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What is the difference between Cost Date and Balance Date?

Written by Tom Berrett -RS

Updated at February 11th, 2026

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Table of Contents

What is the difference between Cost Date and Balance Date? 1. Cost Date 2. Balance Date 📌 Summary Table

What is the difference between Cost Date and Balance Date?

1. Cost Date

The Cost Date determines which quarter’s unit costs are used in Fastmarkets’ cost benchmarking calculations.
These include input costs such as fiber, recovered paper, chemicals, energy, labor, and other consumables.

Cost Date controls the cost inputs used in calculations.
It changes frequently (quarterly), reflecting updated prices for energy, chemicals, fiber, and other inputs.


2. Balance Date

The Balance Date reflects the last time Fastmarkets engineers changed a mill’s operational setup, based on changes either on:

  • Capacity
  • Product mix
  • Fuel mix
  • Raw material consumption
  • Energy balance
  • Labor and operational assumptions

Balance Date controls the operational configuration of each mill (machinery, capacity, consumption).  It changes less frequently and only when real mill updates occur.


📌 Summary Table

Term What it controls Update frequency What triggers updates
Cost Date Cost inputs (fiber, energy, chemicals, labor, FX) Quarterly (labor annually) New quarterly unit cost data
Balance Date Mill operational setup (capacity, consumption, mixes) Annually or ad hoc Engineering review, rebuilds, capacity changes

 

 

balance date update revision date cost date

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