Tembec Paperboard eNewsletter
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Current edition
July 30th, 2010
- 10 things your co-workers never want to hear about again
- Pulp, paper and allied products rail traffic in North America up 2.5% year-over-year to 9,622 carloads in week ended July 24, as U.S. and Canada show respective increases of 3.3% and 0.7%: AAR
- Domtar raising U.S. prices of certain uncoated freesheet paper grades by US$40/ton, effective July 30n
- Tembec swings to Q2 earnings of C$59M, compared to a loss of C$38M a year ago, on higher lumber, pulp prices
- Appleton Coated, NewPage, Sappi applaud Congressional effort asking Obama Administration for action on Chinese subsidies to their paper producers
- Revised: World pulp producers' shipments rise by 9% month-over-month on 96% operating rate and stocks fall by two days; year-over-year deliveries down 0.9%
- Some pulp producers lower prices in certain markets, but overall conditions still fairly balanced
- FOEX Pulp & Paper Indices - July 27, 2010
- Direct Marketing Assn. asks Postal Regulatory Commission to dismiss USPS request to increase postal rates by average of 5.6%, arguing that hike is 10 times current inflation rate
- China's paper, paperboard production up 15.7% year-over-year in H1, while average import price of pulp reaches US$823/tonne in June
- Euro hits 11-week high versus the dollar amid mounting concerns about the U.S. economy, improving European indicators
Archived editions
July 23rd, 2010
- The 7 Deadly Sins Of Selling
- German press manufacturer KBA posts 39% year-over-year increase in order intake largely due to buoyant demand in China, looks to achieve sales target of more than €1.1B for 2010
- China has surpassed U.S. as world's top energy consumer, says International Energy Agency; China consumed equivalent of 2.265 billion tons of oil in 2009, compared with 2.169 billion tons for the U.S.
- Total U.S. printing-writing paper shipments climb 11% year-over-year in June, marking eighth straight monthly increase — AF&PA
- Softening July spot pulp prices in North America underscore market direction, with buyers anticipating lower August list prices
- USPS launches campaign to online retailers showcasing catalogs' potential to double online transactions, lift revenue by more than 100% by creating print extensions of their shopping websites
- FOEX Pulp & Paper Indices - July 20, 2010
- Many retailers rethink direct mail strategies, catalogs; innovations include Barney's 3-D catalog, JCPenney's smaller direct-mail pieces that showcase select items
- U.S. paperboard production climbs 3% year-over-year in June, but falls 2% from May — AF&PA
- U.S. kraft paper shipments advance 10.7% year-over-year in June, up 8,400 tons over May — AF&PA
- Paper industry's demand for recovered fiber expected to continue growing, but insiders say supplies will tighten, contamination could increase; industry needs to improve technology, enhance image as sustainable.
- Direct mail represents 17% of overall marketing budget, which is larger than share held by any other media, reports Direct Marketing Assn.
July 16rd, 2010
- U.S. paper industry seeks U.S. Rep. Boehner's support of increased tariffs on Chinese paper imports
- Should Social Media replace Cold-Calling?
- Magazines post gains in PIB advertising revenue and pages in Q2
- Stora Enso's acquisition of Consolidated Papers in Wisconsin, later sold, cost company under €3B, less than previous estimates, says study
- Publishers' May book sales up 9.8% year-over-year to US$715.3M, year-to-date sales up by 11.6%, with adult hardcover category in May surging 43.2%, Assn. of American Publishers reports
- China's potential fiber-supply gap expected to reach 150 million m3 by 2015; tightening of wood supply should benefit British Columbia and Russian lumber, New Zealand and North American west coast log firms: Wood Markets report
- RISI releases 2010 editions of Lockwood-Post Directories of pulp and paper mills
- FSC's U.S. office launches revised forest management standard after three-year review; harmonizes nine regional standards into one national standard
- Discounts increase for spot pulp prices in North America and some buyers resisting July list prices
- FOEX Pulp & Paper Indices - July 13, 2010
- Chenming Paper's 1 million tonnes/year pulp and paper mill project in central China sparks protests over clearing for plantation forest
July 9th, 2010
- Fighting Monday Morning Blues
- U.S. nonprofit study finds newspaper circulation departments increasing profitability in 2009 on 20% increase in circulation revenue, 9% decline in circulation expenses, but reveals reduced staffing levels
- Direct Marketing Assn. opposes USPS request for rate increase, says move will cause mail volumes to further decline, damage postal service's financial viability
- China says it will keep yuan at 'basically stable' level
- Carrefour suspends all paper products orders from APP in wake of Greenpeace allegations
- USPS proposes 8% rate hike for magazines, 5% increase for catalogs and mailers; publishers, industry organizations join forces to petition Postal Regulatory Commission to block rate increase
- May commercial printing shipments up 3.6% year-over-year to US$7.3B in North America, as models indicate that industry's sales levels for rest of 2010 will likely be flat with last year, WhatTheyThink reports
- Pulp market in North America still solid for softwood pulp, but additional hardwood pulp supply leading to higher discounts
- FOEX Pulp & Paper Indices - July 6, 2010
- Quad/Graphics completes acquisition of Worldcolor
July 2nd, 2010
- What Separates Top Sales Performers from the Rest of the Pack?
