GLG News by Commercial Printing Experts

Dave HillmanIndependent ConsultantDave Hillman

APP On The Move Again-Considering Brazilian Pulp Mill

March 29, 2011

Asia Pulp & Paper is Brazil's largest customer for BEK. No new production is scheduled to start up before 2013 but then in the period 2013-15 as many as 12.1 million new tons may come on stream. APP, in their Brazilian newsletter and reported in Tissue World is proposing a 500,000mt/year greenfield mill. This pulp will help supply the 40 new TAD tissue machines being installed on the mainland (24) and on Hainan Island (the remaining 16) near their existing pulp mill (3600 tpd)

Cathy StaufferOwnerCathyStaufferConsulting

For the big growth, Best Buy needs to look far beyond their stores

March 24, 2011

Analysis of:Best Buy CEO Dunn Reboots to Win Back Customers From Wal-Mart, Amazon.com | www.bloomberg.com

Best Buy’s greatest point of leverage is not in a new store design, or revamped store assistance, but in getting CE and PC suppliers to bring products to market with use-model and lifestyle changes to help fuel a whole new revenue-pumping cycle of healthy demand, for both Best Buy and the entire industry.

Dave HillmanIndependent ConsultantDave Hillman

Nippon and Mitsubishi Paper Mills Hit Hard by Earthquake

March 18, 2011

Nippon Paper Group has 10 mills in the quake region. In four mills operations have stopped completely. In one mill two machines have had to shut down. Other mills are operating normally but now there is a problem of getting necessary supplies of chips, chemicals etc.Mitsubishi has three mills - in one case six employees were injured and sent to hospital. All the mills are shut down at present. . At the Hachinohe mill the ground floor is covered with water.

Brad FranchiPresidentForest Strategies, LLC.

Japan earthquake and tsunami, 2011

March 14, 2011

Latest Friday, Japan suffered one the greatest natural disasters in the history of civilization. The extremely powerful earthquake and tsunami has some estimates of the loss up to life up to 10,000 people at this point. After the magnitude of what happened sinks in, Japan will need to address re-building infrastructure destroyed by these two events. One of the commodities that will be important to recovery is softwood lumber

Dave HillmanIndependent ConsultantDave Hillman

Gunns-Tasmania....Finally A "Go"

March 11, 2011

After more than 5 years the Federal Gov't has given Gunns full approval to move head with the building of a 1.1 million mt/year eucalyputus market pulp mill. Initially the mill will operate at the rate of only 820,000 mt/year. It's assumed it will take 28 months for the mill to be operational. The cost will now exceed US$2.3 billion. This is expected to be the most environmentally compliant pulp mill in the world. This was a key requirement by all the environmental groups who had objected.

Dave HillmanIndependent ConsultantDave Hillman

More Mills Announce A Shift To Dissolving Pulp - How Many Is Too Many?

March 8, 2011

Five years ago Birla of India purchased the NBHK mill from Parsons & Whittemore. Later, Fortress Paper announced changing over the Thurso NBHK mill to rayon grade.Mercer Int'l plans to convert a portion of the tonnage at Stendahl and Celgar to DP.SAPPI is studying the Ngadwana, South Africa mill to produce DP.Paper Excellence (APP) has just announced the purchase of the shut Prince Albert mill in Sask. to convert it to DPFinally, several Chinese mills are considering changing over to DP.

Dave HillmanIndependent ConsultantDave Hillman

On and Off Gunns-Tasmania Mill Nears Environmental Approval

March 8, 2011

Analysis of:Gunns Pulp Mill Approvals Process Extended | news.paperindex.com

Gunns has been a major supplier of Eucalyptus-Nitens chips to the Pacific Rim. In 2003 they announced plans to build a 1.1 million mt/year state-of-the-art market pulp mill. Since then environmental groups have thrown up numerous roadblocks which has delayed groundbreaking. Now the Federal Government has extended by one week the process for final environmental approvals. Gunns is determined to provide the latest, best-available, environmental technology raising the scope to $1.7 billion.

Dave HillmanIndependent ConsultantDave Hillman

Suzano Speeds Up Construction of New BEK Market Pulp Mill

March 3, 2011

Suzano, an integrated pulp and paper producer has entered into finalized agreements with Metso and Siemens for key pieces of equipment for their proposed new mill at Maranhao. This will be a 1.5million mt/year facility due to begin operations in late April, 2013 and to cost US$2.3 million. It will also produce 100 MW surplus energy for sale to the local grid. The most appropriate end use will be for the top layer on Ultra Facial Tissue...which is produced globally.

Dave HillmanIndependent ConsultantDave Hillman

Mercer Considers Producing Dissolving Pulp at 2 Mills-easier said then done!

February 25, 2011

With cotton prices near $2/lb the demand for rayon is unprecedented. No one anticipated the rapid escalation in prices and those producers with uncommitted tonnage have been getting as much as $2450/mt on the spot market.Mercer wants to shift part of their NBSK tonnage at Celgar (BC) and Stendahl (Germany) to produce rayon grade (Alpha cellulose content of 94-95). This will require much harder cooking and causticizing to wash out the 5 carbon hemi-cellulose polymers (unwanted by customers).

Dave HillmanIndependent ConsultantDave Hillman

China's Containerboard Industry Continues To Grow and Grow and Grow

February 14, 2011

Nine Dragons Paper (Holdings) began in 1995, is the largest packaging paperboard producer in Asia and one of the largest in the world. The have now started up two new machines in Jiangsu Province, a 3-ply linerboard machine and one for corrugating medium These machines 285" and LIner as heavy as 175 gsm can be produced. The furnish will be predominantly OCC purchased from the US, Japan and Western Europe. Both machines started up at high speed with product on the wire in only 5 hours.

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