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GLG News by Kraft Pulp Experts

Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Smurfit-Stone Oppens New Corrugated Container Plant in CA (www.paperage.com)
Box plants were formerly strategically located near customers which required custom graphics, new/novel shapes and sizes and just-in-time service.  These smaller plants were nimble and placed great emphasis on customer service.  Now, however, economies of scale and new technology have caused...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Evergreen Pulp to Shut Down Indefinitely Due to Weak Market Conditions (www.paperage.com)
This unbleached softwood mill was originally purchased about five years ago to supply UBK for Lee & Mann's several linerboard mills in China. Last year capital money was spent to upgrade it to a fully bleached NBSK mill.  Since the demand in China is still there, does this mean that Lee &...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Votorantim,AraInvest Agree On Investment Terms (www.paperage.com)
This merger effectively produces a major consolidation in the Brazilian BEKP market pulp industry which has long been talked about as being beneficial.  Having so much capacity in the hands of one super-producer certainly would seem to lessen chances of rogue discounting during a down cycle. VCP...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: SCA To Build $240 Million Tissue Mill in Mexico (www.paperage.com)
A good measure of a country's growing middle class is the amount of disposable products being used annually. This involved facial tissue (all virgin), bath tissue (mostly recycled fiber), paper towels (can be either or a combination), baby diapers, adult briefs, feminine hygiene and incontinent pads. ...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Pulpwatch.org Rates Mills on Social, Environmental Performance (www.greenbiz.com)
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...
Analysis of: Pulpwatch.org Rates Mills on Social, Environmental Performance (www.greenbiz.com)
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...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Tembec to Cut Pulp Production On Weak Demand (www.paperage.com)
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...
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...

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