#449
Re: Iberpapel gana 10,7 millones en el primer semestre, un 42% más
aqui cada uno pone una excusa diferente para explicar la caída del mercado.
Según Iberpapel, es el desvío hacia Europa de lo que en condiciones normales iría a China,
según Navigator, es el alto nivel de inventarios que los clientes acumularon el año pasado cuando había problemas con la logística, los químicos,etc, y al que todavía están dando salida; no dicen nada de los chinos:
"In 2022, paper had been in abnormally short supply in Europe, especially in the first half of the year, resulting in a consequently abnormal level of orders. The normalization of market conditions experienced in 2022 strongly conditioned the sector in the first half of 2023, with the slow process of reducing accumulated stocks along the supply chain continuing throughout the previous year. This imbalance significantly affected demand in all paper segments, with the exception of the tissue segment. Conditioned by the current economic slowdown, the destocking process is taking longer than anticipated."
Según Iberpapel, es el desvío hacia Europa de lo que en condiciones normales iría a China,
según Navigator, es el alto nivel de inventarios que los clientes acumularon el año pasado cuando había problemas con la logística, los químicos,etc, y al que todavía están dando salida; no dicen nada de los chinos:
"In 2022, paper had been in abnormally short supply in Europe, especially in the first half of the year, resulting in a consequently abnormal level of orders. The normalization of market conditions experienced in 2022 strongly conditioned the sector in the first half of 2023, with the slow process of reducing accumulated stocks along the supply chain continuing throughout the previous year. This imbalance significantly affected demand in all paper segments, with the exception of the tissue segment. Conditioned by the current economic slowdown, the destocking process is taking longer than anticipated."
