Listed below are some freely available previous editions of our monthly market intelligence report, Pulp & Paper Edge
Pulp & Paper Strategic Review 2008
October 2008
The Australian and New Zealand Pulp & Paper Strategic Review 2008 is an in-depth strategic analysis of the pulp and paper sector, establishing the industry’s strengths and weaknesses and identifying threats and opportunities. Demand drivers are examined for all sectors, including advertising expenditure, economic activity and changing trends in consumption. Comprehensive data is presented on local production, imported supplies and export shipments by grade, country and price for both Australia and New Zealand.
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Pulp & Paper Strategic Review 2007
October 2007
The Australian and New Zealand Pulp & Paper Strategic Review 2007 is an in-depth strategic analysis of the pulp and paper sector, establishing the industry’s strengths and weaknesses and identifying threats and opportunities. Demand drivers are examined for all sectors, including advertising expenditure, economic activity and changing trends in consumption. Comprehensive data is presented on local production, imported supplies and export shipments by grade, country and price for both Australia and New Zealand.
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Forest & Wood Strategic Review 2007
May 2007
The Forest & Wood Strategic Review 2007 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. The Review is thus a convenient and valuable compendium of data on the industry. A major risks analysis is provided and other industry issues are also analysed in the context of the local market and their impact on international competitiveness.
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Inside Edition 26
Feature: The Office Paper Chase
Market Pulp - Changing Dynamics
Gunns IIS Review under Review
Price Changes in the CWF Market?
Deal for CHH to Buy IP Beverage Division
Envelope Imports
Converted Tissue Value Up
Tracing Papers
Edition 26 Pulp & Paper Edge
November 2006
Feature: In the August 2006 Pulp & Paper Edge, IndustryEdge explored the issue of information and document destruction and the development of the National Association for Information Destruction (NAID) based in the USA. To understand developments regulating information destruction in the domestic market, IndustryEdge discussed with Tim Whiteside (pictured), Asia-Pacific President, Recall, issues surrounding information destruction.
While many pundits are predicting pulp prices to fall, prices may remain strong for longer than expected. The review of the Gunns IIS submission has raised some issues through peer reviews, and some of these will require answers from Gunns, delaying the final government decision until possibly mid-2007. While announced price increases from Europe should raise prices for CWF's in Australia and New Zealand, changes to the media ownership laws are likely to make the buyers drive harder bargains. Carter Holt Harvey is undertaking due diligence on the purchase of the Pine Bluff mill in the USA, a major supplier of board for gable top packaging. Envelope imports continue to rise despite the drive for more bills and annual reports to be delivered electronically. The value of imported converted tissue products jumps in 3Q'06. Appita and Covey Consulting launch abstract service for pulp and paper journals.
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Pulp & Paper Strategic Review 2006
November 2006
The Australian and New Zealand Pulp & Paper Strategic Review 2006 is an in-depth strategic analysis of the pulp and paper sector, establishing the industry’s strengths and weaknesses and identifying threats and opportunities. Demand drivers are examined for all sectors, including advertising expenditure, economic activity and changing trends in consumption. Comprehensive data is presented on local production, imported supplies and export shipments by grade, country and price for both Australia and New Zealand.
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Inside Edition 25
Feature: Is There Room for Some 'Hart' in the Australian Box Market?
Paper Prices Now Moving
New Dynamics to Woodchip Prices
Penola Pulpmill
Ready Made Boxes
Gunns Pulpmill Progress
PMP Pushes Up Value
Edition 25 Pulp & Paper Edge
October 2006
Feature: There has been speculation in the media that Carter Holt Harvey (CHH) will expand into the Australian box market under the ownership and management of Graeme Hart. CHH will not be able to expand its market share by relying on organic growth, but acquisition opportunities are severely restricted with there being only one potential target. IndustryEdge analyses the drivers and threats of CHH expanding its box business on both sides of the Tasman.
