Page 12 - PULP AND PAPER INDUSTRY № 1-10-2020

ANALYTICS

In general, the long-term trend has been quite ши ны на ЦБК «Ка ма», ли нии в Ба лахне, а так же
positive. Steady growth of order intake portfolio бы ли за пу ще ны про грам ма мо дер ни за ции
of the leading PPI suppliers and global engineering за во да в Сык тыв ка ре и мно го чис лен ные про ек-
companies confi rms this. ты раз ви тия «Се ге жа Групп» и Ар хан гель ско го
In 2019, construction of several new pulp mills ЦБК. И это все го лишь несколь ко при ме ров.
in Latin America of more than 4 million tons and Несмот ря на объ ек тив ные слож но сти, при су-
numerous paper and cardboard projects in Asia щие ра бо те на рос сий ском рын ке, ос нов ные
were announced. European projects continued to иг ро ки весь ма оп ти ми стич но смот ре ли на
modernize and convert paper production to packaging дол го сроч ные пер спек ти вы ро ста спро са как
and other value added paper grades. Enterprises in в ми ре в це лом, так и в Рос сии в част но сти.
Russia were not far behind: almost 1 million tons
of new capacities are under construction: new ФУН ДА МЕН ТАЛЬ НЫЕ ДРАЙ ВЕ РЫ СПРО СА
mill in Ust-Ilimsk, construction of a new cardboard Пан де мия COVID-19 ока за ла су ще ствен ное
machine at the Kama mill, modernization program вли я ние на гло баль ные пер спек ти вы — как
of the Syktyvkar mill, new line in Balakhna, numerous спро са, так и пред ло же ния. Из-за огра ни че ний
development projects of Segezha Group and хо зяй ствен ной де я тель но сти сна ча ла в стра-
Arkhangelsk pulp and paper mill are just a few нах Азии, по том в Ев ро пе и да лее в Рос сии
examples. Despite the objective diffi culties in the и США спрос на гра фи че ские сор та бу ма ги
Russian market the main players were very optimistic рез ко со кра тил ся. Вы нуж ден ный лок даун
about the prospects for demand growth in the long из ме нил при выч ки по тре би те лей (ра бо та
term both in the world and in Russia. из до ма, за кры тие школ, учеб ных за ве де ний

LONG TERM DEMAND FOR
FUNDAMENTALS REMAINS 13
The COVID-19 pandemic has
had a signifi cant impact on the
global Outlook, both for supply
and demand. Due to restrictions
in economic activity, first in
Asia, then in Europe and then
in Russia and the United States,
the demand for graphic paper
grades decreased sharply. Forced
lockdown has had an impact
on consumer habits. Working
from home, closing educational
institutions and universities, and
switching to remote learning
systems have drastically reduced
demand for the paper. The Einari Hämäläinen, Эйнари Хямяляйнен,
closure of printing offices, as Director, M.Sc. (Econ.) MBA Finance Aalto директор, к.э.н., MBA Finance (Aalto)
well as restrictions in movement Mr. Hämäläinen has over 19 years of experience 19-летний опыт работы в целлюлозно-
and a sharp decline in the in a pulp, paper and forest related industries. бумажной и лесной промышленности.
In addition, he has been worked for the Russian До работы в Vision Hunter был занят на
mobility of the population, have trade representative in Finland. проекте Greenfi eld Pulp Mill в России, отвечал
had an impact on the demand For Past 4 years Einari has been worked за организацию финансирования проекта
in Greenfi eld Pulp Mill Project in Russia with и установление канала продаж для будущего
for the newsprint. In above- the main responsibility to organize fi nancing ЦБК. Глубокое понимание цепочки создания
mentioned segments, demand and establish sales channel for the future Pulp стоимости, подготовки ТЭО проектов,
decreased by 30% year-on-year. Mill. Has deep understanding of value chain in особенностей работы с рисками в отрасли,
the industry, risk mitigation and creation of
организации долгосрочных партнерских
Capacity utilization in Europe long partnership relationship отношений

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