GLG News by Council Members Knowledgeable about Tissue Paper

 The past decade saw 9 US & Canadian pulp mills shut down...a total of 2.5 million mt/year as being unable to operate profitably.Government and labor's significant concessions have made it viable for foreign companies to restart these mills.  These concessions were not available...

1. IP makes major move to increase Fluff Pulp production2. IP, GP and Weyerhaeuser all increase their capacities to increase the US's already dominant position if global Fluff Pulp market.3. New 1Q list price of US$790/admt makes fluff one of the highest priced market pulps which helps improve producers'...

Russia has vast untapped natural resources - woodlands plus fresh water. Ilim Pulp has four older soviet era mills in need of a large cash infusion.  Outside investors were understandably reluctant to risk up to a half billion dollars.  Ilim produces 60% of Russia's market pulp which goes...

In a move that runs counter to the usual practice in the timber industry of retrenching and shedding assets during a down market, West Fraser Timber Co. LTD. is buying 13 IP lumber mills in the US South for $325 mil.. This acquisition, along with their current two mills in Arkansas and Louisiana, will...

Weyerhaeuser is #1 in Fluff Pulp sales and the US has 95% of the world's business - which is growing by 5%/year. They now can concentrate on getting Port Wentworth, GA (acquired from Smurfit-Stone) fully up to speed on Fluff Pulp.Domtar may be #1 in UCF (uncoated free sheet) but this business is...

Eucalyptus pulp, requires new capacity to come onstream on an annual basis. Uruguay was posied to become a major player until Argentina's President, Nestor Kirschner, became jealous and organized public demonstrations blocking the only bridge across the river separating the two countries. This stopped...

Sawmill closures will mean a major reduction in the amount of chips being supplied to pulp mills.This reduction will inevitably mean pulp mill shutdowns or vastly reduced operating schedulesThis comes at a time when NBSK prices are at a 10 year high and customers are all asking for more t...