Director of Market Intelligence and Economic Insights, INDA
BIOGRAPHYBrad Kalil, Director of Market Intelligence and Economic Insights, INDA, joined INDA in April of 2013. He is responsible for providing industry thought leadership through the gathering, analysis and dissemination of market information and industry reports for INDA. He is the author or co-author of INDA’s biennial Industry Outlook reports on North America and the Global Nonwovens Industry, in addition to authoring the annual North American Nonwovens Supply Report and quarterly Market Pulse. He has a long history in research and market analysis advising the world’s best known consumer packaged goods companies. He has had a number of market research and market analysis roles through the last 30 years. His career also includes work with RISI and he spent seven years with Weyerhaeuser in the corporate Market and Economics Research group and as the Business Intelligence Manager for the Cellulose Fibers Business.
10:35 am - 11:35 am
Is the Supply/Demand Balance Ever Going to Balance?
Topics for discussion:
• Supply: In the last few years the overall North American nonwovens industry operating has gone from 79% in 2016 to 86% in 2021
o During that same period the Spunlaid processes have increased from 80% to 95%
o The operating rate for both Drylaid Hydroentanglement and Airlaid Short-Fiber have been 93% or above the last two years
• Supply: The North American nonwovens industry has announced $245 million in investments for 2020 and 2021; while another $389 million has been announced for 2022 and 2023
• Demand: Has face masks and wipes demand peaked? Where are the babies? The residential housing market is booming, will non-residential construction ever return? How does the booming residential housing market and the lack of non-residential construction impact the Home & Office Furnishings markets? What will the infrastructure plan include and how big will it eventually be? How does the push up the MERV scale impact filter media? Will medical apparel production on- or near-shore and what will the impact of spunlaid demand be? Will the pace of material substitution continue in vehicle construction: planes, trains, and automobiles?
2:00 pm - 3:05 pm
Understanding the State of North American Nonwoven’s Market and a Market Gone Mad
Brad Kalil, INDA’s Director of Market Intelligence & Economic Insights will discuss the market changes in demand and supply as the nonwovens industry responded, and still responds, to the COVID-19 crisis. Specifically, the presentation will present a pre-pandemic view of the nonwovens markets, the Great Pivot during the pandemic, and a look into the future. The future outlook incorporates both demand possibilities and supply reactions, particularly, given significant amount of recent investments. The presentation will highlight key findings based on market intelligence from INDA’s annual North American Nonwoven Supply Report and from Brad’s recently published North American Nonwovens Industry Outlook, 2019–2024. Attend to understand what the changing market and competitive landscape means for your company’s business over the next five years and beyond.