The shipment volume of the hottest paper pulp rise

2022-07-23
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According to the preliminary statistical data of the North American Forest Paper Association, the global pulp shipment volume in December last year increased by 14.3% to 3.558 million tons compared with 3.112 million tons in November. It also increased by 11% year-on-year

In December, the global shipment of bleached hardwood pulp increased by 14% to 1.499 million tons, of which eucalyptus pulp increased by 14.3% to 825000 tons. The shipment volume of bleached softwood pulp increased by 14.6% to 1.865 million tons, of which the shipment volume of bleached softwood pulp in the North increased by 12.4% to 1.107 million tons

in December, the inventory of global pulp producers was equivalent to 31 days of supply, compared with 35 days in November and the same period last year. The ratio of shipping volume to production capacity of manufacturers reached 105%

many pulp producers in North America and Europe have announced that they will increase their pulp prices in February because they are optimistic about the future market trend. According to the analysis of a Canadian market participant, a series of production cuts in some major markets and the closure of many small pulp mills have tightened the market supply, so the confidence of market participants has further increased and the pulp price has risen steadily

during the week from January 17 to 23, several pulp companies announced that they would increase the price of hardwood pulp in the European market in the next few weeks, including eucalyptus pulp, North and South hardwood pulp, with an increase of $30 per ton. At the same time, several pulping companies disclosed that the price of bctm pulp had increased in January. For example, the price of bctm pulp, which was designed to allow enterprises with low production capacity, high pollution and high energy consumption to withdraw from poplar, rose by US $30 per ton in the European market, reaching US $510 per ton

both the supplier and the demander believe that the current market trend of hardwood pulp has been greatly improved, mainly due to the short-term or long-term shutdown of many pulp companies in North America; The rainy season in the southern United States makes logging difficult; Some factors such as problems in port transportation in Europe

in addition, users in Europe and Asia have improved their demand for pulp. Users are worried that the pulp price will rise in the first quarter of this year, so they try to purchase and stock in

coniferous wood pulp producers have also announced their price increase plans in February. On Monday, Sodra, a large Swedish coniferous wood pulp producer, announced that the price of northern bleached coniferous wood pulp in the European market would be increased by US $30 per ton from February this year, and the increased price would reach US $660. Subsequently, the Finnish Botnia company also raised its product price to USD 660

on January 19, Weyerhaeuser announced that it would also increase the price of NBSK by US $30 per ton to US $660 in the European market

II. North American market: the supply is in short supply, and pulp producers have raised their prices

in the week from January 17 to 23, the price index of northern bleached softwood pulp published by Finland Foex was the same as that of last week, still at $650/ton. The NBSK price index in the European market released by it was US $628.12/t, up US $3.80 from last week

while announcing the price increase in the European market, the pulpers also announced the new price in the US market. Weyerhaeuser and canFor announced that they would increase the price of northern bleached softwood pulp by US $30 per ton to US $680 in the US market from February. In addition, discounts should be reduced when trading in the European and American markets

weyerhaeuser and Sodra are the first pulping companies in the North American market and the European market to announce the price increase in February

bowater company and international paper company raised their NBSK price to USD 680 per ton as early as January, but they did not succeed. As a rule, they do not need to re announce the price increase

the price of fluff pulp increased by $10 per ton to $710 per ton. Some manufacturers adjusted their prices by US $20 per ton to US $720

Canadian analysts believe that based on the success of the last round of price increase and the upcoming seasonal peak season, it is reasonable to believe that the pulp price will rise further. They believe that the market will continue to be optimistic in February, March and April, because it is usually a seasonal peak season, and the demand for paper will rise; On the other hand, the shutdown due to equipment maintenance will reduce the supply of pulp

forest paper product experts believe that the overall prosperity of the pulp market and the rising trend of prices can be determined

in the U.S. market, the closure of the samao plant in California has made the market supply even more tight

III. Asian market: tight supply and rising demand pushed up pulp prices

in the week from January 17 to 23, some pulp producers also raised their quotations for the Chinese market in February. When CANF explored the new development path of plastic granulator technology, or and weyerha euser increased the price of NBSK exported to the Chinese market by US $20-30 per ton to US $550 per ton. Other NBSK production companies still quote us $530 per ton in the Chinese market, which is the price after the US $20 per ton increase at the end of last year

in Chile, the Valdivia plant of copec, a forest paper giant, has been ordered by the government to stop production due to environmental problems. The plant supplies a large amount of pulp to the Chinese market every year. The closure of the plant will make people psychologically think that graphene is a rising star in the material industry to support the rise of the pulp market. In addition, before the arrival of the Chinese Lunar New Year on February 9, the performance of China's pulp market was quite strong, and market participants were even surprised

IV. spot market: the pulp price rises synchronously with the futures price

European market: in the two weeks from January 11 to 24, the low-end spot price of NBSK in the European market rose from US $510-550 to US $530-550 per ton. All pulp companies made efforts to reach the December listing price. At present, the listing price of NBSK is 630-640 US dollars per ton. The production company hopes to increase the price by another 30 US dollars per ton next month, raising the price to 660-670 US dollars per ton. It is estimated that the spot price will rise at that time, but at present, the spot transaction is light and there is a lack of supply in the market

Asian market: in the two weeks from January 11 to 24, due to the tight supply before the Spring Festival, the domestic spot pulp market price in China has risen recently. NBSK took the lead in rising 180 d=7a. The Canadian pulp company announced that NBSK increased by $20 per ton in January, and then the price of Eucalyptus wood pulp increased by $30 per ton. In terms of hardwood pulp, due to the tsunami in Southeast Asia, all pulp companies had to stop their factories and delayed delivery, which caused users to rush to buy. Therefore, the prices of Indonesian tropical hardwood pulp and Brazilian eucalyptus pulp rose by $30 at the same time

North American market: in the two weeks from January 11 to 24, due to the decline of inventory and the rise of market demand, some pulp and paper companies searched for supply sources in the market because of urgent needs, and long-term users needed to purchase regularly. Therefore, the pulp price in the US spot market rose. Spot NBSK prices in the northeast and central and western regions of the United States increased by $50 per ton to $580-610, 8.5% lower than the $650 per ton quotation in January

sbsk closed at $580-600 per ton, up $30 per ton from two weeks ago and 5% lower than the January price. Both the buyer and the seller said that SBSK was more tight than NBSK

nbhk price has reached US $480-500 per ton, an increase of US $25 per ton compared with two weeks ago. In January, the order price was also increased by $30 per ton. The closing price of spot nbhk last week was 15% lower than that in January

sbhk spot price was $480-510 per ton, an increase of $35 per ton, 11.5% lower than the listing price in January, and its listing price in January also increased by $30 per ton. The supply of this slurry is very tight, and there is only a small amount of supply in the market

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