After months of speculation, coated woodfree paper list prices have moved up 6%, however, the focus will be if merchants can make them stick. Chile and South Africa are now expected to reduce exports of hardwood chips to Asia, especially Japan, resulting in market opportunities for Australian hardwood chip exporters. The approval process behind the Penola Pulpmill development may be under scrutiny. Importation of Cartons, Boxes and Cases ready made have risen sharply since 2001. Gunns pulpmill IIS submission corrected before closure for public submissions. There is speculation PMP will receive an offer from private equity. PMP is now running close to capacity and has been awared contracts by Coles, which alone accounts for 22% of the Australian catalogue industry.
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Inside Edition 24
Feature: European CWF Supplies - Here for the Long Haul
ABC Tissue Driving Competition Harder
Gap in Pulp Pricing Growing
Global Printing and Communication and Newsprint Consumption Flat
Reporting Season 2005-06 for Amcor and PaperlinX
Testing External Factors for PaperlinX
Fast Tracking Yatala
Norske Skog Structure Pruned
Edition 24 Pulp & Paper Edge
September 2006
Feature: Increased imports of CWF from Asia may be displacing shipments from Europe. The Europeans have a good reputation in both Australia and New Zealand for being reliable suppliers of quality paper. IndustryEdge discussed with Paul Teague (pictured), National Sales Manager Stora Enso Australia, the changing trend in imports of CWF and in general terms how the European manufacturers are likely to compete against shipments from Asia.
ABC Tissue building new paper machine, but runs into controversy. Pulp prices expected to peak while paper prices still flat. Gloabl printing and communication paper grades and newsprint consumption slightly lower in 2005. Annuarl reporting for Amcor and PaperlinX. Imports of cut reams not influenced significantly by exchange rate, but exports of cut reams are. Visy fast track Yatala box processing centre. Norske Skog corporate structure is streamlined.
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Inside Edition 23
Spicers Pushing for Realistic Pricing
The Stationary Energy Market in Australia
PPI Shows Significant Variance
Amcor Denies Rumour
No Panic Yet for Pulp
Final Shut for PM1 Tasman
Tumut Expansion Gaining Traction
Gunns Provides IIS Breifing
Edition 23 Pulp & Paper Edge
August 2006
Feature: Australia only manages to recover approximately 13% of office papers for reprocessing, while in the USA it is closer to 51%. Are policy makers in Australia placing too much emphasis on the supply chain, including paper merchants, to increase the recovery rate? IndustryEdge spoke with Bob Johnson, Executive Director of the National Association for Information Destruction in the USA, to assess the consequences of enforced information destruction for the recovered paper industry.
Spicers announce 4% increases for printers for UCWF, to be followed by similar rise for CWF in October. Small rise for packaging PPI against sharp increase for All Industries. Pulp prices pushing higher, even during the northern hemisphere holiday period. Tasman PM1 produces last newsprint after 50 years service. Visy Tumut kraft pulp and paper expansion timetable.
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Inside Edition 22
Feature: Changing the Face of Packaging
Price Confusion Grows
Gunns Final Pulpmill Submission
Certification Progress for APP Indonesia
Corporate Refining at Norske Skog
Thermal Imports Continue to Warm
NZ Ire Starting to Smoke
Challenges to Heywood & Penola
Trade Data
Edition 22 Pulp & Paper Edge
July 2006
Feature: Fibre packaging manufacturers and converters are experiencing greater demands for change now than at any previous time. In both Australia and New Zealand, major grocery chains have strategies to replicate the supply chain cost reductions already being achieved in Europe and North America, pushing costs back onto grocery and packaging suppliers. Those unwilling or unable to invest in technology to meet the new demands of the retailers will join the dinosaurs.
Pulp prices continue to rise while paper prices remain flat. With rising energy and resource costs, paper suppliers are facing impossibly small margins.
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Inside Edition 21
Feature: Senator Eric Abetz Encourages Development in the Pulp and Paper Sector
Pulp Prices Closing in on Paper Prices
Changes for Norske Skog Australasia
PaperlinX - Strategic Restructure
Collie Project Pulped
Catalogue Evolution Continues
Newsprint Contract Prices up 7%
Cut Reams Turn for the Better
Trade Data
Edition 21 Pulp & Paper Edge
June 2006
Feature: Senator Eric Abetz, Federal Minister for Forests, Fisheries and Conservation, quickly
demonstrated his support for the pulp and paper industry in Australia by altering his schedule at short notice to open the Asia Symposium at the 2006 APPITA conference. IndustryEdge met with Senator Abetz in his office to discuss his vision for the pulp and paper industry in Australia.
