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Shanghai Pulp Week, held in mid-March, gathered Fastmarkets’ pulp editors and economists for on-the-ground industry analysis, amid a sector undergoing massive shifts.
Discussions centered on two key pressures: global overcapacity and softening demand. These are accelerating mill closures, mergers and production halts in Europe and the Americas, seen by attendees as painful yet essential structural adjustments rather than an acute crisis.
China presented a contrasting trend: its capacity expansion continued rapidly, altering global supply dynamics and pressuring other producers to adjust strategies.
Tightening raw material supply also emerged as a critical issue, causing downstream quality problems with long-term industry implications.
On March 18, Fastmarkets Senior Economist Patrick Cavanagh delivered a keynote analyzing pulp capacity closure risks and forecasting demand trends through 2026.
Fastmarkets has now released the 2026 Global Pulp Industry Outlook Report, focusing on changes in global capacity, demand, supply chains, and regional patterns. It provides authoritative data and trend insights to support industry decision-making. You can also download the report below.
The next day at the Tissue Paper Forum, economist Jennifer Liu shared the global tissue outlook through 2029, noting Asia (led by China) is now the main demand driver, while Europe and North America see stagnant growth. Evolving supply chains and new regulations are further reshaping the industry.
2026 年 3 月16日至20日举办的上海纸浆周汇聚了 Fastmarkets 纸浆板块编辑与经济学家,在行业格局剧烈变革的背景下,展开了一线实地行业分析。
会议讨论主要围绕两大核心压力展开:全球产能过剩与需求疲软。这一趋势正加速欧美地区纸厂关停、并购与停产进程。与会人士认为,这虽伴随着阵痛,却是必要的结构性调整,而非突发性危机。
中国则呈现出截然相反的态势:产能仍在快速扩张,改变了全球供应格局,也迫使其他产区生产商调整战略。
原材料供应趋紧同样成为关键议题,已引发下游产品质量问题,并将对行业产生长远影响。
3 月 18 日,Fastmarkets 高级经济师Patrick Cavanagh发表主旨演讲,分析了纸浆产能关停风险,并对 2026 年之前的需求趋势做出预测。
Fastmarkets 现已推出2026 年全球纸浆行业展望报告,聚焦全球产能、需求、供应链与区域格局变化,为行业决策提供权威数据与趋势判断。您也可在下方进行下载。
次日生活用纸论坛上,助理经济师刘雅萍(Jennifer Liu)分享了至 2029 年的全球生活用纸展望。她指出,以中国为首的亚洲市场已成为主要需求增长引擎,而欧洲与北美增长陷入停滞。不断演变的供应链与新规政策正进一步重塑行业格局。
Click below for Patrick Cavanagh’s keynote speech slides | 点击下方获取 Patrick Cavanagh 主题演讲幻灯片
Click below for Jennifer Liu’s guest speech slides | 点击下方获取 Jennifer Liu客座演讲幻灯片
Click below for global pulp outlook report | 点击下方获取全球纸浆市场展望报告
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