GLG News by Kraft Pulp Experts

Timberland has been an excellent investment over the last 30 years – both for the return it has provided,  and as a diversification vehicle. Wells with their experience in other forms of REITs is expanding their product mix by launching a Timberland REIT.  However, in some important ...

 "A severe log shortage made worse by nine months of extreme weather conditions on the B.C. coast is pushing up log prices and pitting log exporters against local sawmillers who say they need the wood to keep operating. "  Meanwhile a deep slump in the US housing market has caused...

 New York City has pledged to plant 1 Million new trees by 2017 to reduce pollution and cool temperatures in the city. The target article which was analyzed ( http://abcnews.go.com/US/wireStory?id=3064822 ) also mentions that NYC has a goal of reducing CO2 emissions by 30 % over...

Weyerhaeuser(NYS:WY) and Chevron(NYS:CVX) have announced that they will pool their efforts to assess the feasibility of commercially producing ethanol (for fuel) from cellulose.  Ethanol is relatively readily produced from cellulose, but much work remains to be done to develop and perfect economically...

The article describes the strong trend over the last ten years for wood products companies to sell off their timberlands - primarily to Timberland Investment Management Organizations (TIMO's).  The strong financial drivers of this trend are described - among which is the lower volatility of...

The original article points out that the sudden decline in demand for structural panels has lead to an oversupply situation - even with just existing capacity -  that has lead to price reductions and cutbacks in expansion plans.  Some OSB producers are instead looking at merger and acquisition...

International Paper continues to expand its presence outside the USIP and Ilim have created a dynamic enterprise in Russia that brings together IP's considerable wealth with Ilim's 4 pulp mills and extensive logging permits to harvest millions of acres of Pine, Spruce and Larch treesRussia's domestic...

China's fiber (both virgin market pulp and recycled) is growing at a faster pace than anyone could have predicted.Their major companies, Nine Dragons Paper for example, are planning enormous new paper mills of massive proportions which will require huge amounts of OCC. Their proposed Chongquing mill...

 The past decade saw 9 US & Canadian pulp mills shut down...a total of 2.5 million mt/year as being unable to operate profitably.Government and labor's significant concessions have made it viable for foreign companies to restart these mills.  These concessions were not available...

1. IP makes major move to increase Fluff Pulp production2. IP, GP and Weyerhaeuser all increase their capacities to increase the US's already dominant position if global Fluff Pulp market.3. New 1Q list price of US$790/admt makes fluff one of the highest priced market pulps which helps improve producers'...