The problems in the Strait of Hormuz is causing problems worldwide in many industry sectors.

The PM40 closed Friday, 1 May 2026, at 5125.

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 Kimberly-Clark and Louisiana Pacific.

The PM40 closed 1 May 2026 down 0.4% from the 2 May 2025 level.

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

The quarter was characterized by geopolitical challenges, unfavorable currency effects, and weather-related disruptions in North America. Cash flow showed a marked improvement, with all segments contributing positively.

Valmet will start change negotiations in Finland on May 4 under the Finnish Co-operation Act that may include temporary layoffs of less than 90 days, with possible layoffs implemented from June 2026 through the end of December 2026.

BTG Pactual Timberland Investment Group (BTG Pactual TIG), one of the world's largest timberland managers, announced the close of fundraising for its Latin American Reforestation Strategy, reaching US$1.24 billion in commitments.

Do you think data centers will cause a disruption in the US electrical grid?

Five-year agreement establishes Avondale Global Gateway as a key Gulf Coast terminal for Suzano's growing North American operations.

Gilles Van Nieuwenhuyzen will retire as Chief Executive Officer of the Lecta Group on 30 April, following the successful recapitalization of the group and its division into three operationally and financially separate companies. The announcement comes as the 67-year-old executive steps down after navigating significant market, energy and geopolitical volatility during his tenure.

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Incidents in 2026: 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...

Stora Enso Oyj has entered into an agreement with Prinzhorn to sell three box plants in Germany with 240 million cubic meters of corrugated capacity, approximately 125,000 tonnes.

Paper manufacturer settles federal lawsuit charging it with sexual harassment at its Inola, Oklahoma plant and firing the woman after she complained.

The project started in February 2026 and is scheduled for completion in December 2026.

The United Steelworkers (USW) are proud to welcome 147 new members following a strong organizing victory at Weyerhaeuser in Kenora, Ont.

Rengo Co., Ltd. has established and started operations for RS Wood Refinery, a joint venture formed with Sumitomo Forestry. The new entity aims to commercialize second-generation bioethanol while strengthening the wood chip procurement system for the Rengo Group.

UPM Specialty Materials announced that it and Royal Vaasseen introduce an ultra-high barrier paper packaging solution suitable for pet food treats and snacks.