20130418 cepi vienna presentation fastlane

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Page 1: 20130418 cepi vienna presentation fastlane
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An adverse context The paper industry

Still moving forward

EU regulation: Enough!

2

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The European business environment

6

Source: EU Commission

March 2013

An adverse context

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Production trends in related industry sectors

7

Industry production index – Source: Eurostat, March 2013

An adverse context

2008 2009 2010 2011 2012 2013M0170

80

90

100

110

120

130

140

Total ManufacturingPulp, paper and paperboardGlass and glass productsCeramic tiles and flagsCementBasic metalsAluminiumElectric power generation, transmission and distri-bution

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CEPI members in figures

European pulp & paper industry

European paper value chain

81Turnover (Bn euro)

Added value (Bn euro)

1839

95222

60%

Pulp production (Bn euro)

Employment(thousand jobs)

Paper production(million tonnes)

of direct & indirect jobs in rural areas

Added value (Bn euro)

100

1,600

Employment(thousand jobs)

8

An adverse context

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Made in Europe

Raw material base in Europe

4% turnover reinvested in Europe

Exporting 20% of production

Production equipment from European companies

An adverse context

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The paper industry: an ebullient sector – InvestmentsChanges in the industry

Within the industry• Change of Graphic versus packaging

• Larger market share of specialties and sanitary/hygiene

• Increase share of recycling and recycled paper

• Companies restructuring: more European, different profiles, new interests

• Transformation of the industry, Diversification into new areas, new expertises, new alliances

• Changes in the value chain

• Companies investing and companies not investing

• Higher priority for innovation, cash generation from papermaking

…within a mature market in economic and financial crisis…

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Investments in Europe

Saïca: Partington mill in UK (400 Kt) – new paper mill, 2012

Billerud: Pietarsaari mill in Finland (200 Kt) – new paper machine, 2012

Stora Enso: Ostroleka mill in Poland – new pulp line, 2013

Billerud: Tervasaari mill in Finland (100 Kt) – new paper machine, 2012

SCA: Mainz-Kostheim mill in Germany (60 Kt) – new tissue machine, 2013

Mondi: mill in Poland

The Paper industry: Still moving forward

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Focus: the case of Austria

• 250 million Euros of investment in 2012 (record since ten years)

• New paper machine in Zellstoff Pöls AG

• New boiler in Mondi Frantschach

• Move to viscose pulp at Schweighofer Fiber in Hallein

• Mayr-Melnhof bought a company from Norway

• Heinzel bought SCA plant in Austria

The Paper industry: Still moving forward

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CEPI 2050 roadmap

A vision forthe industry(Not just for the bookshelves!)

The Paper industry: Still moving forward

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Our target

Two key objectives

- 80 % CO2

+ 50% value

Towards the Forest Fibre sector

The Paper industry: Still moving forward

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The cuckoo strategy

The egg The nest

Paper making without water

Water European Innovation Partnership

The future of paper recycling

Raw material European Innovation Partnership

New products and value chains

Bio based industries Public Private Partnership

Breakthrough technologies Two Team Project

CEPI putting eggs in other peoples’ nests !

The Paper industry: Still moving forward

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The European Innovation Partnership

Increasing competition for wood

Paper for recycling increasingly exported to Asia

Wood and paper potential for recycling is not yet exploited

Three challenges for the paper industry:

→ Wood, paper and natural rubber have been included in the Commission Communication on Raw Materials in 2010

What’s next?Strategic Implementation Plan (SIP) (first half of 2013).→ CEPI will contribute to the SIP with its priorities. 

1 2 3

The Paper industry: Still moving forward

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Bridge 2020 objectives

Bridge 2020 = new products and value chains

• Enabling rural development and re-industrialisation

• Connecting farmers and foresters with consumers through locally sourced and produced goods and products

• Accelerating the transition towards smart and efficient use of resources

• Securing European competitiveness in the global biobased economy race

The Paper industry: Still moving forward

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Bridge 2020 practical goals

The paper industry: an ebullient sector – CEPI 2050 roadmapBridge 2020

Develop the potential of waste

Replace at least 30% of oil-based chemicals and materials with biobased and biodegradable ones (2030 target)

 Diversify and grow farmers’ incomes

Meet 25% of Europe’s transport energy needs with advanced biofuels (2030 target) 

