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GLG News by Council Members Knowledgeable on Paper Newsprint

Brad Franchi, President
Brad Franchi, President
Forest Strategies, LLC.
Analysis of: Pulpwatch.org Rates Mills on Social, Environmental Performance (www.greenbiz.com)
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 Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Pulpwatch.org Rates Mills on Social, Environmental Performance (www.greenbiz.com)
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 Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Tn Mai Paper To Build Pulp & Paper Mill in Vietnam (www.paperage.com)
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 Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Wood Costs Up for Pulp Mills Worldwide in 2Q'08 (www.paperage.com)
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 Franchi, President
Brad Franchi, President
Forest Strategies, LLC.
Analysis of: Sawmills Falling Silent (www.nationalpost.com)
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...
Gene Plavnik, President
Gene Plavnik, President
Heat Technologies Inc
Analysis of: In Gas-Powered World, Ethanol Stirs Complaints (www.nytimes.com)
Today's condition of the production of ethanol looks as it is not cost effective. Ethanol itself has some problems in the process of combustion in the internal combustion engine (ICE). But this is today. When the ethanol producers start providing market with desireable volumes of the fuel, the...
July 21, 2008
Refilling the Tank
Analysis of: Running On Empty (www.thenation.com)
1.Government action required to require higher fuel efficient autos, increased use of bio-fuels 2. Make use of waste materials biomass, cereal straw and algae to create bio-fuels 3. Nuclear energy is the best solution for clean and green electricity generation. Spent radioactive material can be partly...
Analysis of: Papers Facing Worst Year For Ad Revenue (www.nytimes.com)
North America's newsprint industry is in the middle of a prolonged period of rationalization which will result in a much smaller supplier base, with far fewer producers and far fewer mills. The reason is that its key customer, the print newspaper, is transitioning to other media, and milking the...
Analysis of: Ontario investing $7.5 million into biofuel (toronto.ctv.ca)
Cow manure generates methane in an arerobic digester. The methane can be burned to generate electricity. There can never be a big plant as the high moisture content of the cow manure slurry makes only short range transportation possible. It is only limited to large dairy farms, and power generated is...
Analysis of: Report: Biofuels blamed for food price crisis (www.msnbc.msn.com)
Higher yields of bio-fuels can be obtained from non food cellulose plants compared to soy, corn and wheat Currently unused cellulose materials, biomass, algae and cereal straw has the potential to replace up to 40% of current petroleum and diesel usage The ABE process has been around since 1916 producing...

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