11:25 AM EDT, 10/21/2025 (MT Newswires) -- Demand conditions in the paper, packaging and forest products sector seem to range between unsupportive and tough as the end of the year approaches, RBC Capital Markets said in a Monday note.

However, recent supply rationalization in the containerboard sub-sector, in particular, sparks optimism about the trajectory into 2026, the bank noted.

There is also potential for a meaningful supply response in lumber through the end of the year, though RBC said it prefers the relative stability of West Fraser Timber (WFG.TO) over its smaller peers as the bank waits for a stronger trend to emerge.

Price: 11.17, Change: -0.22, Percent Change: -1.93