Investor Presentaiton
Virgin Fibre Costs - Index List Prices
($ US/s.t.)
2,000
1,600
1,200
800
Sep-17
Dec-17
Mar-18
Jun-18
Sep-18
Dec-18
Mar-19
Jun-19
Sep-19
Dec-19
Mar-20
Jun-20
Sep-20
Dec-20
Mar-21
Jun-21
Sep-21
Dec-21
Mar-22
Jun-22
Current
(Aug-22)
1,805
VIRGIN PULP (Outlook September 2022):
•
1,620
•
•
•
Recent improvements in pulp mill uptime has not yet
resulted in a significant improvement in market
dynamics
Transportation constraints persist, with rail car
availability and port congestion continuing to pose
challenges but showing signs of recovery
Mills adequately supplied
Improving logistics and return of production capacity
expected to ease some pressure, but potential for
continued overall dynamics in the market to remain
challenging
Source: RISI
-NBSK
-NBHK
Virgin Pulp Prices
NBSK (Canadian sources delivered to Eastern US)
NBHK (Canada/US sources delivered to Eastern US)
Q2 2022
Q1 2022
Q2 2021
Q2/Q2
Q2/Q1
1,743
1,527
1,598
9%
14%
1,517
1,312
1,297
17%
16%
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