by Sean Ungerer | Jan 18, 2022 | Forestry and Paper
FOEX pricing methodology: FOEX’s price indices include energy upcharges. Their definition for price is quite simply put as: “Transaction prices before customer-specific discounts or rebates.”Pulp prices extend gains in China, while US prices come under pressure:...
by Sean Ungerer | Jan 18, 2022 | Forestry and Paper
Key w/w moves: Cotton +4%; Polyester +3%; HW DWP flat; China-origin DWP -1%; medium-grade VSF +3%; high-end VSF +3% and Lyocell +3%. Cotton’s premium to VSF is currently 76% (2021 average: 30%) and a 198% premium to polyester (2021 average: 150%). The VSF premium to...
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...
