GLG News by Kraft Pulp Experts
Analysis of:
Pope & Talbot Mills To Be Idled For Now (www.reuters.com)
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. ...
Analysis of:
The Biofuels Backlash (online.wsj.com)
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...
Analysis of:
Pulp Imports To China Surged In 2007 (www.paperage.com)
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...
Analysis of:
Russian Pulp Hurts Stora, Rewards International Paper (www.bloomberg.com)
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...
Analysis of:
David Peltier: International Paper takes a risk with purchase (www.app.com)
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...
Analysis of:
Pope & Talbot seeks loan extension (www.dhonline.com)
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...
Analysis of:
Activists invade Stora-Enso plantation in Brazil (www.paperage.com)
Demand for papermaking pulps over the next 5 years is projected to increase by 5%/year which translates to almost 3 million mt/year. Where will all this pulp come from? This demand translates to 3 new world-class market pulp mills being built each year. Ideally market pulp should...
Analysis of:
AbitibiBowater Reports 4th Quarter Loss (www.paperage.com)
Standard grade newsprint annual tonnage has been declining since 2000 as circulation goes down, advertizing pages drop and classified ads decrease. Could anyone have predicted that the Internet would have such a profound effect on newspaper circulation? Supposedly no one...
Analysis of:
Report says China's Paper Industry Growing Fast (www.paperage.com)
With a worldwide recession looming, the market pulp industry continues to be operating at peak capacity with quarterly price increases becoming the norm. China has been the engine driving the world's business but can it continue on and on? Will China's domestic demand ever...
Analysis of:
White Birch Paper to Buy SP Newsprint Company (www.paperage.com)
Abitibi-Bowaters has recently shut down four newsprint mills: one in New Brunswick, two in Ontario and one in British Columbia. Catalyst has shut down one machine as have several other major producers. Will this be enough to bring supply in balance with demand? 85% of newsprint production...
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