GLG News by Titanium Dioxide Experts

Dave HillmanIndependent ConsultantDave Hillman

Is The Party Over For Dissolving Pulp Producers?

July 29, 2011

Pulp prices began to escalate in the 4Q10 when cotton prices approached $2/lb. List price for DP was US$1500/admt on January lst but spot prices went as high as $300/admt by March/April. In July cotton prices plunged to $1.00 and many Chinese and Indian buyers stopped buyer. Spot prices fell to list price (contracted tonnage) and may actually fall below that number. Rayon is still in big demand so the 4Q may bring some of the business back but pricing is questionable.

Paul HodgesChairmanInternational eChem

European Petchem Cracker Margins at 'Top of Cycle Levels' on Supply-Side Issues

July 27, 2011

European petchem cracker margins are at top of cycle levels. But they have been driven by a series of positive impacts on the supply side, not by strong European demand. This makes the outlook more unstable than most investors may realise.

Paul HodgesChairmanInternational eChem

Sinopec's Petrochemical Business 1998 - 2010

July 13, 2011

Chinese company Sinopec will be the world’s largest ethylene producer by 2014. Our new report (available via GLG Research), based on in-depth analysis of its historical performance, demonstrates that its key role is instead to maximise domestic employment by being a reliable supplier of raw materials to manufacturers down the value chain. It is essential reading for anyone wishing to understand how ‘the China factor’ will impact Asian and global petrochemical markets over the next few years.

Ian DavenportPresidentDavenport Associates

Global Diaper Producers Continue Geographic Growth

July 1, 2011

Analysis of:SCA acquires 50 percent of Turkish hygiene products company | www.cisionwire.com

SCA is acquiring 50 percent of the Turkish hygiene products company Komili from Yildız Holding, which is the largest food group in Turkey. Komili is the 4th largest baby diaper producer in Turkey. This continues a trend of major diaper companies expanding globally by JV & Acquisition as well as organically.

Paul HodgesChairmanInternational eChem

Western BabyBoomers are Changing Chemical Demand Patterns, Again

June 29, 2011

Economists and demographers have failed to talk to each other over the past 20 years. If they had, we would all understand why global growth has recently been slowing. My new eBook, Boom, Gloom and the New Normal – How Western BabyBoomers are Changing Chemical Demand Patterns, Again will help investors make up for lost time.

Dave HillmanIndependent ConsultantDave Hillman

Another Mill Jumps On The Dissolving Pulp Bandwagon!

June 17, 2011

The Lessbo paper mill of VIDA AB in Sweden will upgrade its sulphite pulp mill to produce 70,000tpy of pulp and paper - 28,000mt/year will be rayon grade dissolving pulp from 100% Spruce chips. The paper mill will still continue to produce 52,000mt/year of premium uncoated papers. The DP pulp will commence in late August. This appears to be a beneficial option for any smaller pulp/paper mill if it wishes to maintain its profitability in light of rapidly rising cash costs.

Dave HillmanIndependent ConsultantDave Hillman

Another Newly Developed Dissolving Pulp

June 15, 2011

Naturally Advanced Technologies and Hercules Inc. (a subsidiary of Ashland, Inc) have entered into a joint agreement for CRAiLEX, a high grade dissolving pulp that is reported to exhibit higher grade value pulps that any other hardwood or softwood pulp.It was unclear whether CRAiLEX is derived from regular paper grade pulp. Last week NEO (headquartered in Norway) announced they had successfully patented a way to create high alpha dissolving pulps from ordinary papergrade softwood.

Dave HillmanIndependent ConsultantDave Hillman

IP's Bid For Temple-Inland...The Focus May Be On Their Papermills

June 7, 2011

Temple Inland is the #3 containerboard/box plant producer in the US with 7 mills and 63 box plants. Of the mills the "jewels in the crown" may be the integrated Kraft mills at Orange, TX (760,000st/year), Rome, GA (895,000 st/year), Bogalusa, LA (913,000st/year) and New Johnsonville, TN (379,000 st/year). TIN's 63 box plants may be superficial in light of IP's acquisition of 83 of Weyerhaeuser's box plants. Some say the US already has twice as many box plants as it needs.

Dave HillmanIndependent ConsultantDave Hillman

Cosmos Specialty Fibers Begins Producing Dissolving Pulps

May 21, 2011

This older mill, located near Grays Harbor, WN has had several previous short term owners The present owners, Gores Group, is optimistic about becoming a regular supplier to the Far East for high Alpha cellulose dissolving pulps for rayon fiber, cellulose derivatives (chemicals for food and pharmaceutical applications). The mill officially began producing on May 21. Not particularly large by today's standards the mill can produce 140,000mt/year

Dave HillmanIndependent ConsultantDave Hillman

A First: Converting Paper Grade Pulp Into High Purity Dissolving Pulp

May 21, 2011

Dissolving pulp is a high purity, low yield pulp produced by only a limited number of traditional speciality mills. Now Avilon, part of Neo Industrial Viscose fibers, has successfully developed the means of converting 85+ Alpha Cellulose papergrade pulp into 94+ Alpha dissolving pulp. They are patenting this revolutionary process with the intention of licensing it globally. Conceivably this could put an end to the DP shortage and bring prices down from their present $2200/mt spot level

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