Pine Chemicals Graphs & Tables

BRASIL vs. CHINA - GUM ROSIN EXPORTS Sources: Aliceweb, CNCIC 2.000

50.000

1.720 U$D/mt fob May/2010

MT/month

U$D/MT

45.000

1.800

40.000

1.600

areldo orado.c com.ar

1.530 U$D/MT fob May/2010 35.000

1.400

30.000

1.200

25.000

1.000

20.000

800

15.000

600 CHINESE GUM ROSIN EXPORT VOLUME BRAZILIAN GUM ROSIN EXPORT VOLUME

10.000

400

BRAZILIAN GUM ROSIN EXPORT PRICE CHINESE GUM ROSIN EXPORT PRICE

200

5.000

0

0

jan/03

jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

jan/11

01

BRAZIL PINE CHEMICALS EXPORT PRICES Source: Aliceweb 2.500

U$D/MT

May/2010

areldo orado.c com.ar

2.000

1 500 1.500

1.000

BRAZILIAN GUM ROSIN EXPORT PRICE

500

TURPENTINE (EXP) ROSIN RESINS (EXP) HCR (EXP)

0 jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

10

BRAZIL PINE CHEMICALS EXPORT VOLUME Source: Aliceweb 9 000 9.000 MT/month

HCR (EXP) ROSIN RESINS (EXP)

8.000

TURPENTINE (EXP) BRAZILIAN GUM ROSIN EXPORT VOLUME CRUDE GUM (EXP)

areldo orado.c com.ar

7.000

6.000 May/2010

5.000

4.000

3.000

2.000

1.000

0 jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

11

40.000

EXPORTS MT / YEAR

BRAZILIAN PINE CHEMICALS IMP % EXP [26-Jan-2010] - Source: Aliceweb

30.000

10.000

imp

0 19 78 19 79 19 80 19 81 19 82 19 83 19 84 19 85 19 86 19 87 19 88 19 89 19 90 19 91 19 92 19 93 19 94 19 95 19 96 19 97 19 98 19 99 20 00 20 01 20 02 20 03 20 04 20 05 20 06 20 07 20 08 20 09 20 10

areldorado.com.ar

20.000

(10.000)

crude gum

(20.000)

IMPORTS MT / YEAR

gum rosin turpentine rosin resins

(30.000)

(40.000)

12

3.500

CHINA PRICES

U$D/MT

CHINESE GUM ROSIN EXPORT PRICE TURPENTINE (EXP)

3.000

Apr/2010

ROSIN RESINS (EXP) HCR+POLITERPENES (EXP)

[18-Jun-2010] - Source: CNCIC

areldorado.com.a ar

2.500

2.000

1.500

1.000

500

0 jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

20

80.000

CHINA VOLUME

MT/month

HCR+POLITERPENES (EXP) ROSIN RESINS (EXP)

70.000

TURPENTINE (EXP) CHINESE GUM ROSIN EXPORT VOLUME

[[18-Jun-2010]] - Source: CNCIC

areldorado.com.a ar

60.000

50.000

40.000 Apr/2010

30.000

20.000

10.000

0 jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

21

60.000

MT/month

1800

CHINESE GUM ROSIN EXPORTS [7-Jun-2010] - Source: CNCIC

U$D/MT fob

Apr/2010 U$S 1,720 /MT fob

GUM ROSIN VOLUME (MT/MONTH) GUM ROSIN VOLUME (3 MONTH RUNNING AVERAGE)

areldorado.com.a ar

GUM ROSIN PRICE (U$D/MT FOB)

50.000

1500

40.000

1200

30.000

900

2008

20.000

600

10.000

300

0 jan/03

0 jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

23

30.000

MT/month

2.400

CHINESE ROSIN RESINS [7-Jun-2010] - Source: CNCIC

U$D/MT fob Apr/2010 2 016 U$S 2,016 / mt fob

areldorado.com.a ar

ROSIN RESINS VOLUME (MT/MONTH) ROSIN RESINS VOLUME (3 MONTH RUNNING AVERAGE) ROSIN RESINS PRICE (U$D/MT FOB)

