1. NEWSPRINT
[À¯·´] ½Å¹®Áö °¡°Ý stable
À¯·´ÀÇ ½Å¹®Áö
½ÃÀåÀÌ ¿©ÀüÈ÷ ¾à¼¼ÀÎ °¡¿îµ¥ °¡°ÝÀº ¾ÈÁ¤¼¼¿¡ ÀÖ´Ù. producerµéÀº 2017³â °¡°ÝÀλóÀ» °èȹÇÏ°í ÀÖÀ¸¸ç ±Ý³â 12¿ù±îÁö´Â ÆǸŰ¡°ÝÀ»
À¯ÁöÇϱâ·Î Çß´Ù. ±×·¸Áö¸¸ ¿µ±¹Àº BrexitÀÌÈÄ ÆÄ¿îµåÀÇ
ÀýÇÏ·Î ½Å¹®Áö °¡°ÝÀ» 10% ÀλóÀ» °üö½ÃÅ°·Á°í ¾Ö¸¦ ¾²°í ÀÖ´Â Çü±¹ÀÌ´Ù. ÇÑÆí, ¿µ±¹ÀÇ King¡¯s
Lynn °øÀåÀº Áö³ 10¿ù ÈÀç ÀÌÈÄ 2ÁÖ°£ down timeÀ» °¡Á³À¸¸ç ÃÖ±Ù 70%ÀÇ °¡µ¿·ü·Î »ý»êÀ» ²ø¾î ¿Ã·ÈÀ¸¸ç 12¿ù Áß¼ø¿¡´Â 100% °¡µ¿ ¿¹Á¤À̶ó°í ÇÑ´Ù.
2. PRINTING PAPER
[À¯·´] CWF sellerµéÀº °¡°Ý ÀÎÇÏ ¾Ð¹ÚÀ» ¹Þ°í ÀÖ´Ù.
¿©¸§ ÀÌÈÄ ¾à euro30~40/MT Á¤µµ°¡ ¶³¾îÁ® ÀÕ´Â CWF ½ÃÀåÀº ÃÖ±Ù buyerµéÀº Ãß°¡ °¡°ÝÀÎÇϸ¦ ¿ä±¸ÇÏ°í ÀÖÁö¸¸ sellerµéÀº ´õ
ÀÌ»ó °¡°ÝÇ϶ôÀº ÀÖÀ» ¼ö ¾ø´Â ÀÏÀ̶ó¸ç °¡°ÝÀ» °í¼öÇÏ°í ÀÖ´Â ¸ð¾ç¼¼ÀÌ´Ù. ³»³â ÃÊ¿¡´Â °¡°ÝÀ» ¹Ýµå½Ã ¿Ã·Á¾ß Çϳª ½ÃÀå Àü¹®°¡µéÀº ¼ö¿äÀÇ ¾à¼¼°¡
³»³â ÃʱîÁö Áö¼ÓµÇ¸®¶ó ¿¹»óÇÏ¸ç °¡°ÝÀλóÀº ´çºÐ°£ Èûµé °ÍÀ¸·Î º¸°í ÀÖ´Ù.
[Áß±¹] 2017³â ¼³³¯ down time °èȹ
Nine Dragon
Dongguan city, Guangdong
province
PM14, Recycled
containerboard, Printing & writing (Jan 24-Feb 17) 174,000Åæ
Taicang city, Jiangsu
province
PM8, Recycled containerboard,
Printing & writing (Jan 16-Apr 01) 115,000Åæ
Tianjin municipality
PM3, Carton recycled containerboard
(Jan 20-Jan 24) 27,000Åæ
Tangshan city, Hebei
province
PM2 Recycled containerboard
(Dec 13-15, Feb 13-17) 5,000Åæ
Quanzhou city, Fujian
province
PM2 Recycled containerboard
(Feb 4-10) 29,000Åæ
Chongqing municipality
PM3 Recycled containerboard
(Jan 10 –Feb 10) 42,000Åæ
Leshan city, Sichuan
province
PM1 Recycled containerboard
(Jan 25 –Feb 06) 11,000Åæ
Dongguan Jianhui
Dongguan city, Guangdong
province
PM4 Recycled containerboard,
Carton board (Jan 21 –Feb 10) 39,000Åæ
Anhui Shanying
PM5 Recycled containerboard,
Newsprint (Jan 07 –Mar 06) 75,000Åæ
Jian Paper
Jiaxing city, Zhejiang
province
PM4 Recycled containerboard,
Carton board (Jan 20 –Feb 14) 37,000Åæ
Total : 554,000Åæ
3. PULP
[ºê¶óÁú] Suzano´Â BEK°¡°ÝÀÌ ÃÖ¼Ò $600/MT ÀÌ»óÀº µÇ¾î¾ß ÇÑ´Ù°í ÁÖÀåÇß´Ù.
