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Program

Monday, 22 May, 2017

Pre Event

18:30

Welcome Reception and Pre-Registration

(Venue: Ballroom III, 3rd Floor)

Tuesday, 23 May, 2017

Day One 2017

8:00

Registration

(Venue: Ballroom I+II+III, 3rd Floor)

9:00

Opening Remarks

9:05

RISI Asia CEO-of-the-Year Awarding Ceremony

Ms. Cheung Yan, Chairlady of Nine Dragons Paper has been named RISI Asian CEO of the year

9:10

Ms. Cheung Yan

Chairlady & Founder

Nine Dragons Papers (Holdings) Limited & American Chung Nam LLC.

Keynote Address

9:40

Value over Volume: The case for Value Driven Growth for the Pulp Industry

Whenever there is even a hint of a rumor of oversupply, our industry takes a tumble; We seem to constantly undermine ourselves simply because we fail to identify the inherently unique Value existent within our products, instead opting for mechanically churning out volume as the preferred defense mechanism to protect our grounds. The results are quite self-evident: Falling margins, perpetual volatility and an industry at the mercy of even the slightest of exogenous forces.

In his talk, Pulp and Paper veteran Sunil Sood challenges Pulp Manufacturers to seek growth by identifying their own unique Value Proposition in an industry where all players will have to learn to carve out a niche for themselves in the market in order to seek value driven growth. He looks at how the market fundamentals of the industry at this point indicate that demand will continue to be strong and how OKI will continue to drive growth in the industry by virtue of its own distinctive, value-driven offering.

Furthermore, he delineates the urgent need to look at Value as the key driver for growth over Volume in order for the industry to ensure its survival. Value through top-line growth and disciplined practices will be key to keeping the industry healthy, sustainable and prosperous for years to come.

10:10

Coffee and Tea Networking Break

10:40

China's Strategic Lessons for South-East Asian Manufacturing Relocation

- The current and future trend of companies deciding to leave China for other locations (i.e Nike to Vietnam)

- Also looking at this trend within China (migrating toward the West or interior (e.g. from the coast toward Hunan))

- We will address the underlying reasons

11:10

Global Macroeconomic Outlook

11:40

Networking Lunch

 (venue: Star Room I, 24th Floor)

13:00

Global Recovered Paper Outlook

13:30

Global Boxboard Market Outlook

How is the market coping with the new capacity and evolving trade flows? Throughout this presentation we will analyze the possible scenarios of a growing de-globalized world and how global markets are affected by this. Also discussed will be the evolving market conditions on relevant global regions, including Asia, Europe and North America. After this presentation, participants will have enough understanding on the state of global boxboard market dynamics to make sense of the changes occurring on each region separately.

14:00

Coffee and Tea Networking Break

14:40

Moderator

Panelists

John XI

APAC North Procurement Associate Director – Packaging

AB-Inbev

Marcus Olsson

Category Sourcing Specialist, Packaging & Handling mtrl

IKEA Components

Buyer’s Panel

 
 
15:40

Global Containerboard Outlook - with a focus on the Asian Market

16:10

Transportation: New Challenges and Rising Costs

17:00

Cocktail Reception

 (venue: Poolside, 5th Floor) 

Wednesday, 24 May, 2017

Day Two 2017

8:00

Registration

(Venue: Ballroom I+II+III, 3rd Floor)

9:00

Moderator

CAO Zhenlei

Vice President; Executive Vice President

SinoLight Corporation; China Technical Association of Paper Industry

Panelists

YI Lankai

General Manager & Assistant General Manager

Yueyang Forest & Paper Sales Co., Ltd. & Yueyang Forest & Paper Co., Ltd.

