Listed below are some freely available previous editions of our monthly market intelligence report, Pulp & Paper Edge
Pulp & Paper Strategic Review 2009
October 2009
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 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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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
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.
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Inside Edition 40
Feature:
The value in bringing CPI, Edwards Dunlop and Raleigh together is greater than the sum of the parts.
Articles:
Price Rises Looking More Certain
Woodchip Prices Reviewed
Expectation Over - Now the Realisation. Amcor Announces B9 at Botany
PaperlinX Interim Results
Tissue Turbulence Update
PPI for Packaging Materials
Pulp Prices Peaking
MD Amcor Australasia Resigns
Edition 40 Pulp & Paper Edge
March 2008
Feature: The combining of CPI, Edwards Dunlop and Raleigh into the second largest merchant in Australia, accounting for close to 33% market share, could be expected to provide benefits for the combined group and customers alike. IndustryEdge discusses with Bernard Cassell, managing Director, CPI Group his vision for the future and his strategy for getting there.
Articles:
Price Rises Looking More Certain - Price rises in the domestic market for many grades of paper and paperboard are being implemented as the rise in the AUD/USD is no longer sufficient to absorb higher priced imports.
Woodchip Prices Reviewed - Woodchip export prices are rising along with the volume of shipments.
Expectation Over - Now the Realisation. Amcor Announces B9 at Botany - Amcor will start building B9 at Botany to produce a range of lightweight wastepaper based corrugating materials to be better placed to meet market requirements.
PaperlinX Interim Results - Sales volumes are down for 1H 2007-08, but profit up 8%. The Maryvale pulpmill project runs over original budget, but still meets IRR benchmark.
Tissue Turbulence Update - Merino assets sold to Encore Tissue
PPI for Packaging Materials - PPI for packaging materials rising slower than for All Industries. Expected 40% increase in primary production due to rain will drive better demand for corrugated containers.
Pulp Prices Peaking - Pulp price increases are expected to slow, with a market correction in the latter part of 2008.
MD Amcor Australasia Resigns - Greg Beatty resigns as MD Amcor Australasia after only six months, but he leaves a positive mark.
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Inside Edition 39
Feature:
Is The Paper Industry the Good Guy?
Articles:
Tissue Turbulence
Update on Gunns Pulpmill Progress
Pulp and Paper Markets vs Financial Markets
CFMEU Select its Target
Time Close for Amcor Botany Decision
Norske Skog Commissioning Environmental Upgrade
Wastepaper Exports Continue to Surge
Fire at Kinleith Mill
Japanese Papermakers Caught Short
Edition 39 Pulp & Paper Edge
February 2008
Feature: The decision by many companies to deliver annual reports, and other documents, electronically is usually based on a strategy to use less paper and thereby protect the environment. However, is this logic based more on emotions than facts, and is the paper industry making sufficient effort to broadcast its virtues? IndustryEdge looks at the arguments used to vilify the paper industry.
Articles:
The tissue industry is experiencing some turbulence as Encore Tissue buys the assets of Merino Tissue in Queensland, while the value of imported converted tissue products continue to escalate.
Progress on Gunns pulpmill is proceeding on a number of fronts, including permit completion and contract negotiations.
Paper prices are increasing generally in most developed regions, however, volatility in most financial markets has the capacity to destabilise the price increase process.
The CFMEU has maintained its campaign against imported tissue products from Indonesia, displacing locally manufactured products.
The Amcor board are expected to make an announcement soon regarding the conclusion of the feasibility study into developing a 350 ktpa corrugating material paper machine at Botany, Sydney.
Norske Skog officially opens the upgraded effluent treatment plant at the Boyer newsprint mill, Tasmania.
Wastepaper exports are continuing to surge, with a 22% increase in 2007 against the previous year. China remains the major market for wastepaper exports.
A fire at the CHH Kinleith mil has made little impact on production other than to to the recycled wastepaper processing area.
Japanese paper makers have admitted some of the paper sold as having recycled content did not match the proportion being claimed. The major companies are undertaking a review.
