Alejandro is responsible for client support and analytics for RISI’s European Graphic Papers team. Previously, Alejandro was a business analyst for a European fine paper producer. He has a bachelor’s degree in Mechanical Engineering and an MBA from the Solvay Business School of Economics and Management in Brussels.
Understanding the Transformation of the European Packaging Industry
Tuesday, 1 March, 2016
Demand for packaging papers is definitely growing, although not every segment is growing the same. The packaging industry is perceived to be a much healthier industry. And although that still remains to be true, all changes happening in Europe and the World are definitely having an impact on how healthy the industry is. Throughout my presentation I will review the current market conditions for all major packaging grades, giving an emphasis to containerboard. I will also review in detail the large amount of capacity additions and what the consequences will be on the supply and demand balances.
The Changing World of Graphics
Wednesday, 2 March, 2016
There are no new disruptive forces… only different ways the same challenges are impacting our environment, at least for the moment. The digital revolution has now changed the way we deal with media on a daily basis, across all generations. Unavoidably, this revolution has come to challenge the way we utilize media, shifting our attention away from established channels into a more fragmented media landscape, which now includes the Internet and other mobile media channels. All that is true, but what is also true is the fact that print is not disappearing, although it is getting scarcer. The consequences of this are clear, lower paper consumption, lower margins for producers, merchants, printers, and anyone that is somehow linked to the print industry. But not all are bad news; this state of secular decline is also creating awareness on the unique values of print media, and through this discovery is that print will manage to survive.
Throughout my presentation I will analyze the current conditions of all five main graphic grades in Europe. I will talk about demand drops, changes in trade flows, and how capacity rationalization is impacting the supply and demand balances. I will also talk about conversions, focusing on the areas graphic paper producers are looking at, and why. But will also talk about the challenges and difficulties of conversions going forward.