Áö³ 12¿ù 6ÀÏ ºê¶óÁú »óÆÄ¿ï·Î¿¡¼ ¿¸° Pulp & Paper ¼¼¸¶³ª¿¡¼ SuzanoÀÇ CEO(Mr. Walter Schalka)´Â BEK ÆǸŰ¡°ÝÀÌ ÃÖ¼Ò $600/MT ÀÌ»óÀº µÇ¾î¾ß ¹Ì±¹ ´Þ·¯´ëºñ Æò°¡ÀýÇÏµÈ realȷκÎÅÍÀÇ
¼ÕÇØ¿Í »ý»ê ¿ø°¡ºñ¿ë µîÀ» ¾î´À Á¤µµ º¸Á¤ÇÒ ¼ö ÀÖ´Ù°í ÁÖÀåÇß´Ù. SuzanoÀÇ CEO´Â ÆÞÇÁ»ç¾÷»Ó ¾Æ´Ï¶ó Paper business¸¦ °Á¶Çϸç Çö±Ý
À¯µ¿¼ºÀ» ¿øÈ°È÷ Çϱâ À§ÇØ ºê¶óÁú ³»¼ö ÆǸſ¡ ÁýÁßÀ» ÇØ¾ß ÇÑ´Ù°í °Á¶Çß´Ù. Àû±ØÀûÀÎ ³»¼öÆǸŸ¦ À§ÇØ Suzano´Â ºê¶óÁú ³» DC(distribution centers)¸¦
´õ¿í ´Ã·Á È¿À²ÀûÀÌ°í ½Å¼ÓÇÑ sales¸¦ Ãß±¸ÇÒ °ÍÀ̶ó°í °ø¾ðÇß´Ù. Âü°í·Î Suzano´Â ¿¬»ê 130¸¸ÅæÀÇ
coated wood free, uncoated wood free, boxboard °øÀåµéµµ °¡Áö°í ÀÖ´Ù.
4. RECOVERED PAPER
[º£Æ®³²] 11¿ù À¯·´ PfR(paper of
recycling) °¡°ÝÀº ¾ÈÁ¤¼¼ À¯Áö
11¿ù À¯·´ÀÇ PfR brown grade¿Í low grade ½ÃÀåÀº ´ëü·Î ¾ÈÁ¤ÀûÀ¸·Î
Èê·¯¿Ô´Ù. ÀÌÅ»¸®¾Æ´Â euro 5/MT Á¤µµ ¶³¾îÁ³À¸¸ç ¿µ±¹À»
ºñ·ÔÇÑ ´ëºÎºÐÀÇ À¯·´ ´ë·úÀº °¡°ÝÀÌ º¯ÇÏÁö ¾Ê¾Ò´Ù. µ¶ÀϽÃÀå¿¡¼´Â ¸î¸îÀÇ buyerµéÀÌ °¡°ÝÀÎÇϸ¦ ¿ä±¸ÇßÀ¸³ª sellerµéÀº °¡°ÝÀ» °í¼öÇϸç
À¯Áö½ÃÄ×°í ¿µ±¹ sellerµéÀº ÀϺΠOCC buyerµé¿¡°Ô
¡Ì2~3/MT ÀλóÇÏ¿© ÆǸŠÇß´Ù°íµµ ÇÑ´Ù. À¯·´ OCC¿Í mixed paper¼öÃâ½ÃÀåÀº ÇÑÁøÇØ¿î »çÅ ÀÌÈÄ Áß±¹Çâ
¿îÀÓÀÌ »ó½ÂÇÏ¿© euro5~10/MT °¡°ÝÀÌ »ó½ÂÇßÀ¸³ª ±âº»ÀûÀÎ Á¦Ç°°¡°ÝÀº ¾ÈÁ¤¼¼À̾ú´Ù. Medium°ú high grade´Â ¿µ±¹½ÃÀåÀº ¼ö¿äÀÇ Áõ°¡·Î ¾à
¡Ì10/MT »ó½ÂÇß°í ±× ¹Û¿¡ À¯·´´ë·úÀº Å« º¯È ¾øÀÌ steadyÇÑ
»óÅÂÀÌ´Ù. 12¿ù ¿¬¸»ÀÌ ´Ù°¡¿À¸é¼ À¯·´½ÃÀåÀº Ưº°ÇÑ º¯µ¿ ¾øÀÌ °¡°ÝÀº stableÇÏ°Ô ¸¶Ä¥ °ÍÀ¸·Î º¸°í ÀÖÀ¸¸ç Áß±¹ ¼³³¯ ´ë±Ô¸ð down timeÀÌ
¿¹°íµÇ¾î ÀÖ¾î ¼öÃâ½ÃÀåÀÇ °¡°Ýµµ Ưº°ÇÑ Àλó °èȹÀº ¾øÀ» °ÍÀ̶ó°í ½ÃÀå °ü°èÀÚµéÀº ¿¹»óÇÏ°í ÀÖ´Ù.
