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Page 1: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

Sample & SummaryNote: includes 2015 edition Executive Summary for comparison purposes

Page 2: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

EXECUTIVE SUMMARY

The 2015 edition of the Pulp & Paper Strategic Review provides detailed and comprehensive data, analysis and informed commentary of all major paper and paper products markets in Australia and New Zealand. The Strategic Review includes 8 fully updated sections, covering pulp and recovered fibre, newsprint, printing and communication papers, tissue paper and products and packaging and industrial papers.

Following is a precise summary of the major points covered in the Strategic Review.

Demand stable in Australia – Forecast to grow 5.1% to 2020In 2014-15, total demand for all grades of paper and paperboard in Australia was just 1.9 kt lower than a year before. At 3.2 Mt, demand is the lowest it has been in more than a decade, with widely varied demand across the major grades.

Demand for Paper & Paperboard in Australia: 2005 – 2015 (ktpa)

Source: ABS & IndustryEdge research and estimates

Despite demand stability, econometric forecasts suggest there will be consumption growth in Australia over the five years to the end of 2019-20. The table below provides a summary of the grade-by-grade projections contained in the Strategic Review.

Forecasts of Total Paper & Paperboard Demand in Australia: 2015* – 2020 (ktpa)

Year to June: 2015* 2016 2017 2018 2019 2020

Forecast 3,190 3,215 3,249 3,276 3,310 3,347

Increment 25 34 27 34 37

Source: ABS Long Term Forecasts Australia, 2015 - 2030 & IndustryEdge research and estimates * = Actual

i

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

-2000

-1000

0

1000

2000

3000

4000

ktpa

Y/E June

Production

Exports

Imports

ApparentConsumption

Email [email protected] Telephone +61 (3) 5229 2470 Facsimile +61 (3) 5229 0034 www.industryedge.com.au

Note: 2015 Edition Executive Summary for Comparison Purposes

Page 3: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

Pulp & Paper Strategic Review 2015

ii © 2015 IndustryEdge P/L

Note: 2015 Edition Executive Summary for Comparison Purposes

Demand up in New Zealand – Forecast to grow 4.3% to 2020Although remaining below its peak at the start of the decade, demand for all grades of paper and paperboard increased by 16.7 kt in 2014-15. At 0.77 Mt, demand rose for the second consecutive year, to its highest level in five years.

Demand for Paper & Paperboard in New Zealand: 2005 – 2015 (ktpa)

Source: ABS

Forecasts of Total Paper & Paperboard Demand in New Zealand: 2015* – 2020 (ktpa)

Year to June: 2015* 2016 2017 2018 2019 2020

Forecast 761 768 775 781 788 794

Increment 7 7 6 7 6

Source: Stats NZ RBNZ & IndustryEdge research and estimates * = Actual

Changes in industry & marketsDespite apparent demand stability, consumption trends are uneven across the different grades of paper and paperboard. Evidence of the decline in demand for Newsprint and Printing and Communication papers has been clear for some years and continued in 2014-15.

Market dynamics continued to challenge the Tissue products sector, especially the role of domestic manufacturers in Australia and to a lesser extent New Zealand. The sector is limited to growth that broadly approximates population growth.

Packaging and Industrial papers provided the majority of growth and development, as Australasia exports growing volumes of food to Asia and packaging paper and paperboard to the world.

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

-800

-600

-400

-200

0

200

400

600

800

1000

ktpa

Y/E June

Production

Exports

Imports

AC

Page 4: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

Executive Summary

© 2015 IndustryEdge P/L iii

Note: 2015 Edition Executive Summary for Comparison Purposes

The headline events and market defining factors and events of 2014-15 included:

production of:

– Light-weight Coated Mechanicals (LWCs) at Norske Skog’s Boyer Mill

– Recycled containerboard materials at Orora’s Botany Mill

ABC Tissue announced major tissue production expansion plans in late 2014 and again as this Strategic Review went to publication

Asaleo Care completed a full financial year as an Australian Stock Exchange listed company, increasing sector transparency

Orora (in Australia) and Carter Holt Harvey (in New Zealand) announced and commenced significant fibre sack manufacturing expansions

BJ Ball on both sides of the Tasman and by the continuing pressures faced by PaperlinX

Pulp consumption is growing (Section 2)Details and more comprehensive analysis are included in the sections of the Strategic Review

over the longer term. Australian Paper’s recovered fibre de-inking plant at the Maryvale Mill commenced operation late in 2014-15.

Recovered paper exported to the world (Section 2)Asia’s strong demand for packaging materials continues to drive strong export conditions for recovered paper. However, shipments to China declined in 2014-15 as Chinese economic and export growth slowed. Australia’s

Page 5: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

Pulp & Paper Strategic Review 2015

iv © 2015 IndustryEdge P/L

Note: 2015 Edition Executive Summary for Comparison Purposes

Australian Exports of Recovered Paper by Country by Destination: 2005 - 2015 (ktpa)

Source: ABS

year.

Newsprint consumption slumps further (Section 3)

Over the last decade New Zealand’s production of newsprint has been slowing at an average annual rate of

Norske Skog’s monopoly over production continues and it continues to manage trans-Tasman trade to the best of its advantage.

Imports driving printing and communication paper markets (Section 4)

Consistent with the rest of the developed world, demand for printing and communication papers is in decline. Evidence suggests the successive annual falls in consumption are slowing.

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

0

200

400

600

800

1000

1200

1400

1600

ktpa

Y/E June

China/HK

India

Indonesia

Korea

Malaysia

Philippines

Taiwan

Thailand

Vietnam

Other

Page 6: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

Executive Summary

© 2015 IndustryEdge P/L v

Note: 2015 Edition Executive Summary for Comparison Purposes

Australian Apparent Consumption of Printing & Communication Papers: 2005 - 2015 (ktpa)

Source: ABS

Within each of the major grades, sub-grades have performed very differently.

of demand.

Norske Skog’s full financial year LWC production drove the production increase, while currency considerations impacted both imports and exports.

New Zealand’s printing and communication papers are supplied entirely by imports. Imports and therefore

Tissue sector now has three major companies (Section 5)

building.

ABC Tissue confirmed its leading position in the toilet tissue sector as Australian capacity utilisation rose to Kimberly-Clark Australia continued to hold the largest total

market share in Australia, followed by Asaleo Care and then ABC Tissue.

Australasian market.

decade.

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

-200

0

200

400

600

800

1,000

1,200

1,400

1,600

ktpa

Y/E June

Production

Exports

Imports

App. Cons

Page 7: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

Pulp & Paper Strategic Review 2015

vi © 2015 IndustryEdge P/L

Note: 2015 Edition Executive Summary for Comparison Purposes

Packaging papers have a global focus (Section 6)

reach 1,367.1 kt

Exports reached a new record, aided by the depreciated Australian Dollar.

The majority of consumption is of containerboard materials for manufacturing corrugated boxes. Cartonboard for the manufacture of folding boxes and bags and sacks are the other significant markets.

Visy, Carter Holt Harvey (shortly Oji Holdings) and Australian Paper all export virgin fibre, primarily in the form of kraftliner. Orora like Visy, is an exporter of recycled packaging grades.

and sacks are increasingly significant.

Australian Imports of Pre-Converted Packaging by Grade: 2005 – 2015 (ktpa)

Source: ABS

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

0

20

40

60

80

100

120

ktpa

Y/E June

Corrugated Cartons

Folding Cartons

Sack & Bags <40 cm

Sack & Bags >40 cm

Page 8: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

Executive Summary

© 2015 IndustryEdge P/L vii

Note: 2015 Edition Executive Summary for Comparison Purposes

Depreciation of the AUD & NZD has driven change

Australian and New Zealand industries have experienced and been required to work within major changes to currency valuations over the last decade.

Indices of AUD & NZD vs USD: MQ’05 - MQ’15: Index (Base: MQ’05 = 100)

Source: Uni of BC

Mar-20

05

Jun-

2006

Sep-2

007

Dec-2

008

Mar-20

10

Jun-

2011

Sep-2

012

Dec-2

013

Mar-20

1570

80

90

100

110

120

130

140

Inde

x (B

ase

Mar

-200

5 =

100)

Three-Quarter Moving Average

AUD

NZD

Page 9: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

Pulp & Paper Strategic Review 2015

viii © 2015 IndustryEdge P/L

Note: 2015 Edition Executive Summary for Comparison Purposes

Pulp & Paper Strategic Review provides the details and analysis

The Pulp & Paper Strategic Review delves into the details of demand and its drivers, considers production in Australia and New Zealand and analyses international trade to explain these events and analyse them in global, regional and domestic contexts.

The 2015 edition of the Pulp & Paper Strategic Review is the 24th consecutive annual publication of the most comprehensive analysis of the Australian and New Zealand pulp and paper industries.

a quarter of a century’s historical data and provide more than 230 data tables and 200 full colour charts. Much of the data can be found only in the Strategic Review.

The Review contains eight sections, covering the following topics:

Section One – Pulp & Paper Supply Chain Dynamics

Section Two – Fibre Supplies (including pulp and recovered paper)

Section Three – Newsprint

Section Four – Printing & Communication Papers (including the four major grades and specialties)

Section Five – Tissue

Section Six – Packaging & Industrial Papers

Section Seven – Paper Distribution

Section Eight – References (including manufacturing locations and detailed company profiles)

Sections Three to Six include the detailed forecasts of Australian demand for the major grades of paper through to 2020.

As a subscriber to the 2015 edition of the Pulp & Paper Strategic Review, you are welcome to contact the IndustryEdge team at any time, with queries, feedback and comment.

Contact us on +61 3 5229 2470 or at [email protected].