Pulp prices are being driven up by capacity closures, especially in North America. The BCTMP pulpmills at Collie in WA is placed on hold, while Norske Skog restructures senior management in Ausdtralia and New Zealand. The Catalogure market continues to show strong growth.
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Inside Edition 20
Feature: Should waste strategies be dumped?
Pulp prices northward bound
AP Management update
Cut reams a drag on imports of UCWF
The tissue front
Unravelling packaging
Wrap up on Albury
Edition 20 Pulp & Paper Edge
May 2006
Feature: Apparent consumption of paper and paperboard in Australia reached 3.8 Mt in 2004-05, and at the current rate of increasing demand is expected to reach 4 Mt by 2007-08 or before. Therefore, apart from tissue, there is increasing concern about where this mountain of fibre goes after use and if the market values for the various grades are sending more to landfill than to reprocessing facilities, either domestic or offshore.
Pulp prices reach five year high with more pulp capacity being taken out in North America. Jim Henneberry, new Executive General Manager for Australian Paper. Imports of cut reams down against corresponding previous period. ABC Tissue launch new Quilton facial tissue range. Review of structure in fibre packaging sector in Australia and New Zealand. Upgrade at Norske Skog Albury nears completion.
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Inside Edition 19
Feature: Appita Asia Symposium
Behind Price Increases
Portland Pulpmill Proposal
Latest News on Albury Upgrade
ABC Tissue Taking Delivery
Rank Group Take Ownership of CHH
Positive for Publishing
Edition 19 Pulp & Paper Edge
April 2006
With many of the presentations at the recent Appita Asia Symposium, titled Pulp and Paper – The Challenges in Asia Pacific, predominately being focused on growth in capacity and demand in China, the conclusions generally show more opportunities for the industry in Australia and New Zealand than threats. The keynote address by David Walker, President, Pöyry Forest Industry (Asia Pacific), and the summary address by Brian Stafford, Principal, Brian Stafford Associates, are reviewed by IndustryEdge.
Pulp prices are rising while paper prices are struggling to move up.Portland pulpmill achieves environmental approvals but still awaits funding. Norske Skog newsprint at Albury experiences setback but should still be on schedule. ABC Tissue start taking delivery of new tissue machine in Sydney. Rank Group finalises the purchase of Carter Holt Harvey. Publishing maintaining production levels even though online advertising is growing.
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Inside Edition 18
Feature: Global Market Pulp Prognosis
DIP Between PaperlinX and Amcor
Norske Skog Upgrade
New Organisations Flourishing
PaperlinX Half-Year Results 2005-06
Amcor - Restructuring and Growth
CPI Interim Results
NZ Kyoto Pledge Sinking
Edition 18 Pulp & Paper Edge
March 2006
Brian McClay, Principal, TerraChoice Market Services Inc, is based in Canada and provides a Market Pulp Information Service. His customer base accounts for approximately 80% of world market pulp capacity. IndustryEdge asked McClay about the immerging dominance of Brazil, Russia, Indonesia and China in the market pulp sector, and how Australia and New Zealand will be impacted by these changes.
Australian Paper confirms closure of Shoalhaven De-Inked Pulp cell and will purchase DIP from Amcor Fairfield.Norske Skog upgrade of newsprint paper machine at Albury nears completion. Forming of the Australian Paper Industry Council from what was the National Paper Council and the Independent Paper Group. Working group has been set up to focus on increased wastepaper recovery. PaperlinX 1H 2005-06 results. Amcor's 1H 2005-06 results. CPI 1H 2005-06 interim results. NZ Kyoto pledge looks set to fail.
