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GLG News by Fine Paper Experts (NA)

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July 13, 2007
Graphic Packaging - Altivity merger should be beneficial to recycled paperboard packaging producers
Analysis of: Graphic Packaging Corporation and Altivity Packaging, LLC Announce Merger | phx.corporate-ir.net
Author: GLG Expert Contributor
Merger of Graphic Packaging and Altivity will result in the new GPK having 40% market share in recycled multi-ply paperboard. The top three North American recycled paperboard producers will have combined share of about 80%. This should improve prospects for balanced supply and demand and rational p...
Dave HillmanJuly 11, 2007
Saudi Tissue Joins Growth in Disposables Consumption
Analysis of: Metso to supply tissue machine to Saudi Paper Manufacturing in Saudi Arabia | www.metso.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
While the growth of Saudi Arabia's tissue industry (facial, bath, AfH) is impressive for a country with so little fresh water, it is joining a previous growth in the disposables industry. The implication being that a growing middle class is becoming accustomed to enjoying the luxury of disposable products. ...
July 9, 2007
New Saudi Tissue Machine Is Just an Incremental Step
Analysis of: Metso to supply tissue machine to Saudi Paper Manufacturing in Saudi Arabia | www.metso.com
Author: GLG Expert Contributor
The addition of a new Metso tissue machine at Saudi Paper Manufacturing Company will make Saudi Arabia the largest producer of tissue in the Middle East. This new machine is an incremental step to meet growing demand, rather than a spur to provide a significant jump in tissue consumption. Saudi...
Dave HillmanJune 29, 2007
ILIM IS POISED TO BECOME A MAJOR PLAYER IN THE PULP MARKET
Analysis of: GROWING ILIM PULP | www.papermills.ru
Author: Dave Hillman, Independent Consultant, Dave Hillman
Ilim's four mills were built in the early-mid 60s on a shoestring by the Soviet Gov't.  They are badly in need of updating and renovation.  This could conceivably increase production by 50%.  What market areas will profit most from this new NBSK and dissolving pulp? The Russian gov't...
June 29, 2007
Timing of Introduction of New Coating PCC Could Be Good for MTX
Analysis of: Minerals Technologies Launches Opacarb(R) 3000 PCC, a New Coating Product for Paper | biz.yahoo.com
Author: GLG Expert Contributor
The new PCC coating pigment should be especially attractive to papermakers in view of the discontinuance of European coating clay manufacture and the recent increases in latex prices. The new product could significantly increase utilization of the MTX merchant PCC plant at Walsum, Germany - providing...
Dave HillmanJune 22, 2007
TEMBEC’S TROUBLED TIMES CONTINUE
Analysis of: Tembec Cuts Back | www.pulpandpapercanada.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
Just two years ago Tembec announced the permanent closing of their 1000mt/day NBSK mill at Smooth Rock Fall,Ontario because they had been unable to find a buyer anywhere. Now they’ve announced the indefinite closure of their 325,000st/year coated freesheet mill in St. Francisville, LA. They had purchased...
June 5, 2007
Coated Paper Shutdowns Could Bode Well for Some Paper Companies
Analysis of: UPM Announces 9 to 12 Months Shutdown at its Miramichi Mill | biz.yahoo.com
Author: GLG Expert Contributor
Coated paper capacity shutdowns, in combination with the recently imposed duties on Chinese coated paper imports to USA, could help obtain price increases in coated papers and and positively impact the earnings of some North American paper companies in both the coated and uncoated sectors.
Dave HillmanMay 30, 2007
Why Is Softwood Market Pulp In Such Short Supply?
Analysis of: Highlights of the International Market Pulp Conference | internationalpulpweek.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
Global demand is expected to grow by at least 3.5% in the next 12 months with very little new tonnage coming on stream to meet this demand. China's total fiber demand is expected to grow to 81-90 million mt by 2010.  This year they expect to import 7.5mmt of virgin pulp. Tissue machines are being...
May 29, 2007
Protectionism Does Not Protect
Analysis of: USG to Cut 500 Jobs Due to Housing Slump | biz.yahoo.com
Author: David Adams, President and Owner, Paper Quest llc
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 HillmanMay 18, 2007
Will the new eucalyptus mills burst the bubble?
Analysis of: Highlights of the International Market Pulp Conference | internationalpulpweek.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
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...

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