Page 10: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

Table of Contents

EXECUTIVE SUMMARY ......................................................................................................I

Demand stable in Australia – Forecast to grow 3.9% to 2021 ....................................................................... i

Demand up in New Zealand – Forecast to grow 4.2% to 2021 ..................................................................... ii

Changes in industry & markets ....................................................................................................................... ii

Per capita consumption ................................................................................................................................. iii

Pulp consumption is growing ........................................................................................................................ iv

Recovered paper exported to the world ....................................................................................................... iv

Newsprint consumption slump continues ...................................................................................................... v

Domestic producers hold ground in printing and communication paper markets ...................................... v

Tissue sector now has three major companies ............................................................................................ vi

Packaging papers have a global focus ......................................................................................................... vi

SECTION ONE - OVERVIEW & STRATEGIC ANALYSIS ...................................................1

1.1 The Sectors ..............................................................................................................................................1

Printing and Communication ...........................................................................................................................................1

Packaging & Industrial .....................................................................................................................................................1

Newsprint .........................................................................................................................................................................1

Tissue ...............................................................................................................................................................................1

1.2 Global Outlook .........................................................................................................................................2

Global Pulp Production ....................................................................................................................................................2

Global Recovered Paper Production ...............................................................................................................................2

Global Recovered Paper and Paperboard Production ....................................................................................................3

Oceania Region ................................................................................................................................................................3

1.3 Major Producing and Consuming Countries .........................................................................................3

1.4 Global Demand Drivers ...........................................................................................................................5

Printing & Communication Papers ...................................................................................................................................5

Tissue Markets ................................................................................................................................................................8

Packaging, Container & Cartonboard Markets ................................................................................................................8

1.5 Australia and New Zealand .....................................................................................................................9

Paper & Paperboard Demand in Australia .......................................................................................................................9

Per Capita Consumption ...............................................................................................................................................11

Consumption Forecasts .................................................................................................................................................12

Paper & Paperboard Demand in New Zealand ..............................................................................................................13

Per Capita Consumption ...............................................................................................................................................15

Demand Forecasts .........................................................................................................................................................16

Printing & Communication Paper Demand Drivers ........................................................................................................17

Publication & Commercial Printing Papers ....................................................................................................................18

Printing & Publishing Sector ..........................................................................................................................................19

ToC 1

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Pulp & Paper Strategic Review 2016

ToC 2 © 2016 IndustryEdge P/L

Communication & Information Papers ...........................................................................................................................23

Tissue Demand Drivers ..................................................................................................................................................25

Packaging Paper & Paperboard Demand Drivers ..........................................................................................................26

1.6 Strategic Evaluation of the Australasian Industry ...............................................................................27

Australian Pulp & Paper Industry ..................................................................................................................27

Australia’s Low Sovereign Risk ......................................................................................................................................27

Abundant Fibre Resources ............................................................................................................................................27

Virgin Fibre .....................................................................................................................................................................27

Secondary Fibre .............................................................................................................................................................28

Geographic Isolation ......................................................................................................................................................28

Abundant Energy Resources .........................................................................................................................................28

Ageing Production Base for Printing & Communication Papers....................................................................................28

Market Size vs Machine Size .........................................................................................................................................28

Local Market Orientation ...............................................................................................................................................29

Pulp ................................................................................................................................................................................29

Paper ..............................................................................................................................................................................29

Price Deflation ................................................................................................................................................................29

Environmental ................................................................................................................................................................30

Free Trade .....................................................................................................................................................................30

Strategic Evaluation of the New Zealand Pulp and Paper Industry ............................................................31

New Zealand Enjoys Low Sovereign Risk......................................................................................................................31

Expertise, Market Knowledge & Reputation ..................................................................................................................31

Plantation Base ..............................................................................................................................................................31

Multi-National Ownership ..............................................................................................................................................31

Necessarily Export-Oriented ..........................................................................................................................................31

Small Secondary Fibre Resource ...................................................................................................................................32

Fragmented Resource Base ..........................................................................................................................................32

High Cost Power ............................................................................................................................................................32

High Freight Costs .........................................................................................................................................................32

Land Use Economics .....................................................................................................................................................32

International Competition...............................................................................................................................................32

Power Costs ..................................................................................................................................................................32

SECTION TWO – FIBRE SUPPLIES .................................................................................33

Introduction ....................................................................................................................................................................34

Virgin Fibre Pulp .............................................................................................................................................................34

2.1 Global Pulp Markets ..............................................................................................................................35

Global Pulp Production ..................................................................................................................................................35

Global Pulp Market ........................................................................................................................................................37

Global Recovered Paper Market ....................................................................................................................................40

2.2 Australia .................................................................................................................................................41

Page 12: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

Table of Contents

© 2016 IndustryEdge P/L ToC 3

Fibre Supply ...................................................................................................................................................................41

Recovered Paper ...........................................................................................................................................................47

Recovery and Recycling Rates ......................................................................................................................................48

International Trade in Recovered Paper .........................................................................................................................50

Exports ...........................................................................................................................................................................50

Imports ...........................................................................................................................................................................56

2.3 New Zealand ..........................................................................................................................................58

Chemical Pulp ................................................................................................................................................................62

Mechanical Pulp ............................................................................................................................................................63

Recovered Paper ...........................................................................................................................................................64

Exports ...........................................................................................................................................................................65

SECTION THREE – NEWSPRINT .....................................................................................69

Introduction ...................................................................................................................................................70

Strategic analysis and outlook to 2021 ..........................................................................................................................70

Development of Newsprint in Australasia ......................................................................................................................70

Basis Weight Trend ........................................................................................................................................................71

3.1 Global Newsprint Market ......................................................................................................................72

3.2 Australia .................................................................................................................................................75

Apparent Consumption ..................................................................................................................................................75

Production ......................................................................................................................................................................76

Imports ...........................................................................................................................................................................76

Exports ...........................................................................................................................................................................77

Prices .............................................................................................................................................................................77

Quarterly Import Prices ..................................................................................................................................................78

Uncoated Mechanical Publication Papers .....................................................................................................................80

Australian Consumption Forecasts ................................................................................................................................81

3.3 New Zealand ..........................................................................................................................................83

Apparent Consumption ..................................................................................................................................................83

Exports ...........................................................................................................................................................................83

Prices .............................................................................................................................................................................84

New Zealand Consumption Forecasts...........................................................................................................................84

SECTION FOUR – PRINTING & COMMUNICATION PAPERS .......................................85

Introduction ...................................................................................................................................................86

4.1 Global .....................................................................................................................................................87

4.2 Australia .................................................................................................................................................88

Introduction ....................................................................................................................................................................88

Apparent Consumption ..................................................................................................................................................88

Mechanical vs Woodfree ................................................................................................................................................90

Local Supplies vs Imports ..............................................................................................................................................91

Local Production ............................................................................................................................................................92

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Pulp & Paper Strategic Review 2016

ToC 4 © 2016 IndustryEdge P/L

Imports ...........................................................................................................................................................................93

Quarterly Import Prices ..................................................................................................................................................97

Quantity vs Price ............................................................................................................................................................99

Exports .........................................................................................................................................................................100

Balance of Trade ..........................................................................................................................................................102

Australian Consumption Forecasts ..............................................................................................................................103

4.3 New Zealand ........................................................................................................................................105

Introduction ..................................................................................................................................................................105

Apparent Consumption ................................................................................................................................................105

Imports ........................................................................................................................................................................106

New Zealand Consumption Forecasts.........................................................................................................................106

4.4 Uncoated Mechanicals (UCM) ............................................................................................................107

Introduction ..................................................................................................................................................................107

Australia .......................................................................................................................................................................107

Imports .........................................................................................................................................................................111

Supercalendered Paper ...............................................................................................................................................115

Directory .......................................................................................................................................................................119

Other Uncoated Mechanicals ......................................................................................................................................119

Australian Consumption Forecasts ..............................................................................................................................120

New Zealand ................................................................................................................................................................121

4.5 Coated Mechanicals (CM) ...................................................................................................................122

Introduction ..................................................................................................................................................................122

Australia .......................................................................................................................................................................122

Imports .........................................................................................................................................................................127

By Region ....................................................................................................................................................................129

Lightweight Coated Mechanicals (LWC) ......................................................................................................................133

Mediumweight Coated Mechanicals (MWC)................................................................................................................142

Forecasts .....................................................................................................................................................................151

New Zealand ................................................................................................................................................................152

4.6 Uncoated Woodfrees ..........................................................................................................................155

Introduction ..................................................................................................................................................................155

Australia .......................................................................................................................................................................155

Imports .........................................................................................................................................................................159

Cut Reams ...................................................................................................................................................................165

By Region ....................................................................................................................................................................169

Exports .........................................................................................................................................................................170

Australian Consumption Forecasts ..............................................................................................................................175

New Zealand ................................................................................................................................................................176

4.7 Coated Woodfrees ..............................................................................................................................181

Introduction ..................................................................................................................................................................181

Australia .......................................................................................................................................................................182

Supplies of Coated Woodfree Papers by Grade ..........................................................................................................184

Page 14: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

Table of Contents

© 2016 IndustryEdge P/L ToC 5

Imports .........................................................................................................................................................................185

Price vs Inflation ...........................................................................................................................................................200

New Zealand ................................................................................................................................................................202

SECTION FIVE – TISSUE & TISSUE PRODUCTS .........................................................205

Strategic analysis and outlook to 2021 ......................................................................................................206

History & Development ................................................................................................................................................206

5.1 Australia ...............................................................................................................................................208

Capacity .......................................................................................................................................................................208

Apparent Consumption ................................................................................................................................................209

Retail Market Shares ....................................................................................................................................................216

Australian Consumption Forecasts ..............................................................................................................................217