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Inside Edition 17
Feature: Martin Fothergill - GGM PaperlinX Merchanting ANZ
Paper Prices - Mixed Messages
Buyers to be in Box Seat
Hart Wants to Wrap up CHH
NBSK Pulp Prices Set to Firm
Pushing the Envelope
Tough Tissue Times
New General Manager for Maryvale
Edition 17 Pulp & Paper Edge
February 2006
Martin Fothergill, GGM PaperlinX Merchanting Australia and New Zealand, has gained a depth of xperience as a senior industry executive in Europe. After his recent appointment with esponsibilities for PaperlinX’s merchanting services in this region, IndustryEdge asked Fothergill about his views on the Australasian markets and what he sees as the key issues.
Paper price increases may gain traction with current announced price increases. Box prices are expected to remain flat, or even fall as competition increases. Hart wants to finalise the purchase of Carter Holt Harvey. Expectations are that NBSK pulp prices will rise during first half of 2006. Envelope and other stationery imports are rising, making local production more competitive. Impoprts of tissue stock and converted tissue products are rising, while retail prices remain very weak. New General Manager for Australian Paper pulp and paper mill at Maryvale has been announced.
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Inside Edition 16
Feature: Pratt Industries Maintains 10% Annual Growth
PaperlinX Global Issues
Paper Cost Structure
Excgange Rate Impact on Cut Reams
Pulp vs Woodchip Prices
Imports of Coated Mechanicals Down
A Fourth CTMP Mill Mooted
Printers Position Themselves for Growth
Edition 16 Pulp & Paper Edge
December 2005
Pratt Industries has continued its aggressive expansion in the USA with the acquisition of the Love Box company. IndustryEdge discussed the transaction and the market implications with Anthony Pratt, Chairman and CEO Pratt Industries.
PaperlinX purchases paper merchant Cascades Resources in Canada, but there is still work to be done in integrating global operations to find synergies.Cost structure of manufacturin paper reviewed. Exchange rate rises making imports of cut reams grow, however, exports are also up as a result of increased competion. Woodchip prices are remaining reasonably flat, while pulp prices are set to rise early in 2006.Imports of coated mechanicals have fallen, however this is coming off the peak in imports in 2004. Bleavched Chemo Thermo Mechanical pulpmill is proposed for Penola in South Australia. ABS data indicates there is continued investments in increasing printing capapcity.
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Inside Edition 15
Feature: Swanbank Review
Strong Focus on Expansion in Asia
Amcor - Consolidated Fibre Division
Tony Purdy Leaving Australian Paper
Pulp Price Improvements Uncertain
PaperlinX Reporting
Growth Slowing for Some CWF Grades
Recovered Paper Exports
Norske Skog Receives Approval from ACCC
Edition 15 Pulp & Paper Edge
November 2005
The proposed Swanbank Paper Mill, an AUD1.2 bn project in Southeast Queensland, continues to make progress towards the day construction can start, only at times it has appeared to be a tough challenge for the project’s proponents, however, the company has recently received recognition as a project of national significance. IndustryEdge discussed the development of the project with Joe Foster (pictured), CEO of Swanbank Paper.
Closure of paper mills in Europe is being matched by new capacity in Asia. Amcor restructures its Fibre Packaging division. Tony Purdy, General Manager, Maryvale (Australian Paper) resigns. Pulp prices starting to turn but future is still uncertain. First quarter results 05/06 for PaperlinX in line with first quarter 04/05. Imports of coated woodfrees still rising but at a slower rate. Exports of recovered paper and paperboard reach record levels. Norske Skoh given approval from the ACCC after buying out remaining 50% of Pan Asia from Abitibi Consolidated.
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Inside Edition 14
Feature: New Zealand - A Paper Based Economy
Pulpmills - Hard to Get Started
Hart to CHH
No Relief on Import Prices
Management Boost for Maryvale Project
Norske's Tower
The Kirk Factor
Edition 14 Pulp & Paper Edge
October 2005
Annual statistics have shown that New Zealand’s imports of Printing and Communication Papers have risen significantly over the last three years, however, there is no clear indication where the almost doubling of shipments has gone. IndustryEdge explores the expected drivers stimulating the market.
