Brazilian Pulp And Paper Industry. May 2013

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Annabel May
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1 Brazilian Pulp And Paper Industry May 2013

2 Index Industry Overview 3 Main World And Pulp and Paper Producers Planted Forests by the Brazilian Pulp and Paper Industry 5 Planted Forests Area in the World 6 Planted Forests Productivity Evolution 7 Forestry: Brazil, World Benchmark 8 Rotation And Yield Comparison Hardwood Pulp Species 9 Rotation And Yield Comparison Softwood Pulp Species 10 Forest Area Required for Pulp Mill 11 Contribution to the Environment 12 Energy Matrix 13 Social Contribution 14 Brazilian Pulp and Paper Production 15 Recycled Paper Recovery Rate 16 Recycled Paper 17 Paper Apparent Consumption per Capita 18 Industry Trade Balance Evolution 19 Agribusiness selected products 20 Industry Performance 21 Paper Domestic Sales 22 Industry Trade Balance 23 Brazilian Pulp Export by Destination Brazilian Pulp Export by Destination 25 China Imports by Origin Bleached Hardwood Kraft Pulp 26 Brazilian Paper Export by Destination 27 Members Companies 28 2

3 Industry Overview 220 companies spread in 540 municipalities, located in 18 States 2.2 million hectares of planted area for industrial use 2.9 million hectares of preserved forests Total certified forest area: 2.7 million hectares Exports 2012: US$ 6.7 billion Trade Balance 2012: US$ 4.7 billion Taxes: R$ 3.5 billion Jobs: 128 thousand direct jobs (industry 77 thousand, forests 51 thousand) and 640 thousand indirect jobs Arquivo Celso Foelkel 3 3

4 Main World and Pulp and Paper Producers 2011 PULP PAPER Country 1,000 tons Country 1,000 tons 1. USA 49, China 99, China 19, USA 75, Canada 18, Japan 26, Brazil * 13, Germany 22, Sweden 11, Canada 12, Finland 10, South Korea 11, Japan 9, Finland 11, Russia 7, Sweden 11, Indonesia 6, Brazil 10, Chile 4, Indonesia 10, India 3, India 9, Germany 2, Italy 9,130 Other 25,215 Other 89,959 TOTAL WORLD 183,827 TOTAL WORLD 398,877 Source: RISI * Source: Bracelpa 4

5 Brazil: 2.2 million de hectares 2011 Planted Forests by the Pulp and Paper Industry 1,000 hectares

6 Planted Forests Area in the World ,000 hectares Country Country Total Area Planted Forest Area (¹) % Japan 36,450 10, Finland 30,409 5, Germany 34,887 5, Sweden 41,033 3, China 942,530 77, India 297,319 10, Chile 74,880 2, United States 916,193 25, Indonesia 181,157 3, Brazil (²) 851,196 6, Pulp & Paper (³) 2, (¹) Source: FAO/STCP/SAE (²) Source: ABRAF (³) Source: Bracelpa

7 Planted Forests Productivity Evolution REASONS FOR HIGH PRODUCTIVITY LEVELS Climate and soil Research Organized private sector High qualified labor force TECHNOLOGICAL ADVANCES Genetics Biotechnology High quality raw material Socio-environmental planning Sustainable Forest Management Rotation WOOD FOR PULP PRODUCTION Productivity (m³/ha/year) Species Growth Rate Eucalyptus % Pinus % 7

8 Forestry: Brazil, World Benchmark Fast growing forest productivity in other countries (m³/ha/year) Brazil (eucalyptus) Uruguay (eucalyptus) Indonesia (acacia) Potential Chile (eucalyptus) Actual Source: Pöyry * Fonte: Bracelpa 8

9 Rotation and Yield Comparison Hardwood Pulp Species Species Country Rotation (years) Yield m3/ha/year Eucalyptus Brazil 7 44 Eucalyptus South Africa Eucalyptus Chile Eucalyptus Portugal Eucalyptus Spain Birch Sweden Birch Finland Source: Pöyry 9

10 Rotation and Yield Comparison Softwood Pulp Species Species Country Rotation (years) Yield m3/ha/year Pinus spp Brazil Pinus radiata Chile Pinus radiata New Zealand Pinus elliottii / taeda United States Douglas Fir Canada (coast) 45 7 Picea abies Sweden Picea abies Finland Picea glauca Canada (inland) 55 3 Picea mariana Canada (east) 90 2 Source: Pöyry 10

11 Forest Area (ha) Required for a 1,0 million tons/year Admit Pulp Mill Brazil Iberian Peninsula Scandinavia Source: Pöyry 11

conservation Using land not fit for agriculture Mixing plantations and natural

12 Contribution to the Environment by the Sector s Planted Forests Planted forests do not compete with traditional agriculture Restoration of degraded land Soil conservation Using land not fit for agriculture Mixing plantations and natural forests Biodiversity protection Watershed protection CO 2 sequestration Less pressure on natural forests 12

13 Energy Matrix of the Pulp and Paper Industry 100% 80% 60% % 20% 0% Black Licor Firewood Fuel Oil Natural Gas Other Source: Brazilian National Energy Balance * Sub Product (Firewood) 13

Social Contribution Pulp and paper industry has a

social development in regions far away from big

initiatives in areas as: Education Health

14 Social Contribution Pulp and paper industry has a prominent presence by motivating economic and social development in regions far away from big urban centers, investing in projects and initiatives in areas as: Education Health Environmental responsibility Income and jobs generation Forest Fostering 14

