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GLG News by Kraft Pulp Experts

Analysis of: Graphic Packaging Corporation and Altivity Packaging, LLC Announce Merger (phx.corporate-ir.net)
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 Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Metso to supply tissue machine to Saudi Paper Manufacturing in Saudi Arabia (www.metso.com)
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. ...
Analysis of: Metso to supply tissue machine to Saudi Paper Manufacturing in Saudi Arabia (www.metso.com)
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 Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: GROWING ILIM PULP (www.papermills.ru)
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...
Analysis of: Minerals Technologies Launches Opacarb(R) 3000 PCC, a New Coating Product for Paper (biz.yahoo.com)
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 Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Tembec Cuts Back (www.pulpandpapercanada.com)
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...
Analysis of: UPM Announces 9 to 12 Months Shutdown at its Miramichi Mill (biz.yahoo.com)
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 Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Highlights of the International Market Pulp Conference (internationalpulpweek.com)
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...
David Adams, President and Owner
Paper Quest llc
Analysis of: USG to Cut 500 Jobs Due to Housing Slump (biz.yahoo.com)
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 Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Highlights of the International Market Pulp Conference (internationalpulpweek.com)
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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