Forestry & Paper: Weekly Price Update
Key message: Graphic paper margins under further pressure (higher pulp & lower paper prices). Containerboard market heats up further with European & North American producers targeting further increases.
Forestry & Paper: Textiles Fibre Weekly Update
Key message: Cotton and VSF in the green, while polyester was in the red. Domestic DWP prices play catch-up to imports.
Forestry & Paper: Industry Insights
Key message: Smurfit Kappa expands corrugated network in South America and Palm set to start production at its new 750ktpa testliner machine.
Forestry & Paper: Weekly Price Update
Key message: Pulp price jumps 4-7% in Europe, squeezing graphic paper margins further. Two new cash settled pulp futures launched, with prices expected to drop by 11-17% in CY 22E.
Forestry & Paper: Navigator Q1 21A Insight (UWF & Pulp)
Key message: Weak quarter due to maintenance. UWF and Pulp outlook encouraging. April UWF order books at a historical high.
Forestry & Paper: Textiles Fibre Weekly Update
Key message: Cotton and polyester in the green, while VSF in the red and with DWP following suit, down 4%.
Forestry & Paper Weekly Industry Insights
Key message: Mondi completes Olmuksan acquisition. Sappi starts producing labels at Gratkorn. US UFS demand in the green!
Forestry & Paper Weekly Price Update
Key message: Pulp prices in China showing signs of pressure, while Europe and North America set to increase further. UWF price increases of 6-9% announced in the US. Further gains in containerboard, while OCC holds steady.
Forestry & Paper: Textile Fibre Weekly Update
Key message: Cotton and VSF down 4-9%, while polyester and DWP remain flat. With current VSF fundamentals, it is hard to see DWP prices hold their ground.
Forestry & Paper Weekly Industry Insights
Key message: Wave of corrugated investment in Poland, SKG extending presence in Eastern Europe and Stora’s Oulu kraftliner mill ramping-up ahead of expectations.