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February 12, 2008Can China alone keep the pulp market tight? What about India?
Analysis of: Report says China's Paper Industry Growing Fast | www.paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
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...
February 11, 2008Is Newsprint Consolidation The Key To Profits?
Analysis of: White Birch Paper to Buy SP Newsprint Company | www.paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
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...
December 26, 2007Pulp & Paper Industry in North America - consolidation and contraction
Analysis of: Forest-Products Company's Trim Assets | www.fool.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
Three important industry segments, newsprint (and its related grades of SC and mechanical specialites), Uncoated FreeSheet (UFS) and Coated FreeSheet have all experienced significant declines in overall North American demand. Something has to be done if prices are going to keep up with rising...
November 26, 2007IP's Fluff Pulp: expanding just to keep pace
Analysis of: IP to Convert Louisiana Mill to 100% Pulp | www.tappi.org
Author: Dave Hillman, Independent Consultant, Dave Hillman
The global fluff pulp market now measures 4.5 million mt with the US enjoying a dominant position. Can we maintain that position or even expand it? Industry observers believe our position is very secure and that we are in the best position to expand. What's behind this optimism? Fluff...
November 22, 2007Uncoated FreeSheet: Can Domtar and IP Control The Market?
Analysis of: Orignal Article: ROYER CREATES WHITE PAPER GIANT | www.risiinfo.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
The Uncoated FreeSheet market in North America is declining with the Internet and electronic devices being blamed for much of it. Is this really the case? In spite of this decline selling prices have increased with few objections from major buyers. Is there any...
October 31, 2007CAN HARVESTING SUBMERGED FORESTS IN GHANA EVER BE A COMMERCIAL SUCCESS?
Analysis of: A Man Has a Plan To Harvest a Forest In Ghanaian Lake | www.modernghana.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
Harvesting tropical hardwoods which have been submerged for 40 years may be environmentally beneficial but is this overshadowing the commercial considerations? Three Main Points: 1. Was nothing learned from the abandoned Camaroons pulp mill project that cost investors $250 million dollars? 2. To be...
October 23, 2007Just what's behind Stora Enso's withdrawal from North America?
Analysis of: Stora Enso Pulls Out Of North America After Massive Losses | www.hs.fi
Author: Dave Hillman, Independent Consultant, Dave Hillman
Jouko Karvinen became CEO in 2006 and obviously has a different vision than his predecessor Jukka Harmala did 7 years ago when they purchased Consolidated Papers. Last year the N.A. division generated 2 billion Euros and produced a profit of $295 million. Does he see little growth...
October 16, 2007What's Behind Quebec's Decision to Withhold Cutting Rights?
Analysis of: Cutting Dispute Puts Domtar Deal In Limbo | www.canada.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
Domtar wants to be totally focused on (a) paper - Uncoated FreeSheet and (b) market pulp - hardwood, softwood and fluff. They feel it's necessary to free themselves of 12 sawmills and 5 joint venture mills. A newly formed company, Conifex, was prepared to take over all these mills and to...
August 30, 2007China Will Get New Pulp From Uruguay
Analysis of: Metsa-Botnia Builds New Mill in Uruguay | paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
Market Pulp is a global commodity produced in 19 countries totalling 58 million mt this year. Will a new 1.1 million mt/mill upset the supply/demand balance and cause a downturn in pricing? Eucalyptus (referred to as BEKP) has a new price of US$755/admt as of Sept.1st. which...
August 30, 2007Cosmopolis mill will add needed capacity to an oversold dissovling pulp market
Analysis of: PULP MILL TWO PERMITS CLOSER TO OPENING | www.thedailyworld.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
Dissolving pulp has been in short supply for at least a year. Prices is January for commodity rayon/viscose pulp were US$800 but now in September they top $1100/mt. Producers are shipping every ton they can produce. SAPPI-Saiccor in South Africa and RGM's BahiaPulp in Brazil are the...
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