IndustryEdge is a leading provider of market intelligence on the pulp and paper industry throughout Australasia.

Perceptive Market Analysis

Our market analysis is communicated to subscribers through regular intelligence publications, both monthly and annual, as well as through client-focussed consulting services.

The latest editions of our flagship monthly Pulp & Paper Edge market intelligence report are listed below. A selection of past editions are also available in our public archive.

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Inside Edition 119

Feature: Australian Deficit in Paper & Paperboard to Hit AUD880M

Articles:

De-Inking Plant Increases Domestic Recycling
Last Chances to Register for Market Outlook Forum
2015 Budget Looks Good for Small Business
Improving the Supply Chain - Major Industry Activity
Tough Outlook for Premium Toilet Paper in a Price Sensitive Market
Norske Skog Winning Market Share as LWC Imports Tumble 33.5%
Sack Imports Bag Up the Local Market
Is Lakeside Packaging Building a (very small) Paper Machine?
Interest Rates Hit Historic Low as Data Mounts on Economy’s Performance
Pulp Market Briefing
Recovered Fibre Briefing
Shipping & Freight Briefing
NEW! Woodchip Export Market Briefing
Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates

Edition 119 Pulp & Paper Edge - Current Edition
May 2015

Feature: Australian Deficit in Paper & Paperboard to Hit AUD880M

Although it continues to fall, Australia’s deficit in paper and paperboard is forecast to be AUD880M for 2014-15. A lower deficit for printing and communication papers at AUD699M, a near record surplus of AUD288M for packaging and industrial papers and a new record deficit of AUD545M for tissue products are the headlines. Below the surface, it is still tough going as the estimated full-year trade volumes show.

Articles:

De-Inking Plant Increases Domestic Recycling - Australian Paper opens its new de-inking plant as data shows recycled office paper market is growing

Last Chances to Register for Market Outlook Forum - ANZ’s only dedicated paper and paper products Market Outlook Forum is on in Melbourne on 27th and 28th May

2015 Budget Looks Good for Small Business - Despite doubts abut the economic growth outlook, the 2015 budget looks good for small business

Improving the Supply Chain - Major Industry Activity led by the industry technical association, Appita, and supported by IndustryEdge, a major supply chain improvement project is underway

Tough Outlook for Premium Toilet Paper in a Price Sensitive Market - Solaris Paper’s new Emporia product is battling ever lower prices as it seeks to sell the highest priced paper in the Australian market

Norske Skog Winning Market Share as LWC Imports Tumble 33.5% Catalogue demand is holding up, but imports of light-weight coated mechanical papers that are used to make them have crashed as Norske Skog’s domestic product picks up market share

Sack Imports Bag Up the Local Market Imports of bags and sacks leaped 17.2% in MQ’15 compared with MQ’14 and may now hold the largest share of the market

Is Lakeside Packaging Building a (very small) Paper Machine? The small domestic converter of packaging may be building a small paper machine at its growing Melbourne headquarters

Interest Rates Hit Historic Low as Data Mounts on Economy’s Performance

Pulp Market Briefing- Pulp prices rise but end appears nigh

Recovered Fibre Briefing - Average export prices highest since SQ’11

Shipping & Freight Briefing - Shipping slipping sideways as China Stumbles

NEW! Woodchip Export Market Briefing - Australian chip exports at full steam

Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates - are included in every edition of Pulp & Paper Edge

Read now!

Inside Edition 118

Feature: Why fibre supplies and security matter more than eve

Articles:

PaperlinX UK collapse puts business models under spotlight
Manufacturing contraction masks modest growth in paper and packaging
Cartonboard imports mysteriously stable
Converted folding box imports growing.
New Zealand newsprint imports small, prices turbulent
Coated sheet imports tumble
Crunching the numbers - toward a total paper recovery figure
Final speakers confirmed for Market Outlook Forum
Pulp Market Briefing
Recovered Fibre Briefing
Shipping & Freight Briefing
Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates

Edition 118 Pulp & Paper Edge
April 2015

Feature: Why fibre supplies and security matter more than ever

Fiibre is scarce and increasingly precious in a world of rapid population growth and improving living standards. Whether it is virgin wood fibre, pulp or recovered fibre, the chase is on to secure the resources required for the future, with opportunities presenting for suppliers in the Australasian region.

Articles:

PaperlinX UK collapse puts business models under spotlight - Even in a concentrated market like Australia and New Zealand, paper merchants need to reconsider their business models in the light of the recent failure of PaperlinX UK

Manufacturing contraction masks modest growth in paper and packaging- Although manufacturing remains in contraction, several sub-sectors grew strongly in March, including wood products and paper and packaging. How real is it and how long will it last?

Cartonboard imports mysteriously stable - Australia’s imports of cartonboard were expected to rise after the closure of the Petrie mill in 2013. To date, imports have not caught up with the previous demand and consumption. Where are the missing tonnes?

Converted folding box imports growing- In DQ’14, pre-converted folding box imports hit a new record of 13.7 kt and the monthly records are continuing to tumble into 2015.

