by Sean Ungerer | Sep 12, 2022 | Forestry and Paper
Europe August average price changes: NBSK pulp +2% m/m; +11% y/y; BHKP pulp +2% m/m; +21% y/y; China BHKP net pulp +1% m/m; +35% y/y; China NBSK net pulp +0% m/m; +16% y/y; LWC +1% m/m; +74% y/y; CWF +2% m/m; +73% y/y; UWF +2% m/m; +51% y/y; Newsprint +1% m/m; +78%...
by Sean Ungerer | Sep 6, 2022 | Forestry and Paper
August 2022 key prices changes: The imported hardwood DP price averaged USD 1,197/t in August (USD: -1% m/m & +19% y/y; ZAR: -2% m/m & +34% y/y). The average for July-August 2022 is USD 1,204/t (USD: +19% y/y & +8% q/q; ZAR: +36% y/y & +16% q/q) vs....
by Sean Ungerer | Sep 2, 2022 | Forestry and Paper
Pulp prices stable, for now: NOREXECO pulp futures for CY 23E imply a 13-18% decline in Europe, and a decline of 11-20% in China. UWF up 1% w/w leading Graphic Paper gains: After factoring in a 30% discount to list pulp prices, the CWF/HW spread dropped by 9% w/w to...
by Sean Ungerer | Aug 29, 2022 | Forestry and Paper
Key w/w moves: Cotton +2%; Polyester 2%; HW DWP -5%; China-origin DWP -1%, medium-grade VSF 0%; and high-end VSF -1% and Lyocell 0%. Cotton is now trading at a 5% premium to VSF (2021 average premium: 30%) and a 99% premium to polyester (2021 average: 150%). The VSF...
by Sean Ungerer | Aug 19, 2022 | Forestry and Paper
Pulp prices stable, for now: NOREXECO pulp futures for CY 23E imply a 12-18% decline in Europe, and a decline of 11-20% in China. Ence’s 515ktpa BEK mill in Pontevedra, which had to suspend operations in late July due to drought conditions cannot be restarted until...
by Sean Ungerer | Aug 15, 2022 | Forestry and Paper
Key w/w moves: Cotton +7%; Polyester 0%; HW DWP 0%; China-origin DWP 0%, medium-grade VSF -2%; and high-end VSF -1% and Lyocell -1%. Cotton is now trading at a 2% premium to VSF (2021 average premium: 30%) and a 93% premium to polyester (2021 average: 150%). The VSF...
