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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 54

Feature: - Interview with Bernard Cassell

Articles:
Business Case for Coater at Maryvale?
Newsprint Price Flat.
How Hard is it for Woodchips
Pixels or Paper? Future of Paper and Print in Europe
Tumut and Botany Out of the Box
Gunns Submits Final Draft Pulpmill Design Report
A National Waste Policy? Implications for Industry

Edition 54 Pulp & Paper Edge - Current Edition
June 2009

Feature:
The paper and printing industries are continually lambasted as being environmental outcasts through misinformed actions such as corporations sending out statements electronically to ‘save the environment’. The paper and printing industries have made phenomenal environmental improvements over the past 20 years and should be applauded for the progress achieved. Bernard Cassell, CEO of the CPI Group and Chairman of APIA, speaks about his passion to protect and promote the paper and printing industries.

Articles:

Business Case for Coater at Maryvale? - Nippon Paper and PaperlinX have finalised the Australian Paper acquisition transaction. However, the business case behind the Nippon Paper announcement they are considering a coater for Maryvale is unclear.

Newsprint Price Flat - Newsprint prices will remain flat for another year, having been influenced by the absence of growth in the local market.

How Hard is it for Woodchips - There are signs export markets for both hardwood and softwood chips make be starting to recover, but it i still very early days yet.

Pixels or Paper? Future of Paper and Print in Europe - A European report has been completed concluding a structural market shift away from paper over the next decade.

Tumut and Botany Out of the Box - Both Amcor, at Botany, and Visy, at Tumut, are progressing well with their respective projects.

Gunns Submits Final Draft Pulpmill Design Report - Gunns has met a permit requirement to submit a final draft Pulp Mill Design document to the Tasmanian EPA.

A National Waste Policy? Implications for Industry - Environment ministers branded May's in-principle agreement for a National Waste Policy as a breakthrough on waste, however, time will tell.

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Forest & Wood Strategic Review 2009
June 2009

The Forest & Wood Strategic Review 2009 presents a comprehensive assessment of resource future availability for both the softwood and hardwood sectors on a regional basis. It examines the primary markets of sawnwood and pulpwood in detail, followed by similar analyses of the veneer, panel and pulp and paper sectors. New markets for pellets and energy from biomass are emerging, which my provide higher returns for some forest growers.

The Review is thus a valuable compendium of data on the industry. A major risks analysis is provided and other industry issues are analysed in the context of the local market and their impact on international competitiveness.

Inside Edition 53

Feature: - Bioenergy & Carbon Trading – Threats and Opportunities for the Forest Products and Paper Industries

Articles:


Is Recovered Paper Recovering?
Vale Dick Pratt
Ready Made Boxes Contracting
MISsing Details in Reporting
Newsprint Imports to Fourteen-year Low
Gunns Garners Support
Cut Reams Market Takes Stock
CarbonEgde

Edition 53 Pulp & Paper Edge
May 2009

Feature:
Research and developments in the processing of bioenergy and biofuels, either as a bi product of chemical pulp manufacturing, or in direct competition for the raw resource pulp manufacturers need, were presented at the recent Appita symposium focusing on these issues. The symposium was the best Appita has held, and for those who did not attend it was a missed opportunity. For the May feature, IndustryEdge provides an overview of the papers presented.

Articles:

Is Recovered Paper Recovering? - There are signs the recovered paper market could be starting to recover, but prices are still extremely low and demand has only lifted slightly.

Vale Dick Pratt - Dick Pratt has done more for the pulp and paper industry than thousands of others combined, he was a man of great intellect and legendary generosity and will be sorely missed by many.

Ready Made Boxes Contracting - The market for imported cartons, boxes and containers has slipped back to its lowest level for more than two years.

MISsing Details in Reporting - Diversified MIS companies focusing on timber growing and processing still have a good business case.

Newsprint Imports to Fourteen-year Low - Imports of newsprint have fallen for three consecutive years, being driven by both cyclical and structural changes.

Gunns Garners Support - Gunns has received belated support from the international union movement in response to anti-pulpmill statements being made in the European financial press.

Cut Reams Market Takes Stock - Exports of cut reams have increased faster than a rise in imports, however export prices have fallen faster than import prices.

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Inside Edition 52

Feature: - Asean FTA - Will Australasian Buyers be Winners?

Articles:

Pulp Manufacturers Kicking Own Goals
OCC Prices on Life Support
Value of Tissue Imports Continues to Climb
Change of Leadership at ACA
Can New Zealand Deliver More Kraftliner?
Envelope Imports
CarbonEgde

Edition 52 Pulp & Paper Edge
April 2009

Feature:
The free trade agreement between ASEAN members and Australia and New Zealand (AANZFTA) has been agreed, signed and will be enacted before 1st January 2010. There has been no clear analysis of what impact this will have on import sensitive industries such as paper and paperboard manufacturing in Australia and New Zealand. IndustryEdge examines the trade flows by grade, especially with Indonesia and Thailand, and likely implications of AANZFTA.

Articles:

Pulp Manufacturers Kicking Own Goals - Demand and transaction prices for pulp are both weak and indicate declining market conditions, however, manufacturers (especially hardwood) are not taking sufficient down time, and therefore stocks are building up which will delay market recovery.

OCC Prices on Life Support - OCC prices are low and traders are having difficulty finding sufficient export markets.

Value of Tissue Imports Continues to Climb - Tissue demand has remained reasonably stable through the economic downturn, however, imports of Chinese toilet tissue have declined during 2008.

Change of Leadership at ACA - Chris Lee-Brown, CEO of the Australian Catalogue Association, having built up the ACA into an effective lobbying organisation for the catalogue industry, will step down before mid-year.

Can New Zealand Deliver More Kraftliner? - CHH exports of kraftliner from New Zealand to Australia have increased by a small amount, however, depending on whether Amcor continues to buy kraftliner from Maryvale or not, there is the potential for CHH to ship more across the Tasman.

Envelope Imports - Envelope imports are increasing but still only account for a small proportion of the domestic market.

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Inside Edition 51

Feature: - The Challenges Facing A3P in More Demanding Times

Articles:

Nippon Paper to Purchase Most AP Assets
CPI Results Improving
Gunns Entering Critical Period
Too Much Pulp (For Now)
Update on Amcor Australasian Fibre-based Business
Cut Reams - Business Goes On

Edition 51 Pulp & Paper Edge
March 2009

Feature:
A3P is the central representative organisation in Canberra for most plantation growers and pulp and paper manufacturers. There are an increasing number of new challenges facing these industries, including carbon sequestration and trading, as well as certification and trade exposure in difficult financial times. IndustryEdge spoke with Richard Stanton, the recently appointed CEO of A3P, about his goals and strategies for 2009 and beyond.

Articles:

CarbonEdge - Introduction of new Carbon trading market intelligence service.

Nippon Paper to Purchase Most AP Assets - Nippon Paper purchases the major assets of Australian Paper, and changes are expected once the deal is finalised.

CPI Results Improving - CPI results for first half of 2008-09.

Gunns Entering Critical Period - Gunns results for first half 2008-09.

Too Much Pulp (For Now) - Pulp stocks continue to grow and prices depressed, even though there has been a small increase in demand from China.

Update on Amcor Australasian Fibre-based Business - Results for Amcor Fibre Packaging for first half 2008-09 and confirmation Botany Mill is still progressing.

Cut Reams - Business Goes on - Demand for cut reams is being impacted by companies closing and staff reductions.


Read now!