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GLG News by Council Members Knowledgeable about Tissue Paper

David Adams, President and Owner
Paper Quest llc
Analysis of: USG to Cut 500 Jobs Due to Housing Slump (biz.yahoo.com)
Any discussion on the restriction of Free Trade is important in this Global economy. The more the USA imposes tariffs restrictions the more the rest of the world will simply retaliate. Through sensible and considered negotiations. most trade problems can be resolved to the benefit of both counties....
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Highlights of the International Market Pulp Conference (internationalpulpweek.com)
For the second year in a row pulp prices have increased across the board with NBSK now at US$810/admt and going up again in June/July. Bleached Eucalyptus is the highest priced hardwood at US$715. China will is expected to purchase 7.5 million mt this year and their appetite continues to grow as new...
Robert Weinberger, Sole Proprietor
Robert Weinberger, Sole Proprietor
Bob Weinberger Forest Management Consulting
Analysis of: Industry’s First Public, Nontraded Timberland Investment (atlanta.dbusinessnews.com)
Timberland has been an excellent investment over the last 30 years – both for the return it has provided,  and as a diversification vehicle. Wells with their experience in other forms of REITs is expanding their product mix by launching a Timberland REIT.  However, in some important ...
Robert Weinberger, Sole Proprietor
Robert Weinberger, Sole Proprietor
Bob Weinberger Forest Management Consulting
Analysis of: Log shortage pushes prices up, pits exporters against sawmills*- (www.canada.com)
 "A severe log shortage made worse by nine months of extreme weather conditions on the B.C. coast is pushing up log prices and pitting log exporters against local sawmillers who say they need the wood to keep operating. "  Meanwhile a deep slump in the US housing market has caused...
Robert Weinberger, Sole Proprietor
Robert Weinberger, Sole Proprietor
Bob Weinberger Forest Management Consulting
April 23, 2007
Trees, Cities and CO2
Analysis of: New York discovers trees to reduce CO2 (news.glgroup.com)
 New York City has pledged to plant 1 Million new trees by 2017 to reduce pollution and cool temperatures in the city. The target article which was analyzed ( http://abcnews.go.com/US/wireStory?id=3064822 ) also mentions that NYC has a goal of reducing CO2 emissions by 30 % over...
Robert Weinberger, Sole Proprietor
Robert Weinberger, Sole Proprietor
Bob Weinberger Forest Management Consulting
Analysis of: Chevron, Weyerhaeuser to Develop Biofuel (biz.yahoo.com)
Weyerhaeuser(NYS:WY) and Chevron(NYS:CVX) have announced that they will pool their efforts to assess the feasibility of commercially producing ethanol (for fuel) from cellulose.  Ethanol is relatively readily produced from cellulose, but much work remains to be done to develop and perfect economically...
Robert Weinberger, Sole Proprietor
Robert Weinberger, Sole Proprietor
Bob Weinberger Forest Management Consulting
Analysis of: For-sale signs pop up on U.S. timberlands (www.marketwatch.com)
The article describes the strong trend over the last ten years for wood products companies to sell off their timberlands - primarily to Timberland Investment Management Organizations (TIMO's).  The strong financial drivers of this trend are described - among which is the lower volatility of...
Robert Weinberger, Sole Proprietor
Robert Weinberger, Sole Proprietor
Bob Weinberger Forest Management Consulting
April 2, 2007
OSB vs Plywood
Analysis of: OSB - Southern Capacity Glut (www.marketwire.com)
The original article points out that the sudden decline in demand for structural panels has lead to an oversupply situation - even with just existing capacity -  that has lead to price reductions and cutbacks in expansion plans.  Some OSB producers are instead looking at merger and acquisition...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: IP and Ilim JV Seek Russian FAS Approval (reuters.com)
International Paper continues to expand its presence outside the USIP and Ilim have created a dynamic enterprise in Russia that brings together IP's considerable wealth with Ilim's 4 pulp mills and extensive logging permits to harvest millions of acres of Pine, Spruce and Larch treesRussia's domestic...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: The Dragons Roar (recyclingtoday.com)
China's fiber (both virgin market pulp and recycled) is growing at a faster pace than anyone could have predicted.Their major companies, Nine Dragons Paper for example, are planning enormous new paper mills of massive proportions which will require huge amounts of OCC. Their proposed Chongquing mill...

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