GLG News by Paper Packaging Experts in GLG Member Programs (US)

Packaging companies are under attack as primary contributors to the waste stream. The media is touting environmental responsibility as the solution to global warming. Retail drivers such as Wal-Mart and Tesco are using "sustainability" issues to divert attention from other problems. Cities such as San...

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...

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...

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...

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.

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...

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...

•The remaining plastics assets at Owens-Illinois have been high profit businesses. •The company is looking to extract a premium – the successful buyer must insure that they acquire and retain all of the key assets and have a strategy to grow a plastic packaging business from the expensive...

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...

This can become a win/win opportunity if we use our knowledge and creativity instead of a conflict between farmers and consumers. Increased income in the agricultural industry will lead to more research into energy production as well as protein production of milk, meat and eggs. Everyone needs to...