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.

The Annual General Meeting adopted the financial statements for 2025 and resolved on a dividend of €1.50 per share for the financial period 2025.

The Trump administration moves toward lowering U.S. trade duties on most Canadian softwood lumber after a preliminary Commerce Department decision that would reduce the combined rate to 25% from about 35%.

The Iran war has led to a surge in oil prices and driven up Suzano's costs of shipping, trucking, rail and chemicals.

The packaging and tissue products company said Friday that U.S. weather disruptions and volatile swings in transportation and fuel surcharges pushed operating costs higher, while recent geopolitical tensions dampened consumer confidence and spending, leading to softer packaging volumes.

Georgia-Pacific will implement a price increase of 2.5% to 3.5%, effective May 18, 2026, on DensDeck®, DensDeck® Prime products and DensDeck® StormX™ Prime Roof Boards.

Quad/Graphics, Inc., announced it is enacting an immediate, temporary surcharge on its printing inks, UV coating and varnishes to help offset increasing costs impacting its ink manufacturing subsidiary Chemical Research/Technology (CR/T).

In the year-end report for 2025 published on 19 February 2026, Rottneros announced that the Company as of 31 December 2025 did not meet the applicable profitability covenant in the loan agreement. The company received a waiver from the lenders for the period in question and at the same time maintained a constructive dialogue with the lenders regarding changed terms.

As a result of the prolonged weakness in global pulp markets and the Company's persistent challenges accessing economically viable fibre, an asset write-down and impairment charge totaling $106.5 million was recognized in Q4 2025, which included a write-off of a previously recognized deferred tax asset of $52.5 million.

Sonoco Products Company, a global leader in high-value sustainable paper products, announced it is implementing a $70 per ton price increase for all grades of uncoated recycled paperboard (URB) in the United States and Canada, effective with shipments beginning April 3, 2026.

Greif, a global leader in performance packaging products and services, announced it is implementing a price increase between $60 and $70 per short ton for all grades of uncoated recycled paperboard (URB) products and a minimum 7.5 percent increase on all tube and core and protective packaging products.

SCA will increase the prices on all Kraftliner grades in Europe by € 100 per tonne.

Grew fourth quarter net sales to $1.8 billion, up 29.7% from the prior-year quarter, primarily from acquisition activity.

During Q4 2025, the Company reported net sales of $567 million, representing a decrease of $114 million from last year.

Sonoco Products Company, a global leader in high-value sustainable metal and paper packaging, on Feb. 17 hosted an Investor Day in which it provided investors with an update on its value creation strategy, financial targets and capital allocation plan, led by President and Chief Executive Officer Howard Coker and members of the senior leadership team.

Net loss from continuing operations of $53 million, or $3.28 per diluted share, primarily driven by a $48 million non-cash goodwill impairment, partly offset by insurance proceeds.

Sales of $463.1 million increased 1.0% year over year, and 1.9% on an organic basis.

Mondi's management say they are confident in being able to manage industry headwinds, including falling paper prices, by increasing volumes and better management of margins, CEO Andrew King said.

Rayonier Inc. announced that the Company's board of directors has declared a first quarter cash dividend of $0.26 per common share. The dividend is payable on March 31, 2026, to shareholders of record on March 17, 2026.

Sylvamo's board of directors declared a quarterly dividend of $0.45 per share for the period of April 1, 2026, to June 30, 2026. The dividend is payable April 28, 2026, to holders of record at the close of business April 7, 2026.

Boise Cascade Company reported fourth quarter net income of $8.7 million, or $0.24 per share, on sales of $1.5 billion. For the full year 2025, Boise Cascade reported net income of $132.8 million, or $3.53 per share, on sales of $6.4 billion.

Greif, Inc., a global leader in industrial packaging products and services, announced that its Board of Directors has declared quarterly cash dividends of $0.56 per share on its Class A Common Stock, and $0.84 per share on its Class B Common Stock.

UFP Industries, Inc. reported net sales of $1.33 billion for the Q4 ended December 31, 2025, a 9% decrease from the same period last year, driven by a 2% decrease in price and a 7% decline in organic units amid soft end-market demand.

Canfor Pulp Products Inc. announced that it will record a non-cash asset write down and impairment charge totaling approximately $106 million in its fourth quarter of 2025 results. The impairment reflects sustained declines in global US-dollar pulp list prices combined with persistent challenges in securing economically viable fibre.

Sun Chemical Packaging and Graphics will implement a price increase across its portfolio of nitrocellulose‑containing products in Latin America, driven by sustained and significant increases in nitrocellulose costs. The adjustments take effect immediately, or as stipulated in existing customer agreements, with the level of increase varying by product type and nitrocellulose content.