Tembec Paperboard eNewsletter
Welcome to the Tembec Paperboard Group eNewsletter
Sing up here to automatically receive the Kallima Paper eNewsletter!
Current edition
September 3, 2010
Archived editions
August 27, 2010
August 20, 2010
- Second Quarter U.S. Commercial Printing Shipments Up +2.8%; First Period with Three Consecutive Months of Growth Since 2007
- Doing More for Less: Mystery of the Vanishing Profits
- Hexion raising North American prices by US$0.015-US$0.12/lb. for powder and liquid Polyester Resins, acrylic-based resins and latexes and Soya-based alkyd resins, on rising raw materials costs
- AbitibiBowater reports Q2 loss of C$297M, compared with loss of C$510M a year ago; revenue growth gains blunted by high Canadian dollar, lower prices for specialty papers
- North American packaging paper market to grow less than 1% per year over next five years, but individual segments will range from low of -2.4% to high of 7.0% annually, reports Business Development Advisory
- AF&PA, NPTA Alliance to jointly host Paper2011 in Chicago on March 27-29; event will focus on ways paper industry can position itself for continued growth in future
- Spot pulp prices in North America continuing down, and August list prices formally drop, but market not seen as in freefall
- Despite current pulp price decreases in various world markets, downturn may be checked by still relatively tight producer supplies
- Tembec announces closing of US$255M senior secured notes offering, reduces long-term debt by US$50M
- E-reader makers in China facing profit pressures following Amazon's Kindle price cut; Shanghai EDO cancels large shipment in Europe and U.S. this year, shifts to domestic market in China
- Study: 16% of U.S. consumers, 29% of Fortune 1000 executives believe majority of businesses are committed to 'going green' by implementing more sustainable practices, offering eco-friendly products, services
August 13, 2010
- Researching Prospects
- The Pulp prices dropping or not in August, depending on global region; some producers think Asia close to bottom
- Pulp, paper and allied products rail traffic in North America shows gains for fourth straight week, rising 5.8% year-over-year to 9,533 carloads in week ended Aug. 7, as U.S. and Canada show respective increases of 3.7% and 6.9%: AAR
- Quad/Graphics reports Q2 loss of US$35.7M compared with US$7.2M loss a year ago, says Q2 results don't include Worldcolor acquisition, which was completed July 2
- West Linn announces US$40/ton coated freesheet papers price increase for U.S., for orders placed on or after Aug. 16 or shipped on or after Sept. 17
- Appleton Coated announces U.S. price increase of US$40-$60/ton for certain coated freesheet web grades, effective Sept. 15
- Sappi Fine Paper North America announces US$/C$40-US$/C$60 per ton domestic increases on certain coated freesheet paper web grades, effective immediately
- Letter carriers union president pledges to continue fighting USPS plan to cut Saturday mail delivery, says union has begun discussions with major companies to explore future uses of postal network
- The Ultimate in Recycle - Panda Poo Paper now available
- FOEX Pulp & Paper Indices - Aug. 10, 2010
- China's exports grow 38.1% year-over-year in July, to US$145.5B, as imports rise 22.7% to US$116.8B, down from 53% surge in June
- China announces planned closures for 279 paper mills; shutdowns to focus on most polluting, energy-intensive facilities, says minister
August 6, 2010
- The Ultimate in Recycle - Panda Poo Paper now available
- Maximizing Profits: Free Webinar Wednesday 8/4 - What Every Small Commercial Printer Should Know.
- Speaking is easy; listening is difficult.
- Quad to close 5 printing plants, cut 2,200 jobs
- U.S. dollar falls on weak jobs report, increasing expectations that economic growth will slow in H2; dollar hits nine-month low against Japanese yen
- Raw material prices drop, paper markets weaken in China; H1 2010 domestic pulp production up 25.2% year-over-year
- USPS widens fiscal Q3 loss to US$3.5B compared with loss of US$2.4B last year, as mail volume falls 1.7% to 40.9 billion pieces and cash shortfall is likely in 2011
- NewPage announces mostly US/C$60 per ton price increases for coated groundwood and uncoated publication paper web grades for U.S. and Canada, effective Oct. 1
- NewPage's Q2 loss grows to US$174M, compared to a loss of US$6M a year ago, due to expiration of alternative fuel mixture tax credit, lower average sales prices and higher interest expense
- Report finds June commercial printing shipments up 2.4% year-over-year to US$7.2B, says print businesses seem to improve as weaker competitors are no longer in the market
- Correction: Global pulp prices decreasing in August as buyers push back, despite producers' continued tight overall supply situation
July 30rd, 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 30
- 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
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
Sidebar
Theme: Kallima_4