Forestry & Paper: Industry Price Update
Key message: Pulp prices under further pressure in China. UWF price up 1%, while CWF margins further in the red as European pulp price rises. Kraftliner leads containerboard gains for the week, up over 2%.
Key message: Pulp prices under further pressure in China. UWF price up 1%, while CWF margins further in the red as European pulp price rises. Kraftliner leads containerboard gains for the week, up over 2%.
Key message: Strong Q3 21A but Q4 to face headwinds from higher energy costs (EUR30-40mn) and planned shuts (EUR 40mn).
Key message: Pulp prices steady but likely to come under pressure. UWF price up 1%, while CWF margins further in the red. Testliner gains further ground as does waste paper.
Key message: VSF prices in the red again, down 2-3%. VSF operating rate down to 68% and inventory days tick up to 35.
Key message: Slight pressure on China pulp prices, small gains for graphic paper producers, but CWF margins still in the red. Containerboard in the green across all grades.
Key message: VSF prices hit hard this week, down 5-6%. VSF operating rate down to 75% and inventory days tick up to 32.5.
Key message: VSF, Cotton & polyester in the red. VSF operating rate flat at 78% and inventory days up to 30.
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Key message: VSF, Cotton & polyester in the red. VSF operating rate down to 78% and inventory days up to 25. Hardwood DWP prices likely to remain stable.
Key message: US & China pulp prices in the red. CWF margins improving. Kraftliner up 2.5% w/w and US kraft paper producers target further price increases of USD 50-60/t.