by Sean Ungerer | Jan 14, 2022 | Forestry and Paper
Pulp, Paper and Packaging all close 2021 in the green: NBSK Europe +43%; BHKP Europe +68%, China NBSK +13%; China BHKP +14%; CWF and CM +21%; UWF +20%; Kraftliner +49%; Testliner +63% and OCC +81%. Q4 average moves (y/y & q/q): NBSK Europe +58% & +1%; BHKP...
by Sean Ungerer | Jan 11, 2022 | Forestry and Paper
Key 2021 YTD moves: Cotton +45%; Polyester +23%; HW DWP +24%; China-origin DWP +15%; medium-grade VSF +7%; high-end VSF +9% and Lyocell -10%. Cotton’s premium to VSF averaged 30% and averaged a 150% premium to polyester. VSF premium to polyester averaged 94%.A good...
by Sean Ungerer | Dec 17, 2021 | Forestry and Paper
Mixed pulp price moves this week: Pulp prices in China in the green after weeks of being under pressure. Surging BSK prices on the Shanghai Futures Exchange prompted Chinese buyers to stock up on NBSK imports, with an aim to arbitrage or hedge for quick gains, or to...
by Sean Ungerer | Dec 13, 2021 | Forestry and Paper
Mixed price moves for textiles this week: ICE cotton +2%; Polyester: +1%; VSF and DWP -1%.VSF prices remain under pressure: The VSF market was stable to weaker and downstream plants purchased raw materials on need-only basis. The operating rate of VSF industry...
by Sean Ungerer | Dec 10, 2021 | Forestry and Paper
Key insights from the 2021 Klabin Investor Day: Klabin believes that the solid economic performance in Europe and North America will continue to boost kraftliner demand in 2022 and expects kraftliner prices to hold. Most of the paper packaging market continues to...
by Sean Ungerer | Dec 8, 2021 | Forestry and Paper
Most textiles came under pressure this week: ICE cotton -11%; VSF -7%; and Polyester: -5%. VSF prices giving back all its recent gains, down 7-9% w/w: The operating rate of VSF industry improved w/w from 72% to 77% as a large-scale VSF plant in North China...
