Recent Publications

Source
Release Date
Subject
Quarterly Newsletter
Jan 2018

2017 – A Year of Change. What is the Direction of the Australian Wood Processing Sector?

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Margules Groome looks back at 2017 and reviews the current and potential state of Australian sawmilling sector based on structural changes that have occurred and/or are likely to happen in 2018.

After a positive performance in 2016, 2017 has been an excellent year for some industry players and a challenging journey for others. 2017 will probably be remembered as the year featuring many announcements of investment intentions and M&A activity; also with a long-time in the making conversation about Cross Laminated Timber (CLT) and timber prefabricated systems developments.

Consequently, the traditional wood processing sector have proved that moving forward is actually possible!

Quarterly Newsletter
Jan 2018

Dynamic Changes in the Australian Particleboard Sector – Is This the Beginning of a New Era?

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The reconstituted wood panels processing sector has continued its dynamic changes that began in 2016. First, Borg Panels announced its intention to invest in new Particleboard (PB) capacity in Oberon (New South Wales) while OneFortyOne Plantations unveiled plans to establish a new PB capacity in the Green Triangle region.

Margules Groome maintains the view that the PB market outlook remains positive. However, the newly planned capacities and the change in ownership for some plants will alter the Australian PB sector structure and market dynamics.

With an average demand growth of 1.9% for the next 2-3 years, incremental production capacity planned to come online in 2018-2019, assuming both investments proceed, will create a 20%-35% production surplus. Will the exports be an opportunity or a challenge?

Quarterly Newsletter
Jan 2018

Pulpwood Supply Developments Indonesia – An Opportunity for Regional Chip Exporters?

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Recent legislative changes in Indonesia have the potential to create disturbance in the logs and woodchips markets as well as opportunities for regional players.

The Indonesian President Joko Widodo in January 2016 announced President’s Regulation 1/2016 affecting tree plantation developed on deep peat soils in Indonesia. The presidential decree established the Peatland Restoration Agency (Badan Restorasi Gambut – BRG) to oversee the new regulations.

Significant areas of pulpwood plantation are affected by the decree and if converted to conservation land, will have significant wood supply implications for Indonesia’s pulp and paper sector. Plantation rotation length in Indonesia is very short (4-5 years) meaning that the consequences of this change will impact the market soon.

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