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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 110

Feature: Consistent Themes Explored in Searching Market Forum

Articles:

Norske Skog Appoints Milo Foster as Ernie Hacker Retires
Grade Review - Coated Woodfrees Recover Ground
Converted Folding Carton Imports Valued Over AUD100M
New Zealand A4 Imports Decline 2.4% - Prices Down 4.6%
Paper Recovery Rates Under Spotlight
Guest Editorial - To reserve or not to reserve? The gas elephant in the room
2014 Strategic Review Scheduled for Final Week of October
Pulp Market Briefing - The High Road and the Low Road - Two Pulps, Two Paths, Two Prices
Recovered Fibre Export Briefing - Monthly Exports Rebound - Softness in 1Q'14
Asian Fibre Briefing - Australian Recovered Fibre Exports Near Record Levels

Edition 110 Pulp & Paper Edge - Current Edition
July 2014

Feature: Consistent Themes Explored in Searching Market Forum

Keynote speakers and presenters at last month's Packaging & Industrial Papers Market Outlook Forum addressed themes covering globalisation of packaging markets, critical food safety compliance considerations, security and quality of fibre supply, rising imports of pre-converted material and the related increase in 'off-shoring' of completed manufacturing. This month's feature drills into the content and provides a summary and snapshot of the two day Forum..

Articles:

Norske Skog Appoints Milo Foster as Ernie Hacker Retires - After a distinguished career, Ernie Hacker retires as General Manager of tNorske Skog's Albury Mill, to be replaced by the globally experienced Milo Foster, formally a senior leader of Kimberly-Clark.

Grade Review - Coated Woodfrees Recover Ground - 2013-14 will see a rise in imports of coated wood free papers, arresting a long and at times steep period of decline. The detailed review finds, reels, single-side coated product and heavier weight grades are the winners.

Converted Folding Carton Imports Valued Over AUD100M - The value of imports of converted folding cartons will exceed AUD100M for the first time in 2013-14 as the trade matures and further develops after the closure of Amcor's Petrie cartonboard mill in 2013.

New Zealand A4 Imports Decline 2.4% - Prices Down 4.6% - Imports to New Zealand of the commodity grade White A4 Cut Reams slipped 2.4% over 2013-14 and average prices are down by around double that on average. However, analysis shows that the major importing countries have experienced different price outcomes.

Paper Recovery Rates Under Spotlight - Australia's recovery and recycling rates for packaging grades remain at world leading levels, but are under pressure as quality, supply and market issues converge.

2014 Strategic Review Scheduled for Final Week of October - The 2014 edition of the annual Pulp & Paper Strategic Review (the 22nd consecutive annual edition) has been scheduled for release for the final week in October, 2014.

Guest Editorial - To reserve or not to reserve? The gas elephant in the room - Ross Hampton, the CEO of the Australian Forest Products Association writes for Pulp & Paper Edge this month, gas reserving policy and why its critical to the viability and future of the Australian industry.

Pulp Market Briefing - The High Road and the Low Road - Two Pulps, Two Paths, Two Prices - Hardwood pulp prices continued to decline during June, while demand management kept softwood pulp prices stable. Hardwood chip export volumes may be under pressure in 2H'14, with implications for pulp production.

Recovered Fibre Export Briefing - Monthly Exports Rebound - Softness in 1Q'14 - Australia's recovered fibre exports rebounded in May 2014 to just below the medium term monthly average, after exports slumped in 1Q'14 on soft Chinese demand.

Asian Fibre Briefing - Australian Recovered Fibre Exports Near Record Levels - Despite the weak 1Q'14, Australia's exports of recovered fibre in 2013-14 will come close to and may exceed the previous annual record, as suppliers look to diversify their opportunities outside of China.

Read now!

Inside Edition 109

Feature: Paper thin – the tissue market growth dilemma

Articles:

SCA Becomes Asaleo Care and Goes for Listing
Packaging Paper Market Complexity
Trade Deals, Tariffs and Dumping Update
Copy Paper Imports Fall, But Hold the Predictions!
Uncoated Mechanical Imports Spike as Apparent Consumption Slumps
New CEO for Australian Paper
Increased Data and Information Opportunities for Industry
Pulp Market Briefing - Asian Pulp Prices Head Lower
Recovered Fibre Export Briefing - China Leading Softer Export Markets
Asian Fibre Briefing - Chinese Recovered Paper Imports Slip
Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates

Edition 109 Pulp & Paper Edge
June 2014

Feature: Paper thin – the tissue market growth dilemma

With the news that Asaleo Care (formerly SCA Hygiene Australasia) is pursuing equity investors and a listing on the ASX via an initial public offering, the tissue products sector has leapt from out of mind to front of brain across Australia and New Zealand. The tissue sectors' dynamics are outlined and its prospects and dilemmas for growth are examined.

