Following from Deutsche Bank Market Research on Pulp-
MARKET PULP
Domestic pulp producers have announced $30-40/tonne price hikes for
May and June on NBSK; if implemented, list prices would go to
$720/tonne, the highest level in 10 years. Hardwood producers, led
by Lat. Am eucalyptus producers, are separately pursuing $20/tonne
hikes this month. BSK and BHK days/supply inventory both fell one
day in March to 28 and 35 days respectively. World shipments were
up 3.6% y/y in March, led by a surge in shipments outside of North
America, particularly on hardwood grades. GP has reportedly run-
down its NBHK inventories at Old Town, Maine, and Fraser Papers is
scheduled to close its NBHK mill May 6th. Tembec is the latest NBSK
producer to announce a mill closure; its 200K tpy Smooth Rock Falls
mill will close at the end of July.
About the Author
- P. Scott Vallely
- Mr. Vallely's career includes over thirty years as an operating executive in the paper, distribution, and e-commerce industries. After selling his last enterprise, Paper.com LLC, he decided to exit the paper market for one that is more dynamic (and fun!). He is now focused on his most recent venture, the Charter Oak Brewing Company. His role at Charter Oak Brewing Company will focus on creating brews, developing markets, and selling beer. He will manage the operations and provide overall direction and strategy. This microbrewery will market four flagships, handcrafted brands and also four seasonal more complex, robust, and higher alcohol brands. Vallely has been a home brewer for nearly 30 years and has always had a passion and commitment to brewing only the finest beer and strives to make our beers visible and available to all beer drinkers. Company. Contact Mr. Vallely at http://charteroakbrewing.com/
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