by Sean Ungerer | Apr 20, 2021 | Forestry and Paper
Pulp gains further ground across the board (two week % moves: Europe +7%; US +6% and China +2-7%): Demand remains solid, price differentials with Europe and other regions and supply-side continues to provide strong underpin for prices. Graphic paper prices not...
by Sean Ungerer | Apr 20, 2021 | Forestry and Paper
Stora Enso confirms plans to close two loss making paper mills in Europe: This would remove 1.4tpa of paper capacity and 1.3mpta of pulp capacity.Stora Enso to reduce its paper footprint by 35% to 2.6mtpa: Annual paper sales are expected to decrease by EUR 600mn, with...
by Sean Ungerer | Apr 19, 2021 | Forestry and Paper
Key YTD moves: Polyester +17%; HW DWP +51%; China-origin DWP +43%; medium-grade VSF +16% and high-end VSF +38%. Further pressure on VSF prices, down 5% in two weeks: Modal has been stable, while lyocell market has been rumoured to seeing producers selling under...
by Sean Ungerer | Apr 7, 2021 | Forestry and Paper
Pulp ticks up further and more price increases announced: Eldorado and Klabin have confirmed an 8-10% (USD 60-100/t) price increase for BEK to Asia, North America and Europe. Arauco is not offering pulp volumes to China in April due to production and backlog issues....
by Sean Ungerer | Apr 6, 2021 | Forestry and Paper
Key YTD moves: Polyester +16%; HW DWP +51%; China-origin DWP +46%; medium-grade VSF +22% and high-end VSF +39%. Slight drop in VSF prices on the back of small and mid-sized plants cutting prices: The VSF operating rate declined to 81% this week as a Shandong-based VSF...
by Sean Ungerer | Mar 30, 2021 | Forestry and Paper
Is VSF next? To date, global textile companies have been scrambling to cut Xinjian cotton from their supply chains. As with cotton, the opacity of the Xinjiang supply chain makes it impossible to prove whether viscose produced there is ethically made.VSF from Xinjian...
