Research
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Forestry & Paper: Textiles Fibre Weekly Update
Key message: Cotton and polyester in the green, while VSF in the red and with DWP following suit, down 4%.
Forestry & Paper Weekly Industry Insights
Key message: Mondi completes Olmuksan acquisition. Sappi starts producing labels at Gratkorn. US UFS demand in the green!
Sasol: Spotlight on earnings – latest profit drivers
We show Sasol’s earnings for FY22 and FY23 assuming spot prices remained until the end of FY23
Forestry & Paper Weekly Price Update
Key message: Pulp prices in China showing signs of pressure, while Europe and North America set to increase further. UWF price increases of 6-9% announced in the US. Further gains in containerboard, while OCC holds steady.
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Forestry & Paper: Textile Fibre Weekly Update
Key message: Cotton and VSF down 4-9%, while polyester and DWP remain flat. With current VSF fundamentals, it is hard to see DWP prices hold their ground.
Forestry & Paper Weekly Industry Insights
Key message: Wave of corrugated investment in Poland, SKG extending presence in Eastern Europe and Stora’s Oulu kraftliner mill ramping-up ahead of expectations.
Sasol: Spotlight on earnings – latest profit drivers
We show Sasol’s earnings for FY22 and FY23 assuming spot prices remained until the end of FY23
Forestry & Paper: Weekly Price Update
Key message: Pulp prices stable with global pulp producer inventories pointing to healthy supply/demand fundamentals. Graphic Paper in the green with UWF leading gains. Containerboard in the green, while OCC prices remain stable.