New Zealand newsprint imports small, prices turbulent - While remaining small in volume, turbulence in prices is a feature of New Zealand’s strategic newsprint imports.

Coated sheet imports tumble - Under demand and apparent inventory pressures, imports of coated woofer sheets have tumbled in the last few months.

Crunching the numbers - toward a total paper recovery figure - Discussions are underway in the Australian industry to establish an aggregate paper and paperboard recovery rate, while newsprint and packaging paper recovery both sit at close to 78%

Final speakers confirmed for Market Outlook Forum - Australasia’s only dedicated Paper Markets Outlook Forum will be conducted in Melbourne on 27th and 28th May 2015, with international and local speakers and presenters covering all major sectors

Pulp Market Briefing- Hardwood pulp takes its turn, but for how long?

Recovered Fibre Briefing - Export prices remain at top of range

Shipping & Freight Briefing - Shipping costs move sideways in line with fuel prices

Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates - are included in every edition of Pulp & Paper Edge

Read now!

Inside Edition 117

Feature: Why Corrugated Packaging is the Powerhouse of Australasia’s Paper Industry

Articles:

Shoalhaven to Close as Australian Paper Commences Turnaround
Is Private Label Cleaning Up in Paper Towel?
Market Outlook Forum in May
Value Chain Innovation Seminar - New Mini Forum in New Zealand in July
Coated Woodfree Imports Collapse in DQ’14
NZ Printing Paper Consumption Fell 3.5% in 2014
Australian Kraftliner Exports Slipped in DQ’14
Pre-Converted Corrugated Box Imports Continue to Rise
Newsprint Imports Flatten Out
Pulp Market Briefing
Recovered Fibre Briefing
Shipping & Freight Briefing
Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates

Edition 117 Pulp & Paper Edge
March 2015

Feature: Why Corrugated Packaging is the Powerhouse of Australasia’s Paper Industry

Far and away the largest sector of production, trade and demand in both Australia and New Zealand, packaging and industrial papers are themselves dominated by Corrugated Boxes and the Container Material substrates that are used in their manufacture. Some challenges exist, but the opportunities are even more extensive..

Articles:

Shoalhaven to Close as Australian Paper Commences Turnaround - Australian Paper has commenced a turnaround program, after announcing the closure of its Shoalhaven Mill before the end of 2015

Is Private Label Cleaning Up in Paper Towel? - Private label paper towel continues to grow its market share as consumers are confronted with literally dozens of products

Market Outlook Forum in May - Leading international and Australian speakers are attending the Forum on 27th & 28th May, in Melbourne

Value Chain Innovation Seminar - New Mini Forum in New Zealand in July - A first for IndustryEdge, our latest information forum will be in New Zealand on 17th July

Coated Woodfree Imports Collapse in DQ’14 - Merchants and importers took an import ‘holiday’ in DQ’14, driven by inventory levels and currency uncertainties

NZ Printing Paper Consumption Fell 3.5% in 2014 - More stable than many countries, New Zealand’s total demand for printing and communication papers slipped 3.5% in 2014

Australian Kraftliner Exports Slipped in DQ’14 - Kraftliner exports from Australia fell 23.4% in DQ’14 compared with the prior quarter

Pre-Converted Corrugated Box Imports Continue to Rise - Despite prices rising, imports continued to rise across 2014, with a new record reached in the December quarter

Newsprint Imports Flatten Out - Under scrutiny and global market pressures, imports of newsprint to Australia flattened out in 2014, but import prices continued to decline.

Pulp Market Briefing - Lunar New Year Sees Realignment of Pulp Pricing

Recovered Fibre Briefing - Export Volumes Stable as Prices Rise

Shipping & Freight Briefing - Shipping Prices Stabilise at Record Lows

Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates - are included in every edition of Pulp & Paper Edge

Read now!

Inside Edition 116

Feature: Trade Holds Tough as Demand Slump Looms


Articles:

Paper prices set to rise as currency wars heat up
Challenges or Opportunities? Market Outlook Forum Charts Future Course
Reynolds Group sells Whakatane cartonboard mill
Trade Regulation Update: China FTA - No Details Yet… As Details Emerge
ABC toilet tissue wipes market
Sack kraft exports remain strong for now
US dumping case trawls Australian office papers
Envelope import prices rising slowly as volumes trend down
Pulp Market Briefing - Shipments Up and Prices Moving as Currency Takes its Toll
Recovered Paper Market Briefing - Slowdown in China sees modest fall in Australian RCP exports
Shipping & Freight Briefing - New monthly shipping and freight information
Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates

Edition 116 Pulp & Paper Edge
February 2015

Feature: Trade Holds Tough as Demand Slump Looms

As falling global consumption and demand impact the paper industry, Australian import and export trade records tumbled in 2014. The full year data shows that large currency movements disrupted 'normal' trade flows and also distorted attention away from the market fundamentals of demand, supply and price.

