utilization
8.7 Containerboard Capacity
8.8 Capacity Rationalization
8.9 Mill Closures
8.10 Production Capacity Reductions
8.11 Impact of Capacity Discipline on OCC Demand
8.12 Supply Availability Outlook
9. Demand Side Analysis
9.1 Domestic OCC Demand
9.2 Containerboard Demand
9.3 Corrugated Packaging Demand
9.4 Recycled Paperboard Demand
9.5 Industrial Packaging Demand
9.6 E Commerce Packaging Demand
9.7 Consumer Packaging Demand
9.8 Export Driven Demand
9.9 Regional Demand Trends
9.10 Short Term Demand Outlook
10. Global Trade Flow Analysis
10.1 Global Recovered Paper Trade
10.2 U.S. Recovered Paper Exports
10.3 U.S. OCC Export Volumes
10.4 U.S. OCC Export Destinations
10.5 Asia Bound OCC Trade
10.6 India
10.7 Indonesia
10.8 Malaysia
10.9 South Korea
10.10 Taiwan
10.11 Thailand
10.12 Vietnam
10.13 European Recovered Paper Trade
10.14 European Imports
10.15 European Exports
10.16 Changes in Global Trade Routes
10.17 Impact of Trade Policy on OCC Prices
11. Regional Market Analysis
11.1 North America
11.1.1 United States
11.1.2 Canada
11.1.3 OCC Price Trends
11.1.4 Supply Demand Balance
11.1.5 Trade Flows
11.1.6 Outlook
11.2 Europe
11.2.1 Germany
11.2.2 France
11.2.3 United Kingdom
11.2.4 Italy
11.2.5 Spain
11.2.6 Recovered Paper Imports
11.2.7 Recovered Paper Exports
11.2.8 Domestic Mill Demand
11.2.9 Price Outlook
11.3 Asia Pacific
11.3.1 China
11.3.2 India
11.3.3 Indonesia
11.3.4 Malaysia
11.3.5 South Korea
11.3.6 Taiwan
11.3.7 Thailand
11.3.8 Vietnam
11.3.9 Import Demand
11.3.10 Price Outlook
12. Containerboard Market Analysis
12.1 Global Containerboard Market
12.2 Recycled Containerboard
12.3 OCC Consumption in Containerboard Production
12.4 Containerboard Demand
12.5 Containerboard Capacity
12.6 Capacity Rationalization
12.7 Mill Closures
12.8 Production Discipline
12.9 Containerboard Pricing
12.10 Relationship Between OCC and Containerboard Prices
12.11 Containerboard Margin Analysis
12.12 Short Term Containerboard Outlook
13. Downstream Packaging Price Analysis
13.1 OCC Input Cost Transmission
13.2 Recycled Paperboard Pricing
13.3 Corrugated Box Pricing
13.4 Containerboard Pricing
13.5 Packaging Producer Margins
13.6 Cost Pass Through Mechanisms
13.7 Producer Price Announcements
13.8 Impact on Packaging Buyers
13.9 Margin Compression Risk
13.10 Potential Further Price Increases
14. Competitive and Company Landscape
14.1 Major OCC Buyers
14.2 Major Containerboard Producers
14.3 Major Recycled Paperboard Producers
14.4 Major Recycling Companies
14.5 Major Fibre Collectors
14.6 International Paper
14.7 Smurfit Westrock
14.8 Sonoco Products
14.9 Packaging Corporation of America
14.10 Capacity Changes by Major Producers
14.11 Strategic Actions
14.12 Mergers, Acquisitions and Consolidation
14.13 Production Capacity Rationalization
15. Supply Demand Balance Assessment
15.1 Global Supply Demand Overview
15.2 North American Balance
15.3 European Balance
15.4 Asian Balance
15.5 Domestic Versus Export Demand
15.6 Generation Driven Tightening
15.7 Reallocation Driven Tightening
15.8 Inventory Conditions
15.9 Mill Procurement Behaviour
15.10 Price Response to Supply Demand Changes
