What has caused the current paperboard shortage? More importantly, when will it be over?
The pandemic and other market forces have caused disruption in supply chain production, and it’s nearly impossible to plan ahead. How did it happen, is there a light at the end of the tunnel, and if so, when will that be? We’ll discuss this and more with Mark Wilde, Ph.D. from BMO Capital Markets.
Mark Wilde’s presentation will focus on the elements behind some of the tightest supply/demand conditions in over two decades. He will discuss key demand drivers as well as changes on the supply side of the industry. Finally, Mark will provide some thoughts on what lies ahead for the boxboard and carton markets. A Q&A session will follow the formal presentation.
Meet the Speaker
Mark Wilde, Ph.D.Mark joined BMO Capital Markets Equity Research as senior analyst in June 2014 covering packaging & forest products. Mark has a deep knowledge of the industry, covering the space on the sell side for more than 20 years. Known by many as “Dr. Paper,” Mark has for several years been identified by key industry consultants and sources as one of the most globally influential people in the paper and forest products sector. Mark brings with him outstanding coverage of the U.S. sector and has added further Canadian paper & forest products to his research coverage at BMO.
For more than two decades, Mark has repeatedly been recognized as one of the sector’s best stock pickers and a frequently quoted sector expert. He garners top rankings in Institutional Investor (including a top-four position in each of the last seven years) and the Greenwich surveys (including #1 in 2014). In addition, Mark continues to be strongly recognized for stock recommendations and earnings accuracy in WSJ’s “Best on the Street” and Thomson Reuters’ StarMine surveys. Mark spent 25 years at Deutsche Bank and predecessor firms, including Deutsche Bank (1999-2014); BT Alex Brown (1997-1999), and as a partner at Banker’s Trust (1988-1996). Mark began his career as a senior economist at Wharton Econometrics (WEFA Group). He has a B.A. from Alma College and a Ph.D. in economic history from the University of Delaware.