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Where is North American Paper going in 2026?

I will say this about the forest products industries in 2026. I believe there are plenty of opportunities to handsomely profit in the stock market with forest products stocks in 2026. What do you need to do to do this?

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The PM40 closed Friday, 2 January 2026, at 5365.

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 Clearwater Paper and Smurfit Westrock .

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The PM40 closed 2 January 2026 down 8.2% from the 3 January 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

American Forest & Paper Association (AF&PA) President and CEO Heidi Brock released the following statement following the final passage of the EU Deforestation Regulation (EUDR) delay...

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Supplier News

Valmet has strengthened its long-term debt structure by completing its first Schuldschein loan transaction, securing Euro 375 million.

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Environmental

Having partnered with Sc.wén̓wen Economic Development and Kruger Kamloops Pulp, ECF intends to install an electrolyser at the site of Kruger's Kamloops pulp mill.

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Amusing & Interesting

Do you have a mentor?

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Major Announcements

Mativ Holdings, Inc. has announced the appointment of Scott Minder as Chief Financial Officer, effective January 1, 2026. Mr. Minder will succeed Greg Weitzel, who will remain with the Company through December 31, 2025.

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Restructurings

Quad announced that it has made the difficult decision to permanently close its printing facility in The Rock, Georgia, in March 2026.

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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

Boise Cascade Company announced that it has completed the previously announced acquisition of Humphrey Company, Inc., a two-step distributor of building materials located in Chicopee, Massachusetts.

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Legal

Unifor members at the now-shuttered Northern Pulp mill in Pictou, Nova Scotia, will see their pension fund made whole and fully wound up as the company's woodland assets secures a buyer at auction for $235 million.

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Major Expenditures

Suzano, the world's largest pulp producer, has commenced operations this week at its new fluff pulp production line located in its Limeira unit in Brazil's São Paulo state. This R$490 million investment increases Suzano's total fluff pulp production capacity by more than 400%, from 100,000 to 440,000 tonnes per year.

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Operations News

No injuries were reported, and the cause of the fire is still under investigation.

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Joint Venture

Newfoundland and Labrador Hydro has agreed to a short-term power purchase agreement with Corner Brook Pulp and Paper Limited to buy clean hydroelectricity. This agreement provides the Provincial Government an opportunity to review and consider Kruger's proposed approach to diversification at Corner Brook Pulp and Paper.

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Final Word

The Final Word by Helen Roush

In a recent press release, Singapore Company, Flint, announced that it has begun production of lower-carbon, cellulose-based batteries.

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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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