5.2 New Zealand .......................................................................................................................................219

Development & Structure .............................................................................................................................................219

Apparent Consumption ................................................................................................................................................219

Imports .........................................................................................................................................................................220

Exports .........................................................................................................................................................................222

New Zealand Consumption Forecasts.........................................................................................................................223

SECTION SIX – PACKAGING & INDUSTRIAL PAPERS ................................................225

6.1 Australia ...............................................................................................................................................226

Introduction ..................................................................................................................................................................226

Apparent Consumption ................................................................................................................................................226

Imports .........................................................................................................................................................................229

Pre-Converted Packaging ............................................................................................................................................232

Exports .........................................................................................................................................................................237

Australian Consumption Forecasts ..............................................................................................................................238

6.2 Container Materials .............................................................................................................................239

Introduction ..................................................................................................................................................................239

Kraftliner Board ............................................................................................................................................................241

Multi-ply Liner (Testliner) ..............................................................................................................................................248

Corrugating Medium ....................................................................................................................................................249

Corrugated Packaging Costs .......................................................................................................................................255

Corrugated Box Market Shares ...................................................................................................................................256

6.3 Cartonboard .........................................................................................................................................257

Uncoated Liquid Packaging Board ..............................................................................................................................257

Uncoated Cartonboard ................................................................................................................................................257

Coated Cartonboard ....................................................................................................................................................257

Apparent Consumption ................................................................................................................................................258

Coated Cartonboard Market by End-use ....................................................................................................................259

Imports .........................................................................................................................................................................260

Exports .........................................................................................................................................................................266

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Pulp & Paper Strategic Review 2016

ToC 6 © 2016 IndustryEdge P/L

Market Shares ..............................................................................................................................................................267

6.4 Other Kraft Paperboard .......................................................................................................................268

Sack Kraft ....................................................................................................................................................................268

Other Kraft Paper & Paperboard ..................................................................................................................................269

6.5 Other Grades of Paper and Paperboard ..........................................................................................271

Other Uncoated Paper & Paperboard ..........................................................................................................................271

Other Paper and Paperboard .......................................................................................................................................272

6.6 New Zealand ........................................................................................................................................274

Introduction ..................................................................................................................................................................274

Apparent Consumption ................................................................................................................................................274

Production ....................................................................................................................................................................275

Imports .........................................................................................................................................................................275

Exports ........................................................................................................................................................................279

New Zealand Consumption Forecasts.........................................................................................................................282

SECTION SEVEN - PAPER DISTRIBUTION ..................................................................283

7.1 Dynamics of Global Paper Distribution ............................................................................................283

Strategic influences .....................................................................................................................................................283

Rationalisations ............................................................................................................................................................284

Main Players ................................................................................................................................................................284

Office products suppliers .............................................................................................................................................285

Smaller Merchants .......................................................................................................................................................285

7.2 New Zealand ........................................................................................................................................285

SECTION EIGHT - REFERENCES ..................................................................................287

8.1 Australasian Manufacturing Locations & Capacities .........................................................................287

Introduction ..................................................................................................................................................................287

ABC Tissue ..................................................................................................................................................................287

Asaleo Care ..................................................................................................................................................................288

Australian Paper (Nippon Paper Group).......................................................................................................................288

Oji Fibre Solutions (formerly Carter Holt Harvey Pulp, Paper & Packaging Limited - CHHPPL) ................................................................289

Encore Tissue ..............................................................................................................................................................290

Kimberly-Clark Australia ..............................................................................................................................................290

Lakeside Packaging .....................................................................................................................................................291

Norske Skog ................................................................................................................................................................291

Orora Group .................................................................................................................................................................292

Pan Pac Forest Products .............................................................................................................................................292

SIG Combibloc .............................................................................................................................................................293

Solaris & Cottonsoft (Asia Pulp and Paper) .................................................................................................................293

Visy ...............................................................................................................................................................................293

Winstone Pulp International .........................................................................................................................................295

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Table of Contents

© 2016 IndustryEdge P/L ToC 7

8.2 An Overview of Pulping, Papermaking & The Main Grades ..............................................................296

Introduction ..................................................................................................................................................................296

Raw Material ................................................................................................................................................................296

Pulping Processes .......................................................................................................................................................296

Printing & Communication Paper Grades ...................................................................................................................300

Market Developments ..................................................................................................................................................300

The Main Grades ..........................................................................................................................................................301

Printing & Communication Paper Specialty Markets ...................................................................................................302

Packaging Grades .......................................................................................................................................................302

Tissue ...........................................................................................................................................................................304

8.3 Resources ............................................................................................................................................306

8.4 List of Abbreviations ............................................................................................................................307

A List of Tables and Charts starts on Page 309

Page 17: IndustryEdge: Data Analysis & Advicefor the Forestry & Paper … · 2018. 9. 12. · Demand stable in Australia – Forecast to grow 5.1% to 2020 In 2014-15, total demand for all

List Of Tables

EXECUTIVE SUMMARY ......................................................................................................I

Forecasts of Total Paper & Paperboard Demand in Australia: 2016* – 2021 (ktpa) ...................................................... i

Forecasts of Total Paper & Paperboard Demand in New Zealand: 2016* – 2021 (ktpa) .............................................. ii

SECTION ONE - OVERVIEW & STRATEGIC ANALYSIS ...................................................1

Global Pulp Production by Type: 2014 - 2015 (Mt) ......................................................................................................2

Global Recovered Paper Volumes by Type: 2014 - 2015 (Mt) ......................................................................................2

Global Paper & Paperboard Production by Grade: 2015 (Mt) ......................................................................................3

Top 10 Pulp Producing Countries plus Australia and New Zealand: 2015 (Mt & %) ....................................................4

Top 10 Paper & Paperboard Producing Countries plus Australia: 2015 (Mt & %) ........................................................4

Top 10 Paper & Paperboard Consumers plus Australia: 2015 (Mt & %) ......................................................................5

Demand for Paper & Paperboard in Australia: 2006 – 2016 (ktpa) ...............................................................................9

Demand for Paper, Paperboard & Tissue in Australia by Main Grade: 2016 (ktpa & % Change Over Last Decade)* .............................................................................................................10

Australian Per Capita Consumption of Paper & Paperboard: 2014-15 and 2015-16 (kg & %) ..................................12

Forecast of Total Paper & Paperboard Demand in Australia: 2016* - 2021 (ktpa) .....................................................12

New Zealand Estimates of Apparent Consumption of Paper & Papeboard: 2006 – 2016 (ktpa) ...............................13

Demand for Paper, Paperboard & Tissue in New Zealand by Main Grade: 2016 (ktpa & % Change Over Last Decade)* .............................................................................................................14

New Zealand Per Capita Consumption of Paper & Paperboard: 2014-15 and 2015-16 (kg & %) .............................15

Forecast of Total Paper & Paperboard Demand in New Zealand: 2016* - 2021 (ktpa) ..............................................16

Global Advertising Expenditure Growth Rates by Type: 2015 - 2018 (USD Billion) ...................................................18

Australian Imports of Digital Printing Equipment by Type (Selected Weight): 2015-16 (Number, AUDM & AUDFob/unit) ................................................................................................................................23

Direct, Card & Cheque Transactions: 2005 – 2015 (Items, Millions Per Month) .........................................................24

SECTION TWO – FIBRE SUPPLIES .................................................................................33

Global Production of Pulp by Grade & Region: 2005 – 2015 (Mt) ..............................................................................35

Global Pulp Production by Country in Ranked Order: 2005, 2011 – 2015 (Mt)........................................................37

Global Market Pulp Capacity by Grade: 2005 – 2015 (Mt) .........................................................................................37

Global Market Pulp Capacity by Region: 2005 – 2015 (Mt) .......................................................................................38

Global Market Pulp Shipments by Grade: 2005 – 2015 (Mt) ......................................................................................39

Global Production & Trade in Recovered Paper: 2005 – 2015 (Mt) ............................................................................40

Australian Apparent Consumption of Virgin Pulp by Main Grade & Utilisation of Recovered Paper: 2006 – 2016 (ktpa) ..........................................................................................................................................41

Australian Apparent Consumption of Pulp: 2006 – 2016 (ktpa) .................................................................................42

Australian Pulp Exports by Grade: 2006 – 2016 (ktpa) ...............................................................................................43

Australian Imports of Pulp by Grade: 2006 – 2016 (ktpa)...........................................................................................43

Australian Imports of Pulp by Country of Origin: 2006 – 2016 (ktpa) .........................................................................44

LoT 1

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Australian Imports of Unbleached Softwood Sulphate Pulp by Country of Origin: 2006 – 2016 (ktpa) .....................45

Australian Imports of Bleached Softwood Sulphate Pulp by Country of Origin: 2006 – 2016 (ktpa) .........................45

Australian Imports of Bleached Hardwood Sulphate Pulp by Country of Origin: 2006 – 2016 (ktpa) ........................46

The Australian Fibre Furnish - Consumption of Virgin Pulp by Main Grade & Utilisation of Recovered Paper: 2006 – 2016 (ktpa) ..........................................................................................................................................47

Australian Exports of Recovered Paper by Grade: 2006 – 2016 (ktpa) ......................................................................50

Australian Exports of Recovered Paper by Grade: 2006 – 2016 (AUDFob/t) .............................................................51

Australian Exports of Recovered Paper by Country of Destination: 2006 – 2016 (ktpa) ............................................52

Australian Exports of Recovered Paper by State: 2006 – 2016 (ktpa) .......................................................................53

Australian Export of Recovered Paper by State: 2006 – 2016 (AUDFob/t) ................................................................53

Australian Export of Recovered Paper by Country of Destination: 2006 – 2016 (AUDFob/t) .....................................55

