1. CAETS 2018 Montevideo, Uruguay
Who needs more plantations ? João Cordeiro, Pöyry Management Consulting Oy
CAETS 2018 Montevideo, Uruguay

2. any means without permission in writing from Pöyry. Copyright © Pöyry
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any means without permission in writing from Pöyry.
Copyright © Pöyry
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

3. agenda Who needs more plantations ?
Megatrends & the forest products markets
Wood products
Paper, Board, Textile & Hygiene
Wood-based chemicals, fuels and materials
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

4. 1 megatrends & the forest products markets
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

5. Forest industry serving a multitude of value chains
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

6. Global Forest industry growth 2017–2030 +200 billion euros opportunity
Source: Pöyry
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

7. megatrends support demand for existing and new forest products
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

8. 2 Wood products CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

9. Wood products markets …close to 70% of people living in cities by 2030
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

10. Wood products will require additional + 600 M m3
Wood demand growth in the mechanical wood product sector
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

11. Wood products: large demand pull in emerging markets
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

12. Examples of products showing fast demand growth
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

13. 3 paper, board, textile & hygiene
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

14. Demand for Paper & board, hygiene and textiles links to the affluence of global middle class
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

15. Decline in graphic papers is offset by packaging & hygiene
Wood demand growth in the paper sector
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

16. POSITIVE DYNAMICS FOR FIBRE BASED PACKAGING AND TISSUE
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

17. Wood-based textiles are gaining market share
Growing textile markets and stagnating cotton supply is creating new demand for wood-based textiles and non-wovens
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

18. 4 wood based chemicals, fuels and materials
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

19. Transformation of the forest industry – pulp mill case
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

20. New products of the bio-economy Wood-based chemicals, fuels & materials
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

21. It is challenging for biomass to compete with crude oil
Biomass elementary composition creates a significant handicap for crude-oil substitutes which results in higher production costs
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

22. Bio-economy is driven by regulation, market pull and r&d
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

23. The portfolio of forest-based bio-products is diverse
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

24. Pull from brand owners in favour of bio-products
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

25. A large opportunity to substitute plastics
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

26. Majority of biochemicals are established commodities produced from sugar feedstocks
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

27. Emerging applications for Micro-fibrillated and Nano-crystalline Cellulose
For increased strength properties (paperboards), viscosity modifier (in cosmetics, food, paints), coatings, films, novel textiles, drug delivery and composites
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

28. Emerging new end-use applications for lignin
Spruce 510, Euca or Birch 340 kg lignin/ton pulp
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

29. New materials and new functionalities in composites
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

30. 5 who needs more plantations ?
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

31. Wood demand grows fastest in fibre-deficit regions
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

32. CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

33. Highly interconnected global wood and fibre flows
residues
residues
recycling
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

34. The role of plantations will increase
300 M ha
35 M ha
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

35. How much more plantations ?
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

36. We are observing a major transformation of the global forest industry
Key messages
We are observing a major transformation of the global forest industry
Entrepreneurship is becoming a key innovation agent
Increasing wood demand can sustainably be met
with more plantations
with a vision of purpose
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018

37. Gracias Pöyry management consulting oy João cordeiro
Gracias
CAETS 2018 Montevideo, Uruguay
Cordeiro | September 2018