I am trusting that some of you will get the connection between BYD and the pulp and paper industry. There will be many that don't--that will be the same crowd that when I quote Henry Ford, who said, "Whether you think you can or you can't, you're right" say, "I don't get it."

The PM40 closed Thursday, 2 July 2026, at 5220.

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

In this issue of Disconnected Comparisons, we evaluate Clearwater Paper and UPM Kymmene.

The PM40 closed 2 July 2026 down 3.9% from the 3 July 2025 level.

The Trump Administration's executive orders cut across dozens of industries. This searchable tool breaks down the orders and their impact.

Smurfit Westrock's ordinary shares are now solely listed on the New York Stock Exchange.

Solenis, a leading global provider of water treatment, process and hygiene solutions, has entered into a strategic agreement with Dow as an approved service provider within Dow's Coolant Care Network for Data Centers.

Södra is taking the next step towards more circular flows in timber packaging. By switching to a new plastic solution, the share of recycled material increases from 50% to 70%, while strengthening the supply chains.

Does your facility have autonomous vehicles of any kind?

Krawczyk most recently served as President of Huber Engineered Materials, where he led the growth and operational transformation of a $1.3 billion global industrial and specialty chemicals portfolio.

Stora Enso plans to reorganise its Skutskär production unit in Sweden in order to focus more strongly on fluff pulp and improve the site's long-term competitiveness. The company will begin change negotiations with union representatives concerning a proposal to permanently close softwood pulp production on fiberline 3, or L3, which is currently operating with negative margins.

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Incidents in 2026: We are updating this list as these happen in the pulp, paper and forest products industry

We are updating this list as these happen in the pulp, paper and forest products industry

We are updating this list as these happen in the pulp, paper and forest products industry

Check out the monthly newsletters here or subscribe and have them emailed to you hot off the press!

Pulp and Paper Manufacturers report to the US Securities and Exchange Commission

What they want us to know...

Completion of the acquisition brings Molpus Woodlands Group into Gresham House's global forestry platform, creating one of the world's largest timberland investment managers.

The other mills are Smurfit Westrock, which is also in Longview, and Port Townsend Paper Company in Port Townsend.

Stora Enso strengthens its focus on specialised pulp grades by investing EUR 19 million in fluff pulp production increase at its Skutskär production unit in Sweden. This investment will cater to the growing consumer demand for hygiene products. As a result of the ongoing change negotiations, the company has also decided to permanently close softwood pulp production on fiberline 3 (L3).

Mercer International Inc., a global forest products company with operations in Germany, the U.S., and Canada, announces that its German pulp mill, Mercer Rosenthal, will extend its maintenance shutdown.

$3.4 billion joint venture between Suzano and Kimberly-Clark launches independent operations and reveals key corporate details

McKinsey & Company recently made the case for resetting cost competitiveness in pulp and paper packaging through the use of AI.