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Jul 7 2026, 07:00 IST/BST
Smurfit Westrock
Q2 preview and North America pricing dynamics
- Sectors : Paper & Packaging
- Companies : Smurfit Westrock
DAVY VIEW
While freight and energy costs will drag on near-term performance, we believe Smurfit Westrock is well placed coming into H2. Paper pricing will start to meaningfully flow through, and the operating rate of mills — a key measure of market strength — should also start to improve. The containerboard market in North America is starting to find its feet.