16. Key Price Drivers
16.1 Containerboard Demand
16.2 OCC Generation
16.3 Collection Volumes
16.4 Mill Capacity Rationalization
16.5 Export Demand
16.6 Asian Import Demand
16.7 Economic Conditions
16.8 Seasonal Factors
16.9 Transportation Conditions
16.10 Trade Policies
16.11 Packaging Demand
16.12 Recycled Fibre Availability
17. Risk Watch List
17.1 Cyclical Reversal Risk
17.2 Export Policy Risk
17.3 Trade Flow Disruption
17.4 Downstream Margin Compression
17.5 Regional Price Divergence
17.6 Mill Capacity Risk
17.7 Demand Slowdown Risk
17.8 Collection Volume Risk
17.9 Transportation Disruption Risk
17.10 Substitution Risk
18. Price Forecast and Market Outlook
18.1 Short Term Price Outlook
18.2 Third Quarter 2026 Outlook
18.3 Six Month Outlook
18.4 Two Quarter Outlook
18.5 Base Case Scenario
18.6 Bull Case Scenario
18.7 Bear Case Scenario
18.8 Expected Monthly Price Volatility
18.9 Expected Supply Demand Developments
18.10 Expected Containerboard Pricing
18.11 Expected Packaging Price Developments
18.12 Key Indicators to Monitor
19. Strategic Implications
19.1 Implications for OCC Buyers
19.2 Implications for Recyclers
19.3 Implications for Collectors
19.4 Implications for Containerboard Producers
19.5 Implications for Packaging Producers
19.6 Implications for Packaging Buyers
19.7 Procurement Strategy
19.8 Contract Versus Spot Purchasing
19.9 Inventory Management
19.10 Price Pass Through Strategy
19.11 Regional Sourcing Strategy
20. Monthly Market Dashboard
20.1 OCC Current Price
20.2 Month on Month Change
20.3 Year to Date Change
20.4 Five Year Average Comparison
20.5 Historical Peak Comparison
20.6 Sorted Office Paper Price
20.7 Export Growth
20.8 Import Growth
20.9 Containerboard Capacity Changes
20.10 Downstream Price Announcements
20.11 Market Risk Score
20.12 Price Direction Indicator
21. Key Market Takeaways
21.1 Pricing Takeaways
21.2 Supply Takeaways
21.3 Demand Takeaways
21.4 Trade Takeaways
21.5 Competitive Takeaways
21.6 Downstream Impact Takeaways
21.7 Outlook Takeaways
22. Frequently Asked Questions
22.1 What Is the Current OCC Price?
22.2 How Has OCC Pricing Changed During 2026?
22.3 How Does Current OCC Pricing Compare With Historical Levels?
22.4 Why Are OCC Prices Increasing?
22.5 Are Other Recovered Paper Grades Increasing?
22.6 What Is Driving OCC Demand?
22.7 How Are Containerboard Producers Responding?
22.8 How Are Packaging Producers Responding?
22.9 What Are the Main Risks to OCC Prices?
22.10 What Is the Near Term OCC Price Outlook?
23. Data Tables and Exhibits
23.1 Monthly OCC Price Table
23.2 Regional OCC Price Table
23.3 Grade Wise Price Table
23.4 Historical OCC Price Table
23.5 Five Year Price Benchmark
23.6 Export Volume Table
23.7 Import Volume Table
23.8 Containerboard Capacity Change Table
23.9 Company Price Announcement Table
23.10 Regional Supply Demand Dashboard
24. Sources and References
24.1 Government Data Sources
24.2 Industry Price Reporting Sources
24.3 Company Filings and Disclosures
24.4 Financial Research Sources
24.5 Trade Publications
24.6 Historical Market Data Sources
24.7 Data Definitions and Notes
24.8 Source Validation Notes