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Weaker Dollar Should Benefit U.S. Containerboard

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In 2009 U.S. containerboard producers exported some 3.5 million tons of containerboard, about 11% of total production. With attractive off-shore prices and a weak U.S. dollar, Wilde advises, exports should become an increasingly attractive option for domestic producers. This diversion of supply should help keep the domestic market snug despite evidence of slowing domestic demand growth, he adds.