[Áß±¹] Áß±¹½ÃÀå¿¡¼ Recycled container
board¿Í cartonboardÀÇ 11¿ù °¡°ÝÀÌ
»ó½Â¼¼¿´´Ù.
ÃÖ±Ù Áß±¹½ÃÀåÀÇ
¼ö¿äÁõ°¡¿Í »ý»ê ¹°·ùºñ¿ë Àλó, RCPÀÇ °¡°ÝÀÇ »ó½ÂÀ¸·Î
recycled paperÀÇ °¡°ÝÀÌ ´ëÆø »ó½ÂµÆ´Ù. »ó½ÂÆøÀº Æò±Õ RMB200~400/MT($29~58)À¸·Î Å©°Ô ¿Ã¶ú´Ù. ÀλóµÈ °¡°ÝÀº testliner RMB3,700~3,910/MT, kraft top liner RMB4,010~4,190/MT,
white top liner RMB4,660~4,930/MT ¼öÁØÀÌ´Ù. °í°µµ corrugating mediumÀº Àü³â µ¿±â ´ëºñ 30%»ó½ÂÇÑ RMB3,510~3,800/MTÀ¸·Î ¿ÀÆ۵ǰí ÀÖ´Ù. ÆÇÁöºÎºÐ¿¡¼´Â ¾à RMB300/MT Á¤µµÀÇ
°¡°ÝÀÌ »ó½ÂÇߴµ¥ commodity greyback duplex´Â
RMB3,580~3,850/MT, premium grey duplex´Â
RMB4,100~4,650/MTÀ¸·Î °Å·¡µÇ°í ÀÖ´Ù. Áß±¹ÀÇ 11¿ù ½Å¹®Áö °¡°ÝÀº RMB50/MT ¿Ã¶ó RMB4,100~4,150/MT¿¡ ¸¶Å©ÇÏ°í ÀÖÀ¸¸ç LWC´Â RMB5,500~5,600/MTÀ¸·Î stayÁßÀÌ´Ù. Coated fine paperµµ RMB50/MT¿Ã¶ó RMB4,600~4,800/MT(commodity), RMB5,250~5,450/MT(premium)À¸·Î ¿ÀÆÛÁß¿¡
ÀÖ´Ù.
5. THERMAL PAPER
[Çѱ¹] ÇѼÖÁ¦Áö´Â °¨¿Áö »ý»ê ±Ô¸ð¸¦ ´Ã¸± ¿¹Á¤ÀÌ°í, EC´Â ÇѼÖÁ¦Áö¿¡ AD°ü¼¼¸¦ ºÎ°úÇß´Ù.
ÇѼÖÁ¦Áö´Â °¨¿Áö¿Í ¾ÆÆ®Áö¸¦ µ¿½Ã¿¡ »ý»êÇÒ ¼ö ÀÖµµ·Ï ÇѼ־ÆÆ®¿øÀÇ
½ÅźÁø °øÀå(290,000Åæ/y)À» rebuild Çϱâ·Î Çß´Ù. °øÀåÀÇ
rebuild´Â 2019³â¿¡ ¸¶¹«¸®¸¦ ¸ñÇ¥·Î ÇÏ°í ÀÖÀ¸¸ç °¨¿Áö¸¦ ¿¬»ê 134,000Åæ »ý»êÇÒ ¿¹Á¤ÀÌ´Ù. À̷νá ÇѼÖÀº ±âÁ¸ÀÇ ÀåÇ×°øÀå 148,000Åæ/y ¿Í õ¾È°øÀå
48,000Åæ/y±îÁö ÇÕÄ¡¸é ¿¬»ê 330,000ÅæÀÇ
±Ô¸ð·Î »ý»ê·®ÀÌ ´Ã¾î³ª¹Ç·Î ±Û·Î¹ß °¨¿Áö »ý»ê¾÷üÀÎ Oji Paper¿Í Koehler Paper¿Í ¾î±ú¸¦ ³ª¶õÈ÷ ÇÒ ¼ö ÀÖ´Ù. ÃÖ±Ù Àü¼¼°èÀûÀ¸·Î