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Inside Edition 38
Feature
The Korean Pulp & Paper Industry
Articles:
Pulp Prices End Year on Same Trend
Election Mandate for Gunns Pulpmill
Changes at Amcor Australasia Organisation
Paper Prices Increases in the New Year?
Packaging Producer Price Index
FSC Working to Protect its Image
Envelope Imports
Edition 38 Pulp & Paper Edge
December 2007
Feature: Korea has been the most successful of the Asian suppliers, lifting shipments to Australia from just 19.6 kt in 1995 to 111.4 kt in 2007, with the overwhelming majority (98.5%) of these imports being coated woodfrees. Whilst this is a significant development in the Australian market it is simply a local manifestation of a competitive battle raging between Chinese and Korean producers for global share in a sector that is now very substantially oversupplied. In this month’s feature Brian Stafford examines the Korean industry, its structure and trade history and looks at why coated woodfree paper prices are likely to remain low for the foreseeable future.
Articles:
Pulp prices have continued to rise during 2007, but currency movements are impacting prices in different ways in different regions.
The election is over and the Gunns pulpmill development proposal did not become an issue for the vast majority of electors.
Amcor has continued with restructuring the Australian businesses, while rumours abound regarding possible mergers or takeovers, but at this stage they are only rumours.
Paper prices should be rising, but a few agents and merchants are putting market share before profits.
The packaging producer price index has slipped again after the unexplained jump in the MQ'07. However, compared with international PPI for corrugated containers, Australia remains in the lower to middle range.
The Forestry Stewardship Council is to get tough on wayward companies that are considered to abuse the FSC certification accreditation.
Envelope imports rise slightly, but the increase is more to do with a fall in local supply than a rise in domestic demand.
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Inside Edition 37
Feature:
Local Toilet Tissue Manufacturers Get Wound Up Over Perceived Unequal Standards
Articles:
Visy Improves Structure
Cut Ream Trade Slower
Dollar Easing Pain for Pulp Importers
Gunns Wood Supply Agreed
DaiEi Interested in Papyrus Potential
Kraftliner Imports Hit New Peak
Imports of Ready Made Boxes Stop Rising
Paper Price Cuts Hurting
Edition 37 Pulp & Paper Edge
November 2007
Feature: Recent statements that the labelling on Woolworth’s ‘Select’ Brand of toilet tissue, manufactured in Indonesia, did not represent the facts has local toilet tissue manufacturers concerned. The sector is happy to compete but want even and transparent standards.
Articles:
Visy has changes the senior reporting structure to improve compliance, John Murphy has taken over as the new CEO of Visy AMG.
With the AUD rising, the trade in cut reams has slowed with both imports and exports declining in SQ'07.
While international pulp prices continue to rise, Australian importers are experiencing some relief due to the strength of the AUD.
Gunns has finalised a wood supply agreement for the proposed pulpmill at Bell Bay, however, Forestry Tasmania will not be the largest supplier.
DaiEi is showing greater interest in the potential of Papyrus technology.
Kraftliner imports have hit a new peak, with most shipments coming from across the Tasman. CHH appears to be supplying an increasing share of the Australian market.
The increase in the volume of converted boxes, creates and cartons being imported has slowed but shipments from China now account for more than 50% of the import market.
Total imports of printing and communication papers hit a new peak in SQ'07, but prices have fallen to a seventeen-year low, which is compounded when inflation is accounted for.
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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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Inside Edition 36
Feature:
Amcor Petrie Lifting Performance
Articles:
Paper Distribution Hurting
Gunns Pulpmill Not Out of the Woods
CPI and RED Paper End Speculation
Visy and ACCC Seek Legal Approval
Pulp Price Trends Still Strong
NAID-Australasia
APP Promoting Best Practice
Edition 36 Pulp & Paper Edge
October 2007
Feature: The Amcor Petrie Cartonboard mill has upgraded many operations over the last eighteen months,especially in the finishing area, plus the construction of a MRF to generate a better collection of recovered paper and paperboard. IndustryEdge spoke with Geoff Goble, GM Petrie about the improvements to processes and products.
