Txij li thaum ntxov xyoo 2026, kev lag luam ntawv thoob ntiaj teb tau nrawm nrawm nws txoj kev hloov kho raws li kev sib koom ua ke ntawm kev sib cog lus, ua kom nruj cov pa roj carbon monoxide, thiab hloov pauv cov qauv kev lag luam.
North American Softwood Pulp Capacity Exits Accelerate
Lub hli tsis ntev los no tau pom cov lus tshaj tawm txog kev kaw lub peev xwm nyob rau hauv North American softwood pulp lag luam. Thaum Lub Yim Hli 2026, Domtar tau tshaj tawm qhov tsis muaj qhov kawg ntawm nws Howe Sound softwood pulp zeb hauv British Columbia, Canada, suav nrog kwv yees li380,000 tonnes ib xyoo ntawm NBSK peevthiab cuam tshuam txog 400 tus neeg ua haujlwm. Qhov kev txiav txim siab feem ntau yog tsav los ntawm kev txo cov neeg Esxias xav tau, pheej yig tus nqi thoob ntiaj teb tsis tu ncua, thiab txo qis kev muaj peev xwm ntawm cov khoom siv fiber ntau hauv zos.
Qhov no tau ua raws Canfor qhov kev kaw mus tas li ntawm nws lub Northwood pulp zeb hauv Prince George thaum Lub Xya Hli 2026, txo NBSK peev xwm los ntawm kwv yees li.300,000 tonnes ib xyoos twg. Cov ntaub ntawv kev lag luam qhia tiasCanada tau tshem tawm kwv yees li 4.7 lab tonnes ntawm softwood pulp peev txij li xyoo 2022, nrog kev kaw txuas ntxiv yuav tsum nyob thoob plaws Northern Hemisphere.
Meanwhile, Metsä Fiber tshaj tawm arau -lub lim tiam kaw ntawm nws Kemi zeb hauv Finland-lub ntiaj teb loj tshaj plaws softwood pulp zeb- teem rau lub Kaum Hli mus txog Kaum Ib Hlis 2026. Kev kaw, ua ke nrog kev txhim kho thaj chaw digester thiab kev saib xyuas niaj hnub, yuav tsis ua haujlwm kwv yees1 lab tonnes ib xyoo ntawm softwood pulp muaj peev xwm. Dawb kraftliner ntau lawm ntawm qhov chaw tseem yuav raug ncua rau lub sijhawm no.
Ntiaj teb Pulp Markets: luv-Lub Sijhawm Volatility Amid Ntev-Lub Sijhawm Txwv
Txawm hais tias cov khoom siv -sab contractions, cov khoom siv tseem ceeb- qhov xav tau qhov sib npaug hauv lub ntiaj teb pulp lag luam tseem xoob.Kev nthuav dav txuas ntxiv ntawm cov khoom siv hauv tsev hauv Suav teb yog hloov pauv cov khoom xa tuaj, cov khoom muag chaw nres nkoj tseem nyob nruab nrab - mus rau - qib siab, thiab cov khoom qis qis qis yuav tsis muaj zog.. Txawm hais tias kev txiav cov khoom lag luam los ntawm Canfor thiab Domtar muab kev txhawb nqa luv luv, qhov kev txo qis kuj tseem txwv thiab tsis zoo li yuav rov qab los ntawm lub ntiaj teb pulp oversupply xwm txheej.
Txawm li cas los xij, qhov nruab nrab - mus rau -ntev- lub sij hawm muab kev txwv tau tshwm sim. Lub Yim Hli 2026,Indonesia tau ntsib nws qhov hluav taws kub hnyav tshaj plaws hauv ze li peb xyoos, nrog ntau tshaj 200,000 hectares hlawv, cuam tshuam rau woodchip mov kev cia siab. Tsis tas li ntawd, Brazil tseem yog thaj av nkaus xwb thoob plaws ntiaj teb nrog kev tsim kho tshiab pulp mills, tab sis nce nqi ntoo thiab nce kev sib tw hauv av yog txwv tsis pub nws cov phiaj xwm nthuav dav.
Kev lag luam Trends: Carbon tus nqi thiab lub voj voog kev lag luam nrawm
Nrog rau daim ntawv kev lag luam emitting kwv yees li110 lab tonnes ntawm CO₂ ib xyoos twg, carbon capture thiab biofuel kev loj hlob yog tsim cov nqi tshiab. Cov tswv cuab ntawm cov qhab nia carbon tau tshwm sim raws li kev xav txog kev lag luam tshiab. Thaum Lub Yim Hli 2026, Omya tau pib nwsATMIRE ntxhia rov qab platform, uas ua cov ntawv zeb byproducts-xws li av nkos dawb, deinking sludge, thiab ya tshauv- mus rau hauv cov khoom siv calcium carbonate thiab lwm yam khoom muaj nqis- ntxiv cov ntaub ntawv, pab cov mills txo cov nqi pov tseg thiab txhim kho cov nqi siv.
Lub caij no,Tuam Tshoj txoj kev muaj peev xwm dhau mus txuas ntxiv txhim kho cov qauv kev lag luam thoob ntiaj teb. Nrog daim ntawv ntau lawm muaj peev xwm ncav cuag200 lab tonnes-ob npaug ntawm Tebchaws Meskas-Tuam Tshoj txuas ntxiv xa tawm cov ntawv thiab xa mus rau Is Nrias teb, Middle East, North Africa, thiab Europe, ua rau muaj kev tiv thaiv kev lag luam ntau ntxiv hauv ntau thaj chaw.
Outlook
Kev lag luam ntawv thoob ntiaj teb sawv ntawm qhov kev cuam tshuam thib peb ntawm kev cog lus, kev tswj cov pa roj carbon monoxide, thiab kev hloov pauv pauv hloov pauv. North American softwood pulp muaj peev xwm tshem tawm thiab kev cuam tshuam cov khoom lag luam nyob rau sab hnub tuaj Asia yuav maj mam ntxiv cov khoom siv fiber ntau thoob ntiaj teb, txawm tias qhov kev thov tsis muaj zog thiab cov khoom lag luam siab yuav txuas ntxiv rau kev lag luam hauv lub sijhawm ze. Nyob rau nruab nrab mus txog rau lub sij hawm ntev, cov tuam txhab ua lag luam nrog cov nqi zoo thiab qis - carbon kev sib tw yuav tau txais qhov siab tshaj plaws hauv kev tsim kho kev lag luam, thaum cov neeg siv khoom siv tshuaj yuav tau txais txiaj ntsig los ntawm kev lag luam nruj rau kev txhim kho thiab kev hloov pauv ntsuab.
Yog xav paub ntxiv txog cov khoom lag luam thiab cov kev daws teeb meem, thov xa mus rau cov khoom lag luam parameter cov ntsiab lus ntawm peb lub vev xaib.
