In addition, January demand was steady or improved modestly, numerous fiber company executives reported during earnings calls earlier this quarter. Analysts suggest that trend appeared to hold through this month — at least for the time being.Other emerging conditions support the March increase. For one, the war in Iran is driving up fuel prices , which increases manufacturing and transport costs.Michael Roxland, senior paper and packaging analyst at Truist Securities, said in a March 22 note to investors: “ ...