Products and Services :
Newsprint Tracker© Monthly Briefing
The newest product offered by Allan Consulting, this subscription-only monthly commentary offers unmatched insights into current developments in the U.S. and world newsprint markets. Key points:
-
Published monthly, shortly after the release by Pulp & Paper Products Council of its regular newsprint flash report.
-
Includes detailed commentary on the PPPC flash report.
-
Also includes commentary on market developments during the month and on the outlook for the near-term future.
-
Focus is on newsprint pricing, and on the implications of current developments in U.S. daily consumption, non-daily consumption, production, downtime and permanent shutdowns, conversions, exports, imports and inventory movement.
-
Also looks at broader issues such as the impact of changes in currency, delivery costs, competition with supercalendered papers and other uncoated groundwood products, and so on.
-
Clients subscribing to the Newsprint Tracker© Quarterly Reports in calendar year 2008 receive a one-time free one-year subscription to the Newsprint Tracker© Monthly Briefing.
- Subscription cost: US$897 per year, including 12 monthly reports.
Here's a sample of some of the issues addressed in the December 2009 issue:
- Better trend in usage and export numbers - will suppliers know how to handle it? We offer our analysis of the domestic newsprint market's left-turn toward a more moderate rate of decline in consumption, plus the emergence of stronger exports. Given the corresponding pickup in newsprint operating rates, what does this mean for inventories and for the balance of supply and demand - and for newsprint prices?
- Newsprint price gains slowing? As a result of reductions in downtime during a period when inventories are still abundant, suppliers face a real fight if they want to keep prices moving upward. We analyze some of the risks to the current up-cycle in newsprint pricing.
- Two things are going producers' way today. We take a closer look at a recent modest improvement in the trend for North American newsprint usage and more dramatic gains in newsprint exports - and what these developments may mean for producers.
- Ad spending becoming less of a drag for publishers and mills alike. As the U.S. economy shifts into a phase of slow growth, the newspaper advertising environment is gradually improving. What does this mean for newprint producers and newspaper chains? Are there limits to how far these improvements could go?