Australian Imports of Recovered Paper by Grade: 2006 – 2016 (ktpa) ......................................................................56

Australian Imports of Recovered Paper by Grade: 2006 – 2016 (AUDFob/t) .............................................................56

Australian Imports of Recovered Paper by Country of Origin: 2006 – 2016 (ktpa) ....................................................56

New Zealand Estimated Apparent Consumption of Pulp: 2006 – 2016 (ktpa) ...........................................................58

New Zealand Production of Wood Pulp by Grade: 2006 – 2016 (ktpa) ....................................................................59

New Zealand Imports of Wood Pulp by Grade: 2006 – 2016 (tpa) .............................................................................60

New Zealand Exports of Wood Pulp by Grade: 2006 – 2016 (ktpa) ...........................................................................61

New Zealand Apparent Consumption of Chemical Pulp: 2006 – 2016 (ktpa) ............................................................62

New Zealand Apparent Consumption of Mechanical Pulp: 2006 – 2016 (ktpa) .........................................................63

New Zealand Apparent Consumption of Recovered Paper Availability: 2006 – 2016 (ktpa) .....................................64

New Zealand Exports of Recovered Paper by Grade: 2006 – 2016 (ktpa) .................................................................65

New Zealand Exports of Recovered Paper by Country of Destination: 2006 – 2016 (ktpa) ......................................66

New Zealand Exports of Recovered Paper by Grade: 2006 – 2016 (NZDFob/t) ........................................................67

New Zealand Exports of Recovered Paper by Country of Destination: 2006 – 2016 (NZDFob/t) ..............................68

SECTION THREE – NEWSPRINT .....................................................................................69

Global Apparent Consumption of Newsprint: 2005 - 2015 (Mt) .................................................................................72

Global Production of Newsprint by Region: 2005 - 2015 (Mt) ...................................................................................73

Global Imports of Newsprint by Region: 2005 - 2015 (Mt) .........................................................................................74

Australian Apparent Consumption of Newsprint: 2006 - 2016 (ktpa) .........................................................................75

Australian Newsprint Imports by Country of Origin: 2006 – 2016 (ktpa) ....................................................................76

Exports of Newsprint by Country of Destination: 2006 – 2016 (ktpa) ........................................................................77

Newsprint Import Price vs Norske Skog Contract Prices: 2006 – 2017 (AUDFob/t & AUDFis/t*) ..............................77

Australian Quarterly Import Prices for Newsprint: SQ’09 – JQ’16 (AUDFob/t) ...........................................................78

Apparent Consumption of Newsprint + Uncoated Mechanical Papers in Australia: 2006 – 2016 (ktpa) ...................80

Australian Forecasts of Newsprint Demand: 2016* – 2021 (kt per annum) ................................................................81

New Zealand Apparent Consumption of Newsprint: 2006 – 2016 (ktpa) ...................................................................83

New Zealand Newsprint Export Prices: 2006 – 2016 (NZDFob/t) ..............................................................................84

New Zealand Forecasts of Newsprint Demand: 2016* – 2021 (ktpa) .........................................................................84

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© 2016 IndustryEdge P/L LoT 3

SECTION FOUR – PRINTING & COMMUNICATION PAPERS .......................................85

Global Apparent Consumption of Printing & Communication Papers: 2005 – 2015 (Mt) ..........................................87

Australian Apparent Consumption of Printing & Communication Papers: 2006 – 2016 (ktpa) ..................................88

Australian Apparent Consumption of Printing & Communication Papers by Grade: 2006 – 2016 (ktpa) ..................90

Australian Local Sales vs Imports of Printing & Communication Papers: 2006 – 2016 (ktpa) ...................................91

Australian Local Production of Printing & Communication Papers by Grade: 2006 – 2016 (ktpa) ............................92

Australian Imports of Printing & Communication Papers by Grade: 2006 – 2016 (ktpa) ...........................................93

Australian Imports of Printing & Communication Papers by Region: 2006 – 2016 (ktpa & %) ..................................94

Australian Imports of Selected Printing & Communication Grades: 2006 – 2016 (AUDM) ........................................96

Australian Import Prices of the Main Printing & Communication Grades: SQ’09 – JQ’16 (AUDFob/t) ......................97

Australian Exports of Printing & Communication Papers by Grade: 2006 – 2016 (ktpa) .........................................100

Australian Exports of Printing & Communication Papers by Grade: 2006 – 2016 (AUDM) ......................................101

Australian Forecasts of Printing & Communication Papers Demand: 2016* – 2021 (ktpa) ......................................103

New Zealand Apparent Consumption of Printing & Communication Papers: 2006 – 2016 (ktpa) ...........................105

New Zealand Imports of Printing & Communication Paper by Grade: 2006 – 2016 (ktpa) ......................................106

New Zealand Forecasts of Printing & Communication Papers Demand: 2016* – 2021 (ktpa) .................................106

Australian Apparent Consumption of UCM Papers by Grade: 2015-16 (ktpa) ........................................................107

Australian Apparent Consumption of UCM Papers: 2006 – 2016 (ktpa) ..................................................................108

Australian Apparent Consumption of UCM Papers by Grade: 2006 – 2016 (ktpa) ..................................................110

Australian Imports of UCM Papers by Grade: 2006 – 2016 (ktpa) ...........................................................................111

Australian Imports of UCM Papers by Country of Origin: 2006 – 2016 (ktpa) ..........................................................112

Australian Imports of UCM Papers by Region: 2006 – 2016 (ktpa & %) ..................................................................113

Australian Imports of Supercalendered Papers by Country Origin: 2006 - 2016 (ktpa) ...........................................115

Australian Imports of Supercalendered Papers by Country of Origin: SQ’09 - JQ’16 (AUDFob/t) .........................117

Australian Imports of Directory Paper by Country of Origin: 2006 – 2016 (ktpa) .....................................................119

Australian Forecasts of UCM Paper Demand: 2016* – 2021 (ktpa) .........................................................................120

New Zealand Imports of UCM Papers by Country of Origin: 2006 – 2016 (ktpa) ....................................................121

New Zealand Imports of UCM Papers by Country of Origin: 2006 – 2016 (NZDCif/t) .............................................121

Australian Apparent Consumption of CM Papers by Grade: 2015-16 (ktpa) ...........................................................122

Australian Apparent Consumption of CM Papers: 2006 – 2016 (ktpa).....................................................................123

Australian Supplies of CM Papers by Grade: 2006 – 2016 (ktpa) ............................................................................124

Catalogue Production by Use of Paper and Weight: 2008 - 2016 (kt, Millions, Grams) ..........................................125

Australian Catalogues Use by Sector: 2015 (%) ......................................................................................................126

Australian Imports of CM Papers by Grade: 2006 – 2016 (ktpa) ..............................................................................127

Total Australian Imports of CM Papers by Country of Origin: 2006 – 2016 (ktpa) ....................................................128

Australian Imports of CM Papers by Region: 2006 – 2016 (ktpa & %) ....................................................................129

Australian Imports of CM Papers by Grade: SQ’09 - JQ’16 (AUDFob/t) .................................................................131

Australian Imports of LWC Papers )60 gsm: 2006 – 2016 (ktpa) .............................................................................133

Australian Imports of LWC Papers by Country of Origin <60 gsm: SQ’09 - JQ’16 (AUDFob/t) ...............................135

Australian Imports of LWC Papers >60 gsm: 2006 – 2016 (ktpa) ............................................................................137

Australian Imports of LWC Papers >60 gsm: SQ’09 – JQ’16 (AUDFob/t) ................................................................139

Australian Imports of LWC Papers by Country of Origin: 2006 – 2016 (ktpa) ..........................................................140

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Australian Imports of MWC Papers <55% Mechanical Pulp: 2006 – 2016 (ktpa) ....................................................142

Australian Imports of MWC Papers <55% Mechanical Pulp: SQ’09 – JQ’16 (AUDFob/t) .......................................144

Australian Imports of MWC Papers *55% Mechanical Pulp: 2006 – 2016 (ktpa) ....................................................146

Australian Imports of MWC Papers *55% Mechanical Pulp: SQ’09 – JQ’16 (AUDFob/t) .......................................148

Australian Imports of MWC Papers: 2006 – 2016 (ktpa) ..........................................................................................150

Australian Forecasts of CM Papers Demand: 2016* – 2021 (ktpa) ..........................................................................151

New Zealand Imports of CM Papers by Grade: 2006 – 2016 (ktpa) ........................................................................152

New Zealand Imports of LWC Papers by Country of Origin: 2006 – 2016 (ktpa) .....................................................153

New Zealand Imports of LWC Papers by Country of Origin: 2006 – 2016 (NZDCif/t) ..............................................153

New Zealand Imports of MWC Papers by Country of Origin: 2006 – 2016 (ktpa) ....................................................154

New Zealand Imports of MWC Papers by Country of Origin: 2006 – 2016 (NZDCif/t) ............................................154

Australian Apparent Consumption of UCWF Papers by Grade: 2015-16 (ktpa) ......................................................155

Australian Apparent Consumption of UCWF Papers: 2006 – 2016 (ktpa) ................................................................156

Australian Supplies of UCWF Papers by Grade: 2006 – 2016 (ktpa) .......................................................................157

Australian Imports of UCWF Papers by Grade: 2006 – 2016 (ktpa) .........................................................................158

Australian Imports of UCWF Reels & Sheets <150 gsm by Country of Origin: 2006 – 2016 (ktpa) .........................159

Australian Imports of UCWF Reels & Sheets <150 gsm Prices by Country of Origin: SQ’09 – JQ’16 (AUDFob/t) ..160

Australian Imports of UCWF Reels & Sheets >150 gsm by Country of Origin: 2006 – 2016 (ktpa) .........................162

