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 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 - Current Edition
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

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Inside Edition 114

Feature: Mr Robbert Rietbroek, Managing Director of Kimberly-Clark Australia

Articles:

Aussie Slips Against USD as 'Currency Wars' Heat Up
Consuming Attention - Per Capita Paper Consumption is Declining
Australian Newsprint Recovery Tops Global List
New Zealand's Imports of Copy Paper from Australia Decline
Coated Cartonboard Import Lift Underway
LWC Imports Slip as Domestic Production Kicks In
Catalogues Strong as Other Print Advertising Expenditure Slumps
Chequeing Out? Not Just Yet
Pulp Market Briefing
Recovered Fibre Briefing
Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates

Edition 114 Pulp & Paper Edge
November 2014

Feature: Mr Robbert Rietbroek, Managing Director of Kimberly-Clark Australia

Bringing wide ranging experience and a deep sense of how powerful brands include sophisticated manufacturing, Kimberly-Clark's Robbert Rietbroek presents the case for domestic manufacturing. In this fast paced interview he demonstrates that its innovation and collaboration that drive improvements in manufacturing and competitiveness.

Articles:

Aussie Slips Against USD as 'Currency Wars' Heat Up - As the strength of the US Dollar pushes the AUD down, other major nations are working to drive their own currencies lower

Consuming Attention - Per Capita Paper Consumption is Declining - In both Australia and New Zealand, per capita paper consumption is in decline, but the falls are not universal across all grades of paper

Australian Newsprint Recovery Tops Global List - At 78%, Australia's newsprint recovery rate for 2013 was right at the top of the world list. Find out why

New Zealand's Imports of Copy Paper from Australia Decline - Once the main supplier, Australian supplies of copy paper to New Zealand are in decline

Coated Cartonboard Import Lift Underway - Increases have been anticipated since the closure of Australia's only manufacturing facility. They are now being realised, but remain below expected levels

LWC Imports Slip as Domestic Production Kicks In - Australia's imports of light-weight coated mechanical papers have started to fall as the new domestically produced offering kicks in

Catalogues Strong as Other Print Advertising Expenditure Slumps - Defying the trends for other printed media, expenditure on advertising in catalogues is stable over the last decade

Chequeing Out? Not Just Yet - Despite the rise of electronic transactions and other forms of payments, the once ubiquitous cheque is declining, but continues to have application

Pulp Market Briefing - "Green Shoots" - Prices rise in major hardwood markets

Recovered Fibre Briefing - China's recovered paper imports fall

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 113

Feature: Mr Kunihiko Kashima, CEO of Australian Paper

Articles:

Dumping Double Down - Australian Paper Restarts Investigation
Australian Forecast Shows Growth of 5.4% Over Five Years
Sector Review
Packaging Surplus Hits New Record
Record Tissue Deficit
Pulp Market Briefing
Recovered Fibre Briefing
Asian Fibre Briefing
Market Prices, Leading Global Indicators for the Sector and Foreign Exchange Rates

Edition 113 Pulp & Paper Edge
October 2014

Feature: Mr Kunihiko Kashima, CEO of Australian Paper

This month's feature interview is with Mr Kunihiko Kashima, the CEO of Australian Paper, who shares his thoughts and firm views and announces, almost in passing, that Australian Paper will shortly recommence its copy paper dumping case.

Articles:

Dumping Double Down - Australian Paper Restarts Investigation

Australian Forecast Shows Growth of 5.4% Over Five Years - Latest consumption forecasts show Australian demand for all grades of paper and paperboard will grow by 5.4% over the next five years

Sector Review - Australia's Truly Global Printing Value Chain - A review of the Australian printing value chain shows the printing sector continues to be under pressure, as pre-printed imports increase, paper exports rise and the trade deficit grows

Wood and paper growing - Printing and recorded media crashing ~ Latest performance of manufacturing data shows printing and recorded media is in decline, while its key supplier, the wood and paper sector is growing

Printed material imports return above AUD1bn - After dipping below in 2013, printed media imports have bounced back above the AUD1bn per annum mark

Australian cut ream exports spike 18.8% - Under a variety of pressures, Australia's exports of cut reams (copy paper) spiked up sharply over the last year

Trade deficit grows for printing and communication grades - Despite rising exports, Australia's trade deficit for printing and communication papers expanded in 2013-14

New Zealand imports remain steady as Australian supplies decline - Australian exports of printing grade papers is travelling further afield as the New Zealand market receives less of Australia's production

Packaging Surplus Hits New Record - Consisting of two main products, Kraftliner and Corrugating Medium, Australia's exports of packaging papers rose to deliver a new record surplus in 2013-14

Quarterly Kraftliner export record of 145 kt - Successive quarterly lifts in exports of Kraftliner played a major part in the record packaging surplus for the year

Corrugating medium exports - Exports of Corrugating Medium grew and imports remained low, making the recycled box paper grade a solid contributor to Australia's export profile

Record Tissue Deficit - Australia recorded its sixth successive record balance of trade deficit for tissue products in 2013-14

