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Program

Monday, 5 October, 2020 - 12:00

Session One

All times are set in Eastern Standard Time. 

12:00pm

Welcome Remarks

12:05pm

Panelists

Panel Discussion: Wood products

12:50pm

Wood products end use market

1:05pm

Outlook for North American lumber in the wake of COVID-19

  • A review of COVID-19’s impacts on lumber markets and what this means for our demand outlook through 2022
  • How has Fastmarkets’ capacity outlook changed, particularly for high cost regions like the BC Interior and US West Coast
  • European dimension lumber continues to make headway in North American markets…is this a temporary phenomenon or a secular trend?
  • Analysis regarding impact of duty and stumpage adjustments for Canadian producers how this will shift the industry cash cost curve

 

1:35pm

Moderator

Panelists

Panel Discussion: Mass timber for tall wooden buildings

  • Trends in the mass timber market
  • Keeping control of costs for mass timber projects
  • Speed of construction and impact on project timelines
  • Solutions for common challenges with mass timber
  • What does the future of mass timber look like and how ready for it are we?
2:20pm

Fastmarkets RISI outlook structural panels – OSB capacity, import levels, profitability

  • The outlook for supply and demand
  • OSB capacity and levels within North America currently
  • Offshore import levels within structural panels
  • Exploring current and future profitability levels in the sector
2:50pm

Fastmarkets RISI outlook for North American particleboard, MDF & engineered wood products

  • Examination of key end use market
  • Trends in supply and demand
  • Changes in capacity given mill openings and closings
  • The effects of trade on market supply
  • Analysis of past and future costs and profitability
3:20pm

CEO fireside chat and Q&A

4:20pm

Close of Session One

Tuesday, 6 October, 2020 - 12:30

Session Two

All times are set in Eastern Standard Time. 

12:30pm

Greg Rudder

Managing Editor

Fastmarkets RISI PPI Pulp & Paper Week, News, Markets & Prices

Welcome remarks and CEO of the Year Award presentation

12:45pm

Keynote Address

1:15pm

CEO Panel Discussion

A roundtable discussion with the region’s leading executives

2:00pm

Macroeconomics and the global economy

  • How has the COVID-19 impacted global trade and industries
  • How should businesses respond to falling stock prices and a likely recession
  • When might we expect to see the global economy start to recover?
2:30pm

Outlook for the US housing market – recovering from COVID-19 shutdown, outlook for single-family and multifamily housing starts

  • The housing market recovery began 2020 on a strong note but slowed as the economy shuttered
  • Even with solid demographics, the economic fallout of the COVID-19 shutdown colors the outlook.
  • Multifamily and affordable housing fundamentals were solid prior to COVID-19, but the fallout from the virus creates uncertainty for 2021.
  • This presentation will examine the underlying fundamental demand for shelter and household formations and what that will mean for housing starts through 2022.
3:00pm

John North

Senior Economist, International Timber

Fastmarkets RISI

Outlook for the Asian softwood log trade

  • The US/China Trade War has persisted and has made life difficult for US log exporters, where are the alternative markets?
  • The spruce beetle devastated Central European forests and dumped a surplus of fiber onto the market, what is the impact on prices?
  • Emerging economies in Southeast Asia are not importing significant volumes of logs, but is there a change on the horizon? 
3:30pm

Peter Barynin

Principal Economist, North American Timber

Fastmarkets RISI

US Sawtimber Markets: Has COVID changed the outlook permanently?

  • How has COVID change the long-term timber economy?
  • Will there be a catch-up period?
  • Which regions are actually better off due to the pandemic?
  • What is our 2-year sawtimber outlook by region?
4:00pm

World Pulp Outlook: disparate trends from the pandemic create crosscurrents for pulp demand

  • The disparate trends for pulp end-use markets and regions due to the pandemic
  • How have the crosscurrents in the pulp market impacted market pulp demand
  • The ongoing cycle of large volumes of unexpected downtime
  • Review of the capacity expansion projects planned over the next two years
4:30pm

Close of Session Two

Wednesday, 7 October, 2020 - 12:15

Session Three

All times are set in Eastern Standard Time.

12:15pm

Welcome Remarks

12:30pm

AF&PA CEO presentation

1:00pm

Ken Waghorne

Vice President, Global Packaging

Fastmarkets RISI

North American paper packaging outlook

  • Overview of containerboard and boxboard markets
  • How did demand hold up during the Covid crisis?
  • Will shifts in consumer sentiments alter demand in 2021-2022?
  • Is excess capacity still a possibility?
1:30pm

Hannah Zhao

Senior Economist, Global Recovered Paper

Fastmarkets RISI

Recovered paper session

  • Review of COVID-19’s impacts on RCP markets
  • Trends in demand and supply
  • The effects of trade on global market dynamics
2:00pm

Packaging session

2:30pm

Global tissue outlook: Has COVID-19 changed the prospects?

  • Disparate developments in the consumer and AfH sectors in 2020
  • The first half of 2020 very positive for the industry except AfH mills
  • More attention to high hygienic standards may help also in the longer term
  • Global growth increasingly focusing on emerging markets, especially Asia
3:00pm

Global Fluff Pulp Outlook: Is fluff really insulated from a recession?

  • Overview of fluff pulp demand trends and key drivers
  • Rapidly shifting population and income dynamics
  • Consumption rates adjusted for AHP trade flows
  • Identifying risks and hotspots for future growth
3:30pm

Global Printing & Writing Outlook: Moving past collapse

  • Overview of global printing & writing market and impact of coronavirus
  • Prospects for demand by grade post-crisis
  • Oversupply and conversions
  • Risks and scenario analysis for demand, supply and mill closures
4:00pm

Event Closes

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