Articles:

SCA Becomes Asaleo Care and Goes for Listing - Newly minted Asaleo Care is headed for the Australian bourses, in an IPO that will shake-up the AUD3.2 billion per annum Australasian tissue products and personal hygiene sector

Packaging Paper Market Complexity - The Australian and New Zealand packaging and industrial paper market continues to experience major changes in ownership, but its export focus, changing import patterns and consumption disruption need to be understood if businesses are to get ahead

Trade Deals, Tariffs and Dumping Update - Busy activity on copy paper and newsprint dumping cases, possible changes to Australia's dumping laws and updates on the ASEAN FTA are all relevant factors

Copy Paper Imports Fall, But Hold the Predictions! - Imports of copy paper to Australia have declined as prices have risen on the back of the depreciation of the Australian dollar and under increased trade scrutiny. However, local consumption may not be down

Uncoated Mechanical Imports Spike as Apparent Consumption Slumps- Despite Norske Skog recently ending its production of the non-newsprint grades of uncoated mechanical papers, imports are also down, perhaps signalling a consumption shift

New CEO for Australian Paper

Increased Data and Information Opportunities for Industry

Pulp Market Briefing - Asian Pulp Prices Head Lower - Asia region pulp prices have headed lower in May, suggesting the differential limits between softwood and hardwood pulps has been exceeded

Recovered Fibre Export Briefing - China Leading Softer Export Markets - A slump in Chinese demand has pulled Australian exports of recovered paper lower for the fourth consecutive month

Asian Fibre Briefing - Chinese Recovered Paper Imports Slip - Chinese imports of recovered paper imports have pulled declined to their lowest level since SQ'11, signalling softness in the global paper and paperboard market

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 108

Feature: >Will Vantage LWC's Light Touch Deliver Norske Skog the Advantage?


Articles:

CHH Pulp, Paper and Packaging Sells to Oji Holdings
Newsprint Prices Under Examination
Korea FTA Removes All Paper and Board Tariffs
2014 Federal Budget Snapshots
Packaging & Industrial Paper Market Outlook Forum
Coated Woodfree Demand Propped up by Cartonboard
Carton, Box and Case Imports Drop as B9 Hits its Stride
Pulp Market Briefing - Pulp Cycle Turns
Gunns Pulp Mill Stranded as Plantations Sell to New Forests
Recovered Fibre Export Briefing
Asian Fibre Briefing - Japanese Recovered Paper Exports Stable
Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates

Edition 108 Pulp & Paper Edge
May 2014

Feature: Will Vantage LWC's Light Touch Deliver Norske Skog the Advantage?

Formally launched today (15th May 2014) at the Boyer Mill in Tasmania, the new light-weight coated mechanical offering from Norske Skog is a market defining event with implications for import volumes, prices and demand for other grades of printing and communication papers. Will it deliver Norske Skog the advantage it is seeking?

Articles:

CHH Pulp, Paper and Packaging Sells to Oji Holdings - Strategic asset purchases, focussed on supplying growing markets in Asia have been all the rage in recent months. A joint venture headed by Oji Holdings has purchased the pulp, paper and packaging business of Carter Holt Harvey for a reported AUD1.037M

Newsprint Prices Under Examination - Australia's Anti-Dumping Commission has commenced investigations into allegations newsprint imported from UPM in Korea and Jeonju in Korea has been dumped

Korea FTA Removes All Paper and Board Tariffs - In our sector specific analysis of the Australian Government's recent free trade deals, its the Korean FTA that has the most impact and sooner, rather than later

2014 Federal Budget Snapshots - The 13th May Australian budget includes plenty to consider, not least is reduced and changed support for industry

Packaging & Industrial Paper Market Outlook Forum - On 19th and 20th June, industry leaders and experts from around the globe as well as ANZ will assemble to consider the future of fibre packaging in the region. Go to for details

Coated Woodfree Demand Propped up by Cartonboard - In recent months, coated cartonboard imports have bolstered the volumes recorded for coated wood free papers, but even so, previous declines appear to have slowed

Carton, Box and Case Imports Drop as B9 Hits its Stride - Imports of converted cartons, boxes and cases have fallen back as Orora's new recycled packaging papers mill at Botany in Sydney swings into full production

Pulp Market Briefing - Pulp Cycle Turns - Softwood pulp prices have started to fall in the key Chinese market as an inevitable correction commences and the supply chain seeks answers to the key questions, how low and for how long?