Pulp Market Briefing - Spring price growth commences but winter season remains for now

Recovered Fibre Briefing - Occasional imports make little impression

Asian Fibre Briefing - Operation Green Fence Topped with Barbed Wire

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 112

Feature: Chinese Slow Down Plannedů Before Further Growth

Articles:

Ready made packaging imports leap 13.0%
Envelope imports recover lost ground
IndustryEdge provides a window to the world
Converted packaging imports continue to rise
New research centre opens as Pulp & Paper Institute hits 25 years
Specialty papers market review
2014 annual Strategic Review available October
Full year results update
Pulp Market Briefing
Asian Fibre Briefing

Edition 112 Pulp & Paper Edge
September 2014

Feature: Chinese Slow Down Plannedů Before Further Growth

China's pulp and paper industry is undergoing a rapid transformation, from an era of burgeoning growth to a period of consolidation and efficiency improvements. Production growth has stalled, as has China's domestic consumption. While that is causing some pain, its all part of China's plan to be better, instead of just bigger.

Articles:

Ready made packaging imports leap 13.0% - Analysis of full year imports shows Australia's imports of pre-converted packaging are growing quickly

Envelope imports recover lost ground - Although in decline, imports of envelopes to Australia increased in the most recent quarter

IndustryEdge provides a window to the world - Our market information services now include information from direct international discussions

Converted packaging imports continue to rise - Evidence of a robust market or pressure on domestic producers? Either way, big increases in pre-converted packaging are making their mark
- Bag and sack imports leap 22.8%
- Corrugated containers and carton imports average 6 kt per quarter in 2013-14
- Folding box imports are up, but big lift may yet be to come

New research centre opens as Pulp & Paper Institute hits 25 years - Confounding expectations, the Australian Pulp & Paper Institute celebrates its 25th birthday by winning a major new research program

Specialty papers market review - Its fashionable to declare the end of paper is nigh, but the specialty grades prove thats not the case
- Thermal paper finds new life, but for how long?
- Carbon copies live on

2014 annual Strategic Review available October - IndustryEdge's 23rd annual Pulp & Paper Strategic Review will be available at the end of October.

Full year results update - Solid but patchy results are the order of the day for Australia's listed pulp, paper, packaging and print companies
- Asaleo Care
- Amcor
- Colorpak
- Orora
- PaperlinX
- PMP

Pulp Market Briefing - Pulp market remains in doldrums - Production of pulp continues to be ahead of demand, with shipments below capacity and prices shuffling sideways

Asian Fibre Briefing - Asian recovered paper imports slump as China lifts its imports

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 111

Feature: Australia's Printing & Communication Papers Deficit is Hurting

Articles:

Look past China for Asian consumption growth
SCA half year results show tissue demand in regions
A4 cut ream imports rise 2.6%, average price up 3.3%
Copy paper and newsprint dumping case update
Oji acquisition of CHH Pulp, Paper and Packaging confirmed
Annual wood fibre conference addresses situations and trends
Pulp Market Briefing
Australian pulp imports up, but no excitement necessary
Recovered Fibre Export Briefing
Asian Fibre Briefing

Edition 111 Pulp & Paper Edge
August 2014

Feature: Australia's Printing & Communication Papers Deficit is Hurting

Just a few years ago, Australia looked set to record an AUD1 billion deficit in printing and communication papers. That has fallen since to AUD760M in 2013-14 and has been lower. However, sitting behind a contracting deficit are falling consumption and rapidly declining real prices that are challenging manufacturers, importers, agents and merchants.

Articles:

Look past China for Asian consumption growth - Asia's demand and consumption growth is not limited to China

SCA half year results show tissue demand in regions - The global tissue and personal hygiene company's strategies show the power of emerging markets

A4 cut ream imports rise 2.6%, average price up 3.3% - As imports of copy paper rise, the mix of nations involved, and how they report their trade, is ever changing

Copy paper and newsprint dumping case update - The copy paper dumping case may be set to take yet another turn

Oji acquisition of CHH Pulp, Paper and Packaging confirmed - Oji Holdings has clearance to acquire Carter Holt Harvey Pulp, Paper and Packaging as speculation mounts about the Asian giant's strategy in Australia and New Zealand

Annual wood fibre conference addresses situations and trends - The region's leading wood fibre conference received comprehensive reviews and outlooks from global and Asian fibre market experts, including IndustryEdge

Pulp Market Briefing - Hardwood pulp price flatlining: Driven by soft demand for paper, hardwood pulp prices are flatlining, with fears of further falls as new capacity comes on line

Australian pulp imports up, but no excitement necessary - Increased pulp imports signal structural changes in Australia rather than an increase in demand for paper

Recovered Fibre Export Briefing - Soft demand pushes Australian exports down: A slip in demand saw Australian recovered fibre exports fall 3.7% in 2013-14, falling short of the 1.5 Mtpa mark

Asian Fibre Briefing - New Zealand recovered paper exports rise

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

Read now!