25.000

2.000

20.000

1.600

2008

15.000

1.200

10.000

800

5.000

400

0 jan/03

0 jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

24

15.000

MT/month

1.800

CHINESE HYDROCARBON RESINS EXPORTS

U$D/MT fob

[7-Jun-2010] - Source: CNCIC Apr/2010 U$S 1,502 1 502 / mt fob

areld dorado o.com.a ar

HIDROCARBON RESINS VOLUME (MT/MONTH) HC RESINS VOLUME (3 MONTH RUNNING AVERAGE) HC RESINS PRICE (U$D/MT FOB)

12.500

1.500

10.000

1.200

7.500

900

2008

5.000

600

2.500

300

0 jan/03

0 jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

25

CHINESE EXPORTS - 3 MONTH RUNNING AVERAGE GUM ROSIN / ROSIN RESINS / HYDROCARBON RESINS Source: CNCIC - [7-Jun-2010] - Compiled by areldorado.com.ar

60 000 60.000 MT/MONTH

A

B

C D

55.000

E

areldorado.com.a ar

50.000 45.000 40.000 35.000 GR + RR + HCR

30.000 GR + RR

25.000 20.000 GUM ROSIN (GR)

15.000

ROSIN RESINS (RR)

10.000 HYDROCARBON RESINS (HCR)

5.000 0 jan/99

jan/00

jan/01

jan/02

jan/03

jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

26

CHINESE EXPORTS - 3 MONTH RUNNING AVERAGE GUM ROSIN / ROSIN RESINS / HYDROCARBON RESINS Source: CNCIC - [7-Jun-2010] - Compiled by areldorado.com.ar

ROSIN RESINS DOMINATES STABILI\ING EXPORT VOLUMES

GUM ROSIN DOMINATES

60.000 MT/MONTH

GLOBAL FINANCIAL CRISIS EFFECTS!

STABLE AND NOW AGAIN WHAT?

areldorado.com.a ar

55.000 50.000 45.000 40.000 GR + RR + HCR

35.000 30.000

GR + RR

25.000 20 000 20.000

GUM ROSIN G OS (GR)

15.000 ROSIN RESINS (RR)

10 000 10.000 5.000

HYDROCARBON RESINS (HCR)

0 jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

26

5000 U$D / MT

CHINESE TERPENE EXPORTS PRICES 4500

Source: CNCIC - Compiled by: areldorado.com.ar [27-January-2010]

CAMPHOR

4000

TERPINEOL

3500

3000 TURPENTINE PINE OIL

2500

2000

1500

1000

500

0 jan/03

jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

30

5000 MT/MONTH

CHINESE TERPENE EXPORT VOLUME Source: CNCIC - Compiled by: areldorado.com.ar [27-January-2010]

4500

4000

3500

3000

2500 CAMPHOR

2000

1500 TERPINEOL

1000

500 PINE OIL

0 jan/03

TURPENTINE jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

31

5000

5000

USD / MT

MT / MES

4500

4500

CHINESE TURPENTINE EXPORTS 38051000 - ALL TURPENTINES (1995-2009) Source: CNCIC - Compiled by: areldorado.com..ar [11-May-2010]

4000

4000

3500

3500 ton

usd/ton

3000

3000

2500

2500

2000

2000

1500

1500

1000

1000

500

500

0 jan/95

0 jan/96

jan/97

jan/98

jan/99

jan/00

jan/01

jan/02

jan/03

jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

32

5000

2500

USD / MT

MT / MES

4500

CHINESE PINE OIL EXPORTS

2250

4000

38052000 - PINE OIL CONT. TERPINEOL (1995-2006) 38059010 - PINE OIL CONT. TERPINEOL (1995-2006) Source: CNCIC - Compiled by: areldorado.com.ar [11-May-2010]

2000

3500

1750

3000

1500 ton

usd/ton

2500

1250

2000

1000

1500

750

1000

500

500

250

0 jan/95 jan/96 jan/97 jan/98 jan/99 jan/00 jan/01 jan/02 jan/03 jan/04 jan/05 jan/06 jan/07 jan/08 jan/09 jan/10

