March 2021 pulp and paper analysis now available!
The March 2021 edition (Number 189) of Pulp & Paper Edge, IndustryEdge’s monthly analysis of the Australian and New Zealand pulp, paper and paper products industry was published today.
A focus on food and fibre opportunities has been sharpened by the news of the Whakatane Board Mill’s imminent and unexpected closure.
Regional printing prices lifted 4.3% in January, according to IndustryEdge’s Australasian Printing Paper Price Index, but that has been no compensation for the 180,000 tonne decline in trade volumes over the last year. Even copy paper imports have not been immune, with import prices in January falling to a 33 month low.
However, after years of consecutive monthly losses, the coated woodfree paper market recorded its fifth successive month of import growth. We cannot read too much into that, but its a case of ‘any port in a storm’, and for a besieged sector, this is welcome news.
Pulp prices are sky-rocketing right now. That is a sure recipe for higher paper prices, which the market is already experiencing.
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Here are the headlines from Edition 189 of Pulp & Paper Edge:
- Fibre’s fabulous food opportunities
- Regional printing paper prices lifted 4.3% in January
- Imports fall 37% – more than 180,000 tonnes!
- Import value slips to $A214M – down 2.0%
- Copy paper import prices fall to near three-year lows
- Monthly pulp trade lifts to 25.4 kt
- Newsprint imports on slide, but market is about to open up
- No news on newsprint imports… yet!
- End of cartonboard from New Zealand?
- Mid-weight coated paper imports down as Korean shipments lift
- Coated woodfree imports lift but remain on struggle street
- Europe’s manufacturing recovery is underway
- MARKET EDGE – Monthly summary of paper and board trade prices for Australia and New Zealand
- ECONOMICS BRIEFING – How a housing price bubble could undo the recovery
- PULP MARKET – Price rocket continues, higher in February and March
- RECOVERED PAPER MARKET – China out, Indonesia up – total export volume barely stable
- WOODCHIP MARKET – Exports rise as circumstances change
- SHIPPING & FREIGHT – Costs remain high, containers move slowly, Suez blocked
- CONVERTED PRODUCTS BRIEFING
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