- B-to-b marketers still looking for return on tweets
- Survey: 25% of marketers plan to decrease spending on trade magazine advertising and 24% plan to decrease use of printed directories; more marketing dollars to be spent online
- GP announces US$60/ton containerboard price increase, effective Aug. 1
- Smurfit-Stone completes financial restructuring, officially emerging from Chapter 11 as newly reorganized, public company that will begin trading on NYSE on July 1
- B2B total ad pages in April down 4.7% year-over-year to 48,609, while total revenues fall 4% to US$606M, suggesting rate of decline is moderating but B2B titles not seeing uptick either: American Business Media
- Chinese government's illegal subsidies to its export-driven paper industry threaten more than 400,000 U.S. jobs, says Alliance for American Manufacturing
- Pulp market still losing steam in China but demand overall strong in North America, Europe, and global supply still tight
- FOEX Pulp & Paper Indices - June 29, 2010
- Worldcolor obtains court approval of proposed acquisition by Quad/Graphics, expected to be completed July 2
- President Obama says the U.S. expects the value of China's currency to rise significantly, promises to closely monitor China's progress on its pledge to manage its currency more flexibly
June 25th, 2010
- Direct Mail Use Strong Among DMers, Says DMA Report
- Shipments of North American printing and writing paper increase by 9.4% year-over-year in May; operating rate was 87%
- Newsprint demand continues to creep down in North America in May, falling by 1.8% year-over-year, but exports remain robust at 59.6% ahead of a year earlier
- Postal Regulatory Commission holding public hearings in seven U.S. cities on USPS plan to eliminate Saturday mail delivery
- PTorraspapel announces 8%-10% price increase on specialty papers for labeling and flexible packaging, citing...
- Timber prices enjoy Q1 rebound on wet weather, improving economy; future market prospects brighten, reports F&W Forestry Services
- FOEX Pulp & Paper Indices - June 22, 2010
- Bankruptcy court confirms Smurfit-Stone's reorganization plan; company expects to emerge from Chapter 11 on June 30
- Tembec forecasts Q3 EBITDA of C$47M-C$53M, compared with C$32M in Q2, liquidity of C$250M after recent sale of two pulp mills, up from C$138M in Q2; company to hold discussions with certain investors
June 18th, 2010
- Euro rises against U.S. dollar following EU summit...
- Assn. of American Publishers: April book sales up 24.8% to US$629.8M and up 11.8% for year through April...
- Global pulp prices have peaked, should start declining by August and continue to correct for about 12 months before bottoming...
- U.S. leading indicators rise 0.4% in May, signaling slow growth in economy in the summer and fall.
- WhatTheyThink reports that Q1 profits for U.S. commercial printing businesses increase by US$830M from year ago due to...
- U.S. kraft paper shipments increase 11.7% year-over-year in May, but dip by 800 tons compared to April — AF&PA
- Shift to digital currency from paper processes could significantly transform government payments in next five years...
- PwC forecasts newspaper ad and subscription revenue in North America will continue to drop through 2012, suggests newspapers...
- PwC forecasts newspaper ad and subscription revenue in North America will continue to drop through 2012, suggests newspapers...
June 11th, 2010
- Recovery Indicators Take a Pause that Might Actually be for Refreshment
- North America and Europe pulp markets remain snug...
- Global sawlog prices up 17% in past 12 months...
- Mintel: Direct mail on the rise with 6.1 billion pieces received by U.S. consumers in Q1...
- ulp, paper and allied products rail traffic in North America rises by 2.0% year-over-year to 9,328 carloads in week ended May 29...
- Moody's expects newspaper industry's advertising revenues to drop another 5%-10% this year before potentially edging back...
- Gould Paper completes majority sale to Japan Pulp and Paper; investment banking group at Carl Marks Advisory acted as financial advisor to Gould
- Global sawlog prices up 17% in past 12 months, with biggest gains in Northern Europe, Oceania; weaker U.S. dollar a factor...
- MeadWestvaco announces July 1 paperboard increase in North America for C1S blanks







