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...
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...
