WCO General Session JAPAN. Rengo Co., Ltd. May 23, 2011 / Montreal

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Elinor Beasley
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1 WCO General Session JAPAN Rengo Co., Ltd. May 23, 2011 / Montreal

2 3.11 the Great East Japan Earthquake -- earthquake, tsunami and Fukushima Nuclear Accident 1

3 3.11 the Great East Japan Earthquake Latitude 38.1 north Longitude east Depth at sea 24 km Distance from coast 130 km 2

4 14:46, March 11, 2011 North American Plate Eurasian Plate M 9.0 Pacific Plate Philippine Sea Plate Source: Japan Meteorological Agency 3

5 Tsunami Tsunamis Observed off the Pacific Coast, Great East Japan Earthquake 2011 Source: Japan Meteorological Agency 4

6 No. of Daily Aftershocks Accumulated number Aftershocks Frequency of Aftershocks (Magnitude >= 5.0) Number of Daily Aftershocks (excluding main shock) Source: Japan Meteorological Agency 5

7 Paper and Paperboard Mills that Suffered Extensive Damage Mitsubishi-Hachinohe Kitakami Nippon-Ishinomaki Nippon-Iwanuma Marusan Iwaki Daio Hokuetsu Kishu-Katsuta Annual production in 2010 (1,000 tons) Liner Medium CB Total Boxboard Newsprint Pr/Wr Paper Other Production 5,183 3,464 8,647 1,517 3,349 9,547 4,303 27,363 Mitsubishi-Hachinohe Kitakami Nippon-Ishinomaki Nippon-Iwanuma Marusan Iwaki Daio Hokuetsu Kishu-Katsuta Total , ,175 Share 8.6% 5.6% 7.4% 10.3% 17.1% 18.8% 0.4% 11.6% Total Source: JPA 6

8 Paper and Paperboard Mills that Suffered Extensive Damage Mitsubishi-Hachinohe Mitsubishi Hachinohe Mill Some PMs to resume operations May 25. Full operations of the mill expected after October. Kitakami Paper Resumed operations April 9. Nippon Paper Iwanuma Mill NP PM resumed April 11 Other NP PM resumed April 24 Remaining PMs to resume before end of May. Iwaki Daio Paper NP PM and CB PM resumed operations March * Stopped again due to aftershocks. Resumed again April 25. Kitakami Nippon-Ishinomaki Nippon-Iwanuma Marusan Iwaki Daio Hokuetsu Kishu-Katsuta Nippon Paper Ishinomaki Mill Plans set for restoration following assessment of damages. Rengo Marusan Paper Operation suspended until end of June. Hokuetsu Kishu Paper Katsuta Mill Resumed operations March 31. 7

9 Corrugated Plants in Tohoku Region Corrugated board production by region in Corrugated Plants 6.4% Tohoku Region Oji Sendai Plant No plan for restoration Source: METI Rengo Sendai Plant To construct new plant at other site Tomoku Sendai Plant Operation resumed April 25. 8

Fukushima Nuclear Accident Estimated Radiation Dose at Fukushima Daiichi NPS* Radiation Dose at Chernobyl Iodine 131 (a) 1.5 x 10^17 Bq 1.8 x 10^18Bq Cesium 137 1.2 x 10^16Bq 8.

10 Fukushima Nuclear Accident Estimated Radiation Dose at Fukushima Daiichi NPS* Radiation Dose at Chernobyl Iodine 131 (a) 1.5 x 10^17 Bq 1.8 x 10^18Bq Cesium x 10^16Bq 8.5 x 10^16Bq Source: METI (Iodine equivalent value) (b) 4.8 x 10^17Bq 3.4 x 10^18Bq (a) + (b) 6.3 x 10^17Bq 5.2 x 10^18Bq * Announced by the Nuclear Safety Commission of Japan 9

Baseless Rumor Maxinum Radiation Dose (Unit: micro SV per hour) Observed from 5:00 pm, May 9 to 5:00 pm, May 10 Observation site Normal level Sapporo Sapporo-shi 0.033 0.020 ~ 0.105 Sendai-shi 0.

11 Baseless Rumor Maxinum Radiation Dose (Unit: micro SV per hour) Observed from 5:00 pm, May 9 to 5:00 pm, May 10 Observation site Normal level Sapporo Sapporo-shi ~ Sendai-shi ~ Akita-shi ~ Yamagata-shi ~ Akita Fukushima-shi ~ Mito-shi ~ Yamagata Utsunomiya-shi ~ Maebashi-shi ~ Osaka Maebashi Saitama-shi ~ Ichihara-shi, Chiba ~ Dazaifu Shinjuku-ku, Tokyo ~ Chigasaki-shi, Kanagawa ~ Shinjuku Nagoya-shi ~ Nagoya Osaka-shi ~ Dazaifu-shi, Fukuoka ~ Chigasaki <Nihon Keizai Shimbun> Sendai Fukushima Utsunomiya Mito Saitama Ichikawa 10

Radiation Exposure Note: Radiation units Sievert (Sv) The sievert is a unit used to measure the degree of impact on a human body exposed to radiation.

