Forestry & Paper: Sappi Q2 21e Insights
Key message: Higher DWP prices now locked in, this should more than offset weaker Graphic Paper margins in Europe.
Forestry & Paper Textiles Fibre Weekly Update
Key message: VSF and polyester under pressure. VSF inventory days tick up to 20.5 and the VSF/DWP YTD spread drops to 9%, as DWP prices tick up slightly w/w.
Forestry & Paper Weekly Price Update
Key message: Pulp prices up 2-7% in the past two weeks. European graphic paper prices not budging. Kraftliner and testliner up 9% and 6%.
Forestry & Paper Industry News Insigths
Key message: Stora Enso closures to improve uncoated woodfree fundamentals in Europe. Removes at least c.5-6% of European UWF capacity. Positive news for Mondi’s UWF business.
Forestry & Paper Textiles Fibre Weekly Update
Key message: Cotton and polyester continues to rebound. Medium-grade VSF still under pressure, inventory days tick up to 18.5. VSF/DWP YTD spread drops to 16%, while DWP prices remain stable.
Forestry & Paper Weekly Price Update
Key message: Further pulp gains, non-integrated graphic producers under further pressure. Containerboard and OCC stable.
Forestry & Paper Textiles Fibre Weekly Update
Key message: Cotton and polyester rebounds. Medium-grade VSF under slight pressure. HW DWP up 1% to USD 1,100/t, and the VSF/DWP YTD spread drops from 25% to 23%.
Forestry & Paper Insights
Key message: Stora Enso to exit DWP market and could cotton ban impact VSF production in Xinjian?
Forestry & Paper Textiles fibre Weekly Update
Key message: Cotton prices under pressure due to US/China relations. Medium-grade VSF follows suit, but on thin volumes. HW DWP up 4%, with the VSF/DWP spread now up 25% YTD.
Forestry & Paper Weekly Price Update
Key message: Further pulp momentum & UWF in the green. OCC up 8% week and PfR availability now impacting Graphic Paper machines. Containerboard gathers more momentum.