Attached is your PO for deliveries of ResMix for the month of July 2019. The market for recyclables has, overall, moved very little in the past month.  Both OCC and MIX pricing remain at 25 year lows.  Plastic pricing is soft due to increasing pressure from virgin plastic pellets which are benefiting from much lower… Read more »

Attached is your PO for deliveries of ResMix to Pioneer during the month of June 2019. The market for recyclables has drifted sideways for June.  Of course, the “story behind the story” is much more complex than that simple conclusion.  Please let me explain. To begin, we did see a slight improvement in pricing for… Read more »

Attached is your PO for deliveries of ResMix to Pioneer during the month of May 2019. The market for recyclables has moved modestly lower in May.  The downward price pressure occurred in both OCC and HDPE.  The other grades we sort from ResMix were mostly stable in price. The root cause of the downward pressure… Read more »

Attached is your PO for deliveries of ResMix to Pioneer during the month of April 2019.The market for recyclables has continued to decline during April. This results from lower pricing for both MIX and OCC paper which represent 75% of the total ResMix yield. The decline in pricing is especially significant as we would normally… Read more »

In the short term, the market for recyclables has moved modestly lower.  This modest reduction in value is a combination of the predictableseasonal variations for the paper grades and what we hope are temporary disruptions in the HDPE market.  Let me briefly describe each impact in more detail. With regards to paper, the seasonal factors… Read more »

The market for recyclables has continued to move lower in February.  This results from the precipitous decline in demand from Chinese buyers….Stop!!  — Somehow the normal “economist speak” just doesn’t do justice to the current state of the market for recyclables.  A better way to describe the current situation is something like “The market for… Read more »

The market for recycled commodities has declined significantly for January.  This results from a continuation of a ban on new shipments to Vietnam and the normal decline in seasonal demand we experience every year at this time both of which were highlighted in our comments last month.  Let me briefly review each of these factors…. Read more »

The market for recycled commodities has declined modestly for December.  This results from a variety of factors including the normal seasonal drop in demand this time of year, the expiration of the few remaining import permits to China and the decision by Vietnam to stop all imports of MIX paper.  Let me review each in… Read more »

The market for recyclable commodities has declined slightly for November.  While any decline is cause for concern, students of recyclable commodity pricing will note that pricing this Fall has held up much better than in previous years.  We are seeing better than normal pricing for this time of year  because of both the very strong… Read more »

The market for recyclables has improved slightly for October which, cateris paribas, (all other things being equal) was not expected.  The modest price improvement stems mostly from an increase in OCC pricing.  Normally, this time of year we expect pricing to decline due to seasonal reductions in demand for containerboard rolls with the end of… Read more »