Australian Imports of UCWF Reels & Sheets >150 gsm by Country of Origin: SQ’09 – JQ‘16 (AUDFob/t) .............163

Australian Apparent Consumption of UCWF Cut Reams: 2006 - 2016 (ktpa) ........................................................165

Australian Imports of UCWF Cut Reams by Country of Origin: 2006 – 2016 (ktpa) .................................................166

Australian Imports of UCWF Cut Reams by Main Countries of Origin: SQ’09 – JQ’16 (AUDFob/t) ........................167

Australian Imports of UCWF Papers by Region: 2006 – 2016 (ktpa & %) ................................................................169

Australian Exports of UCWF Papers by Grade: 2006 – 2016 (ktpa) .........................................................................170

Australian Exports Prices of Selected UCWF Papers by Grade: 2006 – 2016 (AUDFob/t) ......................................172

Australian Exports of UCWF R&S <150 gsm by Country of Destination: 2006 – 2016 (ktpa) ..................................173

Australian Exports of UCWF Cut Reams by Country of Destination: 2006 – 2016 (ktpa) ........................................174

Australian Forecasts of UCWF Demand 2016* – 2021 (ktpa) ...................................................................................175

New Zealand Imports of UCWF Papers by Grade: 2006 – 2016 (ktpa) ....................................................................176

New Zealand Imports of UCWF Papers by Country of Origin: 2006 – 2016 (ktpa) ..................................................177

New Zealand Imports of UCWF 40 – 150 gsm by Country of Origin: 2006 – 2016 (ktpa) ........................................178

New Zealand Imports of UCWF 40 – 150 gsm by Country of Origin: 2006 – 2016 (NZDCif/t) ................................179

New Zealand Imports of UCWF Cut Reams by Country of Origin: 2006 – 2016 (ktpa) ...........................................179

New Zealand Imports of UCWF Cut Reams by Country of Origin: 2006 – 2016 (NZDCif/t) ....................................180

Australian Apparent Consumption of CWF Papers by Grade: 2015-16 (ktpa) .........................................................182

Australian Apparent Consumption of CWF Papers: 2006 – 2016 (ktpa) ..................................................................183

Australian Supplies of CWF Papers by Grade: 2006 – 2016 (ktpa) ..........................................................................184

Australian Imports of CWF Papers by Grade: 2006 – 2016 (ktpa) ...........................................................................185

Australian Imports of CWF Papers by Country of Origin: 2006 – 2016 (ktpa) ..........................................................187

Australian Imports of CWF Papers by Region: 2006 – 2016 (ktpa & %) ..................................................................188

Australian Imports of Cast, Embossed, or Coloured Coated Papers: 2006 – 2016 (ktpa) .......................................190

Australian Imports of CWF Label Reels <150 gsm (C1S) by Country of Origin: 2006 – 2016 (ktpa) .......................190

Australian Imports of CWF Magazine Reels <150 gsm (C2S) by Country of Origin: 2006 – 2016 (ktpa) .................191

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Australian Imports of Other CWF Reels <150 gsm (C1S) by Country of Origin: 2006 – 2016 (ktpa) .......................192

Australian Imports of Other CWF Reels <150 gsm (C2S) by Country of Origin: 2006 – 2016 (ktpa) .......................193

Australian Imports of CWF Label Sheets <150 gsm (C1S) by Country of Origin: 2006 – 2016 (ktpa) .....................193

Australian Imports of CWF Magazine Sheets <150 gsm (C2S) by Country of Origin: 2006 – 2016 (ktpa) ...............194

Australian Imports of Other CWF Sheets <150 gsm (C1S) by Country of Origin: 2006 – 2016 (ktpa) .....................194

Australian Imports of Other CWF Sheets <150 gsm (C2S) by Country of Origin: 2006 – 2016 (ktpa) .....................195

Australian Imports of CWF Reels >150 gsm (C1S) by Country of Origin: 2006 – 2016 (ktpa) .................................197

Australian Imports of CWF Reels >150 gsm (C2S) by Country of Origin: 2006 – 2016 (ktpa) .................................197

Australian Imports of CWF Sheets >150 gsm (C1S) by Country of Origin: 2006 – 2016 (ktpa) ...............................198

Australian Imports of CWF Sheets >150 gsm (C2S) by Country of Origin: 2006 – 2016 (ktpa) ...............................199

Australian Forecasts of CWF Papers Demand: 2016* – 2021 (ktpa) ........................................................................201

New Zealand Imports of CWF by Country of Origin: 2006 – 2016 (ktpa) .................................................................202

New Zealand Imports of CWF by Country of Origin: 2006 – 2016 (NZDCif/t) ..........................................................203

SECTION FIVE – TISSUE & TISSUE PRODUCTS .........................................................205

Tissue Machine Capacity in Australia & Australasia: 2015-16 (ktpa & %) ...............................................................208

Tissue Manufacturing Capacity Utilisation in Australia: 2006 – 2016 (ktpa & %) .....................................................208

Tissue Production in Australia: 2015-16 (ktpa & %) ................................................................................................208

Australian Apparent Consumption of Tissue Stock: 2006 – 2016 (ktpa) ..................................................................209

Imports of Tissue Stock & Tissue Products into Australia: 2006 - 2016 (ktpa & AUDM) .........................................210

Australian Imports of Tissue Stock by Country of Origin: 2006 – 2016 (ktpa) .........................................................211

Imports of Converted Non-Sanitary Tissue Products by Country of Origin: 2006 – 2016 (AUDM) ..........................213

Exports of Tissue Stock & Converted Products from Australia: 2006 – 2016 (ktpa & AUDM) .................................214

Australian Tissue Market: Retail Grocery Shares by Product: 2013 – 2015 (AUDM & %) .......................................216

Forecasts of Tissue Demand: 2016* - 2021 (ktpa) ...................................................................................................217

New Zealand Estimated Apparent Consumption of Tissue Stock: 2006 – 2016 (ktpa) ...........................................219

Converted Tissue Imports by Country into New Zealand: 2006 – 2016 (NZDM Cif) ................................................220

Converted Tissue Exports from New Zealand: 2006 – 2016 (NZDM Fob) ...............................................................222

New Zealand Forecasts of Tissue Demand: 2016* – 2021 (ktpa) .............................................................................223

SECTION SIX – PACKAGING & INDUSTRIAL PAPERS ................................................225

Australian Apparent Consumption of Packaging & Industrial Paper: 2006 – 2016 (ktpa) ........................................226

Australian Packaging & Industrial Market Estimated Grade Breakdown: 2006 – 2016 (ktpa) ..................................228

Australian Packaging & Industrial Market Estimated Breakdown by Grade & Provenance: 2015-16 (ktpa) ............228

Australian Imports of Packaging & Industrial Papers by Grade: 2006 – 2016 (ktpa) ................................................229

Australian Imports of Selected Packaging & Industrial Papers by Country of Origin: 2015-16 (ktpa) .....................230

Australian Imports of All Packaging & Industrial Papers by Country of Origin: 2006 – 2016 (ktpa) .........................231

Australian Bag & Sack Imports by Grade: 2006 – 2016 (ktpa) .................................................................................233

Australian Exports of Packaging & Industrial Papers by Grade: 2006 – 2016 (ktpa) ...............................................237

Australian Forecasts of Packaging & Industrial Paper Demand: 2016* – 2021 (ktpa) ..............................................238

Australian Apparent Consumption of Container Materials: 2006 – 2016 (ktpa) .......................................................239

Australian Apparent Consumption of Kraftliner Board: 2006 – 2016 (ktpa) .............................................................241

Australian Imports of Kraftliner Board by Country of Origin: 2006 – 2016 (ktpa) .....................................................242

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Australian Imports of Kraftliner Board by Country of Origin: SQ’09 - JQ’16 (AUDFob/t) .........................................243

Australian Exports of Kraftliner Board by Country of Destination: 2006 – 2016 (ktpa) ............................................245

Australian Exports of Kraftliner Board by Country of Destination: SQ’09 – JQ’16 (AUDFob/t) ................................246

Australian Apparent Consumption of Multi-ply Linerboard: 2006 – 2016 (ktpa) ......................................................248

Australian Apparent Consumption of Corrugating Medium: 2006 – 2016 (ktpa) .....................................................249

Australian Imports of Corrugating Medium by Country of Origin: 2006 - 2016 (ktpa) .............................................250

Australian Imports of Corrugating Medium by Country of Origin: SQ’09 - JQ’16 (AUDFob/t) .................................251

Australian Exports of Corrugating Medium by Country of Destination: 2006 – 2016 (ktpa) ....................................253

Australian Exports Corrugating Medium by Country of Destination: SQ’09 – JQ’16 (AUDFob/t) ............................254

Estimated Australian Corrugated Materials Market Shares: 2015-16 (%) ................................................................256

Australian Uncoated Liquid Packaging Board Market: 2006 – 2016 (ktpa) ..............................................................257

Australian Apparent Consumption of Coated Packaging Paper & Board: 2006 – 2016 (ktpa) ................................258

Australian Coated Cartonboard Market by End-use: 2015-16 (ktpa) .......................................................................259

Australian Imports of Coated Cartonboard by End-use: 2006 – 2016 (ktpa) ...........................................................260

Australian Imports of General (Bleached) Cartonboard by Country of Origin: 2006 – 2016 (ktpa) ..........................261

Australian Imports of Aseptic Cartonboard by Country of Origin: 2006 – 2016 (ktpa) .............................................262

Australian Imports of Cigarette Cartonboard by Grade: 2006 – 2016 (ktpa) ............................................................262

Australian Imports of Coated Kraft Back Cartonboard: 2006 – 2016 (ktpa) .............................................................263