Pulpmill proposals in Victoria and Western Australia have difficulty in substantiating business cases. Hart taking control of Carter Holt Harvey but not there yet. The trend for imports of printing and communication grades continues to be volume up and prices down, creating greater competition for PaperlinX. PaperlinX has hired Chuck Honaker as a specialist to oversee the pulping operations upgrade of the Maryvale mill. Norske Skog board has approved AUD5.9M to upgrade the bleaching tower at the Boyer newsprint mill. David Kirk departs PMP to be Chief Executive Officer at Fairfax.
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Inside Edition 13
Feature: Domestic Tissue Market has Strength but no Softness
Australian Paper Grasps the Nettle
CHH to have Hart Surgery
The Reporting Season
Norske Skog Grows in Asia
Visy Expands in Queensland
Can Paper and Pulp Prices Rise?
Edition 13 Pulp & Paper Edge
September 2005
The tissue market in Australasia is very competitive, as global sourcing, higher levels of imports
and changes in the customer and consumer requirements place increasing pressure on branded
marketers and manufacturers in the region. IndustryEdge discussed with Don Matthews (pictured), President, SCA Hygiene Australasia, the market dynamics for tissue products in Australasia, and what changes he expects to see in the short to medium-term.
PaperlinX announced an investment of AUD203M for the upgrading of the Maryvale pulp and paper mill. Auckland based Rank Investment Group has purchased International Paper's 50.5% share of Carter Holt Harvey. Full financial year reporting for Amcor, PaperlinX and CPI Group.. Norske Skog purchases Abitibi Consolidated 50% stake in Pan Asia to take full ownership. Visy expands in Queensland with the construction of a AUD60M box plant at Yatala.Paper prices are forecast to remain flat during 2005/06, while there is some hope rising pulp prices may push paper prices up.
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Inside Edition 12
Feature: Pushing Private Labels
Visy Proposes Second Stage at Tumut
Waste Not Want Not
Improving Delivery
Imports of P & C Grades Break 1 million tonnes. Anti Dumping Action - Success or Failure?
Tissue Balance of Trade Deficit Grows
Pulp Prices May Turn
Woodchip Sales Pruned
Management Changes at Amcor and PaperlinX
Norske Skog Makes Adjustments
Edition 12 Pulp & Paper Edge
August 2005
In Australia, the two major supermarket chains, Coles and Woolworths, manage 74% of the
grocery trade. The strategy by both companies to increase private label merchandising (in-store
brands) will have an impact on the turnover of local established brands and, as such, the upstream processing and packaging of these products. There are strong opposing opinions about
the extent the impending changes will have on packaging and the ability of the stores to make
private labels less generic.
Visy Pulp and Paper briefs NSW government regarding building 300 ktpa paper machine at Tumut. Lower pulp prices and increased recycling has meant global demand for recovered paper has fallen behind supply. Improved delivery of catalogues. Imports of printing and communication grades push through AUD1 million mark. Resolution on anti-dumping action by Amcor regarding cartonboard from Korea. Imports of tissue continue to grow. Pulp prices low but expected to turn for the positive. Concern over exports of woodchips from oldgrowth forests. Management changes by PaperlinX and Amcor. Norske Skog closes capacity in Europe but expands in Asia.
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Inside Edition 11
Feature: Catalogues - Learn to Love Them
IP Plans to Exit CHH
New MD for Amcor Australasia
APRIL Group Building UCWF Capacity
Collusion May Not Be in the Box Yet
Alexander Moir Ceases Trading
Half Cocked About Gunns
Neil Fisher to Head A3P
Resolution to Finnish Strike
CPI - Carrying Paper Price Increases
Pulp Prices Mixed
Edition 11 Pulp & Paper Edge
July 2005
It is said that Australians are the greatest consumers of magazines in the world and it looks like we may be up there in relation to our consumption of catalogues as well. In Australia over 7.0 bn unaddressed B2C catalogues were delivered in 2004. With a population of 20M the suggestion is that 6.7 catalogues per week are delivered for every man, woman and child in the country. Industry information out of the UK indicates 12 bn items were dropped on a population of 60M, which suggests a catalogues per person per week fi gure of just 0.4. Brian Stafford (pictured) looks at the catalogue market in Australia.