0 33

5000

2500

USD / MT

MT / MES

4500

CHINESE TERPINEOL EXPORTS

2250

4000

29061400 - TERPINEOLS (1995-2006) 29061910 - TERPINEOLS (2007-2009) Source: CNCIC - Compiled by: areldorado.com.ar [11-May-2010]

2000

3500

1750

3000

1500 ton

usd/ton

2500

1250

2000

1000

1500

750

1000

500

500

250

0 jan/95

0 jan/96

jan/97

jan/98

jan/99

jan/00

jan/01

jan/02

jan/03

jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

34

5000

2500

USD / MT

MT / MES

CHINESE CAMPHOR EXPORTS

4500

2250

29142100 - CAMPHOR (1995-2009) Source: CNCIC - Compiled by: areldorado.com.ar [11-May-2010]

4000

2000

3500

1750 ton

usd/ton

3000

1500

2500

1250

2000

1000

1500

750

1000

500

500

250

0 jan/95

0 jan/96

jan/97

jan/98

jan/99

jan/00

jan/01

jan/02

jan/03

jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

35

PINE CHEMICALS EXPORT DATA 2003 Figuras das exportações de Pine Chemicals 2003

BRAZIL

Jan-03 Feb-03 Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Oct-03 Nov-03 Dec-03

GUM ROSIN Breu U$D/MT MT

481 481 496 480 498 496 465 494 470 489 510 475

TOTAL CHINA

Jan-03 Feb-03 Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Oct-03 Nov-03 Dec-03 TOTAL

U$D/MT

475 483 509 507 489 459 442 421 421 452 471 485

2.289 3.389 2.656 3.974 4.305 3.180 2.914 2.576 3.440 3.026 1.435 2.581 35.766 MT

24.127 18.777 20.746 22.889 16.508 28.170 29.883 27.590 30.668 25.754 26.992 29.338 301.442

SOURCE / Fontes: Aliceweb & CNCIC

TURPENTINE Terebintina U$D/MT MT

530 546 531 575 563 584 536 543 571 565 580 579

U$D/MT

518 523 542 527 513 245 965 451 331 680 497 512

429 888 1.357 727 618 593 1.230 721 763 1.392 702 612 10.032 MT

799 884 2.539 992 1.853 1.793 907 1.389 1.742 1.205 757 1.482 16.342

ROSIN RESINS Resinas de Breu U$D/MT MT

851 762 936 942 916 897 818 942 791 890 927 763

U$D/MT

770 928 835 894 839 570 1.270 756 870 740 770 816

391 535 191 472 490 288 490 185 389 384 241 345 4.402 MT

4.183 1.652 3.648 3.391 3.286 4.908 3.016 3.630 3.996 4.345 4.306 6.035 46.396

HCR RHC U$D/MT

717 667 750 747 765 738 739 726 731 735 718 738

U$D/MT

802 885 769 853 860 728 954 849 1.005 744 997 924

MT

598 496 501 722 472 580 778 522 450 645 393 530 6.687 MT

2.556 1.923 2.893 2.568 2.961 2.810 2.411 2.726 2.262 2.602 2.319 2.880 30.911

PINE CHEMICALS EXPORT DATA 2004 Figuras das exportações de Pine Chemicals 2004

BRAZIL

Jan-04 Feb-04 Mar-04 Apr-04 May-04 Jun-04 Jul-04 Aug-04 Sep-04 Oct-04 Nov-04 Dec-04

GUM ROSIN Breu U$D/MT MT

502 522 507 519 520 520 528 536 540 557 560 611

TOTAL CHINA

Jan-04 Feb-04 Mar-04 Apr-04 May-04 Jun-04 Jul-04 Aug-04 Sep-04 Oct-04 Nov-04 Dec-04 TOTAL

U$D/MT

487 479 461 462 459 459 446 443 459 482 469 477

2.509 2.363 2.306 3.065 2.515 2.596 2.352 1.755 2.038 1.637 1.295 1.810 26.241 MT

21.213 28.039 30.794 21.614 21.544 20.605 30.034 27.752 25.094 35.940 29.818 34.289 326.736

