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Celebrating all things paper: The wonder and the legacy, continued

Ladies and gentlemen, the first class of inductees to the Paper Industry International Hall of Fame in Appleton, Wisconsin was inducted more than two decades ago in 1995, and today, more than 150 papermaking innovators and legends have been enshrined. This month, we profile the late Morris W. Kuchenbecker, who was inducted into the Hall of Fame in 2002.

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The PM40 closed Friday, 14 November 2025, at 5063.

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 Mercer International and PotlatchDeltic.

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The PM40 closed 14 November 2025 down 13% from the 15 November 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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Market News of Note

Net income was $34 million, less than half the previous quarter's result.

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Supplier News

Valmet has announced that, starting November 10, the company will begin negotiations aimed at implementing temporary layoffs within its Packaging and Paper business area, as well as units within Global Supply in Finland.

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Environmental

PotlatchDeltic Corporation, as part of the global Forestry Natural Capital Project, joined 17 other forestry organizations representing stewardship of forests in 38 countries, in unveiling a major milestone in the sector's global collaboration to make nature's value visible in financial decision making.

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Amusing & Interesting

Does your company give out individual safety awards?

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Major Announcements

LP Building Solutions (LP), a leading manufacturer of high-performance building products, announced that Chief Executive Officer Brad Southern will retire effective February 19, 2026, after leading the company since 2017.

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Restructurings

International Paper has announced a proposal to close five sites in Germany, affecting approximately 500 roles, as part of its strategic review to enhance efficiency and respond to challenging market conditions.

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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

The combined company would bring together brands like Huggies and Kleenex with the likes of Band-Aid and Tylenol. It would generate estimated 2025 annual net revenue of roughly $32 billion.

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Legal

Workers claim Ahlstrom shaved time and miscalculated overtime, sparking a class action in Wisconsin.

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Major Expenditures

Over €40m was invested in the brand new site, which will provide packaging solutions for clinical trials and regulated pharma packaging.

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Operations News

The change negotiations cover the entire staff of Lappeenranta, Rauma, Renko and Vilppula sawmills, approximately 350 people.

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Joint Venture

Essity has selected Accenture and Microsoft to help the global hygiene and health company accelerate the use of AI agents to unlock value and drive efficiencies and growth through improved business agility.

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Final Word

The Final Word by Helen Roush

Holy roll of toilet paper!

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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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