GLG News by Titanium Dioxide Experts

Dave HillmanIndependent ConsultantDave Hillman

Fibria Moves Ahead To Reduce Future BEK Shortage

August 23, 2010

Analysis of:Fibria acceleerates preparations for startup of Tres Lagoas II unit in Brazil | www.risiinfo.com

The Tres Lagoas II mill was not projected to start up until 2016 but has been moved up two years to 2014. This is obviously in response to the impending Eucalyptus shortage which will occur as huge new CFS and UFS paper machines start up in China and India.This expanded mill will, in 2014, have a potential capacity of 1.75 million mt/year.150,000 hectares of planted forests will be needed (360,000 acres) but the company already has a 30,000 hectare surplus in planted trees from Unit I

Dave HillmanIndependent ConsultantDave Hillman

Pulp Sags $30-50/admt But The 4Q May Bring Recovery

August 18, 2010

After 12 monthly price increases (out of 14 consecutive month) NBSK topped out at $1020-1040/admt. Now prices have declined by $30-50 for many Canadian mills. Although Arauco (Radiata Pine) and Canfor only reduced their prices $20/admt.Many producers said global demand is still strong.The summer months are traditionally the slowest because of widespread vacations.It's the perfect time to draw down on inventories.The 4Q historically been the busiest and now inventories may have to be rebuilt.

David McCoyDirectorTZ Minerals International Pty Ltd

Titanium Dioxide Pigment Annual Review

August 16, 2010

Pigment Industry Annual Review (PAR) is TZMI Group’s (TZMI)’s third industry study dedicated to over viewing the global titanium pigment market.  TZMI has become globally recognized as the leading independent titanium and mineral sands consulting and publishing authority. As a specialist organization, it is continually advising new market entrants, current participants and financial firms on the intricate aspects of this opaque sector.

David McCoyDirectorTZ Minerals International Pty Ltd

Global titanium dioxide industry stabilises and heads for recovery

August 16, 2010

TZ Minerals International Pty Ltd (TZMI) announced that, according to its annual independent in depth analysis of the global TiO2 sector, the weighted average manufacturing cash cost decreased by 11% in 2009, while at the same time sector revenues contracted by only 4.5% on a US dollar basis. The net result was a further rebound in the industry revenue to cash cost (R/C) ratio to 1.21, taking the sector back to profitability levels last seen in 2006.

Dave HillmanIndependent ConsultantDave Hillman

Fluff Pulp Producers Have Cause For Rejoicing

August 12, 2010

The current global situation is indeed rosy! (1)Domestic prices are firm at $1040-1060/admt, (2)the market is projected to increase 6-7%/year as new diaper (nappy) plants begin operating every week of the year in emerging markets in Asia, the Middle East and Latin America, (3)prices have held firm and withstood the drop experienced by NBSK, NBHK, BEK and SBSK/SBHK, and, (4) the US enjoys 90-95% of the global market. Added to these 4 is the fact that only the SE part of the US has Slash Pine.

Paul HodgesChairmanInternational eChem

Crude oil markets are in the grip of a speculative mania

August 11, 2010

Crude oil markets are in the grip of a speculative mania. Players are simply ignoring increasingly negative fundamentals, such as supply/demand balances. But before too long, this over-bullish sentiment will have to re-connect with fundamentals. At that point, users will be left to pick up the pieces, as the financial players panic and rush for the exits.

Dave HillmanIndependent ConsultantDave Hillman

Indian & Chinese Entrepreneurs Bullish About Future

August 9, 2010

The paper industry will grow in proportion to (a)population growth, (b) the economy and (c) the growth of the middle class. Many think (c) to be the most influential.Both countries have bullish enterprising classes and this bodes well for the pulp and paper industry in these countries. In each country the majority of entrepreneurs believe their societies are more welcoming of entrepreneurial activity today than 10 years ago.Both countries at present have very low paper consumption per person.

Ian DavenportPresidentDavenport Associates

Nippon Shokubai Moves to Increase Superabsorbent Capacity

August 5, 2010

Analysis of:NIPPON SHOKUBAI announces PT. Nippon Shokubai Indonesia, a subsidiary in Indonesia("NSI"), builds a new SAP plant | www.jpubb.com

Superabsorbent Polymers (SAP) have been in short supply in 2010. Shortages are likely to continue despite capacity expansions. Increased demand for Acrylic Acid for SAP production may keep the market for Acrylate Esters tight.

Michael BrownManaging PartnerTZ Chemicals

NAHB Reports Weakness in Remodeling in 2Q2010

August 5, 2010

Analysis of:Survey: Weakness Persists in Remodeling Market | tinyurl.com

The National Association of Home Builders' (NAHB) Remodeling Market Index (RMI) fell in 2Q2010 to 40.7 from 43.8 in 1Q2010 indicating continued weakness in the professional remodel market as homeowners remain concerned by the economic outlook. However, sales of some building materials, such as paints, would indicate the homeowner is willing to spend on remodel, but rather on smaller projects they can do themselves.

Dave HillmanIndependent ConsultantDave Hillman

Russia Continues Pulp/Paper/Board Expansion

August 3, 2010

Analysis of:Ilim Group Pulp,Paper Production Up 8% in First Half of 2010 | www.paperage.com

Russia's pulp/paper industry for many years was inefficient and woefully behind the times. Int'l Paper invested US$500 million to purchase 50% of Ilim to form Ilim Holdings. They recently announced a $700 million expansion of the Bratsk market pulp mill and now have announced a new paper machine for the Arkhangelsk Oblast mill in Koryazhma.Pulp/Paper production was up 8% in the first half of 2010770,000 mt of market pulp was produced and 340,000mt of board.

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