Forestry & Paper Weekly Price Update
Key message: Pulp set to increase in most regions. US CFS producers target a 2-5% price increase and further OCC hikes.
F&P: Navigator Q4 20A UWF Insights
Key message: UWF outlook encouraging. Price inflation in domestic and export markets. Order books are in line with last year and paper stocks in the distribution chain are relatively low.
Forestry & Paper Textiles Fibre Weekly Update
Key message: DWP prices playing catch-up to VSF, up 8% w/w, with further gains in sight. VSF stocks extremely tight at 9 days now.
Forestry and Paper Weekly Industry Insights
Key message: Pulp benefitting from planned downtime. China fibre shortage contributing to containerboard tightness & evidence of significant environmental advantages of paper-based single use products.
F&P Weekly Price Update
Key message: Pulp in China up 7-11% ytd. Further CWF and UWF price increases announced and testliner dominating packaging gains.
F&P Textiles Fibre Weekly Update
Key message: VSF spot supply is tight with inventory days now down to 9.5. With VSF up over 10% w/w, this is likely to pave the way for further DWP price momentum (up 9% ytd).
F&P: Weekly Price Update
Key message: Inflation coming back? Pulp on the rise, Sappi attempting to reverse graphic paper erosion with a 8-10% price increase and containerboard set to increase by a further EUR 50/t.
F&P: Weekly Textiles Fibre Update
Key message: VSF price momentum continues and inventory days drop to 11.5. DWP price jumps 8% w/w to USD 790/t.
Forestry & Paper: Weekly Textiles Fibre Update
Key message: VSF prices jump 11%, while inventory days drop 10% to 13. DWP price edges up to USD 730/t (vs. domestic price: USD 917/t).
Forestry & Paper Weekly Price Update
Key message: Paper prices hit the hardest in 2020. Packaging shows resilience, while OCC sky rockets 141%. Pulp made gains in Q4 to finish firmly in the green, with softwood benefitting the most.