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OSB Producers Shooting Themselves in the Foot?

机译:OSB生产者自己射击?

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摘要

A year ago, many analysts were predicting a collapse in the North American OSB market in 2004. We disagreed with these negative forecasts and predicted "record OSB and plywood markets in 2004 and well into 2005". (PaperTree Letter, February 2004). Thestatistics are in for 2004, and it was a record year for structural panel production and demand in North America, with Oriented Strandboard (OSB) production up 7.3% from 2003 levels. Canadian OSB production was up 10.6%, with operating rates hitting 98.4%. Meanwhile, softwood plywood production, which represented 40% of total structural panel production in 2004, was up only a meager 0.6%, with U.S. plywood production actually dropping in 2004. With plywood production still representing 40% of total North American structural panel production, analysts cannot focus entirely on OSB supply and demand.
机译:一年前,许多分析家都预测2004年北美OSB市场将崩溃。我们不同意这些负面预测,并预测“ 2004年至2005年OSB和胶合板市场将创历史新高”。 (PaperTree Letter,2004年2月)。统计数据来自2004年,这是北美结构板生产和需求创纪录的一年,定向刨花板(OSB)的产量比2003年增长了7.3%。加拿大OSB产量增长10.6%,开工率达到98.4%。同时,软木胶合板产量(仅占2004年结构板总产量的40%)仅微不足道的0.6%,而美国胶合板产量实际上在2004年有所下降。胶合板产量仍占北美结构板总产量的40%,分析人员不能完全专注于OSB供应和需求。

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