by Sean Ungerer | May 9, 2022 | Forestry and Paper
The imported hardwood DWP averaged USD 1,051/t in April: This meant the price increased by 8.4% m/m; however, was down 4.6% y/y.Key w/w moves: Cotton -2%; Polyester +5%; HW DWP +3%; China-origin DWP +3%, medium-grade VSF +1%; and high-end VSF 0% and Lyocell +0%....
by Sean Ungerer | Apr 5, 2022 | Forestry and Paper
The imported hardwood DWP averaged USD 969/t in March (+0.7% m/m and -1.4% y/y): The average DWP price for January-March 2022 was USD 929/t (-0.5% y/y and -0.5% q/q).Key w/w moves: Cotton -1%; Polyester -1%; HW DWP +2%; China-origin DWP +5%, medium-grade VSF +1%; and...
by Sean Ungerer | Apr 4, 2022 | Forestry and Paper
Suzano hosted its 2022 Day this week: Key focus areas included sustainability, expanding into new markets; advances in the links of the chain (focussed on textiles; micro fibrillated cellulose, biofuels, and carbon) with a competitive advantage; maintaining relevance...
by Sean Ungerer | Mar 30, 2022 | Forestry and Paper
Pulp prices in China up 4-6% w/w: NOREXECO pulp futures for CY 23E imply a 9-14% decline in Europe, and China. Availability of NBSK in contract and spot markets in the US has slumped due to unplanned downtime, while shipment delays worsened in recent weeks. In...
by Sean Ungerer | Mar 29, 2022 | Forestry and Paper
Key w/w moves: Cotton +7%; Polyester +2%; HW DWP +1%; China-origin DWP 0%, medium-grade VSF 0%; and high-end VSF +1% and Lyocell +1%. Cotton’s premium to VSF is 65% (2021 average: 30%) and a 179% premium to polyester (2021 average: 150%). The VSF premium to polyester...
by Sean Ungerer | Mar 24, 2022 | Forestry and Paper
Pulp prices firmly in the green: NOREXECO pulp futures imply flat pulp prices for the rest of 2022 in Europe, while prices in China are expected to increase by 5-7%. For 23E, the futures imply an 9-14% decline in Europe, while prices in China are expected to decline...