LI Weixian

Director of Marketing & Sales

Shandong Chenming

Jayco Fung

FSC Market Development, Asia Pacific

Forest Stewardship Council ®

Executive Panel

10:00

CAO Zhenlei

Vice President; Executive Vice President

SinoLight Corporation; China Technical Association of Paper Industry

Review and Outlook for Household and Package Paper Industry in China

10:30

Coffee and Tea Networking Break

11:00

Trade Pacts, Trade Wars and Embargoes

Despite the global troubles concerning trade (in fact not only trade), Asia’s spirit of optimism still runs high today. As Trump pulled out of the Trans-Pacific- Partnership (TPP), Asian countries are now moving closer together under the leadership of China. In any case, the US only accounts for 8 percent of all of China's trade and 9 percent of all ASEAN trade.

The Europeans are more and more preoccupied with their own issues, such as Brexit, nationalist movements and debt problems in several EU-countries. Regardless of whether Europe continues to bashfully pile up debt, or if it decides to stifle growth with austerity: The level of wealth in Europe can hardly be expanded. It looks like we have a smoldering fire. The flames have been smothered for now, but it can rekindle any time soon. The US, too, might not have seen the worst. In fact, it seems that we might be in for a whole series of crises, with Europe and the USA taking turns as the trouble spots.

In a nutshell, we now see three different reactions to the global crisis:
The US is getting more aggressive, particularly with competitors like China. (One should not be fooled by their recent soft stance during the China-USA summit in Florida.). The Europeans manage to act together only in moments of utter despair. Generally, they are more divided than ever, which weakens them versus the rest of the world. The Asians close their ranks, soberly assess their strengths and weaknesses and therefore become even more competitive. All three reactions contribute to an ongoing development, which is a hard nut for the West to crack. The center of gravity for the economic development is moving towards Asia.
 

11:30

Asset Quality and Cost Competitiveness of Asian Containerboard Mills

This presentation will introduce the global containerboard market from a mill intelligence perspective covering topics such as regional product share, fiber and energy mix, carbon emissions, as well as discuss the main cost drivers and how much they can vary. A special focus will be given to Asian mill assets and how they compare in the global scale. The final section will focus on the recent price hike and input cost development in the Asian recycled containerboard market. 

12:00

Networking Lunch

 (venue: Star Room I, 24th Floor) 

13:30

Global Dissolving Pulp Market Outlook - China

Dissolving pulp demand is expanding at a strong pace, led by China. The rate of growth accelerated last year but could actually be limited this year by a lack of capacity in the main downstream sector, viscose staple fiber (VSF). There will be a similar development on the supply side of viscose pulp with very little new capacity entering the market this year. Capacity limitations will start to wane in 2018, allowing faster growth in the market to resume.

Accelerating demand growth for both VSF and viscose pulp led to tight conditions in both markets through most of last year and into the first part of 2017. VSF prices surged from relatively low levels in association with near-record industry operating rates. The upswing in VSF prices was supported by a big rebound in cotton prices despite a continuing overhang of cotton inventories in China. Viscose pulp prices also ramped upward but not by nearly the same amount as VSF prices. Along with the tight market conditions, viscose pulp prices were buoyed by high prices for cotton linters which kept Chinese cotton linter viscose pulp producers at the top end of the world cost spectrum.

Hi-alpha pulp (or specialty cellulose), which accounts for about 25% of the dissolving pulp market, is not performing as well as the viscose pulp sector. The main problem is a downturn in Chinese cigarette consumption which is undermining the usage of acetate tow for filters and, therefore, demand for acetate pulp. The other main subsector, ether pulps, is seeing good demand growth and pricing for these pulps has started to recover after steep losses in the past two years. The supply side of the hi-alpha pulp sector is still subject to migration from the viscose pulp sector.

14:00

Global Pulp Market Outlook

14:45

RISI Global Tissue Outlook

15:15

Coffee and Tea Networking Break

15:45

Update on the Asian Woodchip Import Market

16:15

MENG Li

Economist, Asian Graphic Paper

RISI

Asian Graphic Paper Outlook

1. Review of Asian graphic paper market in 2016 and the first quarter of 2017

2. A two-year outlook for Asian graphic paper market by paper grade and by country

3. Some further discussion on China's graphic paper and Indian graphic paper markets

16:45

Close of Conference