12 Radiation Exposure Note: Radiation units Sievert (Sv) The sievert is a unit used to measure the degree of impact on a human body exposed to radiation. As an example, the maximum radiation exposure during a round trip s. One thousand micro -sieverts is called a millisievert. Becquerel (Bq) This unit expresses radiation strength. In ordinary usage, it indicates the amount of radiation. Source: Ministry of Education, Culture, Sports, Science & Technology in Japan Gray (Gy) A Gray is a unit that indicates the amount of radiation energy absorbed by a substance when exposed to radiation. One Gray equals the absorption of one joule of energy per kilogram of material. 11

13 Evacuation Emergency Preparedness Evacuation Area Temporary Evacuation Area Exclusion Zone Fukushima Daiichi Emergency Preparedness Evacuation Area Fukushima Daini Tokyo Narita Osaka Source: METI 12

14 Impact on Japanese Economy Closing Price of the Nikkei Stock Average Closing Exchange Rate to the Dollar March 17 = JPY78.13/USD 13

15 1Q/2008 2Q 3Q 4Q 1Q/2009 2Q 3Q 4Q 1Q/2010 2Q 3Q 4Q 1Q/2011 2Q 3Q 4Q 1Q/2012 2Q 3Q 4Q Japan Real GDP Growth Rate (%) Japan Overall Economy Forecasted by IMF (April, 2011) Changes from the previous quarter, seasonally adjusted (%) Forecast * Source: Cabinet Office * Average as forecast by 12 Japanese think tanks, April

16 Thank you for your attention! May 23, 2011 Rengo Co., Ltd. 15

17 Containerboard and Corrugated Industry in Japan Rengo Co., Ltd. May 23, 2011 / Montreal 16

18 * Japan Corrugated Production and Real GDP Growth (Bil. m2 ) Production Production growth Real GDP growth (%) Source: METI, Cabinet Office *Corrugated production and growth rate: JCCA forecast (Dec., 2010) Real GDP growth rate: IMF, April

19 * JAPAN Containerboard Production 10,500 Containerboard Production Annual Growth 10.0% 9, % 8, % 7, % 6, % 5, % 4, % Operating Rate Operating Rate = Annual Production Daily Production Capacity x 332days (333days for leap year) *January March Source: METI, Japan Paper Association 18

20 Japan Containerboard International Trade (1,000 t) Import (1,000 t) Export * * Liner Medium Liner Medium *January March Source: Trade Statistics 19

21 Japan Utilization rate and Recovery rate (%) Utilization Rate Paperboard Target in 2015; 64% Paper and Paperboard Paper Recovery and Recovery rate (1,000t) (%) 30, , ,000 22,752 21,715 15,000 23,325 21, ,825 10,000 22,320 21, ,443 5,000 Recovered volume 20,046 19, Source: Paper Recycling Promotion Center 20

22 Japan OCC Consumption, Recovery, Net-export (1,000 t) 12,000 10,000 8,000 6,000 4,000 2,000 8, , ,396 7, ,559 8, ,980 8, , , ,622 8,400 1, ,017 8,452 10,178 8,595 10,321 8,479 1,558 1,616 1, ,171 7,341 1, ,791 2,420 7, ,102 2,184 (%) OCC Consumption OCC Recovery OCC Net Exports OCC Recovery Rate Source: METI, Trade Statistics, Paper Recycling Promotion Center 21

23 Japan Recovered Paper Export 5,000 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1, ,914 4,374 3,710 3,887 3,844 3,491 2,835 1,897 1,971 1,466 1, * OCC ,144 1,623 1,671 1,664 1,599 2,451 2, ONP+OMP ONP OMP , ,125 1, High grades Others *January March Source: Trade Statistics 22

24 Japan OCC Export China has 73% share (1,000 t) 2,500 2,451 2,214 2,000 1,623 1,671 1,664 1,599 1,500 1,144 1, * China ,310 1,249 1,221 1,251 1,968 1, Thailand Taiwan S.Korea Others *January - March Source: Trade Statistics 23

25 Japan Summary 2011 Forecast (Japan) Real GDP Growth +1.4% Rate Corrugated Production +1.0% Containerboard Domestic Demand Containerboard International Trade OCC Recovery OCC Export +0.8% up and down no big change decrease 24

26 May 23, 2011 Rengo Co., Ltd. 25

TRANSPRTATION in Japan has been NRMALIZED except part of the devastated area Material 1

TRANSPRTATION in Japan has been NRMALIZED except part of the devastated area Material 1 Overview Major International Airports: Normal operation (excluding Sendai Airport) Shinkansen Express Train : Normal