Specialist
VP, Pulp Sales at Domtar Corp
Agenda
- Pulp industry dynamics and overview
- Competitive landscape by pulp grade
- Global landscape and macroeconomic headwinds
- 2020 outlook
Questions
1.
Could you share an overview of supply and demand dynamics in the global pulp market over the last several months?
2.
How significant for pulp producers is the spike in demand for consumer tissue products due to the novel coronavirus pandemic?
3.
How would you characterise the size of the away-from-home market vs the consumer tissue market?
4.
Does the away-from-home market use more recycled pulp than the consumer tissue market?
5.
Has pricing been volatile in North America in the last month?
6.
You mentioned the recovery in China is at 80-90% – is that referring to the rebound of demand or production?
7.
What production behaviour, pricing or other dynamics have you observed in China that you would expect to unfold in the US and Europe over the next month? Is it appropriate to form a prediction based on the assumption that the coronavirus pandemic impact in the Chinese market is around 3-4 weeks ahead of the US and Europe?
8.
In previous Interviews we have established that as of last week there were containers and vessels not leaving China, causing a bottleneck on the US West Coast. Has that had a bottlenecking impact on North American pulp producers’ ability to export their products to China?
9.
Which players would you say the investment community should be watching? Who might be benefiting or losing most?
10.
The pulp industry entered 2020 expecting a potential price uplift, and now has to adjust that outlook given the coronavirus pandemic. Where would you expect global pricing to be in two months as recovery begins? Do you still expect any pricing upside longer term?
11.
Is there anything we haven’t discussed that you think would be important to note?
12.
Would it be fair to summarise that pulp producers are experiencing a significant spike due to the run on consumer tissue products, but have to be cognisant of the potential risks of high inventories in Q2?
13.
Which North American pulp producers do you think are especially advantaged or disadvantaged in their positioning for this situation, due to organisational structure, footprint or other factors?
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