For over fifty years, I have said "Energy is Politics." It looks like we now need to say, "Market Pulp is Politics." The tariff machinations promulgated by President Trump, by and large, seem to be beneficial to the United States. However, if your primary input is market pulp from Brazil, you currently have only a brief(?) reprieve.

The PM40 closed Friday, 1 August 2025, at 5119.


Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

In this issue of Disconnected Comparisons, we evaluate Mativ and Sonoco.

The PM40 closed 1 August 2025 down 8% from the 2 August 2024 level.

The Trump Administration's executive orders cut across dozens of industries. This searchable tool breaks down the orders and their impact.

In this special episode, we talk with Stein Larsen, CEO NOREXECO ASA.

The negative comparable operating result was caused particularly by the weak demand for market pulp in Europe and China. The uncertainty caused by US import duties has had a negative impact on the purchasing behaviour of paperboard customers in particular.

Founded in 1945 and headquartered in Civitella di Romagna, Italy, Babbini is a recognized leader in screw press technology and dewatering applications for multiple industrial sectors, including paper recycling. GPS, based in Legnano, Italy, enhances Babbini's capabilities with system integration expertise and custom gearboxes for demanding industrial applications.

Storage tanks, treatment systems, and environmental equipment at the Cosmo Specialty Fibers pulp mill steadily deteriorate, leading to dangerous conditions and mounting threats to nearby neighborhoods, the Chehalis River, and Grays Harbor.<

Do we need more containerboard capacity in the United States?

In an open letter, Ross County business and government leaders said the sudden shift from closing at the end of the year to shutting down on Aug. 10 not only disrupted the future planning of families and businesses, but also damaged the trust between H.I.G. Capital and the community.

Greif said it will permanently close its steel and polymer drum facility in Merced, Calif., as part of its previously announced optimization efforts.

Read the monthly newsletters here or subscribe and have them emailed to you hot off the press!

Incidents in 2025: We are updating this list as these happen in the pulp, paper and forest products industry

We are updating this list as these happen in the pulp, paper and forest products industry

We are updating this list as these happen in the pulp, paper and forest products industry

Check out the monthly newsletters here or subscribe and have them emailed to you hot off the press!

Pulp and Paper Manufacturers report to the US Securities and Exchange Commission

What they want us to know...

Nova Scotia's minister of natural resources says it's 'not the outcome we had hoped for'

International Paper and other rival manufacturers have been accused in a new lawsuit in U.S. federal court of conspiring to fix and inflate prices for key raw materials that are used to make cardboard boxes and merchandise displays.

Sonoco Products Company, a global leader in value-added sustainable packaging, is pleased to announce a $30 million capital investment to expand its production capacity in the growing adhesives and sealants (A&S) market. This strategic initiative will add 100 million additional units of annual capacity, ensuring Sonoco continues to meet increasing market demands while enhancing supply security.

The cause of the fire has not been released, and no injuries have been reported.

Rayonier Advanced Materials Inc., the global leader in cellulose specialty products, announced the signing of a Memorandum of Understanding (MoU) with GranBio LLC, a pioneer in biochemicals and biofuels, to jointly explore the development of a small-scale commercial cellulosic Sustainable Aviation Fuel (SAF) facility co-located at RYAM's Jesup, Georgia site.

Innovation in energy