TL;DR

Lead times for corrugated and rigid packaging are running 20-35% above normal in Central/Eastern Europe and Brazil. Flexible film improving in Western Europe.

RegionCategoryLead TimeStatus
C/E EuropeCorrugated+30-35%RED
C/E EuropeRigid/FBB+25%RED
UKFlexibleNormalisingGREEN
BrazilCorrugated+20%RED
BrazilLabels+15%AMBER
AsiaFlexibleNormalGREEN

Central/Eastern Europe

Smurfit WestRock Herzogenrath shutdown (month 3) tightening Central European corrugated supply. Örnsköldsvik mill curtailment affecting Greyboard → RGID lead times worst affected. Place Q2 orders before April 1.

Brazil & LATAM

Domestic converting near full utilisation. Santos port congestion adding 2-4 weeks. Brazil PNRS reverse logistics requirements add administrative lead time for EPR-reportable formats.

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