GLG News by Council Members Knowledgeable on Paper Newsprint

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. ...

There is a huge amount of cellulose in municipal sewage and represents enormous potential for producing an energy source from a current discarded material.  What would it take to make this commercially feasible? If a process could be proven effective, every municipality in the US could incorporate...

Emerging economies demanding more and more natural resources such as oil, metal on one hand, and global climate change on the other hand demand diverisfied approach to the generation of energy, more advanced utilization of its natural sources. Several countries not only changed its standards of...

The sale of the MWV mill at North Charleston. SC, will have ramifications for both parties.  MWV will shed the pulp and paper mill, but also a lumber mill, and 4 chip mills, which were part of the integrated procurement strategy for this mill.  Up until the merger with Mead, this facility...

Food equipment manufacturing is a growing market that several years ago was very fragmented. It is getting to be more consolidated now. Initially, a UK group Enodis was very carefully and successfully acuiring various European, UK, US and Asian based food equipment manufacturers. Now it is being purchased...

China's growing middle class has developed a strong appetite for both Uncoated FreeSheet (A4 Copybond, Offset Printing paper, envelope, tablet, thermal imaging papers etc) that has exceeded the PRC's expectations.  How much more will it grow?  The Government has already said by 2010 their...

What is Russia trying to achieve in raising tariffs? What is the effect on the West? Can the final major increase be avoided?

Russia has now realized the value its Spruce, Pine and Larch trees have and has imposed a 20% tax on any logs greater than 25 cm (10").  It is these larger logs that are so valuable to processing into Newsprint and also for Kraft cooking to produce the highly regarded NBSK market pulp.  Did...

At a time when contraction seems to be the rule (Smurfit Stone having shut down 20 boxplants over the past few years), does IP really see the value in growing their container division by an additional 72 plants? IP's management believes it can cut expenses within 3 years by $400 million including $175...

The major implication is that major North American assets are coming under the complete control of Asian (mostly Chinese) companies and there is no secret that 100% of these mills' production will be going straight back to China.   Current global customers of these mills are already scrambling...