Articles:
Two distribution companies have become casualties of low prices and insufficient margins.
Gunns pulpmill proposal has received conditional federal government approval and support.
CPI and RED come together after many years of speculation.
Visy and ACCC are seeking legal approval of agreement reached regarding the ACCC investigation into cartel behaviour.
Pulp prices remain strong, but a change may be on the way.
NAID Australasia is launched and starts dialogue with Federal government.
APP promotes best forestry and production practices at functions in Sydney and Melbourne.
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Inside Edition 35
Feature:
When is Enough Industry Representation Enough
Articles:
Pulpmill process has migrated north
PaperlinX results 2006-07
Amcor results 2006-07
Woolworths selected for tissue storm
APP present credentials in Australia
ABC Tissue ramping up production
Stora Enso devalues AUD2.08 bn
Pulp producers still have control
Edition 35 Pulp & Paper Edge
September 2007
Feature: Representative organisations for the pulp, paper, printing and related industries have become numerous, confusing and are often not cost effective. In attempting to take a positive view to addressing the growing number of sector and affiliated groups, IndustryEdge analyses the issues and discusses the need for better-focussed and cooperative industry representation.
Articles:
The approval process for the Gunns pulpmill application has taken a political turn to Canberra.
PaperlinX results for 2006-07 come in as expected. Amcor results for 2006-07 but no mention of Botany.
Woolworths concerned about APP supply of Select brand tissue products. APP presented credentials about environmental standards in Australia.
ABC Tissue producing market tissue.
Stora Enso restructures to meet market. Pulp prices still rising.
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Inside Edition 34
Cut Ream Exports Surge
PPI for Corrugated Containers
Gunns Proposed Pulpmill Progress
Pulp Prices Impacted by Timber Supplies
P&C Imports Remain Strong
Cartonboard Prices Feeling the Pain
Record Woodchip Exports
SCA - Box Hill Shut
Edition 34 Pulp & Paper Edge
August 2007
Feature: At the end of the 20th century the business model was to integrate pulpmills with paper machines. However, now the preference is to keep the pulpmill close to the forests and the paper machines close to the markets. Veteran pulp and paper industry analysts Brian Stafford, provides his analysis on what he considers would be the preferred model for the proposed Gunns pulpmill in Tasmania.
Cut reams exports up despite the increase in the value of the AUD.
Producer Price Index for Corrugated Containers jump 7% in 1Q'07, but fall back in JQ'07.
Gunns proposed pulpmill approval processes progresses with Federal Court judgement and fact finding tour.
Pulp prices remain strong and likely to rise further.
Prininting and Communication imports held up in 2006-07.
Cartonboard prices fall further in 2006-07.
Woodchip exports volumes reach new high, but the price in real terms continues to slide.
SCA shuts Box Hill PM4 for maintenance.
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Inside Edition 33
Botany Progress
Less Fog Around Mill Proposal
When Will the Pulp Price Rises End?
Tissue Issues
NZ Driving Up Kraftliner Imports
Coated Cartonboard Holding Firm
Thermal Imports by Country
Edition 33 Pulp & Paper Edge
July 2007
Feature: Planet Ark wants to work strategically with large corporations, especially in the retail sector, to ensure the catalogues, as well as other paper and paperboard, they use are derived from sustainably managed forests, and the paper making processes also have the best environmental standards. IndustryEdge spoke with Jon Dee (pictured), the founder of Planet Ark, about what strategy’s he will pursue to support pulp and paper industries.
Amcor remains on track for Board submission for the Botany recycled paper machine project. Gunns pulpmill reports by SWECO PIC now available, but the Federal Court case remains a concern. Hardwood pulp prices rising again due to some slowing in supply, but softwood prices are expected to cool in 3Q. There are tissue issues brewing, acquistions, startups and the selling of imported brands threatening local mills. Kraftliner imports are up, and most shipments are from New Zealand. Coated cartonboard shipments remain steady, but the challenge is prices are falling in real terms. Thermal imports are warming up, but, like other grades, the average prices are heading south.