SOURCE / Fontes: Aliceweb & CNCIC

TURPENTINE Terebintina U$D/MT MT

622 553 562 554 569 551 519 530 556 530 619 559

U$D/MT

483 463 486 493 480 457 472 465

464 516

423 508 706 308 585 963 557 778 549 1.707 655 786 8.525 MT

545 616 2.806 810 821 2.061 379 678 583 1.328 1.320 1.789 13.736

ROSIN RESINS Resinas de Breu U$D/MT MT

963 804 886 892 946 873 891 912 942 999 1.084 980

U$D/MT

845 856 903 917 914 830 785 802 751 896 835 874

237 426 447 377 352 409 437 531 513 348 372 351 4.799 MT

3.439 2.937 4.455 5.006 4.508 4.802 6.347 6.959 7.071 6.696 7.206 7.041 66.467

HCR RHC U$D/MT

771 725 762 718 744 763 690 713 716 706 750 784

U$D/MT

843 936 806 861 891 859 858 1.009 995 979 1.063 937

MT

458 451 466 262 724 417 846 701 934 887 533 593 7.272 MT

2.751 2.780 4.397 3.701 2.745 3.301 2.986 3.251 2.800 2.839 3.701 4.771 40.023

PINE CHEMICALS EXPORT DATA 2005 Figuras das exportações de Pine Chemicals 2005

BRAZIL

Jan-05 Feb-05 Mar-05 Apr-05 May-05 Jun-05 Jul-05 Aug-05 Sep-05 Oct-05 Nov-05 Dec-05

GUM ROSIN Breu U$D/MT MT

660 650 687 700 710 733 726 736 758 837 825 873

TOTAL CHINA

Jan-05 Feb-05 Mar-05 Apr-05 May-05 Jun-05 Jul-05 Aug-05 Sep-05 Oct-05 Nov-05 Dec-05 TOTAL

U$D/MT

542 547 563 588 590 641 792 749 753 819 873 919

1.676 1.624 2.155 1.954 1.656 1.902 2.129 2.021 2.580 2.222 1.940 3.000 24.860 MT

29.950 23.804 30.131 24.977 11.170 10.239 22.410 31.882 31.777 35.025 44.578 51.511 347.455

SOURCE / Fontes: Aliceweb & CNCIC

TURPENTINE Terebintina U$D/MT MT

565 541 562 568 566 638 676 697 630 694 730 792

U$D/MT

571 581 621 595 674 612 870 637 729 750 823 871

657 595 782 770 1.199 681 746 394 370 409 451 424 7.479 MT

308 236 552 247 307 472 407 840 878 1.090 1.727 1.564 8.628

ROSIN RESINS Resinas de Breu U$D/MT MT

1.026 900 900 1.133 1.326 1.144 1.260 1.353 1.176 1.132 1.108 1.298

U$D/MT

925 958 890 943 960 981 1.053 1.116 1.096 1.178 1.161 1.254

336 302 455 305 295 392 221 189 441 428 429 301 4.093 MT

5.983 3.432 7.198 5.589 5.251 5.398 6.718 6.914 7.557 5.886 8.547 6.348 74.821

HCR RHC U$D/MT

760 757 750 755 766 763 727 789 735 755 794 759

U$D/MT

985 1.043 1.015 1.025 1.088 1.046 1.083 1.075 986 1.067 1.085 992

MT

537 456 668 877 748 706 673 942 854 803 761 851 8.876 MT

3.489 3.748 5.146 5.105 3.142 3.053 3.505 2.852 3.466 2.963 3.683 2.689 42.841

PINE CHEMICALS EXPORT DATA 2006 Figuras das exportações de Pine Chemicals 2006

BRAZIL

Jan-06 Feb-06 Mar-06 Apr-06 May-06 Jun-06 Jul-06 Aug-06 Sep-06 Oct-06 Nov-06 Dec-06

GUM ROSIN Breu U$D/MT MT

874 938 978 1.042 1.069 1.078 1.132 1.103 1.079 1.159 1.216 1.198

TOTAL CHINA

Jan-06 Feb-06 Mar-06 Apr-06 May-06 Jun-06 Jul-06 Aug-06 Sep-06 Oct-06 Nov-06 Dec-06 TOTAL

