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GLG News by Council Members Knowledgeable about Tissue Paper

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Dave HillmanSeptember 15, 2008
China's Forests CANNOT Support These Planned Pulp Mills
Analysis of: Pulpwatch.org Rates Mills on Social, Environmental Performance | www.greenbiz.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
It is highly misleading for anyone ("GreenBiz") to suggest that China is capable of supporting 8 new world class pulp mills.  I doubted this the minute I read it and applaud Mr. Chuck Klass for pointing this out. The land base needed to grow this great amount of trees would greatly decrease the...
September 12, 2008
What Chinese Pulp Expansion?
Analysis of: Pulpwatch.org Rates Mills on Social, Environmental Performance | www.greenbiz.com
Author: GLG Expert Contributor
The author of the article may be confusing of the new paper and paperboard mills in China that will utilize recycled waste paper with mills making virgin pulp from trees rather than secondary fiber waste paper. It is highly doubtful that China has the forest resources to support supply of 19+ million...
Dave HillmanSeptember 12, 2008
Will pulp prices fall in spite of curtailments?
Analysis of: Tembec to Cut Pulp Production On Weak Demand | www.paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
The world of market pulp has enjoyed 2+ years of rising prices that saw NBSK rise to $880/admt (this summer's announced $30/admt increase didn't go through).  In spite of this company profits did not reflect this with some companies still reporting sizeable losses in the 2Q. What will happen to...
Brad FranchiSeptember 12, 2008
China's new capacity of 8 mills, averages out to over 2 MM green tons per mill.
Analysis of: Pulpwatch.org Rates Mills on Social, Environmental Performance | www.greenbiz.com
Author: Brad Franchi, President, Forest Strategies, LLC.
By any measurement, these are huge additions to capacity, and the article also points out new pulp operations coming on line in South America totalling over 8 MM tons of pulp capacity. The article also points out that many small operations in China will be closed - and fiber diverted - If this comes...
Dave HillmanSeptember 12, 2008
China's pulping capacity expansion-who's supplying the chips?
Analysis of: Pulpwatch.org Rates Mills on Social, Environmental Performance | www.greenbiz.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
China's rapidly expanding paper industry definitely needs huge quantities of pulp.  Domestic production is preferable to importing. But, pulp mills require reasonably priced chips in large quantity on a consistent basis.  Where will these chips come from?  Can enough Pine plantations...
Dave HillmanSeptember 10, 2008
Viet Nam's Pulp & Paper Industry Comes Alive!
Analysis of: Tn Mai Paper To Build Pulp & Paper Mill in Vietnam | www.paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
With 84 million people and an ambitious Government anxious to remake Viet Nam from an agrarian economy to an industrial powerhouse, it was only natural that first Lee & Mann and now Tan Mai Paper would build pulp and paper mills as the financing became available.  These two companies will...
Dave HillmanSeptember 10, 2008
Is taking downtime preferable to cutting prices?
Analysis of: Wood Costs Up for Pulp Mills Worldwide in 2Q'08 | www.paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
The importance of the cost of wood cannot be overemphasized.  It's the highest single cost in producing pulp.  How much will the closure of sawmills effect pulp mills' cost structure since they now must go out and harvest trees. Finland, for example, must now pay Russia 15 euros/cubic...
Brad FranchiAugust 26, 2008
BIOMASS - the next card in the deck?
Analysis of: Sawmills Falling Silent | www.nationalpost.com
Author: Brad Franchi, President, Forest Strategies, LLC.
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...
Dave HillmanJuly 3, 2008
AbitibiBowaters: where is the bottom of this slippery slope?
Analysis of: Papers Facing Worst Year For Ad Revenue | www.nytimes.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
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...
June 19, 2008
Oil Price Scapegoats
Analysis of: Why Big Oil is not to blame for fuel prices | www.thefirstpost.co.uk
Author: David Adams, President and Owner, Paper Quest llc
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...

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