Recent discussions with paper distributors and mill representatives have uncovered some stunning information regarding demand and supply that will impact the printing industry today and in the foreseeable future. Since 2020, there has been a reduction in demand of 47%.
Below is a chart that graphically describes that drop in demand The Blue line is shipments, the Purple is consumption. The reason that they do not align is due to print company inventories that was a byproduct of the Covid era when paper supplies were extremely limited and many companies that could, inventoried.
The determination of the paper mills to balance supply and demand started much earlier than 2020.
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