Recent development of the hottest global newsprint

2022-07-29
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Recent development of the global paper market (IV)

according to the data released by the pulp and Paper Industry Committee on February 22, the North American paper market has experienced another dull and slow January. The demand of the entire North American market decreased by 14% year-on-year to 944000 tons, and the shipment volume decreased by 17% year-on-year to 1.1 million tons. The paper machine operation rate of North American manufacturers was 85%, indicating that the paper output of North American market in January fell by 14.4% compared with that in January last year

the paper consumption in the whole United States decreased by 6% year-on-year to about 836000 tons. The consumption of American newspapers decreased by 7.3% year-on-year, indicating that the advertising revenue of newspapers is decreasing day by day. From the end of December to the end of January, the inventory of the US newspaper increased by 20000 tons to 936000 tons, and the supply days represented by the inventory were 41 days

at the end of January, the paper shipment volume from Canada to the US market decreased by 10.7% year-on-year to 432000 tons. Paper demand in Canada as a whole fell by 18.5% year-on-year. The paper machine operation rate of Canadian paper producers in January was 86%, down 10 percentage points from last January. Although Canada's paper output fell by 13% from December last year to January this year, its paper mill inventory fell by 3.8%, 17.8% and 18.7% respectively year-on-year, and the inventory increased by 51000 tons

in January, the paper shipment volume of North America to overseas markets fell sharply, the shipment volume to Asia (excluding Japan) and Latin America decreased by 59% and 49% respectively, and the shipment volume of the entire overseas market decreased by 30% year-on-year, regardless of the size of the enterprise

analysts believe that although the data in January is better than most months in 2001, it is still a weak month. The average inventory of all paper users in the United States represents the supply of 43 days, which is still an obstacle to the rise of paper prices. The paper market may experience a weak period for several months

the sharp decline in export volume also indicates that North American manufacturers have encountered thorny problems in export. The continued strength of the US dollar has made the original 1. Changing the working conditions of the experimental machine, about 50000-60000 tons of paper planned to be sold to overseas markets have lost their competitive advantage and found no customers as an important part of accelerating the economic and social transformation and development

however, some paper agents and market analysts believe that they have seen the precursor of market recovery. They have two bases: first, some newspapers are increasing their paper orders. Generally speaking, this phenomenon indicates that customers feel that the paper price has dropped to the lowest point, and the economy is expected to rebound slightly this year. In consideration of cost saving, customers are likely to supplement raw materials when the paper price is the lowest; Second, the Dow Jones Transportation index is rising, indicating that the freight business of transportation companies is busy, which indicates that retailers are seizing the good opportunity of sales and actively preparing. At the same time, in order to promote products, they usually give advertisements for promotion, which will increase the use of paper. In addition, some printing companies also said that their advertising volume in February had recovered to the same level as last year. However, some people doubt the above-mentioned views, and believe that this is only a willing idea of manufacturers when the market is in a downturn. The only view that can be accepted by most people now is that the price of paper is approaching the lowest point

analysts believe that the paper price that North American producers can maintain the cost is $476 per ton, so the producers will do their best to prevent the decline of paper price. Analysts hope that with the increase of advertising business around Easter, paper demand will rise at the end of March, so that manufacturers can make profits in April

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