15 milhões t Brazilian Pulp and Paper Production Annual Growth Average Pulp 7.1% Paper 5.4% Pulp 0,8 3,1 4, Paper 1,1 3,4 4,

16 Recycled Paper Recovery Rate tons % % % 35% 38% Paper Apparent Consumption Recovered Paper Consumption Recovery Rate % 16

17 Recycled Paper Selected Countries Recovery Rate * South Korea 91.6% Germany 84.8% Japan 79.3% United Kingdom 78.7% Spain 73.8% United States 63.6% Italy 62.8% Indonesia 53.4% Finland 48.9% Mexico 48.8% Argentina 45.8% Brazil ** 45.5% China 40.0% Russia 36.4% India 25.9% * Volume of recovered paper in the country divided by paper apparent consumption Source: RISI ** Source Bracelpa 17

18 Paper Apparent Consumption Per Capita SELECTED COUNTRIES kg per capita Finland Germany USA Japan Canada Italy UK France Chile China Mexico Argentina Brazil * ,2 World Average 57.0 kg per capita 281 Source: RISI *Source: Bracelpa 18

19 US$ Million Industry Trade Balance Evolution Export Import Balance Source: SECEX 19

20 Agribusiness Selected Products Exports x Planted Area in 2011 PRODUCTS EXPORTS US$ million PLANTED AREA thousand ha US$ / ha Soy Complex 24,154 25, Sugar + Alcohol 16,404 8,567 1,915 Coffee 8,731 2,753 3,171 Pulp & Paper 7,190 2,347 3,063 Corn 2,766 15, Cotton 1,977 1,430 1,383 Source: CONAB/FNP/MAPA/SECEX 20

21 Industry Perfomance 1,000 tons PULP % Jan-Apr % (2).Production 13,922 13, ,688 4, Import (1) Export (1) 8,478 8, ,837 2, Apparent Consumption 5,836 5, ,979 2, PAPER % Jan-Apr % (2).Production 10,159 10, ,369 3, Import (1) 1,455 1, Export (1) 2,052 1, Apparent Consumption 9,562 9, ,174 3, (1) Source: SECEX (2) Preliminary data 21

+ 5.8 % Paper Domestic Sales 1,000 tons 500 475 2012 2013 1.900 1.700 450 1.500 425 1.300 400 1.

22 + 5.8 % Paper Domestic Sales 1,000 tons Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dez Jan-Apr 2012 Jan-Apr 2013* * Preliminary data 22

23 Industry Trade Balance US$ Million FOB % Jan-Apr % Export 7,190 6, ,194 2, Pulp 5,002 4, ,537 1, Paper 2,188 1, Import 2,128 1, Pulp Paper 1,754 1, Balance 5,062 4, ,537 1, Pulp 4,628 4, ,427 1, Paper Source: SECEX 23

24 Brazilian Exports by Destination 2012 Pulp Paper Asia & Oceania 8% China 26% Latin America 1% Asia & Oceania 7% Africa 5% China 4% Africa 0% North America 10% North America 19% Europe 46% Europe 15% Latin America 59% US$ 4.7 billion US$ 2.0 billion Source: SECEX 24

25 Brazilian Pulp Exports by Destination Jan-Apr/ 2012 Jan-Apr/2013 Asia & Oceania 9% Africa 0% North America 17% China 29% Latin America 1% Europe 44% Asia & Oceania 8% Africa 0% North America 18% China 33% Latin America 1% Europe 40% US$ 1.5 billion US$ 1.6 billion Source: SECEX 25

26 China Imports By Origin Bleached Hardwood Kraft Pulp 1,000 t By Region of Origin US$ millions Var. 12/11-20 % Var. 12/11-10 % % % % % 0 Jan-Apr/2012 Jan-Apr/ Jan-Apr/2012 Jan-Apr/2013 Europe Asia Other America Brazil Other Source: SVEN DATA 26 24

27 Brazilian Paper Exports by Destination Jan-Apr/2012 Jan-Apr/2013 Asia & Oceania 8% China 5% Asia & Oceania 9% China 4% Africa 8% Africa 5% North America 9% Latin America 54% North America 12% Latin America 54% Europe 16% Europe 16% US$ 657 million US$ 657 million Source: SECEX 27 25

28 Members Companies Manufacturing Members Fellow Members Adami Arauco do Brasil Arjo Wiggins Security Bahia Specialty Cellulose Bignardi Bonet Celulose Irani Celulose Riograndense Cenibra Cocelpa Copapa Eldorado Facepa Fibria Ibema Iguaçu International Paper Grupo Orsa - Jari Celulose Kimberly-Clark Klabin KM Papel Lwarcel Manikraft MD Papéis Melhoramentos Florestal Melhoramentos Papéis Miguel Forte Mili Multiverde Nobrecel Norske Skog Pisa OJI Papéis Papirus Primo Tedesco Rigesa Sanovo Santa Maria Santher Stora Enso Suzano SWM Trombini Veracel Viscofan Vitopel Albany International Brazil ArborGen Carbocloro Eka Chemicals Poyry Technologia 28

29 Rua Olimpíadas, 66-9º andar São Paulo SP - Brazil CEP Phone: Fax: faleconosco@bracelpa.org.br 29

South America The ABC... &... U countries

South America The ABC... &... U countries Celso Foelkel 2005 International Pulp Week Montreal / Canada May 2005 The players we are talking about Brazil Uruguay Wood & P & P Chile Argentina The players