by Sean Ungerer | Dec 8, 2021 | Forestry and Paper
We recently attended the 2021 International Containerboard Conference (ICC): Insights were gained across Europe, North America, and Asia. In this report, we highlight key insights impacting Global Recovered Paper (RCP).The global OCC markets have been strong, with the...
by Sean Ungerer | Dec 3, 2021 | Forestry and Paper
Pulp prices steady but hardwood prices set to increase in Asia: First BEK price increase announced in months. The world’s largest pulp producer, Suzano will increase BEK pulp in Asia (incl. China) by USD 20/t, effective immediately. NOREXECO pulp futures for Q1 21E...
by Sean Ungerer | Nov 29, 2021 | Forestry and Paper
Most textiles came under pressure this week but refined cotton (-10%) and cotton linter (-24%) were hit the hardest: The cottonseed price kept slipping as seed cotton harvesting was coming to an end and ginners started processing on large quantity.VSF prices down 1-3%...
by Sean Ungerer | Nov 29, 2021 | Forestry and Paper
Pulp prices stable but global shipment-to-capacity ratio of 83% points to further pressure: PPPC reported World-20 market pulp stats for October and global pulp producer stocks were flat m/m at 44 days-of-supply(BSK: -2 days to 43 and BHK: +1 day to 46), while...
by Sean Ungerer | Nov 23, 2021 | Forestry and Paper
Key YTD moves: Cotton +43%; Polyester +19%; HW DWP +27%; China-origin DWP +15%; medium-grade VSF +23%; high-end VSF +26% and Lyocell -7%. Cotton is currently trading at a 54% premium to VSF (YTD average: 25%) and at a 210% premium to polyester (YTD average: 142%). VSF...
by Sean Ungerer | Nov 19, 2021 | Forestry and Paper
Fastmarkets RISI Global Paper Packaging Outlook Softwood pulp prices under pressure in both Europe and China: In China, P&B demand remains poor due to electricity shortages, thus reducing pulp demand. US spot pulp prices continue to decline as the usual seasonal...