Total Australian Imports of Coated Cartonboard by Country of Origin: 2006 – 2016 (ktpa) ....................................263

Australian Import Prices of Coated Cartonboard by End-use: SQ’09 – JQ’16 (AUDFob/t) .....................................265

Australian Exports of Coated Cartonboard: 2006 – 2016 (ktpa & AUDFob/t) ..........................................................266

Australian Exports of Coated Cartonboard by Country of Destination: 2006 – 2016 (ktpa) ....................................267

Estimated Australian Cartonboard Market Share: 2015-16 (AUDM) ........................................................................267

Australian Apparent Consumption of Sack Kraft: 2006 – 2016 (ktpa) ......................................................................268

Australian Apparent Consumption of Other Kraft Paper & Paperboard: 2006 – 2016 (ktpa) ...................................269

Australian Imports of Other Kraft Paper & Paperboard by Country of Origin: 2006 – 2016 (ktpa) ...........................270

Australian Imports of Other Uncoated Paper & Paperboard by Country of Origin: 2006 – 2016 (ktpa) ...................271

Australian Imports of Other Paper & Paperboard by Grade: 2006 – 2016 (ktpa) .....................................................272

New Zealand Apparent Consumption of Packaging & Industrial Papers: 2006 – 2016 (ktpa) .................................274

New Zealand Production of Packaging Paper & Industrial Papers by Grade: 2006 – 2016 (ktpa)...........................275

New Zealand Imports of Packaging & Industrial Papers by Grade: 2006 – 2016 (ktpa) ..........................................275

New Zealand Imports of Kraftliner by Country of Origin: 2006 - 2016 (ktpa) ...........................................................276

New Zealand Imports of Kraftliner by Country of Origin: 2006 - 2016 (AUDFob/t) ..................................................276

New Zealand Imports of Corrugating Medium by Country of Origin - 2006 - 2016 (ktpa) .......................................277

New Zealand Imports of Coated Cartonboard by Country of Origin - 2006 - 2016 (ktpa) .......................................278

New Zealand Imports of Coated Cartonboard by Country of Origin - 2006 - 2016 (AUDFob/t) ..............................278

New Zealand Exports of Packaging Industrial Papers by Grade: 2006 – 2016 (ktpa) .............................................279

New Zealand Exports of Kraftliner Board by Country of Destination: 2006 – 2016 (ktpa) .......................................280

New Zealand Exports of Corrugating Medium by Country of Destination: 2006 – 2016 (ktpa) ...............................280

New Zealand Exports of Corrugating Medium by Country of Destination: 2006 – 2016 (AUDFob/t) ......................281

New Zealand Exports of Coated Cartonboard by Country of Destination: 2006 – 2016 (ktpa) ...............................281

New Zealand Exports of Coated Cartonboard by Country of Destination: 2006 – 2016 (ktpa) ...............................282

New Zealand Forecasts of Packaging & Industrial Paper Demand: 2016* – 2021 (ktpa) .........................................282

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© 2016 IndustryEdge P/L LoT 7

SECTION SEVEN - PAPER DISTRIBUTION ..................................................................283

Estimated Merchant Market Share in Australia: 2015-16 .........................................................................................284

Estimated Merchant Market Shares in New Zealand: 2015-16 ................................................................................285

SECTION EIGHT - REFERENCES ..................................................................................287

ABC Tissue Manufacturing Locations & Capacity (2015 – 2017) .............................................................................287

Asaleo Care Manufacturing Locations .....................................................................................................................288

Australian Paper - Maryvale Mill ...............................................................................................................................289

Carter Holt Harvey Mill Locations and Capacities ....................................................................................................290

Carter Holt Harvey Packaging Locations .................................................................................................................290

KCA Millicent Mill ......................................................................................................................................................291

Norske Skog Mill Locations and Capacities .............................................................................................................291

Orora Group - Fibre Packaging Locations...............................................................................................................292

Visy Pulp & Paper Mill Locations ..............................................................................................................................294

Visy Recycling and Visy Board Locations ................................................................................................................294

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List of Charts

© 2016 IndustryEdge P/L LoC 1

List Of Charts

EXECUTIVE SUMMARY ......................................................................................................I

Demand for Paper & Paperboard in Australia: 2006 - 2016 (ktpa) ................................................................................ i

Demand for Paper & Paperboard in New Zealand: 2006 - 2016 (ktpa) ........................................................................ ii

Australian Per Capita Consumption by Main Grade: 2006 – 2016 (kg/person/year) ...................................................iii

New Zealand Per Capita Consumption by Main Grade: 2006 – 2016 (kg/person/year) ............................................. iv

Australian Exports of Recovered Paper by Country by Destination: 2006 - 2016 (ktpa) ............................................. v

Australian Apparent Consumption of Printing & Communication Papers: 2006 - 2016 (ktpa) .................................... vi

Australian Imports of Pre-Converted Packaging by Grade: 2006 – 2016 (ktpa) .........................................................vii

SECTION ONE - OVERVIEW & STRATEGIC ANALYSIS ...................................................1

World Printing & Communication Paper Demand Growth Forecasts: 2015 – 2020 (% pa) .........................................6

World Demand for Printing & Communication Paper by Grade: 2015 – 2020 (Mt) ......................................................6

Printing & Communication Paper Capacity by World Region: 2015 – 2020 (Mt) .........................................................7

World Capacity for Printing & Communication Papers by Grade: 2015 – 2020 (Mt) ....................................................8

Demand for Paper & Paperboard in Australia: 2006 – 2016 (ktpa) ...............................................................................9

Australian Paper & Paperboard Demand vs GDP: 2006 – 2016: Index (Base: 2006 = 100).......................................10

Australian Paper & Paperboard Demand by Main Grade vs GDP: 2006 – 2016: Index (Base: 2006 = 100) ..............11

Australian Per Capita Consumption by Main Grade: 2006 - 2016 (kg/person/year) ..................................................11

Australian Per Capita Consumption by Main Grade: 2006 - 2016: Index (Base: 2006 = 100) ...................................12

New Zealand Estimates of Apparent Consumption of Paper & Papeboard: 2006 – 2016 (ktpa) ...............................13

New Zealand Paper & Paperboard Demand vs GDP: 2006 – 2016: Index (Base: 2006 = 100) .................................14

New Zealand Paper & Paperboard Demand by Main Grade vs GDP: 2006 – 2016: Index (Base: 2006 = 100).........14

New Zealand Per Capita Consumption by Main Grade: 2006 – 2016 (kg/person/year) ............................................15

New Zealand Per Capita Consumption by Main Grade: 2006 – 2016: Index (Base: 2006 = 100) .............................16

Data Downloaded by Main Type: 2H’09 – 1H’16 (EB) ................................................................................................17

Internet Subscribers by Type: 2H’09 – 1H’16 (‘000s) .................................................................................................17

Index of Printing vs Manufacturing Division: Sep’06 – Jun’16 Index (Base: Sep’06 = 100) ......................................19

Imports of Printed Material by Type: 2006 - 2016 (AUDM Fob) .................................................................................20

Printed Material Imports vs GDP: 2006 - 2016: Index (Base: 2006 = 100) ................................................................20

Imports of Printing vs Papermaking Equipment: 2006 - 2016 (AUDM) ......................................................................21

Imports of Digital Printers (Stand Alone): Jul’14 – Jun’16 (Number) ..........................................................................22

Imports of Digital Printers (Multi-Function): Jul’14 – Jun’16 (Number) .......................................................................22

Direct, Card & Cheque Transactions: 2005 – 2015 (Items, Millions Per Month) .........................................................24

Direct, Card & Cheque Transactions: 2005 – 2015 (Proportion) .................................................................................25

Food Product Manufacturing & Beverage and Tobacco Product Manufacturing vs Manufacturing Division: Sep ‘06 – Jun ‘16: Index (Base: Sep ’06 = 100) .........................................................................................................26

Real Price of Publishing Papers: (3 Quarter Moving Average) Mar ’06 – Mar ’16: Index (Base: Mar ’06 = 100) ........30

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LoC 2 © 2016 IndustryEdge P/L

SECTION TWO – FIBRE SUPPLIES .................................................................................33

Global Production of Pulp by Grade: 2005 – 2015 (Mt)..............................................................................................36

Global Production of Pulp by Region: 2005 – 2015 (Mt) ............................................................................................36

Global Market Pulp Capacity by Grade: 2005 – 2015 (Mt) .........................................................................................37

Global Market Pulp Capacity by Region: 2005 – 2015 (Mt) .......................................................................................38

Global Market Pulp Shipments by Grade: 2005 – 2015 (Mt) ......................................................................................39

Australian Apparent Consumption of Pulp: 2006 – 2016 (ktpa) .................................................................................42

Australian Imports of Pulp by Grade: 2006 – 2016 (ktpa)...........................................................................................43

Australian Imports of Pulp by Country of Origin: 2006 – 2016 (ktpa) .........................................................................44

Australian Imports of Bleached Softwood Sulphate Pulp by Country of Origin: 2006 – 2016 (ktpa) .........................45

Australian Imports of Bleached Hardwood Sulphate Pulp by Country of Origin: 2006 – 2016 (ktpa) ........................46

The Australian Fibre Furnish - Consumption of Virgin Pulp by Main Grade & Utilisation of Recovered Paper: 2006 – 2016 (ktpa) ..........................................................................................................................................48

Australia’s Newsprint Recovery & Recycling Rate: 1997 – 2014 (%) .........................................................................48

Australia’s Packaging Paper Recovery & Recycling Rate: 2003 – 2015 (%) ..............................................................49

Australian Exports of Recovered Paper by Grade: 2006 – 2016 (ktpa) ......................................................................50

