IndustryEdge is a leading provider of market intelligence on the pulp and paper industry throughout Australasia.

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Our market analysis is communicated to subscribers through regular intelligence publications, both monthly and annual, as well as through client-focussed consulting services.

The latest editions of our flagship monthly Pulp & Paper Edge market intelligence report are listed below. A selection of past editions are also available in our public archive.

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Inside Edition 45

Feature:VISYonary Stage 2 - VPP10

Articles:
Catalogues are Good Business
David Lamont to Leave PaperlinX
Pulp Fundamentals Have Turned
PPI Flat for Fibre Packaging
Cut Reams Trade - Defying Logic
Paper Prices Wake Up Call
Pulp Imports Reach New Record
Paper Force Stakeholder Update
Changes to Back Page Pricing Series

Edition 45 Pulp & Paper Edge - Current Edition
August 2008

Feature:
The upgrade and expansion of the Visy pulp and paper mill at Tumut is well advanced, with construction occurring at a formidable pace. Once completed, the total sum invested by Visy in the facility will be over AUD1 billion. IndustryEdge met with Lex Kingma, Mill Manager, Visy Pulp & Paper Tumut, to see first hand the developments and discuss the benefits of the Stage 2 Project.


Articles

Catalogues are Good Business - Demand for catalogues continues to rise as the product becomes more consumer specific and modern technology is providing retailers with better target information.

David Lamont to Leave PaperlinX - David Lamont is returning to the mining sector after making a very positive impact at PaperlinX.

Pulp Fundamentals Have Turned - Pulp prices have stalled after rising for almost two years. The short-term prognosis indicates demand will fall and prices will start to slide.

PPI Flat for Fibre Packaging - The PPI for fibre packaging has not moved up for four quarters and has started fall well behind the All Manufacturing Division.

Cut Reams Trade Defying Logic - Trade in cut reams is moving in the opposite direction to what the theory should be telling us. The AUD has risen strongly over the first half 2008, but exports have risen during this period and imports are down.

Paper Prices Wake Up Call - Paper prices have fallen more than 50% behind incremental rises in CPI over the past four years indicating paper has lost value.

Pulp Imports Reach New record - As Australian Paper is about to finalise its pulping and bleaching upgrade project at Maryvale, Victoria, Australian imports of pulp reach a new record. The increase has been assisted by the start up of the ABC Tissue paper machine in Sydney during 2007-08.

Paper Force Stakeholder Update - APP is making a concerted effort to be transparent with the work it is undertaking to meet international environmental standards.

Change to Back Page Pricing Series - The back page list of prices has been updated to reflect a better series of prices.

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Inside Edition 44

Feature:Communication Papers and Cartonboard Production in China

Articles

Garnaut is Not the Main Show
Norske Skog Boyer Upgrade
Maryvale Upgrade Nearing the End
Gunns' Announcement Provides Update
Global Economic Woes and Pulp Prices
Thermal Paper Demand Cooler
Recovered Paper Prices Continue to Diverge
Paper Round Absorbed into A3P


Edition 44 Pulp & Paper Edge
July 2008

Feature:
There is growing interest regarding imports of communication papers and cartonboard from China. Some see increased production in China as an opportunity for Australasian buyers, while others consider it a threat. IndustryEdge reviews the growth of these industries in China, and the challenges and opportunities they are expected to experience in the future.


Articles

Garnaut is Not the Main Show - The Garnaut Draft Report is only one of many inputs to the government's Green Paper for emissions trading. The pulp and paper sector may be disadvantaged if only costs are thrust on the industry and cheap imports are encouraged to prevail.

Norske Skog Boyer Upgrade - Norske Skog Boyer is expected to make improvements to its pulping operations to achieve both financial and environmental improvements.

Maryvale Upgrade Nearing the End - The fourth shut for the upgrade at Maryvale was the most complex but is now complete. The bleaching plant is scheduled to come on line in September.

Gunns' Announcement Provides Update - Gunns' announcement providing an update on financing arrangements opens the possibility of a joint venture.

Global Economic Woes and Pulp Prices - Pulp prices are being tempered by the global economic woes, bring to an end the two year period of price increases.

Thermal Paper Demand Cooler - Weaker demand for thermal paper is reflected in weaker imports, however, the proportion being sourced from China has increased.

Recovered Paper Prices Continue to Diverge - PIX benchmark prices for recovered old corrugated containers steadily falling since April.

Paper Round Absorbed into A3P - Paper Round is to become part of A3P since product stewardship will be addressed as a part of a raft of environmental improvements being addressed by the national organisation.