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Inside Edition 32
Changing Mindset
Forest & Wood Strategic Review 2007
What Impact The Value of the Dollar?
Newsprint Price Weakens
Closure of Pulp Mill at SCA Kawerau Manufacturing Operations
Water Cuts
Amcor to Launch VinPorter
No Relief for Pulp Buyers
Waste Not Wastepaper
Wood Chip Exports
Edition 32 Pulp & Paper Edge
June 2007
Feature: In 2006, Australia exported almost a million tonnes of wastepaper worth AUD150M. Veteran pulp and paper industry analyst, Brian Stafford, has been examining the dramatic expansion of the world market for wastepaper as a result of China’s rapid industrial development, the role Australia is playing in that market and the environmental consequences.
The pulp and paper mindset is changing with a greater focus on smaller paper machines using less energy and other inputs. The rise of the Australian dollar can be mapped against the decline in the import prices for most grades of printing and writing papers, and especially for cut ream imports. The newsprint contract price is down by 7% for 2006-07. SCA finally closes the Kawerau pulpmill at its manufacturing operations. Water restrictions is starting to be of concern to paper manufacturers, both in urban and regional areas of Australia and New Zealand. Amcor is launching a new wine carton for six bottles with advantages for displays and sales. Pulp prices continue to rise because or continued limited supply, especially for hardwood pulp. Wastepaper exports and limited available local supply is causing potential shortages for some mills reliant on recovered wastepaper grades. Woodchip exports are rising for the third consecutive year, but supply is set to outstrip demand.
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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 31
Strong Rises for Soft Prices
Cut Reams Export Prices Against the Trend
Books and Publishers
Amcor Taking Tough Decisions
APRIL Supporting Environmental Programs
Newsprint Imports
Warming to Thermal Paper
Converted Tissue Products Causing Pain
Edition 31 Pulp & Paper Edge
May 2007
FeatureTo gain a truely international perspective on the global pulp and paper industry, especially with regards to the rising costs in manufacturing and flat market prices for most paper and paperboard grades, IndustryEdge met with Hugh Martin, Managing Director Sappi Trading Hong Kong, to ask for his expert opinion regarding the current and future shape of the industry.
NBSK pulp prices continue to rise on the back of supply / demand imbalance. BHKP prices remain stable.Cut Ream export prices are rising while the dollar is also strong, export prices are not expected to remain so high. PMP's Griffin Press and McPherson's book printing business to merge. Amcor has taken tough decisions with its flexible operations in Europe, there is expectations the same focus will drive efficiencies into its Australasian fibre operations. APRIL Pulp and Paper take a stand on the environment with support for the UN program. Newsprint imports are down and New Zealand is losing market share. Thermal paper imports are up. Imports of converted tissue products are climbing sharply, especially the sanitary products.
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Inside Edition 30
Cracks in China Trade with USA
Amcor Opens Expansion at Rocklea
Tumultuous Upgrade for Visy
Kraftliner Imports Rising Sharply
Penola and Heywood Rationalisation
Gunns Pulpmill Update
NBSK Continues to Climb
Appita Conference 2007
Edition 30 Pulp & Paper Edge
April 2007
Feature: Veteran pulp and paper industry analyst, Brian Stafford, gives IndustryEdge his take on the dynamics driving the present situation in the world pulp and paper market and its implications for fibre production and processing in Australia.
The introduction of countervailing duties against Asian imports will impact on Australasian imports. Amcor opens the upgraded Rocklea box plant in Brisbane. Visy to double the size of Tumut pulp and paper mill and undertake a feasibility study to expand Smithfield facility in Sydney. Kraftliner imports have risen sharply with extra shipments coming from CHH in New Zealand. Potential to expand the proposed Penola BCTMP mill in South Australia and possibly not proceed with Heywood, but there are still many issues before financing is committed. Gunns pulpmill approval awaiting consultant to assist Tasmanian government. Pulp prices set to rise further due to shortages in fibre supply. Appita Conference 2007 to be held at the Gold Coast.
