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Flying with one foot on the ground

Perhaps an unfortunate saying given the recent tragedy at Reagan National in Washington, DC, but still true: you can't learn to fly with one foot on the ground. This column is always directed at the executives in this industry, and they continue to amaze me with their views of what goes on in their mills.

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The PM40 closed Friday, 31 January 2025, at 6006.

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 Quad and Ennis, Inc.

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The PM40 closed 31 January 2025 up 16.4% from the 2 February 2024 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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Just in....

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NOREXECO

Interview with NOREXECO | NOREXECO,

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

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Market News of Note

The American Forest & Paper Association (AF&PA) President and CEO Heidi Brock issued a statement regarding President Donald Trump's announcement of 25% tariffs on all products from Canada and Mexico.

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Supplier News

Doug comes to Röchling with over 40 years of experience in the Pulp and Paper Industry, with the first 10 years working in R&D and Manufacturing for Graphic Packaging, followed by 30+ years in Sales Leadership for industry-leading companies like Albany International, Voith Paper, and Coldwater / Valmet.

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Environmental

Louisiana-Pacific has been fined $15,775 for stormwater and wetland violations, according to a Minnesota Pollution Control Agency (MPCA) enforcement investigation. The company operates a wood-board manufacturing facility in Two Harbors.

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Amusing & Interesting

Do you think fires are a major problem in pulp and paper mills?

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Major Announcements

This is a tremendous loss for everyone at the Sofidel Group, who express their profound sorrow for this loss and extend their condolences to the entire Stefani family.

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Restructurings

Jerry Cheatham, a 36-year finance leader within Sonoco, has been named interim Chief Financial Officer, replacing Chief Financial Officer Rob Dillard, who has departed the Company.

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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 2025 | fire, accidents, fatality, disaster, explosion, pulp, paper, industry,

Incidents in 2025: 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

RRD, a global provider of marketing, packaging, print and supply chain solutions, today announced that it has successfully closed on the strategic acquisition of Williams Lea, a provider of tech-enabled business services to financial, legal and professional services firms worldwide. The acquisition was first announced December 20, 2024.

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Legal

Province says it won't launch its own investigation after a prorogued Parliament wiped out a motion to summon Paper Excellence owner to testify.

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Major Expenditures

The enhanced facility will include spiral wound tube and core production and recutting capabilities, further reinforcing Ox Industries' commitment to supporting the Midwest market.

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Operations News

Nearly two dozen employees are being laid off from the Clearwater Paper facility in Lewiston.

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Joint Venture

The world's largest pulp supplier, Suzano, announces a long-term commercial agreement with the AI-powered land use and supply chain management startup, Marvin. Alongside this, Suzano's venture capital arm, Suzano Ventures, has completed a strategic follow-on investment into Marvin, following its initial investment in October 2023.

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Final Word

The Final Word by Helen Roush

Adsorbi, a Swedish startup, announced that it secured €1M to build a pilot plant or its cellulose-based air purification material.

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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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