°¨¿ÁöÀÇ ¼ö¿ä´Â ²ÙÁØÈ÷ ´Ã¾î ³ª°í ÀÖ°í ¾ÆÆ®ÁöÀÇ ¼ö¿ä´Â Á¡Á¡ ³·¾ÆÁö°í ÀÖ¾î ÇѼÖÀÇ °¨¿Áö ÅõÀÚ´Â ºÒ°¡ÇÇÇÑ Çö½ÇÀÌ´Ù. ¶ÇÇÑ Áö³ 11¿ù 25ÀÏ
ÇѼÖÁ¦Áö´Â ÇѼ־ÆÆ®¿øÀ» ÇÕº´Çϱâ·Î ¹ßÇ¥Çß°í ³»³â 3¿ù¿¡ Á¤½ÄÀ¸·Î ÇÕº´ ¸¶¹«¸®°¡ µÈ´Ù. Âü°í·Î ÇѼ־ÆÆ®¿øÀÇ ¿À»ê°øÀå(100,000Åæ/y)´Â ±â°èÀÇ ³ëÈÄÈ·Ñ ´õ ÀÌ»ó »ý»êÀÌ ¾î·Á¿ö Áö³ 3¿ù shut down ÇÑ ¹Ù ÀÖ´Ù. ÇÑÆí, EC(European Commission)Àº ÇѼÖÁ¦Áö °¨¿Áö ¼öÀÔÇ°¿¡ ´ëÇØ ´ýÇÎ ¿¹ºñ°ü¼¼¸¦ 12.1% ºÎ°úÇß´Ù. ECÀÇ AD Á¶»ç´Â
À¯·´ÀÇ °¨¿Áö Á¦Á¶¾÷üµéÀÇ ÀÇ·Ú·Î Áö³ 2¿ùºÎÅÍ ½ÃÀ۵ǾúÀ¸¸ç ³»³â 5¿ù¿¡
ÃÖÁ¾ AD ÆÇÁ¤ÀÌ ¿¹Á¤µÇ¾î ÀÖ´Ù.
6. WORLD NEWS
[ºÏ¹Ì] Catalyst¿Í Irving Paper´Â
¹Ì±¹ »ó¹«±¹(DOC)ÀÇ SC ¼öÀÔ CVD review ÈÄ¿¡ ÁÁÀº °á°ú(ÃÖÁ¾ÆÇÁ¤)¸¦ ¿¹»óÇÏ°í ÀÖ´Ù.
Áö³ 2015³â 12¿ù¿¡ Á¦±âµÇ¾ú´ø ij³ª´Ù»ê SC(supercalendered paper)ÀÇ ¹Ì±¹ ¼öÀÔ CVD Á¶»ç°¡
ÁøÇà µÇ°í ÀÖ´Ù. ÇöÀç Catalyst¿Í IrvingÀº 18.8%, Hawkesbery 20.18%, Resolute´Â 17.87%ÀÇ ¿¹ºñ°ü¼¼°¡ ºÎ°úµÇ¾ú´Ù. ƯÈ÷, ¿¹ºñ°ü¼¼ ÀÌÈÄ ÃÖ±Ù(11¿ù Áß¼ø°æ)
Irving Paper´Â 18.8%¿¡¼ 7.99%·Î
¿¹ºñ°ü¼¼À²ÀÌ °¨¼ÒµÇ¾î ³»³â ÃÖÁ¾ÆÇÁ¤¿¡¼ ´õ¿í ±â´ë¸¦ ÇÏ°í ÀÖ´Ù. ÃÖÁ¾ÆÇÁ¤Àº ³»³â 2¿ùºÎÅÍ 4¿ù »çÀÌ¿¡ ¹Ì±¹ DOC¿¡¼
¹ßÇ¥ÇÒ ¿¹Á¤ÀÌ´Ù. ij³ª´Ù SC »ý»ê¾÷üµé Áß¿¡ Catalyst¿Í IrvingÀº
CVD Á¶»ç¿¡ Àû±Ø ÇùÁ¶ÇÏ°í ÀÖ¾î¼ ³»³â¿¡ ´õ¿í ¶³¾îÁø ÃÖÁ¾°ü¼¼ ÆÇÁ¤¿¡ Èñ¸ÁÀ» °É°í ÀÖ´Â »óȲÀÌ´Ù.
* Ãâó: PPI
PULP & PAPER VOL.38, NO.46 / PPI EUROPE VOL.31, NO.45 / PPI ASIA VOL.19,
NO.45 / PPI LATIN AMERICA VOL.12, NO.46