Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
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New Vehicle Sales – August 2021 Key message: On 1 July 2021, the Competition Commission’s Guidelines for Competition in the South African Automotive Aftermarket become effective. The final guidelines were issued on 29 January 2021 and are available on the Commission’s...
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Forestry & Paper Industry Price Update
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...
Cement Import Monitor
Key message: June imports fell and the July/August levels are likely to fall substantially due to the looting and disruptions around the port of Durban.
Forestry & Paper: Textiles Fibre Update
Key message: VSF, Cotton & polyester in the red. VSF operating rate down to 78% and inventory days up to 25. Hardwood DWP prices likely to remain stable.
Forestry & Paper: Price Update
Key message: US & China pulp prices in the red. CWF margins improving. Kraftliner up 2.5% w/w and US kraft paper producers target further price increases of USD 50-60/t.
Forestry & Paper: Textiles Fibre Update
Key message: Cotton in the green, while VSF & polyester are in the red. VSF operating rate improved to 79% and inventory days up to 23. Hardwood DWP prices likely to remain stable.
Forestry & Paper: Price Update
Key message: Pulp prices steady, graphic paper margins improving and containerboard producers eye further price increases of EUR 50/t.
Forestry & Paper: Textile Fibres Update
Key message: VSF and cotton in the green, while polyester is in the red. VSF operating rate improved to 78% and inventory days down to 22.5. DWP prices likely to remain stable.