Inside Edition 48
Feature: PaperlinX - The Challenges of Global Merchanting
Articles:
Selected Tissue Prices not Well
Pulp Prices – What is Different this Cycle
Recovered Paper Exports Could be in the Bin
A3P Concerned About Forest Management Certification
Financing Adjustments to Climate Change
Kraftliner Imports Reach New Record
Imports of Cartons, Boxes and Cases Bounce
Pulp & Paper Strategic Review 2008
Edition 48 Pulp & Paper Edge - Current Edition
November 2008
Feature:
PaperlinX has successfully established an international network of merchanting businesses operating in most major developed markets of the world. However, economic conditions have changed which has created new challenges for global companies. IndustryEdge met with Martin Fothergill, Executive General Manager, Global Merchanting, PaperlinX, to discuss the impact of the international economic uncertainty on merchanting businesses globally.
Articles:
Selected Tissue Prices not Well -
While domestic tissue prices are set to increase in 2009, Australian Customs have found there is a case for tissue imports from China and Indonesia being dumped in Australia.
Pulp Prices – What is Different this Cycle -
Pulp prices are falling fast in USD terms, but not so quickly in AUD. The trough is expected to be reached in mid-2009.
Recovered Paper Exports Could be in the Bin -
Wastepaper exports are falling in both volume and value. This is a market cycle not policy failure.
A3P Concerned About Forest Management Certification -
A3P responds to statements PEFC Chain of Custody certification has been awarded to pulpmills in Indonesia.
Financing Adjustments to Climate Change -
The introduction of a Carbon Pollution Reduction Scheme is not going to be easy for the pulp and paper sector unless there are changes in the international interpretation and agreements.
Kraftliner Imports Reach New Record -
Kraftliner imports reach record highs, with increased shipments coming from New Zealand.
Imports of Cartons, Boxes and Cases Bounce -
After falling in the JQ'08, imports of converted cartons, boxes and cases recover sharply.
Pulp & Paper Strategic Review 2008 -
Pulp & Paper Strategic Review 2008 is available in both hardcopy and on CD. Order form available at www.industryedge.com.au/publications
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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.
Inside Edition 47
Feature: Amcor Redresses Prices and Service
Articles:
The Party is Over
Industry Responds to Emissions Trading Green Paper
Paper Prices Heading North
Pulping Worries
Burke Advises Gunns
PaperlinX New CFO
APP Earns PEFC Recognition
Envelopes Remaining Flat
Edition 47 Pulp & Paper Edge
October 2008
Feature:
Mike McKinstry, Group General Manager, Corrugated Australia, Amcor Fibre Packaging, is applying price increases across corrugated fibre packaging to recover rising costs above and beyond what Amcor has managed to offset through production efficiencies. IndustryEdge met with McKinstry to ask about his strong customer focus and how Amcor will work with customers to redress prices and service.
Articles:
The Party is Over - The current global financial crisis is already impacting the pulp and paper industry, both through falling demand for paper and paperboard and increased difficulty in securing large amounts of capital for project developments. The short-term future is going to be challenging.
Industry Responds to Emissions Trading Green Paper - An update on the industry response to government policy development for emissions trading in the lead up to the next round of international talks.
Paper Prices Heading North - Paper prices are increasing, and with the falling AUD against major trading currencies, price increases are expected to continue.
Pulping Worries - Falling demand for market pulp has resulted in a build up of inventory in pulp mills and falling prices.
Burke Advises Gunns - Gunns Ltd has contracted Don Burke to provide independent environmental advice.
PaperlinX New CFO - PaperlinX announces Mark Hooper as the new CFO to replace David Lamont.
APP Earns PEFC Recognition - APP has international certification for Chain of Custody for four pulpmills in Indonesia.
Envelopes Remaining Flat - Envelope market is stable, however, imports are remaining at close to 500 million.
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Inside Edition 46
Feature: Is The Letterbox Smart Marketing
Articles:
A Notable Year for Printing and Communication Papers
Pulp Buyers Holding Back
Australia's Emissions Trading Scheme is a Long Way from Finished
PaperlinX FY08 Results
Gunns FY08 Results
The ABC of Tissue Stock Imports
Edition 46 Pulp & Paper Edge
September 2008
Feature:
Australia, along with most other developed nations, is experiencing a fall of consumer confidence during a period of economic uncertainty, so IndustryEdge asked Chris Lee-Brown, CEO of the Australian Catalogue Association (ACA), if there would be a resulting slide in demand for catalogues, and what the future trends for this major media are expected to be.
Articles:
A Notable Year for Printing and Communication Papers - A number of milestones were reached in 2007-08, including apparent consumption of printing and writing papers exceeding 1.5 Mt, imports of these grades being greater than 1.0 Mt and a value of shipments being greater than AUDFob1.1 bn.
Pulp Buyers Holding Back - Pulp prices have peaked in the current cycle and are set to weaken over the next eighteen months as demand falls and supply increases in 2009.
Australia's Emissions Trading Scheme is a Long Way from Finished - The government talks about Emission Trading Schemes, but there is still a lack of clear policy and the pulp and paper industry is vulnerable to poor policy development.
PaperlinX FY08 Results - PaperlinX reports its results for 2007-08, and places Australian Paper on the market for potential bidders.
Gunns FY08 Results - Gunns reports its results for 2007-08, and provides an update on current progress with the permit approvals process.
The ABC of Tissue Stock Imports - ABC Tissue, now the second largest tissue manufacturer in Australia, is now importing pulp as furnish for its new Celli machine in Sydney. Tissue stock imports have fallen by a corresponding amount.
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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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