GLG News by Fine Paper Experts (NA)

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...

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...

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...

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...

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...

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...

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...

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...

The Halsey mill was sold twice in one week.  First to Ableco for $24 million (but only $10 million in cash, the remainder was debt assumption).  Wayzata stepped up and bid $31 million cash but immediately refused to recognize the local Union.  Will this allow them to reduce the 180 man...

It has been reported that fully half the sawmills in British Columbia are now down for lack of orders.  This means that all those pulp mills who formerly purchased great quantities of chips (in some cases, 55% of their total fiber supply) have had to resort to other means.....(1) additional...