Australian Exports of Recovered Paper by Grade: 2006 – 2016 (AUDFob/t) .............................................................51

Australian Exports of Recovered Paper by Country of Destination: 2006 – 2016 (ktpa) ............................................52

Australian Exports of Recovered Paper by State: 2006 – 2016 (ktpa) .......................................................................53

Australian Export of Recovered Paper by State: 2006 – 2016 (AUDFob/t) ................................................................54

Australian Export of Recovered Paper by Country of Destination: 2006 – 2016 (AUDFob/t) .....................................55

New Zealand Estimated Apparent Consumption of Pulp: 2006 – 2016 (ktpa) ...........................................................58

New Zealand Production of Wood Pulp by Grade: 2006 – 2016 (ktpa) ....................................................................59

New Zealand Exports of Wood Pulp by Grade: 2006 – 2016 (ktpa) ...........................................................................61

New Zealand Apparent Consumption of Chemical Pulp: 2006 – 2016 (ktpa) ............................................................62

New Zealand Apparent Consumption of Mechanical Pulp: 2006 – 2016 (ktpa) .........................................................63

New Zealand Exports of Recovered Paper by Grade: 2006 – 2016 (ktpa) .................................................................65

New Zealand Exports of Recovered Paper by Country of Destination: 2006 – 2016 (ktpa) ......................................66

New Zealand Exports of Recovered Paper by Grade: 2006 – 2016 (NZDFob/t) ........................................................67

New Zealand Exports of Recovered Paper by Country of Destination: 2006 – 2016 (NZDFob/t) ..............................68

SECTION THREE – NEWSPRINT .....................................................................................69

Global Apparent Consumption of Newsprint: 2005 - 2015 (Mt) .................................................................................72

Global Production of Newsprint by Region: 2005 - 2015 (Mt) ...................................................................................73

Global Imports of Newsprint by Region: 2005 - 2015 (Mt) .........................................................................................74

Australian Apparent Consumption of Newsprint: 2006 - 2016 (ktpa) .........................................................................75

Australian Newsprint Imports by Country of Origin: 2006 – 2016 (ktpa) ....................................................................76

Australian Quarterly Import Prices for Newsprint: SQ’09 – JQ’16 (AUDFob/t) ...........................................................79

Money vs Real Newsprint Prices vs Producer Price Indices: MQ’06 – MQ’16: Index (Base: MQ’06 = 100) .............79

Apparent Consumption of Newsprint + Uncoated Mechanical Papers in Australia: 2006 – 2016 (ktpa) ...................80

New Zealand Apparent Consumption of Newsprint: 2006 – 2016 (ktpa) ...................................................................83

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SECTION FOUR – PRINTING & COMMUNICATION PAPERS .......................................85

Global Apparent Consumption of Printing & Communication Papers: 2005 – 2015 (Mt) ..........................................87

Australian Apparent Consumption of Printing & Communication Papers: 2006 – 2016 (ktpa) ..................................88

Australian Imports of Printing & Communication Papers by Grade: JQ’07 – JQ’16 (ktpq) ........................................89

Australian Apparent Consumption of Printing & Communication Papers by Grade: 2006 – 2016 (ktpa) ..................90

Australian Local Sales vs Imports of Printing & Communication Papers: 2006 – 2016 (ktpa) ...................................91

Australian Local Production of Printing & Communication Papers by Grade: 2006 – 2016 (ktpa) ............................92

Australian Imports of Printing & Communication Papers by Grade: 2006 – 2016 (ktpa) ...........................................93

Australian Imports of Printing & Communication Papers by Region: 2006 – 2016 (ktpa) ..........................................94

Australian Imports of Printing & Communication Papers by Region: 2006 – 2016 (Proportion) ................................95

Australian Imports of Selected Printing & Communication Grades: 2006 – 2016 (AUDM) ........................................96

Australian Import Prices of the Main Printing & Communication Grades: SQ’09 – JQ’16 (AUDFob/t) ......................98

Australian Comparison of Real Paper Prices of the Main Printing & Communication Grades (3 Quarter Moving Average): MQ’06 – MQ’16: Index (Base: MQ’06 = 100) .............................................................................................98

Quantity vs Price of Australian Imported Printing & Communication Papers (3 Quarter Moving Average): MQ’06 – MQ’16 (ktpq & USDFob/t) ............................................................................................................................99

Australian Exports of Printing & Communication Papers by Grade: 2006 – 2016 (ktpa) .........................................100

Australian Exports of Printing & Communication Papers by Grade: 2006 – 2016 (AUDM) ......................................101

Australian Printing & Communication Papers Balance of Trade: 2006 – 2016 (AUDM Fob) ....................................102

New Zealand Apparent Consumption of Printing & Communication Papers: 2006 – 2016 (ktpa) ...........................105

New Zealand Imports of Printing & Communication Paper by Grade: 2006 – 2016 (ktpa) ......................................106

Australian Apparent Consumption of UCM Papers: 2006 – 2016 (ktpa) ..................................................................108

Australian Supplies of UCM Papers by Provenance: 2006 – 2016 (ktpa) ................................................................109

Australian Apparent Consumption of UCM Papers by Grade: 2006 – 2016 (ktpa) ..................................................110

Australian Imports of UCM Papers by Grade: 2006 – 2016 (ktpa) ...........................................................................111

Australian Imports of UCM Papers by Country of Origin: 2006 – 2016 (ktpa) ..........................................................112

Australian Imports of UCM Papers by Region: 2006 – 2016 (ktpa) ..........................................................................113

Australian Imports of UCM Papers by Region: 2006 – 2016 (Proportion) ................................................................114

Australian Imports of Supercalendered Papers by Country Origin: 2006 - 2016 (ktpa) ...........................................115

Australian Imports of Supercalendered Papers by Country Origin: 2006 - 2016 (Proportion) .................................116

Australian Imports of Supercalendered Papers by Country of Origin: SQ’06 - JQ’16 (AUDFob/t) .........................118

Money vs Real of Australian Imported Supercalendered Paper Prices vs Producer Price Indices: MQ’06 – MQ’16 (3 Quarter Moving Average: Index (Base: MQ’06 = 100) ...............................................................118

Australian Imports of Directory Paper by Country of Origin: 2006 – 2016 (ktpa) .....................................................119

Australian Apparent Consumption of CM Papers: 2006 – 2016 (ktpa).....................................................................123

Australian Apparent Consumption of CM Papers by Provence: 2006 – 2016 (ktpa) ...............................................124

Australian Supplies of CM Papers by Grade: 2006 – 2016 (ktpa) ............................................................................124

Australian Imports of CM Papers by Grade: 2006 – 2016 (ktpa) ..............................................................................127

Total Australian Imports of CM Papers by Country of Origin: 2006 – 2016 (ktpa) ....................................................128

Australian Imports of CM Papers by Region: 2006 – 2016 (ktpa) ............................................................................129

Australian Imports of CM Papers by Region: 2006 – 2016 (Proportional) ................................................................130

Australian Imports of CM Papers by Grade: SQ’06 - JQ’16 (AUDFob/t) .................................................................132

Australian Imports of LWC Papers )60 gsm: 2006 – 2016 (ktpa) .............................................................................133

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Australian Imports of LWC Papers <60 gsm: 2006 – 2016 (Proportion) ...................................................................134

Australian Imports of LWC Papers by Country of Origin <60 gsm: SQ’09 - JQ’16 (AUDFob/t) ...............................136

Australian Imports of LWC Papers >60 gsm: 2006 – 2016 (ktpa) ............................................................................137

Australian Imports of LWC Papers >60 gsm: 2006 – 2016 (Proportion) ...................................................................138

Australian Imports of LWC Papers >60 gsm: SQ’06 – JQ’16 (AUDFob/t) ................................................................140

Australian Imports of LWC Papers by Country of Origin: 2006 – 2016 (ktpa) ..........................................................141

Money vs Real of Australian Imported LWC Paper Prices vs Producer Price Indices (3 Quarter Moving Average: MQ’06 – MQ’16: Index (Base: MQ’06 = 100) ............................................................................................141

Australian Imports of MWC Papers <55% Mechanical Pulp: 2006 – 2016 (ktpa) ....................................................142

Australian Imports of MWC Papers <55% Mechanical Pulp: 2006 – 2016 (Proportion) ..........................................143

Australian Imports of MWC Papers <55% Mechanical Pulp: SQ’06 – JQ’16 (AUDFob/t) .......................................145

Australian Imports of MWC Papers *55% Mechanical Pulp: 2006 – 2016 (ktpa) ....................................................146

Australian Imports of MWC Papers *55% Mechanical Pulp: 2006 – 2016 (Proportion) ..........................................147

Australian Imports of MWC Papers *55% Mechanical Pulp: SQ’06 – JQ’16 (AUDFob/t) .......................................149

Australian Imports of MWC Papers: 2006 – 2016 (ktpa) ..........................................................................................150

Money vs Real of Australian Imported MWC Paper Prices vs Producer Price Indices (3 Quarter Moving Average): MQ’06 – MQ’16: Index (Base: MQ’06 = 100) ...........................................................................................151

New Zealand Imports of CM Papers by Grade: 2006 – 2016 (ktpa) ........................................................................152

Australian Apparent Consumption of UCWF Papers: 2006 – 2016 (ktpa) ................................................................156

Australian Supplies of UCWF Papers by Provenance: 2006 – 2016 (ktpa) ..............................................................157

Australian Supplies of UCWF Papers by Grade: 2006 – 2016 (ktpa) .......................................................................157

Australian Imports of UCWF Papers by Grade: 2006 – 2016 (ktpa) .........................................................................158

