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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

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Page 1: THE SPECIALTY PAPER AND PAPERBOARD MARKET A GLOBAL … · 2017. 3. 8. · SPECIALTY PAPER & PAPERBOARD • “A paper or paperboard that requires properties (physical, optical, electrical,

© 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

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© 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  3

AWA ALEXANDER WATSON ASSOCIATES

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© 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 Alexander Watson Associates 

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AWA PAPER & PAPERBOARD GRADE CLASSIFICATIONS

Source: AWA  

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© AWA Alexander Watson Associates  7

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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© AWA Alexander Watson Associates 

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MARKET SEGMENTS SERVED BY SPECIALTY PAPERS & PAPERBOARDS

Source: AWA  

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© 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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© AWA Alexander Watson Associates 

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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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© AWA Alexander Watson Associates 

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SPECIALTY PAPERS & PAPERBOARDSGLOBAL TRADE 

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© AWA Alexander Watson Associates 

SPECIALTY PAPER & PAPERBOARD GROWTH & DECLINE

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© AWA Alexander Watson Associates  15

BY SPECIALTY PAPERS & PAPERBOARDS A SELECTION OF GRADES

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© AWA Alexander Watson Associates  16

SPECIALTY PAPERS OPPORTUNITIESRe

lativeGrowth

Relative Value

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© AWA Alexander Watson Associates 

SPECIALTY PAPER & PAPERBOARD TRENDS IMPACTING SPECIALTIES

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© AWA Alexander Watson Associates 

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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  

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© AWA Alexander Watson Associates 

EUROPEANSPECIALTY PAPER & PAPERBOARD 

MARKET 

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© AWA Alexander Watson Associates 

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SOME GRADES WHERE EUROPE HAS LEADING POSITIONS GLOBALLY

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© AWA Alexander Watson Associates 

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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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© AWA Alexander Watson Associates 

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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 Alexander Watson Associates  24

AWA GLOBAL PAPER MARKET STUDIES 

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© AWA Alexander Watson Associates 

THANK YOU!

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www.awa‐bv.comreports@awa‐bv.com

conferences@awa‐bv.com

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© AWA Alexander Watson Associates 

SPECIALTY PAPER AND PAPERBOARD PROCESS FLOW

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