GLG News by Council Members Knowledgeable about Tissue Paper

As the author points up - chip supplies for pulp mills are becoming hard to procure.  The next "wave" of change is the emerging (erupting?) biomass markets.  There are over 40 US mills either announced, under construction, or running.  The largest of the bio pellet plants rival pulpmills...

There are 530 major newspapers in the US which are struggling with the highest newsprint prices since 1995.  They have already reduced the weight of the paper to 45 gsm and reduced the width of the paper. The NY Times instituted a waste reduction campaign that produced a 10% reduction in paper...

When Government fails our representatives are quick to lay blame at the door of others. No different in this new energy crisis. The USA Senate and Congress, whether Republican or Democrat, has taken no postive steps over the last twenty years to wean the USA economy off foreign oil dependence. Like...

The Halsey mill was sold twice in one week.  First to Ableco for $24 million (but only $10 million in cash, the remainder was debt assumption).  Wayzata stepped up and bid $31 million cash but immediately refused to recognize the local Union.  Will this allow them to reduce the 180 man...

It has been reported that fully half the sawmills in British Columbia are now down for lack of orders.  This means that all those pulp mills who formerly purchased great quantities of chips (in some cases, 55% of their total fiber supply) have had to resort to other means.....(1) additional...

The Halsey mill has a number of valuable assets - the ability to produce Unbleached Softwood (most mills have gone out of this grade), two tissue/towelling machines, a deinking pulping operation, a pulp grade (NBSK) that is in demand all over the Pacific Rim and SE Asia and a location right on...

Raising the duy of all logs to 80 euros/cubic meter will put half the mills in Sweden and Finland out of business it's been reported. Already these mills are operating with the world's highest wood costs - some say as high as US$256/mt or almost six times as high as Ara Cruz's world costs for plantation...

The US Government has fashioned the Tax Laws to make it advantageous for large land owners like Weyerhaeuser to convert to a REIT.  This would be similar to what several Canadians (i.e. Canfor and SFK) have already done. Weyerhaeuser is one (if not the) largest landowner in the Pacific Northwest.  ...

As the author pointed out - WY has resisted some might say "dodged" the REIT bullet again, finally getting the so called tree act through, after several attempts to get relief legislation in previous years.  One might ask why there is resistance in the first place?  A operational benefits...

The three mills - Harmac, MacKenzie (BC) and Halsey (OR) were producing 1 million mt/year most for export to the Far East.  How will all the papermills who had been depending on this high strength softwood be able to cope?   Already the market is snug with supply and demand in balance. ...