Gunns Pulp Mill Stranded as Plantations Sell to New Forests - Sale of Gunns' plantation assets has effectively stranded the proposed pulp mill, but a new pulping future in Tasmania remains possible in the future

Recovered Fibre Export Briefing - 1.5 Mt Annual Export on the Cards - A second consecutive year of recovered fibre exports above 1.5 Mt appears likely, based on three quarter data for fiscal 2014

Asian Fibre Briefing - Japanese Recovered Paper Exports Stable - Japan's exports of recovered paper have reached a new stability, but new countries are taking up opportunities that the major Chinese producers appear to be leaving behind

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 107

Feature: Used & Recovered By… Graeme Holland


Articles:

Currency Conundrum to Continue
Not Dumping, But No Consideration of Subsidies
Update: Coated Cartonboard Import Volumes Leapt in February 2014
Newsprint Imports Lingering but Fading - In Australia Anyway…
Kraftliner Exports the World Over
Total Tissue Sales Up in 2013 as Domestic Share Slumps
Packaging & Industrial Paper Market Outlook Forum
Pulp Market Briefing - Softwood Pulp Prices Remain Under Pressure
Recovered Fibre Export Briefing - Export Volumes Weaken as Prices Creep Up
Asian Fibre Briefing - New Zealand's Hardwood Pulp Exports on the Rise
Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates

Edition 107 Pulp & Paper Edge
April 2014

Feature: Used & Recovered By… Graeme Holland

Pulp & Paper Edge spoke with Graeme Holland, the Managing Director of Paper to Paper, on the status and future of the all important recovered paper market. As he explains, there are plenty of opportunities and as Graeme explains, quality and relationships still matter.

Articles:

Currency Conundrum to Continue - Strength of the Australian dollar has been consistent and with heightened interest rate expectations, that seems unlikely to change

Not Dumping, But No Consideration of Subsidies - the Anti-Dumping Commission investigation concludes imports of copy paper from China have not been dumped, but did not assess subsidies

Update: Coated Cartonboard Import Volumes Leapt in February 2014 - after months of expectation, imports of coated cartonboard leapt in February 2014 as remaining stocks of domestic supply dwindled

Newsprint Imports Lingering but Fading - In Australia Anyway… - Australia's newsprint imports are falling and look set to fall further, but the situation is a little different in New Zealand

Kraftliner Exports the World Over - Australian exports kraftliner to almost one third of the world's countries

Total Tissue Sales Up in 2013 as Domestic Share Slumps - domestic producers lost market share in 2013, even as the total value of tissue supplies increased slightly

Packaging & Industrial Paper Market Outlook Forum - Early Bird discounts are available for the leading packaging papers market event of 2014 - with steep price discounts for IndustryEdge subscribers - go to www.appita.com.au/packagingforum

Pulp Market Briefing - Softwood Pulp Prices Remain Under Pressure - divergence in the prices of softwood and hardwood pulps continues with expectations that a correction is imminent, placing pressure on softwood prices

Recovered Fibre Export Briefing - Export Volumes Weaken as Prices Creep Up - Australia's exports of recovered paper weakened, but prices are moving up

Asian Fibre Briefing - New Zealand's Hardwood Pulp Exports on the Rise - after the closure of NZ's last hardwood pulping capacity, imports are on the rise and will not settle for some time

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 106

Feature: Compliance Complexities Before Crackdown - Paper Importers Are Responsible Under Australia's Illegal Logging Laws


Articles:

Copy Paper Anti-Dumping Case Reaches Critical Point
Free Trade Agreements and the National Interest
Tariffs Lifted on Coated Cartonboard Imports
Future of Packaging Markets Under Spotlight at Major Industry Forum
Inevitable Paper Price Rises Hit Market
Facial Tissue Blown Away by Private Label
Half Year Results Update
Pulp Market Briefing
Recovered Fibre Export Briefing
Asian Fibre Briefing
Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates

Edition 106 Pulp & Paper Edge
March 2014

Feature: Compliance Complexities Before Crackdown - Paper Importers Are Responsible Under Australia's Illegal Logging Laws

Australia's anti illegal logging laws have been in operation since 2012, but in November 2014, they swing into full compliance mode. Importers of all paper, paper products, pulp and fibre supplies have significant due diligence and risk assessment obligations for which they must be prepared.

Articles:

Copy Paper Anti-Dumping Case Reaches Critical Point - Copy Paper Anti-Dumping Case Reaches Critical Point.

Free Trade Agreements and the National Interest - IndustryEdge provides a considered view of Free Trade Agreements, what makes them work and what doesn't work

Tariffs Lifted on Coated Cartonboard Imports - Following the end of domestic manufacturing of coated cartonboard, tariffs have been lifted as importers compete for available market share

Future of Packaging Markets Under Spotlight at Major Industry Forum - Global and Australasian leaders will headline a major Market Outlook Forum focussing on the opportunities for growth in the dynamic fibre packaging sector

Inevitable Paper Price Rises Hit Market - Major merchants have announced price increases of between 8 and 12.5% for most grades of printing and communication papers after holding firm through most of 2013

Facial Tissue Blown Away by Private Label - Australia's facial tissue market declined in value for the second successive year in 2013, as private label products flexed their market muscles

Half Year Results Update - Listed companies across the Australian paper, paperboard and related sectors have delivered patchy performance in 1H'14, with few real surprises

Pulp Market Briefing,/b> - Global Pulp Markets Hit Doldrums as Hardwood Demand Softens

Recovered Fibre Export Briefing - 2013: Australian Exports Down 6.6% - Prices Up 2.6%

Asian Fibre Briefing - Taiwan's Recovered Paper Imports Dominated by OCC

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

Read now!