Mondi Mergers and Acquisitions Presentation Deck
INDUSTRY FUNDAMENTALS: EUROPEAN
CONTAINERBOARD AND CORRUGATED PACKAGING
Demand
Demand for corrugated packaging in Europe grew by
2.7% per annum from 2000 to 2006, driven by strong
growth in Emerging Europe of 11% per annum(¹).
Over the 2004 to 2006 period, demand grew by
around 2.4Mt
Future demand growth is expected to be broadly in
line with these historic trends
2.7% growth on 2006 demand of around 25Mt
represents around 0.68Mt
• Supply
Total European containerboard capacity increases
between 2004 and 2006 of around 3.8Mtpa offset by
capacity closures of around 2.4Mtpa, gave a net
increase in capacity over the period of around
1.4Mtpa (excluding capacity creep)
Recent significant capacity increases now absorbed
into the market. No new paper machines announced
to come on line in 2007/2008
Rationalisation of kraftliner capacity in North
America has contributed to reduced imports to
Europe
(1) Growth on tonnage basis 2000 to 2006 based on 2006 forecasts. (2) Q4 2001 - Q1 2007.
Sources: ICCA, RISI, Pöyry Forest Industry Consulting
€/tonne
650
600
550
500
450
400
350
300
250
200
Kraftli 175g
Testliner 2
2001(2) 2002
mondi
2003 2004 2005 2006
2007(2)
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