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Inside Edition 29
Rigerous, Onerous or Preposterous
Pulp Prices Defying Gravity
Has Certification any Value?
Amcor Half Year 05-06 Results
PaperlinX Half Year 05-06 Results
ABC Tissue Gearing Up
Trade Figures for Cut Reams
Rank Looks Set for SIG Wrap Up
Envelope Imports Up for Fourth Year
Edition 29 Pulp & Paper Edge
March 2007
Feature: The Yatala Yardstick - Richard Pratt, Chairman Visy Industries, had a vision twenty years ago of owning the most technologically advanced box plant in the world, with efficiencies other companies could hardly imagine. In 2007, the Visy Board Yatala plant has achieved this. However, now, two decades after Pratt’s initial dream, his new ideas and goals are going to push the bounds still further. IndustryEdge explores the benchmarks set by the Yatala facility.
Gunns has pulled out of the RPDC appoval process, but looks set to work with one better defined.
Pulp prices look set to remain strong as global market conditions support demand over supply.
The issue of certification of printing and writing papers in Australia is gaining momentum.
A review of Amcor's half year results 2005-06 in relation to fibre packaging.
A review of PaperlinX's half year results 2005-06.
ABC Tissue is close to commissioning its new A Celli tissue machine in Sydney.
Cut reams imports are stable and exports are falling, but it is not all good news for Australian Paper.
The Rank Group looks as though it will secure the acquisition of SIG in Europe making it one of the major global fibre beverage container suppliers.
Envelope imports continue to climb while the weighted average import price remains consistent.
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Inside Edition 28
Refining the Pulpmill Assessment
Hart (CHH) in Expansion Mode
Anti Dumping Action in USA
Amcor Lodges Botany EAR
Pulp Prices Peaking
Amcor - New GGM Sales and Marketing
Funding for Heywood and Penola Mills
Edition 28 Pulp & Paper Edge
February 2007
Feature: Paper Round was established in 2006, in part as a result of prior efforts of a number of organisations to reduce the quantity of office papers not being recovered or recycled. There is now a focus across the industry, from traders to printers, to support Paper Round in leading the debate, being proactive in improving recycling rates and assisting in delivering good data for policy development. Tony Duncan, Chief Executive Office Paper Round, discusses with IndustryEdge his challanges and strategies for delivering on improved recovery rates of office papers.
Approval process for the Tasmanian pulp mill is back on track with formal structure redefined.
CHH expanding in US liquid packaging market, but struggling to acquire the European packager SIG.
Anit-dumping action on coated woodfree paper imports in the USA is likely to have negative consequences for Australian and New Zealand prices.
Amcor has lodged ots Environment Assessment Report regarding the Botany mill and the proposed new wastepaper based paper machine.
Internation pulp prices start 2007 on a high note, but are likely to start falling in second and third quarters.
Amcor Australasia appoints Michael Todd as Group Geneneral Manager Sales and Marketing.
Funding arrangements for the Heywood and Penola pulpmills announced by Protavia.
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Inside Edition 27
Seasons Greetings
Swanbank
AP and Norske Chip Dilemma
PaperlinX - Europe and North America
Weaker Pulp Prices Delayed
Imports of Cartons, Boxes and Cases
Mondi UCWF 5% Rise
Internatioanal Woodchip Conference - 2007
Edition 27 Pulp & Paper Edge
December 2006
Feature: Expectations are that there will be more investment funds expended in 2007 in the Australian pulp and paper processing sector than for some time. However, the same cannot be said for New Zealand, where most mills are going through a period of consolidation after new ownership or a move of production across the Tasman. IndustryEdge reviews the potential for investment at mills in Australia and New Zealand.
Swanbank considering the feasibility of moving to Tasmania. Possible reduction of softwood chips to Norske Skog and Australian Paper. PaperlinX dont expect paper prices to rise in short term. Fall in pulp prices delayed. Imports of cartons, cases and boxes continue to increase. Mondi announced price rise for uncoated woodfree papers. International woodchip conference to be held in Melbourne in February 2007.
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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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