U$D/MT

963 1.008 1.070 1.163 1.185 1.055 991 975 974 958 953 920

3.266 3.149 4.927 4.299 2.975 4.331 2.970 2.511 2.023 1.749 1.602 1.635 35.436 MT

25.107 25.252 24.147 16.126 14.562 24.294 23.668 42.499 45.660 43.333 37.778 41.741 364.167

SOURCE / Fontes: Aliceweb & CNCIC

TURPENTINE Terebintina U$D/MT MT

836 930 940 962 1.154 1.043 997 984 1.134 959 1.041 1.133

U$D/MT

990 1.050 1.116 1.101 1.095 1.095 1.040 1.020 1.012 1.052 1.012 894

568 492 743 622 527 524 474 487 455 311 325 476 6.006 MT

1.488 681 706 2.351 1.101 442 953 2.156 1.477 2.860 1.797 2.071 18.083

ROSIN RESINS Resinas de Breu U$D/MT MT

1.203 1.105 1.215 1.319 1.320 1.399 1.472 1.602 1.577 1.518 1.566 1.675

U$D/MT

1.284 1.294 1.319 1.393 1.474 1.338 1.359 1.335 1.317 1.339 1.354 1.330

532 613 604 537 553 507 456 412 479 448 374 524 6.040 MT

6.270 4.013 6.518 6.886 5.406 8.251 10.219 10.845 13.251 11.207 11.749 12.003 106.618

HCR RHC U$D/MT

779 800 796 804 811 840 916 938 869 977 875 1.179

U$D/MT

942 1.058 1.019 1.007 944 1.165 1.074 1.176 1.123 1.164 1.115 1.075

MT

497 790 681 841 747 719 479 504 536 554 561 581 7.490 MT

3.930 2.954 5.278 5.091 3.704 4.577 4.604 5.761 5.270 4.072 3.676 4.240 53.157

PINE CHEMICALS EXPORT DATA 2007 Figuras das exportações de Pine Chemicals 2007

BRAZIL

Jan-07 Feb-07 Mar-07 Apr-07 May-07 Jun-07 Jul-07 Aug-07 Sep-07 Oct-07 Nov-07 Dec-07

GUM ROSIN Breu U$D/MT MT

1.111 1.150 1.131 1.170 1.156 1.193 1.123 1.096 1.022 1.039 1.095 1.016

TOTAL CHINA

Jan-07 Feb-07 Mar-07 Apr-07 May-07 Jun-07 Jul-07 Aug-07 Sep-07 Oct-07 Nov-07 Dec-07 TOTAL

U$D/MT

864 832 828 830 807 784 778 788 795 839 925 894

2.012 2.218 2.667 1.955 2.048 1.776 2.430 2.051 1.416 1.495 1.654 1.367 23.090 MT

38.194 29.436 29.133 27.844 22.982 42.664 15.527 18.723 22.124 25.717 24.524 32.344 329.212

SOURCE / Fontes: Aliceweb & CNCIC

TURPENTINE Terebintina U$D/MT MT

1.083 1.006 1.136 1.051 996 963 932 1.041 997 921 934 977

U$D/MT

875 959 916 924 833 963 1.024 912 1.000 936 1.038 1.021

445 523 517 493 620 449 545 675 504 737 410 640 6.558 MT

1.785 1.366 2.104 1.396 1.245 550 486 538 792 1.716 368 1.548 13.894

ROSIN RESINS Resinas de Breu U$D/MT MT

1.456 1.629 1.479 1.833 1.601 1.725 1.766 1.730 1.829 1.853 1.979 2.027

U$D/MT

1.315 1.351 1.304 1.318 1.299 1.285 1.320 1.274 1.285 1.285 1.387 1.416

443 330 365 288 573 291 275 507 397 456 508 376 4.809 MT

9.801 8.928 11.487 14.737 13.127 22.931 11.554 13.284 13.224 14.226 14.409 12.998 160.706

