Recent Articles

The PM40 closed Friday, 14 August 2026, at 5574.

Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

Since last year, Interfor and other lumber companies have been grappling with the impact of U.S. tariffs on softwood lumber.

Investment by National New Markets Fund Will Create 90 Local Jobs

Nippon Paper Industries President Akira Sebe on Wednesday lamented the deaths of nine people in an accident in which a chimney collapsed at the company's plant in Kumamoto Prefecture following last week's major earthquake.

The PM40 closed 14 August 2026 up 2.7% from the 15 August 2025 level.

In this issue of Disconnected Comparisons, we evaluate Greif and Nine Dragons.

GreenFirst wishes to announce that Joel Fournier has tendered his resignation as CEO of GreenFirst for personal reasons. Mr. Fournier will continue in his current role until October 31, 2026 to ensure there is a seamless transition. GreenFirst will commence a search process for the new CEO and will keep the market updated.

Kimberly-Clark cut annual sales and profit forecasts on Tuesday and said false claims about its diaper quality in China will continue to be a problem after hurting second-quarter sales.

Conifex Timber Inc., a Canadian lumber producer with a sawmill and biomass power plant in Mackenzie, British Columbia, reported a second-quarter net loss of C$10 million, compared with C$8 million a year earlier, as reduced operating rates and higher U.S. trade costs affected its business.

Net sales $6.4 billion, up 26% largely driven by Berry acquisition and pass through of higher raw material costs

Suzano, the world's largest pulp producer, announces its results for the second quarter of 2026 (2Q26), reporting higher prices, stronger volumes and improvements in Adjusted EBITDA and operating cash generation compared to the previous quarter.

Its second quarter highlights include implementing uncoated freesheet price increases with our customers across all regions.

The company posted a net loss of 11 million Swedish kronor, or SEK 0.04 per share, for the quarter. This compared to a larger loss in the prior-year period, which included a substantial impairment charge.

Metsä Group's second-quarter sales fell 3% to Euro 1.38 billion, while comparable EBITDA rose 89% to Euro 129 million from Euro 68 million a year earlier. The comparable operating loss narrowed to Euro 3 million from Euro 37 million.

Industry-wide production curtailments over the past several years and seasonal demand accounted for much of the lumber price increase.

GAAP: Net sales of $857 million, Operating income of $22 million

New grade expands customers and markets served across coated and uncoated recycled paperboard applications.

Sales of $531.8 million increased 1.2% year over year, and 1.7% on an organic basis

Implementing operational restructuring at the Torgau facility to align its capacity and operational profile to current market conditions, with the goal of ensuring an economically viable future for the facility

Second quarter net income attributable to Rayonier of $19.1 million (or $0.06 per diluted share), pro forma net income of $31.5 million (or $0.10 per diluted share), and Adjusted EBITDA of $123.7 million.

Operating income of $58 million (compared with $81 million in Q1 2026 and $36 million in Q2 2025)

SCA will increase prices for all Kraftliner grades in Europe by €100 per tonne. The new prices will apply from September 1, 2026.

Siding net sales decreased by $19 million, or 4%, to $441 million

Boise Cascade Company reported net income of $57.3 million, or $1.63 per share, on sales of $1.8 billion for the second quarter ended June 30, 2026, compared with net income of $62.0 million, or $1.64 per share, on sales of $1.7 billion for the second quarter ended June 30, 2025.

Net result after tax more than doubled to EUR 35.6 mn in the first half of 2026 (previous year: EUR 15.2 mn)