Fine-tuning of the import structure leads to a premium for compliant production capacity

In 2024, the EU's paper import value was 11.59 billion US dollars. In 2025, due to compliance screening, it decreased by 3% month-on-month from January to November. However, the export of compliant production capacity increased against the trend. Paper enterprises in Southeast Asia such as Vietnam and Thailand have seen their market share decline due to incomplete traceability. China, relying on its industrial chain integration capabilities, has seen its export share of coated kraft paper to Europe rise from 18% to 25%, with prices remaining firm.