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© AWA Alexander Watson Associates
THE SPECIALTY PAPER AND PAPERBOARD MARKET A GLOBAL OVERVIEW
RISI European Conference, Amsterdam, March 8, 2017
Jos de Vries, Consultant @ AWA Alexander Watson Associates
© AWA Alexander Watson Associates 2
AGENDA
• Introduction
• Specialty Paper Definition
• Market Segmentation
• World Demand for Specialty Papers
• Growth & Decline
• Trends Impacting Specialties
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AWA ALEXANDER WATSON ASSOCIATES
© AWA Alexander Watson Associates
DEFINITION & SEGMENTATION
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© AWA Alexander Watson Associates
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AWA DEFINITION OF SPECIALTY PAPER & PAPERBOARD
• “A paper or paperboard that requires properties (physical, optical, electrical,
chemical and/or other special considerations) that are different from the norm
for the market sector and application being served.”
• For purposes of our specialty paper studies, we have identified 11 market
sectors and 140 grade categories serving these segments that are ‘specialties.’
They all exhibit special performance characteristics.
• Performance related products that are found in all paper and paperboard
market sectors.
Source: AWA
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AWA PAPER & PAPERBOARD GRADE CLASSIFICATIONS
Source: AWA
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RELATIVE
VALUE
RELATIVE GROWTH
Packaging & Labelling
Building & Construction
Food Service
Business & Communication
Consumer
Industrial
Printing & Publishing
Security
Medical
Electrical
Filter
AWA PAPER & PAPERBOARD MARKET SECTORS (11)
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MARKET SEGMENTS SERVED BY SPECIALTY PAPERS & PAPERBOARDS
Source: AWA
© AWA Alexander Watson Associates
GLOBAL SPECIALTY PAPER & PAPERBOARD
MARKET
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© AWA Alexander Watson Associates
SPECIALTY PAPER & PAPERBOARD SHARE OF TOTAL GLOBAL PAPER & PAPERBOARD
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Specialty Paper & Board in 201527,745 million tonnes
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GLOBAL SHARE OF SPECIALTY PAPER &PAPERBOARD VOLUME BY MARKET SEGMENT
Source: AWA
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GLOBAL SPECIALTY PAPER & PAPERBOARD MARKET BY GEOGRAPHY 2015
Source: AWA
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SPECIALTY PAPERS & PAPERBOARDSGLOBAL TRADE
© AWA Alexander Watson Associates
SPECIALTY PAPER & PAPERBOARD GROWTH & DECLINE
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BY SPECIALTY PAPERS & PAPERBOARDS A SELECTION OF GRADES
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SPECIALTY PAPERS OPPORTUNITIESRe
lativeGrowth
Relative Value
© AWA Alexander Watson Associates
SPECIALTY PAPER & PAPERBOARD TRENDS IMPACTING SPECIALTIES
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TRENDS – AND IMPACT TO SPECIALTY PAPER SEGMENTS
Source: AWA
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TRENDS – AND IMPACT TO SPECIALTY PAPER SEGMENTS
Source: AWA
© AWA Alexander Watson Associates
EUROPEANSPECIALTY PAPER & PAPERBOARD
MARKET
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SOME GRADES WHERE EUROPE HAS LEADING POSITIONS GLOBALLY
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EUROPE –STATUS AND DIRECTION
• Currently the leading specialty paper producing region
• Exports significant volume to all other regions
• Will retain the lead for the immediate future in certain specialties. Examples:
• Food processing papers such as bakery pan liners – good technology and market position of European producers
• Décor – excellent technology
• Strong position in medical and abrasive base
• Aseptic Packaging – excellent technology and global marketing position with two European companies leading the market
• Photographic – a declining market
• Coffee Filter – global marketing position of leading European company
• Tea Bag – local demand
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EUROPE –STATUS AND DIRECTION
• Growing competition in some grades and geographies such as Décor in Asia, C1S in North America
• Developing technologies for certain specialties in Europe but also increasingly in North America and Asia
• Replacement of plastics with paper‐based materials for some applications, particularly in packaging and food service market sectors – driven by customer preference and legislative actions
• Some recovery for certain printing & publishing grades related to book publishing, for both educational and trade book markets
Source: AWA
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AWA GLOBAL PAPER MARKET STUDIES
© AWA Alexander Watson Associates
THANK YOU!
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www.awa‐bv.comreports@awa‐bv.com
conferences@awa‐bv.com
© AWA Alexander Watson Associates
SPECIALTY PAPER AND PAPERBOARD PROCESS FLOW
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