IP announces it plans to sell its 50.5% stake in Carter Holt Harvey. Louis Lachal appointed as new MD of Amcor Australasia. APRIL annouces a further 450ktpa increase in capacity of UCWF in Indonesia. Delay in confirming collusion aligations. Alexander Moir stops trading and sells contacts to Focus Paper. Mitsubishi to place more focus on importing plantation timber woodchips. A3P appoints Neil Fisher as new CEO. Finnish strike in pulp and paper mills appears to be at an end. CPI challenged by paper price adjustments. Slide in pulp prices slowing, may be turn for the better.
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Inside Edition 10
Feature: Producer Responsible Organisation for Paper Supply Chain
Impact of the Finnish Strike
Changes at Visy
Gunns Release Revised Project Scope
Newsprint Contract Price
Private Equity Changes Nappies
Maryvale PM1 Upgrade Scheduled for July
New EGM Merchanting at PaperlinX
Trade in Kraftliner Strong
Update on IPG/NPC Amalgamation
BHKP Stalling, NBSK Weaker
Edition 10 Pulp & Paper Edge
June 2005
While the onus is on companies in the paper supply chain to develop and impliment strategies to keep office wastepapers out of landfi lls as part of their Extended Producer Responsibilities, there are no commercial incentives for the collection and sorting of most offi ce wastepapers. Without a Producer Responsible Organisation taking the initiative to reduce this waste stream going to landfi ll, potential state government legislation could lead to market failure.
Rebiew of impact of Finnish Strike. Changes in management at Visy. Gunns increase footprint of pulpmill site. Small rise in newsprint contract prices. Australian Pacific Paper Products changes ownership. Maryvale PM1 scheduled for upgrade in July. Roger Breen appointed as Executive General Manager Merchanting at PaperlinX. Imports in kraftliner rise while exports are slioghtly weaker. Amalgamation of Independent Paper Group and Naytional Paper Council is considered. Pulp prices weak but trend may change.
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Inside Edition 09
Feature: Domestic Fibre for Pulp in the Balance
PaperlinX in Forecasting Pain
Amcor Announces New CEO
Two Projects at Tasman
Focus Paper Heading North
Corrugated Container Producer Prices Up
Pulp Prices Sqeezing Together
New Managing Director for Merino
Thermal Paper Imports Warming Up
Edition 9 Pulp & Paper Edge
May 2005
Based on the Commonwealth policy to have 3 Mha of plantations by 2020, it would appear
there is no point of concern about the future supply for pulp manufacturers in Australia,
however, this may not be the case. IndustryEdge spoke with Senator the Honourable Ian
Macdonald, Federal Minster for Fisheries, Forestry and Conservation, about Federal Policy
on long-term fi bre supply for pulp manufacturers .
PaperlinX announce a 20% forecast downgrade, but shareholders take revenge. Ken MacKenzie appointed at Amcor CEO. Carter Holt Harvey announce two new projects at Tasman. Focus Paper to open Sydney office. Producer prices for corrugated containers rise. Smaller differential in pulp prices. Craig Mills appointed as new MD at Merino Tissue. Thermal paper imports rising.
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Inside Edition 08
Feature: Red Paper Group
Cartonboard Dumping
Paper Industry Council
Visy Stands Down Key Executive
Collie and Tasmanian Pulpmills
Progress at Maryvale
Pulp Prices Converging
Changing Model for Japanese Paper and Board
Daltons and Spicers Management Changes
Internet Advertising
Edition 8 Pulp & Paper Edge
April 2005
IndustryEdge discussed with Tony Dragicevich, Managing Director Red Paper
Group (previously Detagna trading as Edwards Dunlop Group), the local market
for printing and writing papers and what changes Red Paper Group is considering
with a recently appointed experience line of senior managers.
Amcor brings about Cartonboard dumping action for imports from Korea. Joining of Independent Paper Group and National Paper Council a step closer. Update on Collie and Tasmanian pulpmill proposals. PaperlinX Board lays down four caveats before commiting to pulp and paper mill upgrades at Maryvale. Pulp prices converging as NBSK falls and BHKP rising. No growth in Japanese domestic pulp and paper market, but new emphasis is on China. Changes in senior management team at Daltons and Spicers. Internet advertising increasing but not all bad news for paper industry.