Articles:

Paper prices set to rise as currency wars heat up - Large currency movements over the last two years, including those since the beginning of 2015, are causing increased market tensions, with most importing manufacturers considering price competition has hit bottom and increases are inevitable.

Challenges or Opportunities? Market Outlook Forum Charts Future Course - The 2015 Australasian Paper Markets Outlook Forum will be conducted on 27th and 28th May 2015, in Melbourne. The ANZ region's only paper and paperboard markets forum will consider near term demand and supply outlooks, as well as the drivers of future change.

Reynolds Group sells Whakatane cartonboard mill - As part of its sale of SIG Combibloc, the Reynolds Group has sold its Whakatane board mill in New Zealand. Despite strength in solid cartonboard exports, speculation continues about the mill's potential switch to produce exclusively liquid packaging boards.

Trade Regulation Update: China FTA - No Details Yet… As Details Emerge - Few formal details of ChAFTA are available, but what is known is that some paper and wood products received specific attention in the final text of an agreement that is yet to be considered by Australia's parliament.

ABC toilet tissue wipes market- ABC Tissue's market share in the high value toilet paper segment, expanded in 2014 to retain its market leading position, holding 40.2% of the AUD791.9M per annum market, as intense competition continues to place manufacturers under pressure.

Sack kraft exports remain strong for now - Australia's sack kraft trade plummeted in late 2014, suggesting both currency and changed market positions in Australia have arisen late in the year.

US dumping case trawls Australian office papers - Australian manufactured office papers have been included in an omnibus anti-dumping claim involving market giants Indonesia and Brazil, despite the evidence showing Australia's exports remain very small in the context of the massive US market.

Envelope import prices rising slowly as volumes trend down - Australia's imports of envelopes are gradually falling, under the combined impact of demand pressures and currency movements that have made most imports more expensive over the last year.

Pulp Market Briefing - Shipments Up and Prices Moving as Currency Takes its Toll - Global pulp shipments rose in 2014, with hardwood pulp shipments growing strongly and softwood pulp shipments declining over the year. Hardwood pulp prices have commenced rising, in line with expectations.

Recovered Paper Market Briefing - Slowdown in China sees modest fall in Australian RCP exports - Australia's recovered paper exports totalled 1.42 million tonnes in 2014, down modestly on 2013, as Chinese demand softened.

Shipping & Freight Briefing - New monthly shipping and freight information - Responding to market requests for information and analysis of shipping costs, IndustryEdge has introduced a monthly freight and shipping briefing for subscribers.

Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates - are included in every edition of Pulp & Paper Edge

Read now!

Inside Edition 115

Feature: Top 7 - The seven events and market developments that shaped 2014

Articles:

Tissue Wars - Coming to a retailer near you
Pre-converted tissue imports continue to rise
Envelope imports becoming seasonal
Coated mechanical reel imports from China spike
Imported LWC prices exhibit stress
Whoever said politics doesn't pay?
Exports of printing and communication papers decline
Pre-converted packaging imports continue to climb
China FTA Update - Not much to report yet
Pulp Market Briefing
Recovered Fibre Briefing
Woodchip Market Briefing
Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates

Edition 115 Pulp & Paper Edge
December 2014

Feature: Top 7 - The seven events and market developments that shaped 2014

As the year comes to a close, IndustryEdge reflects on seven of the events that made a difference in 2014 and that will continue to have an impact in 2015, including currency, global pulp prices, new domestic production and acquisitions and divestments..

Articles:

Tissue Wars - Coming to a retailer near you - ABC Tissue and APP affiliate Solaris Paper both have big plans for 2015, in developments that are sure to shake-up the domestic market

Pre-converted tissue imports continue to rise - A perfect storm of market and trade events includes rising imports of pre-converted tissue products

Envelope imports becoming seasonal - Australia's imports of envelopes are taking on an ever more seasonal flavour

Coated mechanical reel imports from China spike - Overall, medium weight coated mechanical imports are down, but some reels have experienced large increases in recent months

Imported LWC prices exhibit stress - Even as major merchants shift prices higher to reflect currency movements, imported LWC prices have continued to fall

Whoever said politics doesn't pay? - Latest data shows imports of directory grade papers spiked by almost 4 kt during the recent Victorian election, consuming paper worth around AUDFob3.4 M

Exports of printing and communication papers decline - Reversing a trend of 2014, Australia's exports of printing and communication papers declined by 15% in SQ'14

Pre-converted packaging imports continue to climb - Australian imports of pre-converted packaging continue to hit new records

China FTA Update - Not much to report yet - Further details are still awaited on the much vaunted China Australia FTA

Pulp Market Briefing - Price rises set to stick in major markets - Hardwood pulp prices are improving slightly, with expectations of larger increases in 1H'15

Recovered Fibre Briefing - Indonesia's recovered fibre imports are due to lift, but the industry wants a focus on domestic recovery and quality of supply

Woodchip Market Briefing - Hardwood chip exports climb and prices fall ~ Exports of hardwood chips have been strong throughout 2014, supported by favourable currency movements and lower prices

Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates - are included in every edition of Pulp & Paper Edge

Read now!