Australian Imports of UCWF Reels & Sheets <150 gsm by Country of Origin: 2006 – 2016 (ktpa) .........................159

Australian Imports of UCWF Reels & Sheets <150 gsm Prices by Country of Origin: SQ’06 – JQ’16 (AUDFob/t) ..161

Australian Imports of UCWF Reels & Sheets >150 gsm by Country of Origin: 2006 – 2016 (ktpa) .........................162

Australian Imports of UCWF Reels & Sheets >150 gsm by Country of Origin: SQ’06 – JQ‘16 (AUDFob/t) .............164

Australian Apparent Consumption of UCWF Cut Reams: 2006 – 2016 (ktpa) ........................................................165

Australian Imports of UCWF Cut Reams by Country of Origin: 2006 – 2016 (ktpa) .................................................166

Australian Imports of UCWF Cut Reams by Main Countries of Origin: SQ’06 – JQ’16 (AUDFob/t) ........................168

Australian Imports of UCWF Papers by Region: 2006 – 2016 (ktpa) .......................................................................169

Australian Imports of UCWF by Region: 2006 – 2016 (Proportional) .......................................................................169

Australian Exports of UCWF Papers by Grade: 2006 – 2016 (ktpa) .........................................................................170

Australian Exports of UCWF Papers by Grade: 2006 – 2016 (Proportion) ...............................................................171

Australian Exports Prices of Selected UCWF Papers by Grade: 2006 – 2016 (AUDFob/t vs AUD) .........................172

Australian Exports of UCWF Cut Reams by Country of Destination: 2006 – 2016 (ktpa) ........................................174

New Zealand Imports of UCWF Papers by Grade: 2006 – 2016 (ktpa) ....................................................................176

New Zealand Imports of UCWF Papers by Country of Origin: 2006 – 2016 (ktpa) ..................................................177

New Zealand Imports of UCWF 40 – 150 gsm by Country of Origin: 2006 – 2016 (ktpa) ........................................178

New Zealand Imports of UCWF Cut Reams by Country of Origin: 2006 – 2016 (ktpa) ...........................................180

Australian Apparent Consumption of CWF Papers: 2006 – 2016 (ktpa) ..................................................................183

Australian Supplies of CWF Papers by Grade: 2006 – 2016 (ktpa) ..........................................................................184

Australian Imports of CWF Papers by Grade: 2006 – 2016 (ktpa) ...........................................................................186

Australian Imports of CWF Papers by Country of Origin: 2006 – 2016 (ktpa) ..........................................................187

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Total Australian Imports of CWF Papers by Country of Origin: 2006 - 2016 (Proportion) ........................................188

Australian Imports of CWF Papers by Region: 2006 – 2016 (ktpa) ..........................................................................189

Australian Imports of CWF Papers by Region: 2006 – 2016 (Proportion) ................................................................189

Australian Imports of CWF Magazine Reels <150 gsm (C2S) by Country of Origin: 2006 – 2016 (ktpa) .................191

Money vs Real Australian Imports of CWF Magazine Reels <150 gsm (C2S): JQ’06 – JQ’16 (AUDFob/t) .............192

Money vs Real Australian Imports of Other CWF Sheets <150 gsm (C2S): JQ’06 – JQ’16 (AUDFob/t) .................196

Money vs Real Australian Imports of Other CWF Reels >150 gsm (C2S): JQ’06 – JQ’16 (AUDFob/t) ....................198

Money vs Real of Australian Imports of CWF Sheets >150 gsm (C2S): JQ’06 – JQ’16 (AUDFob/t) ........................199

Money vs Real of Australian Imported CWF Paper Prices vs Producer Price Indices (3 Quarter Moving Average): MQ’06 - MQ’16: Index (Base: MQ’06 = 100) ............................................................................................199

New Zealand Imports of CWF by Country of Origin: 2006 – 2016 (ktpa) .................................................................202

SECTION FIVE – TISSUE & TISSUE PRODUCTS .........................................................205

Australian Apparent Consumption of Tissue Stock: 2006 – 2016 (ktpa) ..................................................................209

Australian Imports of Tissue Stock by Country of Origin: 2006 – 2016 (ktpa) .........................................................211

Australian Imports of Converted Tissue Products by Grade: 2006 – 2016 (AUDM) .................................................212

Imports of Converted Non-Sanitary Tissue Products by Country of Origin: 2006 – 2016 (AUDM) ..........................213

Exports of Tissue Stock & Converted Products from Australia: 2006 – 2016 (ktpa) ................................................214

Australian Balance of Trade in Tissue Stock and Tissue Products: 2006 – 2016 (AUDM Fob) ................................215

New Zealand Estimated Apparent Consumption of Tissue Stock: 2006 – 2016 (ktpa) ...........................................219

Converted Tissue Imports by Grade into New Zealand: 2006 – 2016 (NZDM Cif) ...................................................221

Converted Tissue Exports from New Zealand: 2006 – 2016 (NZDM Fob) ...............................................................222

New Zealand Balance of Trade for Converted Tissue Products: 2006 – 2016 (NZDM Fob) ....................................223

SECTION SIX – PACKAGING & INDUSTRIAL PAPERS ................................................225

Australian Apparent Consumption of Packaging & Industrial Paper: 2006 – 2016 (ktpa) ........................................227

Australian Imports of Selected Packaging & Industrial Papers by Country of Origin: 2015-16 (%) .........................230

Australian Imports of All Packaging & Industrial Papers by Country of Origin: 2006 – 2016 (ktpa) .........................231

Australian Imports of Pre-Converted Packaging by Grade: 2006 - 2016 (ktpa) .......................................................232

Australian Imports of Pre-Converted Packaging by Grade: 2006 - 2016 (AUDFob/t) ..............................................232

Australian Bag & Sack Imports by Grade: 2006 – 2016 (ktpa) .................................................................................233

Australian Imports of Bags & Sacks <40 cm by Country of Origin: 2006 – 2016 (ktpa & AUDFob/t) ......................234

Australian Imports of Bags & Sacks <40 cm by State: 2006 – 2016 (ktpa) ..............................................................234

Australian Imports of Converted Corrugated Containers & Cartons by Country of Origin: 2006 - 2016 (ktpa & AUDFob/t) ................................................................................................................................235

Australian Imports of Converted Corrugated Containers & Cartons by State: 2006 - 2016 (ktpa) ..........................235

Australian Imports of Converted Cartonboard Packaging by Country of Origin: 2006 - 2016 (ktpa & AUDFob/t) ................................................................................................................................236

Australian Imports of Converted Cartonboard Packaging by State: 2006 - 2016 (ktpa) .........................................235

Australian Apparent Consumption of Container Materials: 2006 – 2016 (ktpa) .......................................................239

Australian Apparent Consumption of Kraftliner Board: 2006 – 2016 (ktpa) .............................................................241

Australian Imports of Kraftliner Board by Country of Origin: 2006 – 2016 (ktpa) .....................................................242

Australian Imports of Kraftliner Board by Country of Origin: SQ’09 - JQ’16 (AUDFob/t) .........................................244

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Indexed Australian Import Prices of Kraftliner vs PPI (3 Quarter Moving Average): MQ’06 – MQ’16: Index (Base: MQ’06 = 100) ...........................................................................................................244

Australian Exports of Kraftliner Board by Country of Destination: SQ’09 – JQ’16 (AUDFob/t) ................................247

Australian Apparent Consumption of Multi-ply Linerboard: 2006 – 2016 (ktpa) ......................................................248

Australian Apparent Consumption of Corrugating Medium: 2006 – 2016 (ktpa) .....................................................249

Australian Imports of Corrugating Medium by Country of Origin: SQ’09 - JQ’16 (AUDFob/t) .................................252

Indexed Australian Import Prices of Corrugating Medium vs PPI (3 Quarter Moving Average): MQ’06 – MQ’16: Index (Base: MQ’06 = 100) ...........................................................................................................252

Australian Exports Corrugating Medium by Country of Destination: SQ’09 – JQ’16 (AUDFob/t) ............................255

Australian Corrugated Paper and Paperboard Container Manufacturing vs All Manufacturing: JQ’06 – JQ’16: Index (Base: JQ’06 = 100) ...............................................................................................................255

Australian Apparent Consumption of Coated Packaging Paper & Board: 2006 – 2016 (ktpa) ................................258

Australian Imports of Coated Cartonboard by End-use: 2006 – 2016 (ktpa) ...........................................................260

Australian Imports of General (Bleached) Cartonboard by Country of Origin: 2006 – 2016 (ktpa) ..........................261

Total Australian Imports of Coated Cartonboard by Country of Origin: 2006 – 2016 (ktpa) ....................................264

Australian Import Prices of Coated Cartonboard by End-use: SQ’09 – JQ’16 (AUDFob/t) .....................................266

Australian Imports of Other Kraft Paper & Paperboard by Country of Origin: 2006 – 2016 (ktpa) ...........................270

Australian Imports of Other Paper & Paperboard by Grade: 2006 – 2016 (ktpa) .....................................................272

New Zealand Apparent Consumption of Packaging & Industrial Papers: 2006 – 2016 (ktpa) .................................274

New Zealand Imports of Kraftliner by Country of Origin: 2006 - 2016 (ktpa) ...........................................................276

New Zealand Imports of Kraftliner by Country of Origin: 2006 - 2016 (AUDFob/t) ..................................................277

New Zealand Imports of Coated Cartonboard by Country of Origin - 2006 - 2016 (ktpa) .......................................278

New Zealand Imports of Coated Cartonboard by Country of Origin - 2006 - 2016 (AUDFob/t) ..............................279

SECTION SEVEN - PAPER DISTRIBUTION ..................................................................283

SECTION EIGHT - REFERENCES ..................................................................................287

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