by Sean Ungerer | Sep 20, 2021 | Forestry and Paper
Key YTD moves: Cotton +14%; Polyester +20%; HW DWP +38%; China-origin DWP +25%; medium-grade VSF +5%; high-end VSF +6% and Lyocell -7%. Led by Sateri, VSF producers tried to entice buyers by slashing prices this week: The VSF operating rate dropped to 75% and...
by Sean Ungerer | Sep 13, 2021 | Forestry and Paper
Key YTD moves: Cotton +15%; Polyester +17%; HW DWP +38%; China-origin DWP +28%; medium-grade VSF +10% and high-end VSF +13%. In contrast, Lyocell is down 7%. VSF price down 1% w/w: The VSF operating rate was flat at 78% and inventory days increased slightly this week...
by Sean Ungerer | Aug 27, 2021 | Forestry and Paper
Softwood producers keep September prices in China flat, while hardwood sees further cuts (USD 15/t): Arauco, Illim Group and Metsä Fibre announced flat prices into China for September orders. The Softwood Shanghai futures price for September has settled at USD...
by Sean Ungerer | Aug 23, 2021 | Forestry and Paper
Key YTD moves: Cotton +16%; Polyester +18%; HW DWP +38%; China-origin DWP +27%; medium-grade VSF +14% and high-end VSF +16%. In contrast, Lyocell is down 6%. VSF price slightly lower this week: The VSF operating rate declined to 78% as a unit in East China reduced...
by Sean Ungerer | Aug 18, 2021 | Forestry and Paper
China and US pulp prices in the red: China pulp prices are likely to remain stable, if not improve slightly as China exits a lower demand season and if China is able to export more paper assuming logistics improve. Pulp stocks in China are reducing again, which...
by Sean Ungerer | Aug 16, 2021 | Forestry and Paper
Key YTD moves: Cotton +18%; Polyester +20%; HW DWP +38%; China-origin DWP +27%; medium-grade VSF +15% and high-end VSF +16%. In contrast, Lyocell is down 5%. VSF price slightly lower this week: The VSF operating rate improved to 79% as units in Southeast China came...
