The EU economy has grown by 0.6% in 2023
according to the latest estimates and is now
forecast to grow by 1.2% in 2024. This places the
EU among the least dynamic regions in the world.
Overall apparent paper and board consumption
decreased by 15.3%.
The overall consumption of paper and board in
Cepi countries in 2023 decreased by 15.3%
compared to 2022, based on figures available for
the first 9 months of the past year. It has been hit
more severely than at any time during the Covid-19
pandemic, as private consumption expenditure was
impacted by high interest and inflation rates.
As in 2022, sanitary and household paper was the
most resilient segment, carried by the strength of
the ‘at-home’ sub-segment, including products
such as tissues or toilet paper, while the ‘away-
from-home’ sub-segment suffered from less
dynamic markets. Sanitary and household
consumption decreased only by 3.7%.
Demand for graphic paper remained negatively
impacted in 2023 (-27.5%), because of the
declining demand observed in printing and
publishing, compounded with the effect of
destocking, which amounts to a significant share of
the decrease. Packaging paper and board demand
decreased by 12.2%.
Decrease in production of all paper and board
grades
The production of packaging grades is estimated to
have decreased by 9.1% compared to 2022. Within
packaging grades, containerboard – mainly used
for transport packaging and corrugated boxes
recorded a decrease of 4.7%. The output of carton
board plus and other packaging board mainly used
for retail packaging decreased by 17.3%. The
production of wrapping grades – used for paper bag
production – decreased by 15.9%.
The share of packaging grades accounted for
62.3% (60.1% in 2022) of the total paper and board
production, with graphic grades accounting for
22.6% (25.9% in 2022). Output of all other grades
of paper and board – mainly for industrial and
special purposes – decreased by 12.2%, with a
share of 4.8% of total paper and board production.
Sanitary and household paper manufacturers’
output decreased by about 4.4% compared to 2022
and accounted for 10.3% of total paper and board
production.
The overall production of graphic grades fell by
24.6%. Newsprint decreased by 19.9% whilst
printing and writing papers decreased by 25.4%, as
a result of machine closures and conversions.
The production of printing and writing papers –
used for magazines and catalogues, direct mail,
directories, etc. – decreased at different rates
depending on precise grade categories. Output of
coated mechanical paper and uncoated
mechanical paper decreased by 24.4% and 23.4%
respectively. Uncoated woodfree grades - copy
paper - have decreased by 23.9%, and coated
woodfree grades were the most impacted with a
decrease of 31.2%.
Overall, this means that production of coated and
uncoated graphic papers decreased by 27.9% and
23.7% respectively. Production of woodfree
graphics showed a decrease of 26.4%, while output
of mechanical graphic papers fell by 23.9%.
Production of paper and board by grade
in Cepi countries in 2023
Paper and board deliveries by Cepi countries
decreased by 15.4%, with exports falling by 15.7%
Based on cumulative data from the first nine
months of 2023, it is expected that total paper and
board deliveries for the year decreased by 15.4%
compared to 2022, and exports outside Cepi by
15.7%. This reflects last year’s paper production
decline in Europe and the global slowdown in
economic growth. By the end of September 2023,
deliveries of graphic grades had decreased by
27.3% whilst deliveries of packaging grades
decreased by 11.9%.