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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

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.

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Supplier News

Valmet had planned changes to its manufacturing in Sweden and Poland and had initiated change negotiations in its Global Supply unit concerning the planned closure of manufacturing at its Sundsvall site in Sweden. In addition, Valmet started negotiations about proposed changes to its Global Supply unit's operations in Gothenburg, Sweden, and Jelenia Góra, Poland.

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Environmental

Domtar's Kingsport mill told the Tennessee Department of Environment and Conservation that it will try a method to improve wastewater quality at its wastewater lagoon this week.

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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 decision will impact 285 employees, the company said.

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Restructurings

On Sept. 25, 2025, Roseburg Forest Products permanently closed its Dillard, Oregon facility, laying off 107 workers and causing significant economic disruption to the region.

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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

In connection with the closing of the Arrangement, the Canfor Pulp Shares are expected to be delisted from the Toronto Stock Exchange as of the close of market on March 18, 2026, and Canfor Corp intends to cause Canfor Pulp to apply for an order to cease to be a reporting issuer under applicable Canadian securities laws.

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Legal

The ⁠Competition and Markets Authority (CMA) has ​a ​May ⁠28 deadline to ​announce ​a ⁠decision from its ⁠phase ​1 investigation.

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Major Expenditures

Georgia-Pacific leaders said the company's $83 million expansion is designed to increase product storage capacity, improve shipping efficiency and introduce advanced automation technology to enhance productivity and safety at the site.

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Operations News

The cause of the fire remains under investigation. Walesh says it's been difficult to investigate the cause while the fire is still burning.

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Joint Venture

Progroup has secured Akarton GmbH as a new partner to operate the packaging park at its PW05 corrugated sheetfeeder plant in Schüttorf, Germany.

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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

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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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