Coated Paper Controversy: Paper Case Cuts Both Ways
Nevertheless, it does seem that this case will rest on the "injury" issue, as did the prior case.
Analyzing the Numbers
The data appear to support the respondents' claim that there was no injury. As Figure 2 above shows, imports from China did surge in the first six months of 2009, and U.S. shipments did decline sharply at the same time. But, the respondents argue that the growth in Chinese imports reflected a return to normal and, in fact, came at the expense of imports from other countries. Indeed, as the table shows, U.S. shipments as a share of U.S. consumption were very stable (highlighted in bold).
Jack Miller is founder and Principal Consultant at Market-Intell LLC, offering Need to Know™ market intelligence in paper, print and packaging. Previously, he was senior consultant, North America, with Pira International.
Known as the Paper Guru, Jack is the former director of Market Intelligence with Domtar, where he also held positions as regional sales manager, territory sales manager and product manager. He has presented at On Demand, RISI’s Global Outlook, PRIMIR, SustainCom World and at various IntertechPira conferences. Jack has written for Printing Impressions, Canadian Printer, Paper 360, PaperTree Letter and Package Printing, along with publishing a monthly e-newsletter, MarketIntellibits.
He holds a Bachelor of Arts degree in Economics from The College of the Holy Cross and has done graduate studies in Statistics and Finance.
