GLG News by Titanium Dioxide Experts

David McCoyDirectorTZ Minerals International Pty Ltd

Supply/Demand review released on the buoyant titanium feedstocks market.

December 20, 2010

TZMI announces the release of its 6th review of the global titanium dioxide minerals market titled “Titanium Feedstock Market Dynamics: Outlook to 2018”. This study provides a detailed supply/demand review for the titanium feedstocks market incorporating analysis and insightful comment of the ensuing two years since the previous study in 2008. Also examined is the industry profitability and some important points to consider regarding the financial performance of the titanium feedstock sector. 

Dave HillmanIndependent ConsultantDave Hillman

No Surprise: OCC Prices May Go Higher

December 15, 2010

China, India and Mexico have been the 3 largest export markets. Recent prices are $279/mt delivered to south China ports. Now 5.3 million tons of new containerboard capacity in China will be starting up in 2011. 80-90% will be recycled fiber with 20% expected to come from the US. This equates to a 200,000 increase in demand from US collectors. An additional 1.3 million mt of containerboard will be starting up in India, Viet Nam and Malaysia. US supplies are reduced due to recession.

Dave HillmanIndependent ConsultantDave Hillman

Hardwood Prices Soften As Inventories Soar

December 10, 2010

Fibria dropped BEK list by $20/admt in Europe (to $850) and $50/admt in China ($820/admt) while delivered prices to US buyers remained unchanged. Inventories surged by 5 days-of-supply causing most buyers to increase pressure on suppliers for lower prices. By contrast softwood prices (i.e.NBSK) remained firm as global demand continues to show strength and inventories stable. Many observers believe this is a temporary situation with 2011 gaining strength with prices rising.

Dave HillmanIndependent ConsultantDave Hillman

Market Pulp Prices To Remain Stable

December 2, 2010

Softwood will be in tight supply...probably through 2011. In March the former Alabama River Mill now owned by GP will begin producing Fluff Pulp on #2 dryer (1500 mt/day) which will further reduce SBSK supplies. IP is already shipping significant tonnage to IP/Sun Paper it's jv in China. Likewise demand for Hardwood is picking up so there should be no reason for those prices to decline. Acetate Dissolving Pulp demand continues to outstrip supply and $1500/admt is forecast for Jan. 1st.

Dave HillmanIndependent ConsultantDave Hillman

Newsprint: it's demise was grossly exaggerated!

November 29, 2010

Prices have stabilized and there is better parity between East and West Coasts at around US$640/mt in the East and $625/mt in the West for the most popular 30# grade. Order books are full and publishers appear comfortable with these prices. Supply has diminished sharply with a number of mill/papermachine closures since 2008. . The big difference has been the revived export market with one tonne being exported for every two tonnes shipped to North American publishers.

Ian DavenportPresidentDavenport Associates

Acrylates Esters – 2011 Outlook

November 29, 2010

Analysis of:Arkema announces an investment of $110 M for its Acrylics business in the United States | www.arkema.com

Recent announcements of new Acrylic Acid and Ester capacity indicate that producers see an incentive to invest in increasing capacity. Will this bring relief to markets?

David McCoyDirectorTZ Minerals International Pty Ltd

Titanium Dioxide Pigment Price Forecast: Buoyant Times for the TiO2 Sector

November 17, 2010

The global TiO2  sector is currently clearly more buoyant than at any other time in the last 10 years, supported by strong pigment market pricing. This in turn is likely to flow down to the minerals sector, where similarly sub-standard returns have been occurring for many years. Current market conditions are exacerbated by low inventory levels of pigment and current production capacity being closely matched to market demand. 

Dave HillmanIndependent ConsultantDave Hillman

OCC Prices Continue To Climb - What Are The Drivers?

November 17, 2010

OCC (old corrugated cartons) is in great demand in China because of all the new board machines which have been installed by Nine Dragons, Lee & Man and Chenming Shandong (among others). Prices are now as high as $290/mt delivered to a Chinese port and expected to reach $300/mt by year end. India and Mexico are two other major markets for US OCC.US recovery rate is at an impressive 81%.Domestic URB and CRB mills all have 3 week backlogs and have contracts for OCC generated by big box stores.

Dave HillmanIndependent ConsultantDave Hillman

Surprise! Indonesian Market Pulp Mill Starts Up With No Fanfare

November 17, 2010

Kertas Nusantera restarted its idled mill last week with unbleached hardwood (acacia and/or eucalyptus) which it will make for 3-4 weeks before making fully bleached pulp. The mill's design capacity is 585,000mt/year which may make a slopply Asian hardwood market even sloppier. The mill had been idle for a year and no notice was given of its intended start up. Wood supply (chips) are supposedly not a problem for the mill...although this has generally been a problem for some other mills.

Paul HodgesChairmanInternational eChem

Chemical companies have mixed views on outlook

November 11, 2010

Chemical companies have mostly had an excellent year in terms of margins. It has been far better than they expected even 6 months ago. But whilst some expect this improvement to be maintained, others remain cautious. And in the important Asian region, Reliance report margin pressures in key business segments.

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