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Inside Edition 43

Feature:Emissions Trading in the Pulp & Paper Sector


Articles

Weaker Pulp Prices are not a Sign of Changes (Yet)
ANZ Out of Gunns Pulp Mill Funding
Packaging Imports Reach New Records
Clear Message for Paper Prices
Woodchip Exports
Maryvale Pulping and Bleaching Upgrade Update
Sustaining Change at Visy

Edition 43 Pulp & Paper Edge
June 2008

Feature:
The introduction of emissions trading will constitute the most significant economic and structural reform undertaken in Australia since trade liberalisation of the 1980s”. Senator Penny Wong, 17th March 2008.


Articles

Weaker Pulp Prices are not a Sign of Changes (Yet) - Rising pulp prices have taken a break from the relentless upward trend, but this does not necessarily mean the top of the current cycle.

ANZ Out of Gunns' Pulp Mill Funding - The ANZ has pulled out from funding the Gunns' pulpmill, but other banks are expected to take the opportunity to supply funding.

Packaging Imports Reach New Records - The volume of total imported packaging grades reached a new record for 2007. A strong AUD, competitive domestic pricing and CHH strategy to be reliant on supplying its own materials across the Tasman are all assisting to increase imports.

Clear Message for Paper Prices - Paper prices are starting to rise, but not as quickly as some had predicted. There is a necessity for manufacturers to cover escalating costs, therefore further price increases are expected in 2H 2008.

Woodchip Exports - Woodchip exports have been rising, but so too have costs.

Maryvale Pulping and Bleaching Upgrade Update - The Maryvale pulping and bleaching upgrade is nearing the end of the critical shut phase, with expectations the mill will be fully operational within days.

Sustaining Change at Visy - Visy has made the environment and sustainable operations one of its priorities.

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Inside Edition 42

Feature:
Paper Price Pendulum in Full Swing

Articles:
DIP Cell is a Jewel for Amcor
Don Matthews Appointed as COO Amcor Australasia
Increasing Competition for Local Box Manufacturers
Carter Holt Harvey Remaining Up Stream
Wastepaper Exports Set New Records
Pulp Prices - Signs of End are Nigh
Adjustment to Pricing Series on Back Page

Edition 42 Pulp & Paper Edge
May 2008

Feature:
Paper prices are starting to rise after several years of being flat or in decline. There have been closures of manufacturing capacity in the developed world, while at the same time increasing demand in developing economies. IndustryEdge analyses pricing trends, input costs including the rising price of pulp and energy, and market influences to determine where prices are heading in the short to medium-term.

Articles:

DIP Cell is a Jewel for Amcor - When Amcor closes the Fairfield facility in Victoria, there will be considerable interest in the future ownership of the 50 ktpa white paper de-inking cell.

Don Matthews Appointed as COO Amcor Australasia - Amcor Australasia has appointed Don Matthews as the new Chief Operating Officer.

Increasing Competition for Local Box Manufacturers - The volume of imported cartons and boxes continue to increase sharply. While still at a reasonably small proportion of the total market, the rate of increase will be of concern to local producers.

Carter Holt Harvey Remaining Up Stream - CHH has signed a letter of intent to purchase the non-joint venture assets of Weyerhaeuser Australia.

Wastepaper Exports Set New Records - Wastepaper exports from all states reach new records, with rising prices being an incentive to reduce wastepaper going to landfill.

Pulp Prices - Signs of End are Nigh - The fundamentals that have driven up pulp prices over the last eighteen months are changing, indicating there may be some easing in the upward trend.

Adjustment to Pricing Series on Back Page - Pricing indicators for coated and uncoated woodfrees have been changed to better reflect market figures.

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Inside Edition 41

Feature:
The Way Forward for Botany 9

Articles:
Toilet Tissue Dumping Investigation
OCC Prices Going into Orbit
Newsprint Imports & Prices Down (Just)
More Envelopes Being Delivered
Kraftliner Imports Take Hart
Still Only One Way for Pulp Prices

Edition 41 Pulp & Paper Edge
April 2008

Feature:
The new paper machine at Botany (B9) Project is an integral part of the global Amcor strategy, The Way Forward, which is to review all businesses and invest where significant change can be made, and internal rates of return achieved. Darryl Roberts, B9 Project Leader, spoke with IndystryEdge about the significant improvements for both Amcor and its customers flowing from the B9 Project.

Articles:

Toilet Tissue Dumping Investigation - Toilet tissue dumping is being investigated by Australian Customs.

OCC Prices Going into Orbit - Prices for exported Old Corrugated Containers have almost doubled in twelve months, with implications for local processors.

Newsprint Imports & Prices Down (Just) - Newsprint imports have fallen slightly after upgrade at Albury, but so have import prices.

More Envelopes Being Delivered - Envelope imports are up, despite rising use of electronic media for invoicing, bill payments and general communication.

Kraftliner Imports Take Hart - Kraftliner imports from New Zealand have risen sharply since Rank Investments ownership of Carter Holt Harvey

Still Only One Way for Pulp Prices - Pulp supply remains tight, with prices continuing to rise.

Read now!