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Inside Edition 07
Feature: Visy - A Passion for Low Cost Growth
Maryvale Caveats
Gunns Pointing at Bell Bay
KCA Millicent and Tantanoola Mills
Price Prospects for Pulp and Paper Strengthening
Market for Cut Reams
Amcor Sells West End Fibre Packaging Site
Edition 7 Pulp & Paper Edge
March 2005
The spotlight has been on the Australasian corrugated packaging industry in recent months after
Amcor revealed it may have been involved in anti-competitive practices. However Visy’s CEO
Harry Debney says the industry is highly competitive with pricing under constant pressure. Visy’s
long-term strategy has been to take costs out of manufacturing and to invest in new capacity
ahead of demand in order to grow market share. IndustryEdge asked Visy Industries’ CEO, Harry
Debney about Visy’s passion for low cost growth.
PaperlinX Board seeks major change at Maryvale through four caveats before investment is approved. Gunns decide on Bell Bay for site of Pulpmill. Gas supplies to KCA at Millicent and Tantanoola is restricted and impacts production. Average rise in imports of cut reams close to GDP, however, prices remain weak. Amcor sells its West End packaging converting operations in Brisbane.
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Inside Edition 06
Feature: Forward Looking CPI
Prices Stronger in 2005
Colluding Collusion
Heywood Pulpmill
AFP Management Structure
Update on Cartonboard Dumping Investigation
Albury Newsprint Upgrade
Papermill in Queensland goes Bananas
SCA Expansion under Review
CHH in Final Stages of Wadepack Acquisition
Kraftliner Exports
Edition 6 Pulp & Paper Edge
February 2005
The CPI Group has worked itself through some major restructuring during the past 24
months, however, with the level of debt being signifi cantly reduced, IndustryEdge met with
Bernard Cassell, Managing Director, to ask if the tough times still lay ahead or if they are
now behind them.
Indications are pulp prices are set to rise in 2005, especially BHKP. Producer Price Index for corrugating materials do not point to conclusive collusion in packaging sector.Heywood proposal for a BCTMP pulpmill. Change of structure and senior management at Australian Fibre Packaging. Customs undertakes investigation to cartonbaord dumping. Albury newsprint papermachine upgrade underway. Possible banana papermill for Queensland. Carter holt Harvey finalises purchase of Wadepack. Kraftliner exports down after peaking in JQ'04.
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Inside Edition 05
Feature: Tasmanian Government Pulpmill Approval Process
Amcor Executives PackingCHH Wades into Independent
CWF Imports by Grade
Pulp Prices Strengtheing
PMP to Cut Sheet-Fed Business
APP's Proposed New Machine
Edition 5 Pulp & Paper Edge
December 2004
Feature:Paul Lennon MHA, The Premier of Tasmania, has re-drawn stricter guidelines for the development of a pulpmill in Tasmania. The process, while increasing the likelihood for success of the project, also ensures the errors of past attempts are not repeated. IndustryEdge asked the Premier what has changed this time, how the process will be more open for community
consultation and how the rigorous guidelines will assist proponents.
Chief Executives resign from Amcor, with further structural changes expected. Carter Holt Harvey to purchase Wadepack. Uncoated Woodfree sheets <150 gsm driving imports. Pulp prices strengthening after low point. PMP sells cut sheet operations. Asia Pulp & Paper to start production at Hainan Island with new 500 ktpa papermachine announced for Dagang.
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Inside Edition 04
Feature: Structural Changes in the Pulp and Paper Industry
Woodfree Imports - Volumes Up Values Down
Progress of Tasmanian Pulpmill
SCA Distribution Changes
PIAA and Swanbank Study
Amcor Safety
Carter Holt Harvey 3rd Quater Results
Merino Study
Visy VP4 Upgrade
Edition 4 Pulp & Paper Edge
November 2004
Paper and paperboard manufacturing in Australasia is a substantial and vital industry, however, for some sectors local production is becoming uncompetitive in an open market. While the value of the AUD has resulted in cheaper imports, there is a need for local producers in some sectors to become world competitive if they are to maintain local market share.
