在欧盟动荡的卫生纸市场中寻求发展.pdf

1、Navigating in a Volatile Market in the Tissue Paper Business within the EUGlobal Landscape,Local ImpactsEsa Kaikkonen,CEO,Mets Board11/04/2025Esa Kaikkonen2AgendaWood-based fresh fibre from sustainable value chains with competitive CO2footprint to prevail as preferred raw materialElectrification of

2、assets can take place at least in regions of low electricity price potentially polarizing regional conceptsThe European tissue landscape is fragmented with many small producers room for consolidationLong distance hauling is neither economically nor environmentally viable anymore local production is

3、the sustainable choiceWood-based fresh fibre from sustainable value chains the preferred fibre choice11/04/2025Esa Kaikkonen02468101220022007201220172022Fresh fibre based tissue capacityDIP capacity in tissue millsPractically all new tissue capacity has been fresh fibre basedTissue capacity in Europ

4、e,Mt/a+0%/aCAGR 2002-22+3%/aCAGR 2002-22Total fibreconsumption105 MtWood-based fibreincl.fresh&recycled fibre0.2%Non-wood fibres in marginal roleFibre consumption in European paper&paperboard production,MtNon-wood fibre99.8%Sources:Cepi,AFRY,RISI11/04/2025Esa Kaikkonen4Electrification of assets can

5、take place at least in regions with low electricity price potentially polarizing the regional energy concepts050100150200250300350400450Mar-20Sep-20Mar-21Sep-21Mar-22Sep-22Mar-23Sep-23Mar-24Sep-24Mar-25The Nordic countries benefit from low electricity prices compared to Central EuropeElectricity pri

6、ce development and forecast Sweden vs.Germany EUR/MWhRecent spot price development59100SwedenGermanyLong-term forecast(up to 2030)SwedenGermanySource:Disclosed11/04/2025Esa Kaikkonen5The European tissue landscape is fragmented with many small producers room fo