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I know you are tired of hearing about AI...

...but it has not run its course yet and may not for several years.

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The PM40 closed Thursday, 2 April 2026, at 5227.

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

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In this issue of Disconnected Comparisons, we evaluate Amcor and PCA.

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The PM40 closed 2 April 2026 up 3% from the 4 April 2025 level.

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Executive Order Tracker | tariffs, duties, United States, Canada,

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

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Market News of Note

Sonoco S.a.r.l., a wholly owned unit of Sonoco Products Company, a global leader in high-value sustainable packaging, announced it will raise prices by 80 Euro per ton for uncoated recycled paperboard (URB) grades and 8% on all tube and core products sold by the Company in the EMEA region.

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Supplier News

The second-generation bioethanol plant, based on Valmet's fiberline, is planned to start-up in March 2028.

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Environmental

Premier David Eby told the annual gathering of the B.C. Council of Forest Industries (COFI) on Friday, April 10, said that the government plans to ease industrial carbon prices for pulp mills as the province's forestry sector continues to struggle to remain competitive.

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Amusing & Interesting

From your perspective, is the pulp and paper industry in boom times or poor times?

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Major Announcements

The solution enables real-time reporting, automated document intelligence, and scalable regulatory compliance across global operations.

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Restructurings

Clearwater Paper Corporation announced the restructuring of its Cypress Bend, Arkansas facility, resulting in the reduction of approximately 20% of salaried and hourly roles at the facility. The company plans to operate the facility at about half of its production capability. The company expects these actions to deliver $8 to $12 million of annualized cost savings, while not impacting shipment volumes.

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S & F Arguments

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

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Reported Risk

Risks: Fires, Fatalities and Catastrophes in 2026 | fire, accidents, fatality, disaster, explosion, pulp, paper, industry,

Incidents in 2026: We are updating this list as these happen in the pulp, paper and forest products industry

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Closures/Reductions

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

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Capital Projects

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

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Industree 4.0

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

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Corporate SEC Filings

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

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Other Corporate News

What they want us to know...

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Labor & Union Actions

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Mergers & Acquisitions

Sealed Air is now a privately held company and its shares have ceased trading on the New York Stock Exchange.

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Legal

Investigation underway after fatal shooting at Mondi Richards Bay mill.

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Major Expenditures

Saica Flex Deeside has announced a GBP 2.2 million (Euro 2.5 million) investment in a fully automatic coating machine, a move that quadruples the site's previous coating capacity. The state-of-the-art equipment coats wider materials at higher speeds with enhanced precision, delivering improved efficiency and product quality for the UK label industry.

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Operations News

More than 100 firefighters were on scene battling the flames that cast an orange glow in the area.

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Joint Venture

UPM Adhesive Materials, a global supplier of self-adhesive paper and film products, and Mark Andy, a leading manufacturer of narrow- and mid-web printing and finishing equipment, announce the renewal of their strategic partnership in the Americas for the seventh consecutive year.

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Final Word

The Final Word by Helen Roush

Metsa Group announced that it is planning a commercial plant for wood-based carbon capture in Rauma.

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Wise Advertising

Something to consider...
Something to consider...

Having trouble reaching decision makers?

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The Fine Print

At your service

Permission granted for reprinting, as long as entire articles are reprinted without modification or truncation.

"PaperMoney" is a registered trademark (USPTO Reg. No. 2947381) of Talo Analytic International, Inc.


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