Tom Nolan + 2,443 TN May 6, 2022 (edited) There could be a whole list of phrases surrounding this story... Pulp Shortage Risk Raises Threat of Higher Tissue Prices https://finance.yahoo.com/news/pulp-shortage-risk-raises-threat-153306779.html Tatiana Freitas Fri, May 6, 2022, 10: (Bloomberg) -- Pulp inventories have been falling so much around the world that Suzano SA, the global top producer, sees a risk of a supply shortage, possibly leading to higher prices of such essential items as tissue and toilet paper. Russia is an important source of wood for Europe, and this trade has been completely blocked since the invasion of Ukraine, according to Suzano Chief Executive Officer Walter Schalka. Russian wood also lost global certifications. That means pulp producers in Europe, especially in Scandinavia, will have theirs production capacity curbed. "Pulp inventories have been gradually declining until they can reach a disruption point, a lack of pulp,” Schalka said in an interview. “This may happen.” Those factors, coupled with strong demand, prompted a rally of around 40% on China’s pulp prices so far this year, according to figures from a BTG Pactual report dated May 3. The tight market of pulp, used to make packages, diapers and toilet paper, is another blow to consumers, who have been struggling amid rising prices of everything from food to fuel. Russian pulp producers struggle to keep operating amid a lack of some raw materials, and a major one has been forced to halt activities temporarily. As the invasion of Ukraine continues, more supply disruptions are expected in the Black Sea. Demand for Latin America’s pulp is booming, but producers in the region have no room to take new orders as they are booked and working at full capacity. For Suzano, demand has been higher than the company is able to attend, Schalka said. As paper, especially tissue, is an essential item, inflation impacts on demand are expected to be soft. But the full effects of the war in Ukraine has yet to be seen, Schalka said. Edited May 6, 2022 by Tom Nolan Quote Share this post Link to post Share on other sites
footeab@yahoo.com + 2,190 May 8, 2022 An absurd article, but typical of Yahoo stupidity. Russia exports what tonnage? Is it not ~~10Mt? Pulp... USA used to harvest 100MT of pulp every year and is now down to under 70Mt. There is so much pulp sitting around idiots in Georgia have turned a couple of the old pulp mills into harvesting areas for BURNING it into electricity. Oh right, that is what EUROPE is STUPIDLY doing and pretending this is "green". Idiots are even importing wood from around the world to "burn". There solved the articles so called pulp problem. Stop burning your pulp and get this, make the PAPER products in your own damn country. Quote Share this post Link to post Share on other sites
Eyes Wide Open + 3,554 May 8, 2022 31 minutes ago, footeab@yahoo.com said: EUROPE is STUPIDLY And then there's " BIGLY STUPIDLY" It brings a certain Gravitas to the dynamic! Quote Share this post Link to post Share on other sites
specinho + 467 May 8, 2022 there might be other reasons than stupidity, for example, there was a post somewhere said that they would like 50 to 70% of the material used recycled by 2050. That might include toilet paper........? Quote Share this post Link to post Share on other sites