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Author: Sean Ungerer

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Forestry & Paper: Industry Price Update

Oct 8, 2021Sean UngererForestry and Paper

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%.

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Forestry & Paper: Mondi Q3 21A Insights

Oct 7, 2021Sean UngererForestry and Paper

Key message: Strong Q3 21A but Q4 to face headwinds from higher energy costs (EUR30-40mn) and planned shuts (EUR 40mn).

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Forestry & Paper: Industry Price Update

Sep 29, 2021Sean UngererForestry and Paper

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.

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Forestry & Paper: Textiles Fibre Update

Sep 27, 2021Sean UngererForestry and 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.

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Forestry & Paper: Industry Price Update

Sep 22, 2021Sean UngererForestry and Paper

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.

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Forestry & Paper: Textiles Fibre Update

Sep 20, 2021Sean UngererForestry and Paper

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.

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Forestry & Paper: Textiles Fibre Update

Sep 13, 2021Sean UngererForestry and Paper

Key message: VSF, Cotton & polyester in the red. VSF operating rate flat at 78% and inventory days up to 30.

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Forestry & Paper Industry Price Update

Aug 27, 2021Sean UngererForestry and Paper

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Forestry & Paper: Textiles Fibre Update

Aug 23, 2021Sean UngererForestry and Paper

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.

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Forestry & Paper: Price Update

Aug 18, 2021Sean UngererForestry and Paper

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.

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