HCR RHC U$D/MT

997 1.129 1.276 1.210 1.300 1.157 1.276 1.232 1.133 1.196 1.121 1.220

U$D/MT

1.183 1.249 1.245 1.194 1.168 1.116 1.231 1.227 1.174 1.311 1.438 1.282

MT

632 574 711 306 480 573 448 630 567 385 421 317 6.044 MT

4.385 6.259 6.722 7.052 7.796 9.118 7.568 5.391 6.302 5.286 5.711 6.897 78.487

PINE CHEMICALS EXPORT DATA 2008 Figuras das exportações de Pine Chemicals 2008

BRAZIL

Jan-08 Feb-08 Mar-08 Apr-08 May-08 Jun-08 Jul-08 Aug-08 Sep-08 Oct-08 Nov-08 Dec-08

GUM ROSIN Breu U$D/MT MT

1.047 1.046 1.111 1.091 1.049 1.086 1.055 1.025 971 961 913 937

TOTAL CHINA

Jan-08 Feb-08 Mar-08 Apr-08 May-08 Jun-08 Jul-08 Aug-08 Sep-08 Oct-08 Nov-08 Dec-08 TOTAL

U$D/MT

868 865 871 920 941 983 1.012 1.050 1.072 1.085 1.082 1.036

1.799 1.909 1.496 1.987 3.204 1.774 2.207 1.734 2.045 2.406 1.684 1.686 23.931 MT

29.516 15.488 24.750 21.538 20.056 25.028 17.823 25.998 21.140 21.166 24.265 29.743 276.511

SOURCE / Fontes: Aliceweb & CNCIC

TURPENTINE Terebintina U$D/MT MT

948 995 998 1.035 999 1.039 1.149 1.182 1.143 1.368 1.380 1.495

U$D/MT

1.007 1.001 1.290 1.530 1.832 1.882 1.922 1.767 1.683 1.802 1.844 1.938

611 837 726 809 555 749 653 658 707 822 572 673 8.372 MT

1.158 145 335 151 113 67 133 417 153 437 682 1.532 5.323

ROSIN RESINS Resinas de Breu U$D/MT MT

1.867 1.738 1.880 1.900 1.969 2.093 1.836 1.935 1.986 1.719 2.216 1.756

U$D/MT

1.421 1.385 1.425 1.408 1.500 1.518 1.560 1.603 1.638 1.660 1.540 1.638

371 532 456 378 360 312 362 226 236 511 170 422 4.336 MT

12.406 9.940 15.059 15.993 14.646 15.163 13.775 17.207 15.370 12.734 10.683 10.658 163.634

HCR RHC U$D/MT

MT

1.194 1.387 1.347 1.480 1.372 1.401 1.411 1.489 1.511

655 341 484 595 408 591 426 592 33

1.286 1.266

269 509 4.903

U$D/MT

1.339 1.385 1.364 1.455 1.441 1.510 1.574 1.572 1.720 1.703 1.671 1.578

MT

5.204 4.635 7.136 6.597 5.739 7.512 7.539 5.397 4.838 4.463 4.161 3.562 66.783

PINE CHEMICALS EXPORT DATA 2009 Figuras das exportações de Pine Chemicals 2009

BRAZIL

Jan-09 Feb-09 Mar-09 Apr-09 May-09 Jun-09 Jul-09 Aug-09 Sep-09 Oct-09 Nov-09 Dec-09

GUM ROSIN Breu U$D/MT MT

943 923 884 822 821 807 815 851 879 858 902 968

TOTAL CHINA

Jan-09 Feb-09 Mar-09 Apr-09 May-09 Jun-09 Jul-09 Aug-09 Sep-09 Oct-09 Nov-09 Dec-09 TOTAL

U$D/MT

948 830 828 839 879 847 882 892 909 931 1.002 1.176

1.434 1.682 2.228 1.702 3.896 2.388 3.163 2.610 2.849 3.429 1.185 3.827 30.393 MT

4.804 8.859 8.247 9.220 12.332 14.919 14.558 23.426 25.731 20.155 20.921 30.319 193.491

