Recent and Future Challenges for the Paper Industry. 40 th International Annual Symposium DITP, Bled Frank Miletzky, PTS

Transcription

1 Recent and Future Challenges for the Paper Industry 40 th International Annual Symposium DITP, Bled Frank Miletzky, PTS

2 2 Paper: old-fashioned or HighTech? A story of success since 2000 years

3 3 Paper Industry: the Quest for Innovation

4 Today s paper world Productivity on highest level for technical products Well performing products for manifold applications Runnability oriented Wider faster cheaper Innovation hiding ( tons ) Closed paper network preferred

5 and basic challenges to survive 5 Availability of affordable energy Availability of raw materials

6 ... is getting dark... Declining share prices... and declining margins Share price index (2000 = 100) 250 Preboom Commodity boom Downturn 30 EBIT margin (in %) 200 '00-' MSCI world materials + 57% MSCI paper and forest products - 33% Source: Thomson Reuters Datastream; BCG analysis Courtesy of Roland Haslehner Asia Europe North America Latin America

7 (e.g. Graphic Paper) UPM Mill. metric UPM incl. North America: 3.2 Stora Enso Tons M-Real 60 Norske Skog Sappi 55 Capacity Burgo Mat. & Forest 50 International Paper Holmen 45 AbitibiBowater Arjo Net export 40 W Arctic Paper Lecta 35 Ilim / IP Myllykoski 30 Perlen Palm Demand 25 Portucel Others Source: Pöyry, UPM, public sources Courtesy of Jussi Pesonen, Hartmut Wurster, UPM Net capacity reduction during e in Europe: 11.7 Mill. Tons (-22 %)

8 but there must be light as well! Three-year TSR First quarter = 19.4% Median= 12.3% Third quarter = 4.0 % Weyerhauser 22% Ahlstrom 20% West Fraser 30% PCA 22% IP 17% SCA 18% Canfor P&P 17% Domtar 17% Smurfit 14% K-C 14% Metsa Board 13% RockTenn 13% DS Smith 37% Mondi 34% Annualized TSR (Dec 2009 Dec 2012) Source: Compustat; BCG ValueScience Center Courtesy of Roland Haslehner

9 The CEPI 2050roadmap 50% more value, 80% less fossil CO 2, 40 years from now in a mature European market in a broad sector scope the forest fibre sector 9

10 What does the CEPI Roadmap mean for the entire paper value chain? +50 % value creation -80 % foss. CO 2 The obvious hard factors Improved Paper products for current markets Materials for new applications in innovative markets BAT = basic condition New Processes and Technologies Resource Integration/ Bio refinery Additional essential soft factors Personnel and Innovation culture New Education profiles Industrial networks R&D networks Funding Source: Cluster Paper Research

11 Basic challenges of the paper industry in Europe 11 Availability of affordable energy Availability of raw materials Higher level of value creation

12 Bridging the Gap: Value creation! ct/kg 1 /kg 7,000 /kg 10 ct/kg 5,000 /kg

13 The Challenge solutions for the entire value chain of paper and moreover supplying industry Paper producer Paper converter End user costomer Open Knowledge and Technology Platform for Intersectoral Solutions Further Industries food, construction, ceramic, automotive End user customer

14 PTS: Innovative fibre-composites for industrial applications 14 Metal-filled papers Lightweight construction elements Filters Membranes Electromagnetic shielding Nozzles and evaporators Unique haptic experience In cooperation with Fraunhofer IFAM Funded by

15 PTS: Innovative fibre-composites for industrial applications 15 Ceramic papers Lightweight construction elements Filters and membranes Nozzles and evaporators Catalytic converters High temperature insulation In cooperation with Funded by

16 PTS: Innovative fibre-composites for industrial applications 16 Fire-resistant lightweight building board Fire protection classification A2 Covers Door panels Body housings Containers Booth construction In cooperation with Funded by Holzforschung München

17 17 Tailoring to customers needs Paper as material for the building sector Lightweight construction materials Paper As fire protection material As electromagnetic shielding As temperature- and moisture control As filters With designed adsorptive properties With antibacterial functions Decor and functional interior design

18 18 Does it work? Yes, it does! Bridge over Gardon River, France (2007) Emergency Shelters, Kobe, Japan (1995) Shigeru Ban Emergency Shelters, Byumba Cathedral, Christchurch, New Zealand Refugee Camp, Rwanda (1999) (2013)

19 19 Soft design architecture Smooth shape, Valuable creation Well-being Multiple use Flexibility and functionality Pictures: Eriko Horiki

20 Automotive and paper: An old friendship 20 Statistically 20 kgs of paper per car

21 Beyond the material: Passion Picture: Büttenpapierfabrik Gmund

22 Experience Paper anew 22 Paper glows. Paper is audible. Illumination (OLEDs) Paper is fragrant. Acoustic design Paper feels good Aroma design Haptics

23 Conclusions Global trends determine behavior of individuals and it becomes more obvious from their side, what is really needed. Paper industry has to change from a commodity producer to an integrated part of industries supplying HiTec-fibre based solutions. Considering outstanding attributes of paper in terms of availability, sustainability, technical performance as a biobased, lightweight material but also positive emotional reflection creates new product ideas.

24 Great future for fibre based solutions! Let s be part of it!

25 Dr. rer. nat. Frank Miletzky PTS President Heßstrasse München Tel Najlepsa Hvála!