Create a competitive biobased infrastructure in Europe and boosting job creation

Deliver biobased products that are comparable, if not superior to non biobased products

New products will on average reduce CO2 emissions by at least 50% compared to fossil alternatives

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The paper industry: an ebullient sector – CEPI 2050 roadmapBridge 2020

Bridge 2020 participants

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The Two Team Project The Paper industry: Still moving forward

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The Two Team Project

The mechanisms

• Competition, challenge, fun

• Out of the box, into the future

• Innovative method for innovative results

• Mutual inspiration

• Announcement at European Paper Week

Next meetings: Fortum, Helsinki (electricity) and BASF, Germany (chemicals)

Tata in The Netherlands

Repsol in Spain

Atomium in Belgium

Lenzing in Austria

22

The Paper industry: Still moving forward

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The Two Team Project

The Two team project: an open campaignAnyone can submit ideas on the website !

www.unfoldthefuture.eu

The Paper industry: Still moving forward

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A changing context: the EU

The EU and the world have changed

10 new member states, more staff, split services, more Commissioners

Stronger European Parliament

New priorities, new issues, more complexity

Wider variety of actors; increased influence of civil society

A plethora of national interests

Globalistion: “smaller” Europe, influence on competitiveness and legislation

European regulation: Enough!

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Regulatory risk

Our research suggests that regulation and compliance continues to be the biggest overall risk. In fact, four out of the seven sectors we surveyed ranked this as number one.

Ernst & Young report, “Exploring the top 10 risks and opportunities for global organizations”

European regulation: Enough!

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A changing context – the political scene

Competitiveness finally on the agenda

The current political scene

Policy shadowed by debt crisis

Sustainability and competitiveness: not either or

Change in players– maybe not all

The future political scene

Change or no change in the treaty

Elections and referends

Leverage of power

Europe, no Europe, less Europe

European regulation: Enough!

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Enabling trends

Regulation plays a key role in industrial policy

Foster innovation by developing skills in academia and business

Organizing cooperation in supply chain

Helping keep the value of innovation and competitive advantage

EU Industrial policy

European regulation: Enough!

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CEPI’s agenda

BREFs: environmental permit to operate

Resource efficiency

EU Timber Regulation ILUC – Indirect Land Use Change

Directive: energy factor for different types of wood

Wood availability

Emission Trading System Directive: backloading, reform

Carbon neutrality of biomass Energy we cannot afford

Revision of Waste Policy

Single market for green products

Brazil EU-US Transatlantic Trade

& Investment Partnership

Implementation of Sulphur Directive

Nox limits

Mineral oils Endocrine disruptors: revised

strategy

Environment

Forestry/wood/biomass

Recycling and waste

Energy and climate change

Prodcut policy

Trade

Transport

Food contact

European regulation: Enough!

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Enabling trends

Electricity(EUR/MWh)

Natural Gas(EUR/MW)

European regulation: Enough!

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EU Emissions Trading System

No more cost increasing legislation for next 2 years

Fitness check for forest based sector Impact assessent «REFIT»: EU Regulatory Fitness CEPI «manifesto» for competitiveness Industry’s own version of an EU

Industrial/Energy Policy

Goals

32

1990 2000 2005 2006 2007 2008 2009 2010 2011 20120

10,000,000

20,000,000

30,000,000

40,000,000

50,000,000

60,000,000

0.00

0.10

0.20

0.30

0.40

0.50

0.60

0.57

0.420.38 0.37 0.35 0.36 0.36 0.35 0.34 0.33

CO2 Emissions and Allocations in CEPI Countries*

CO2 Emissions CO2 Allocations Specific CO2 Emissions* Switzerland is not included

Abs

olut

e C

O2

(tonn

es)

Spec

ific

Emis

sion

s (k

t CO

2 / k

t of p

rodu

ct)

19% absolute and 16% specific reduction since 2005

European regulation: Enough!

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The Basta! campaign

No more cost increasing legislation for next 2 years

Fitness check for forest based sector Impact assessent «REFIT»: EU Regulatory Fitness CEPI «manifesto» for competitiveness Industry’s own version of an EU

Industrial/Energy Policy

Goals

European regulation: Enough!

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