Russian Forestry and Wood Supply Operations Analysis slide image

Russian Forestry and Wood Supply Operations Analysis

40 WOODWORKING WOODWORKING Widely Promoted Oriented Strand Boards (OSBS) OSBs have undoubtedly been among the most widely promoted and advertised woodworking end products on the Russian market in the last decade. From 2005 to 2015, the construction of at least 40 OSB factories, with a total production volume of 6 million m³ per year, were announced in Russia. If these projects are realised, Russia will take a third of the global market for OSBs. THE GLOBAL MARKET The estimated capacity of the global OSB market is 21-22 million m3, or $8-10 billion in monetary terms. The average annual global growth rate of OSB production in 2009-2013 was 6%. In Europe (not counting production in Belarus, Ukraine and Russia), OSB production increased by 9.9% in 2013, reaching 4.8 million m³, while in North America it increased by 11.7% to 17.3 Diagram 1. Production of OSB by countries of the world in 2009-2013 1,000 m³ 25 000 20 000 15 000 10 000 21 891 19503 11 055 9 770 9 181 10 774 9115 5 742 4 423 5 265 5 000 3 968 30 6 268 0 2009 ■Germany ■ France ■ Russia 2010 ■Latvia Canada 2011 2012 2013 ■Czech Republic ■ USA ■ Poland ■ Romania 101 Source: Pöyry Management Consulting million m³. The United States accounted for 64% of North American volume (diagram 1). EUROPE Construction activity in Europe continued to show unimpressive results in 2012-2014 and therefore growth in OSB consumption has been delayed until the economy in Europe recovers. Romania and Germany produced 1.3 million m³ each and became the biggest European manufacturers of OSB in 2013, while a new OSB plant was opened in Italy with a capacity of 130,000 m³. The average annual growth of global consumption in the period from 2009 to 2013 was 5.5%, with most of the increase in 2011-2013 and amounting to 8% (diagram 2). NORTH AMERICA A growing demand for housing, building materials and furniture contributed to the increase in the consumption of all board and plywood products in North America by 5.4% to 49 million m³ in 2013. By the end of 2013, OSB consumption increased by 11.7% to 16.7 million m³, thus consumption continued to recover for a third year in a row (UNECE/FAO, 2014). Nevertheless, the consumption was far from the level of 2005, when the figure of 25 million m³ was reached. The European market, including Russia, is not the main focus for sales of the North American manufacturers of OSBS and its share does not exceed 5% of the total exports. Nevertheless, Canadian OSBs, consistently hold the leading positions in Russian market, sharing the 1st and 2nd places with Latvian or Romanian manufacturers. In this regard, Canadian manufacturers are closely watching the situation on the Russian market as conditions change. For example, in the crisis year of 2009, under comparable conditions with the weakening exchange rate of the Russian currency and a general decline in the consumption of imported timber, deliveries of boards from Canada to Russia decreased by 3.5 times. At the same time, Canadians managed to redirect a part of these sales with deliveries to South Korea. Thus, against the background of the growing sector of wooden housing construction in the United States and, accordingly, a stable demand for OSB, the local market seems to be favorable and reliable for the North American manufacturers. THE RUSSIAN MARKET Production The first big companies started to explore the Russian market for establishing OSB production in 2005-2006. In 2006 the Investment Fund of Kazakhstan announced its intention to build a factory of the OSBI Grupp in Tomsk, and the German company Egger announced that OSB could be manufactured at its new factory in Ivanovo Oblast. The Vuokatti-Rus company planned to build a factory in the Nizhny Novgorod Diagram 2. Consumption of OSB by regions of the world in 2011-2013 1,000 m³ 18 000 16 701 16 000 14 949 14 000 13 407 12 000 -- 10 000 -- 8 000 -- 6 000 -- 4 207 4 821 ■CIS ■N. America ■ Europe ■Asia & Pacific Reg ■Other regions 3 892 4 000 -- 2 000 855 1 037 597 200 300 200 300 200 300 0 2011 2012 Oblast with a capacity of 300,000 m³ per year with an expected investment of 100 million euros. Similar initiatives have been put forward by Belrusneftegaz, Russian Forest Group, JSC Karelia DSP, and Safwood (diagram 3). Perhaps the Kalevala MLC woodworking plant (Karelia) remained the most long-awaited project during these years. Investors announced the construction of the plant in 2006 and construction of the plant began in August 2007. Its commissioning was postponed several times; however, it was launched in 2013. Equipment for the plant was supplied by Siempelkamp of Germany. 2013 Source UNECE/FAO TIMBER database, 2014, calculations of WhatWood Map 1. Consumption of OSB by regions of the world in 2011-2013 North America Europe 13 407 14 949 16 701 3 892 4 207 4 821 2011 2013 2011 2012 2013 Capacity of the plant's first stage is 300,000 m³ per year, and with the commissioning of the second stage the rated capacity will reach 500,000 m³. The total value of the project amounted to more than 8 billion roubles, while the originally planned value was 4.5 billion roubles in 2007. The first production facility in Russia was Hillman OSB, a mini-factory that was launched in 2012 in the Vladimir Oblast. The factory's capacity is 30,000 m³ per year. In the same year 2012, after a major reorganization, Novovyatsky Ski Factory started the production of CIS 597 855 1 037 2011 2012 2013 Asia & Pacific Region 200 200 2011 2012 2013 Source: UNECE/FAO TIMBER database, 2014, calculations of WhatWood #6 (2015) RUSSIAN FORESTRY RUSSIAN #6 (2015) 41 FORESTRY
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