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 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 - Current Edition
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

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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

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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!

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
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!