by Sean Ungerer | Oct 4, 2022 | Forestry and Paper
Q3 22A key prices changes: The imported hardwood (HW)DP price averaged USD 1,175/t (USD: -7% q/q & +11% y/y; ZAR: +15% q/q & +35% y/y). DP/pulp spread averaged USD 312/t September 2022 key prices changes: Imported (HW) DP price averaged USD 1,116/t (USD: -7%...
by Sean Ungerer | Sep 30, 2022 | Forestry and Paper
Sappi has concluded an agreement with Aurelius Investment Lux One (“Aurelius”) to divest its: Maastricht mill (Netherlands) – lacked pulp integration and high cost mill: 260kpa CWF (80ktpa) and paper board (180kpta) sold to printers and packaging converters...
by Sean Ungerer | Sep 30, 2022 | Forestry and Paper
Pulp prices steady but stronger USD drives European pulp prices higher: NOREXECO pulp futures for CY 23E imply a 14-19% decline in Europe, and a decline of 11-22% in China. Demand and prices for resale pulp surge in China as weak RMB weighs on import market. YTD to...
by Sean Ungerer | Sep 23, 2022 | Forestry and Paper
Despite slowing paper and board market in China, pulp prices stable for now: Restricted availability and low pulp stocks held by most customers have kept prices for pulp imports from declining in China. The domestic paper and board sector has continued to struggle...
by Sean Ungerer | Sep 20, 2022 | Forestry and Paper
Key w/w moves: Cotton 0%; ICE cotton contract -5%; Polyester +1%; HW DWP 0%; China-origin 0%, medium-grade VSF -1%; and high-end VSF -1% and Lyocell 0%. Cotton is now trading at a 4% premium to VSF (2021 average premium: 30%) and an 86% premium to polyester (2021...
by Sean Ungerer | Sep 14, 2022 | Forestry and Paper
Key w/w moves: Cotton +2%; Polyester +4%; HW DWP 0%; China-origin DWP -2%, medium-grade VSF -3%; and high-end VSF -4% and Lyocell 0%. Cotton is now trading at a 4% premium to VSF (2021 average premium: 30%) and an 87% premium to polyester (2021 average: 150%). The VSF...
