Pulp——China’s pulp imports reached 8.472m tonnes during 2007, an increase of 6.5% YoY, reflecting that the domestic paper making industry remains heavily import reliant and with growing demand in 2008. Running counter to the steadily gains in futures market since 2H07, the bearish spot prices continue to dampen market players. Since that the year 2008 is predicted to see the pulp market turn a corner, what changes will happen to the market pattern? How will players build their positions in the market? Will the market reach highs or fall to the three-year low ending 2008?
Recovered paper——With additional paper capacity commissioning consecutively in China, domestic demand for recovered paper is increasing year by year. China’s recovered paper imports rose by 15% YoY to 22.56m tonnes in 2007. China’s recovered pulp consumption occupied 56% the national pulp consumption in the domestic paper maker sector, with annual growth rate of at 17%. However, continually rising recovered paper imports still cannot meet the domestic needs. Soaring domestic recovered paper prices, influences from freight costs and relevant domestic policies have stirring numerous concerns over imported and domestic Recovered paper.
Paper making auxiliaries——Fast expanding domestic paper demand is generating vast potential for paper making auxiliaries industry. Varieties of new chemicals for pulp and paper making and specialty chemicals have become the focus for development. Will there be strong demand for deinking agents amid the rising recovering ratio and stricter environment policies? What will be the future for environment-friendly de-foaming agents, such as organic silicon, polyether and salts of fatty acids? How to keep technology in line with the market?