Imports of Uncoated Woodfrees (UCWF) jumped in SQ'04 by 14%. Proposal for Tasmanian Pulpmill progresses to be a Project of State Significance. SCA restructure as part of global strategy, also opens Somerton distribution centre. Pulp prices turning out of trough with future price rises looking more certain. Printing Industries Association Australia and Swanbank undertake study of paper mervchants. Amcor makes safety changes at Fairfield mill. CHH 3Qtr results. Merino tissue considering options. Visy upgrades VP4 at Coolaroo.
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Inside Edition 03
Feature: Amcor Australasia Driving Fibre Packaging Harder
Price Movements More Emphatic
Newsprint - Imports Up / Prices Down
EPR, Recycling and Security
Maryvale Management Changes
Coated Woodfree Market prices
ABB to Maintain Tasman Mill
Edition 3 Pulp & Paper Edge
October 2004
Peter Sutton, Managing Director, Amcor Australasia, is restructuring Amcor
Fibre Packaging and Paper and Paperboard to drive better returns from current
assetts. However, as discussed with IndustryEdge, investment will continue in
these core businesses as part of Amcor’s long-term committment to the fi bre
packaging sector.
Pulp prices are falling, however, a slight rise in shipments may see the trend change. Imports of newsprint are up on the back of falling prices. Extended producer responsibilty for office papers has unresolved security issues. Changes in senior management structure at Maryvale. Coated wood free imports across reels and sheets grade increase, but prices remain weak. ABB to take over the maintenace at the Tasman mill as well at Kinleith, New Zealand.
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Inside Edition 02
Feature: Kirks Initiative Puts PMP on Comback Trail
Why Australian Paper has to Spend AUD32M
Amcor Consolidation of Existing Assets
PaperlinX Results
SCA Structural Changes
Kinleith Closed for Maintenance
Paper Prices Stronger but Pulp Down
Amcor Divisional Restructuring
Free Trade Agreements
Corporate Express Follows Green Procurement
Edition 2 Pulp & Paper Edge
September 2004
David Kirk, Chief Executive Offi cer PMP, has successfully created
optimism for investors and analysts in the future for the company.
He discusses how he sees the development of the printing industry
with IndustryEdge, and the strategic direction for PMP.
Australian Paper needs to spend AUD32M to improve poor results from initial upgrade of PM! at Maryvale. Russell Jones Amcor to undertake consolidation of existing assets. PaperlinX results below market expectations. SCA takes decision to close PM2 at Box Hill. CHH closes Kinleith for maintenance. Paper prices start to struggle up, but prognosis is not secure, pulp prices falling. Amcor undertakes divisional restructuring for Fibre Packaging, Rigid Packaging, Flexible Packaging and Paper and Board.Free Trade Agreements have the potential for a negative impact on balance of papyments for pulp and paper trade.Corporate Express not satisfied with environmental standards of Asia Pulp & Paper.
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Inside Edition 01
Feature: Norske Skog Positions Itself for the Future
Tissue Price War Looming
Pulp Prices Cooling
Pricing Quandary
Cut Reams Imports Rise
AAP Australia Closing Down
Cartonboard Imports
CPI Interim results
Extended Producer Responsibilities
PMP Primed
Edition 1 Pulp & Paper Edge
August 2004
Rob Lord, Regional President of Norske Skog, discusses the
upgrade projects for the Albury and Tasman mills, and how
Norske Skog Australasia is positioning itself for changes that
are occuring in the newsprint market.
Tissue prices fall further with new capapcity coming online. Pulp prices start to move down after period of strengthening. Paper prices need to rise but the strengthening AUD and NZD will hinder rises through cheaper imports. Imports of cut reams are up, reaching a new peak. Asia Pulp & Paper close offices around the world, including Australia, but sales will continue through Paper Force Singapore. APP set to import cartonboard from China, placing downward pressure on local prices. No joy in CPI interim results. NSW appoints expert reference group to report back on extended producer responsibility. Better results for PMP under Kirk'smanagement.
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