Forestry & Paper: Textiles Fibre Update
Key message: Cotton in the green, while VSF & polyester are in the red. VSF operating rate improved to 79% and inventory days up to 23. Hardwood DWP prices likely to remain stable.
Forestry & Paper: Price Update
Key message: Pulp prices steady, graphic paper margins improving and containerboard producers eye further price increases of EUR 50/t.
Forestry & Paper: Textile Fibres Update
Key message: VSF and cotton in the green, while polyester is in the red. VSF operating rate improved to 78% and inventory days down to 22.5. DWP prices likely to remain stable.
Forestry & Paper: Sappi Q3 21E Insights
Key message: Strong Q3 expected. However, Q4 key for SAP in terms of capturing the benefit from higher DWP prices. In South Africa, we estimate a Q4 EBITDA impact of USD 0.5mn for every ton of DWP.
Forestry & Paper: Textiles Fibre Update
Key message: Strong week for textiles with VSF, cotton and polyester all in the green. VSF op. rate improved to 76% & inventory days down to 23. DWP prices likely to remain stable.
Forestry & Paper: The Navigator Company Q2 21A UWF Insights
Key message: Positive read-though for Mondi. UWF volumes recover significantly, with Q2 sales reaching 2019 levels & June marks NVG’s highest UWF order book ever for this time of year.
Forestry & Paper: Smurfit Kappa H1 21A Packaging Insights
Key message: Positive read-though for Mondi. Corrugated volumes +10%. H2 to see continued strong demand & corrugated price recovery. Containerboard stocks remain extremely tight.
Forestry & Paper: Textiles Fibre Update
Key message: VSF, cotton and polyester in the green. VSF op. rate stable at 74% & inventory days down to 24. DWP/pulp spread likely to keep DWP prices stable.
Forestry & Paper: Nordic Paper Kraft Paper Insights
Key message: Positive read-though for Mondi. Strong performance from the Kraft Paper Segment and expected to continue.
Forestry & Paper: Industry Price Update
Key message: Hardwood pulp price drops 8% in China. CWF producers start realising price increases, and containerboard producers firmly in the green.