SOURCE / Fontes: Aliceweb & CNCIC

TURPENTINE Terebintina U$D/MT MT

1.386 1.453 1.553 1.443 1.436 1.557 1.489 1.497 1.455 1.802 1.201 1.627

U$D/MT

1.972 2.033 2.065 2.301 2.468 3.185 2.360 2.471 2.397 2.399 2.278 2.662

399 493 594 467 513 493 683 698 442 564 427 548 6.321 MT

1.124 123 88 15 56 35 101 57 113 37 100 114 1.963

ROSIN RESINS Resinas de Breu U$D/MT MT

1.823 1.844 1.511 1.603 1.939 1.924 1.709 1.846 2.024 1.761 1.759 1.776

U$D/MT

1.532 1.409 1.381 1.379 1.385 1.368 1.362 1.355 1.373 1.336 1.392 1.508

242 115 448 361 345 226 546 376 339 426 478 413 4.315 MT

7.881 9.240 12.206 13.461 14.739 14.492 18.066 15.971 16.754 14.438 14.507 15.474 167.229

HCR RHC U$D/MT

1.316 1.315 1.300 1.288 1.181 1.115 1.135 1.109 1.264 1.156 1.161 1.099

U$D/MT

1.225 1.416 1.262 1.213 1.251 1.287 1.419 1.352 1.302 1.429 1.330 1.393

MT

375 214 183 258 381 485 474 794 217 378 701 906 5.366 MT

3.639 4.922 5.674 5.261 5.160 4.381 6.652 5.356 5.382 4.213 4.375 5.523 60.538

PINE CHEMICALS EXPORT DATA 2010 Fi Figuras d das exportações t õ d de Pi Pine Ch Chemicals i l 2010

BRAZIL

Jan-10 Feb-10 Mar-10 Apr-10 May-10 Jun-10 Jul-10 Aug-10 g Sep-10 Oct-10 Nov-10 Dec-10

GUM ROSIN Breu U$D/MT MT

1.075 1.105 1.282 1.348 1.530

Jan-10 Feb-10 Mar-10 Apr-10 May-10 y Jun-10 Jul-10 Aug-10 Sep-10 Oct-10 Nov 10 Nov-10 Dec-10 TOTAL

1.743 1.724 1.836 1.718 2.031

13.516

TOTAL CHINA

2.122 2.496 3.474 3.016 2.408

TURPENTINE Terebintina U$D/MT MT

U$D/MT

1.291 1.448 1.558 1.720

MT

14.210 12.303 18.856 17.152

62.521

SOURCE / Fontes: Aliceweb & CNCIC

ROSIN RESINS Resinas de Breu U$D/MT MT

440 491 670 377 869

1.611 1.913 2.023 2.162 2.101

2.847 U$D/MT

2.264 2.561 2.992 2.885

MT

376

U$D/MT

1.613 1.859 1.888 2.016

MT

11.319 8.059 13.539 10.425

43.342

MT

1.164 1.139 1.089 1.135 1.097

2.296 U$D/MT

156 44 109 67

291 353 735 488 429

HCR RHC

287 760 884 604 792

3.327 U$D/MT

1.322 1.436 1.474 1.501

MT

6.402 4.495 9.327 7.108

27.332

2,3

R l RMB e Euro E Real, vs. U$D January 2000 = 100

2,0

[22-June-2010] - Source: www.x-rates.com

areldorado.com.a ar

1,8

1,5

R$ RMB

1,3

Euro

1,0

08 0,8

0,5

jan/00

jan/01

jan/02

jan/03

jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

50

U$D , RMB e Euro vs. Real

120

January 2000 = 100 [22-June-2010] - Source: www.x-rates.com

110

100

areldorado.com.a ar

100

90

RMB

82

U$D

80

Euro

70

60

50

40 jan/00

jan/01

jan/02

jan/03

jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

51

350 INDEX 2005 = 100

INDEXES (1) [18-Jun-2010] [18 Jun 2010]

300

areldorado.com.a ar

250

200

WCOP OIL

150 CRB SPOT INDEX CHINESE HCR EXPORTS

100

50

0 jan/00

jan/01

jan/02

jan/03

jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

jan/11

61

350

INDEXES (2)

INDEX 2005 = 100

[18-Jun-2010]

