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...
by Sean Ungerer | Mar 22, 2022 | Forestry and Paper
Key w/w moves: Cotton +5%; Polyester -4%; HW DWP stable China-origin DWP +1%, medium-grade VSF +1% w/w; and high-end VSF and Lyocell stable. Cotton’s premium to VSF is 63% (2021 average: 30%) and a 180% premium to polyester (2021 average: 150%). The VSF premium to...
by Sean Ungerer | Mar 15, 2022 | Forestry and Paper
Key w/w moves: Cotton +2%; Polyester -1%; HW DWP +3%, China-origin DWP +2%, medium and high-end VSF stable and Lyocell +1 w/w. Cotton’s premium to VSF is 64% (2021 average: 30%) and a 169% premium to polyester (2021 average: 150%). The VSF premium to polyester is...
by Sean Ungerer | Mar 10, 2022 | Forestry and Paper
Pulp prices firmly in the green again this week: The worlds’ largest BCMT pulp producer, West Fraser has increased the BCTMP price to USD 650/t in China with immediate effect. The NOREXECO pulp futures for 23E imply an 9-14% decline in Europe, while prices in China...
