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The PM40 closed Friday, 17 May 2024, at 5802.

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 Greif and Mercer International.

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The PM40 closed 17 May 2024 up 18.6% from the 19 May 2023 level.

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Reported insider trading since the last issue of PaperMoney.

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Containerboard gets interesting

Between controversies over pricing and major mergers, containerboard is entering some very interesting times. The Smurfit Kappa and WestRock pairing (some say merger, some say takeover) and the International Paper purchase of DS Smith are going to have serious repercussions on the US and European markets.

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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

World's largest single pulp production line is set to commence operations in the coming weeks.

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Supplier News

The delivery is scheduled for Lecta's annual shutdown in April 2025.

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Environmental

Arctic Paper has signed a fifteen-year agreement with S.E.R. Sverige to cooperate regarding energy storage and grid system services. The mills in Grycksbo and Munkedal will provide space and grid connections for battery installations. The contribution to EBITDA is estimated to SEK 10-30 million annually for the first two years of operation starting 2025.

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Amusing & Interesting

Assuming you do, why do you go to trade shows?

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Major Announcements

Sonoco Products Company, one of the largest sustainable global packaging companies, announced the upcoming retirement of tenured executive, Jeff Tomaszewski, President, Diversified Businesses, effective June 30, 2024.

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Restructurings

Patricia Corsi takes over functions including global marketing and revenue growth management at the consumer packaged-goods 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 2024 | fire, accidents, fatality, disaster, explosion, pulp, paper, industry,

Incidents in 2024: 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

Clearwater Paper Corporation announced the successful completion of its strategic acquisition of the Augusta, Georgia bleached paperboard manufacturing facility from Graphic Packaging International, LLC. Terms of the acquisition were first announced on February 20, 2024.

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Legal

The man was exhibiting bizarre and erratic behaviors, severe agitation, and threatened violence toward law enforcement.

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Major Expenditures

Project aims to sell energy to N.B. Power, but no agreement yet.

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Operations News

The fire was reported at the Packaging Corporation of America on Belton-Honea Path Highway, according to the Honea Path Fire Chief Jimmy Smith. Smith said two employees were taken to the hospital for smoke inhalation.

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Joint Venture

In partnership with Essity, Voith is conducting research into a groundbreaking process for CO2-neutral paper manufacturing at its Heidenheim site.

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Final Word

The Final Word by Helen Roush

The University of Maine is progressing in several different research initiatives.

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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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