300 CHINESE UM ROSIN EXPORTS

areldorado.com.a ar

250

CHINESE ROSIN RESINS EXPORTS

200

150 CRB SPOT INDEX CHINESE HCR EXPORTS

100

50

0 jan/00

jan/01

jan/02

jan/03

jan/04

jan/05

jan/06

jan/07

jan/08

jan/09

jan/10

61

2.500

75.000

HYDROCARBON RESINS CHINESE EXPORTS & IMPORTS

MT / MONTH

U$D / MT FOB

areldorado.com.ar [11‐May‐2010]

import volume export volume

60.000

2.000

import price p p export price

45.000

1.500

30.000

1.000

15.000

500

‐

‐ 1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010(1‐4)

2.500

Chinese Gum Rosin Price

U$D/ MT

CGR (CNCIC) U$D/MT fca CGR (CNCIC) U$D/MT fca (U$D 2009 cv)

are eldorado.c com.ar

2.000

1.500

1.000

500

0 jan‐95

jan‐96

jan‐97

jan‐98

jan‐99

jan‐00

jan‐01

jan‐02

jan‐03

jan‐04

jan‐05

jan‐06

jan‐07

jan‐08

jan‐09

jan‐10

2.500

Chinese Gum Rosin Price

U$D/ MT

CGR (CNCIC) U$D/MT fca CGR (CNCIC) U$D/MT fca (U$D 2009 cv)

are eldorado.c com.ar

2.000

1.500

1.000

500

0 jan‐99

jan‐00

jan‐01

jan‐02

jan‐03

jan‐04

jan‐05

jan‐06

jan‐07

jan‐08

jan‐09

jan‐10

2.500

Chinese Gum Rosin Price

U$D/ MT

CGR (ROSINNET ‐ LOCAL ) U$D/MT CGR (ROSINNET HUANGPU) U$D/MT fca

2.000

( ) CGR (CNCIC) U$D/MT fca

are eldorado.c com.ar

CGR (CNCIC) U$D/MT fca (U$D 2009 cv)

1.500

1.000

500

0 jan‐99

jan‐00

jan‐01

jan‐02

jan‐03

jan‐04

jan‐05

jan‐06

jan‐07

jan‐08

jan‐09

jan‐10

2.500

Chinese Gum Rosin Price

U$D/ MT

CGR (ROSINNET ‐ LOCAL ) U$D/MT

2.000

CGR (ROSINNET HUANGPU) U$D/MT fca CGR (CNCIC) U$D/MT fca

are eldorado.c com.ar

CGR (CNCIC) U$D/MT fca (U$D 2009 cv)

1.500

1.000

500

0 jan‐05

jan‐06

jan‐07

jan‐08

jan‐09

jan‐10

2.500

Chinese Gum Rosin Price

U$D/ MT

CGR (ROSINNET ‐ LOCAL ) U$D/MT

2.000

CGR (ROSINNET HUANGPU) U$D/MT fca CGR (CNCIC) U$D/MT fca ( ) $ / CGR (CNCIC) U$D/MT fca (U$D 2009 cv)

are eldorado.c com.ar

CGR (ROSINNET HUANGPU) Euros/MT fca

1.500

1.000

500

0 jan‐05

jan‐06

jan‐07

jan‐08

jan‐09

jan‐10

2.500 U$D/ MT

Chinese Gum Rosin Price CGR (ROSINNET ‐ LOCAL ) U$D/MT

2.000

are eldorado.c com.ar

1.500

1.000

500

0

CGR (ROSINNET HUANGPU) U$D/MT fca CGR (CNCIC) U$D/MT fca

jan-1 11

jan-0 08

jan-0 05

02 jan-0

jan-99

jan-96

jan-93

jan-90

jan-87

jan-84

jan-81

jan-7 78

jan-7 75

jan-7 72

jan-6 69

500

jan-6 66

jan-6 63

jan-6 60

jan-5 57

jan-5 54

51 jan-5

jan-48

jan-45

jan-42

jan-39

jan-36

jan-33

jan-30

4.000

3.500

3.000

2 500 2.500

2 000 2.000

1.500

1.000 ch_export_cncic

us_imp

us_exw_1987

ch_fob_irm_2000

0