Week of November 2, 2026

I Recommend...


Listen to Pulp & Paper Radio International, the first radio network devoted to the pulp and paper manufacturing industry. We have new podcasts nearly every business day.


Jim Thompson (jim.thompson@ipulpmedia.com)


#pulpandpaper


Make sure you read to the very end. That is where the picture of "our pressroom" appears.

LinkedIn

Pulp & Paper Industry Incident Report  


Worldwide | October 22 - 29, 2026


Industrial accidents, fatalities, explosions, major equipment failures, and other catastrophes at pulp and paper mills, sawmills, and converting plants.


United States


None Reported


Rest of World


Australia — Machinery fire near Maryvale Paper Mill, Victoria


October 22, 2026 · Outside the reporting window

Source: Herald Sun



Firefighters brought a machinery fire under control near Maryvale Paper Mill in Victoria early October 22. The fire spread across two floors of a building, prompting a response from local fire crews and Fire Rescue Victoria. The cause and extent of damage were not established in the initial report.


Please send incident stories to jim.thompson@ipulpmedia.com. Place Incident in the subject line.

 

Week of 2 November 2026--Is Quality for Real?


by Jim Thompson


In 1987, during the height of the quality fad, our mill got a call from a large carton customer. They had just received two truckloads of beer cartons from our facility. There was a problem with the printing. My boss called in the head of the carton plant and me (the technical department fell under my purview) and told us to get to the southeastern state where the customer was, pronto. Keep those truckloads sold!


Actually, we went to the Technical Department first and looked at the retained samples. We looked at each color and took the color readings again. Everything was within specification. Next, we hopped on a plane and headed south.


First thing the next morning, we showed up at the brewery. We met with the appropriate people, cordiality all around, especially our side of the table. Then we got down to business. The customer team explained to us the foam printed on the cartons was “too pink.” I pulled out the data from the samples and courteously explained that the cartons met the customer's specifications.


“We know,” was their reply. They went on to explain that they knew the cartons met the specifications, they just wanted us to be careful and watch a little more carefully on the next run. Since it was now 10 A.M. and our flight was not until 4 P.M., they offered to take on a tour of the brewery and take us to lunch. Never skip an opportunity to praise your customer’s assets.


We got to the airport in plenty of time. It was Friday afternoon. I had left our daughter with some friends, telling them I would be home Friday evening (my wife was out of town, tending to her father’s illness). We got on the plane, I don’t mind mentioning it was Eastern Airlines, now long gone. The engines started and they tried to back out of the gate. No go. A mechanic came out with a sledge hammer and started pounding on the wheels. That did not work. Apparently Eastern had a quality issue.


We got off the plane, no go. No other flights that evening. No hotel rooms—it was “furniture season” in western North Carolina and everything was full. No rental cars, for the same reason. We went to the taxi stand (this was long before Uber) and told them we would like a taxi to Cleveland, Ohio. The Owner called in a fresh driver and an almost new conversion van. We got home on Saturday morning, faster than any scheduled airline.


After this experience, I have always carefully questioned any quality specifications and expectations.


Be safe and we will talk next week.


For a deeper dive, go here. In fact, if you don’t go here, you are missing half the story!


Nip Impressions is totally independent and without outside advertising. Want the straight scoop? I have got this--seasoned with 56 years' experience. See you next week. Or contact me this week: jim.thompson@ipulpmedia.com or +1.404.822.3412


Stop. Read. Act. How do we sustain Nip Impressions? I monitor my health and go to three different special exercises classes each week. We accept no advertising but that means we need just a tiny bit of financial support. Click the button to become a Sustainer; exercise is optional but recommended.

What is a Nip Impressions Sustainer?


It is readers supporting independent pulp and paper industry journalism. Nip Impressions has been speaking frankly about the pulp and paper industry since 2001. Quite a track record:


  • More than 25 years of industry commentary.
  • An independent voice.
  • A worldwide industry audience.
  • A perspective based on extensive industry boots-on-the-ground experience.
  • A publication that readers can continue to enjoy without being required to subscribe.


Suggested Sustainer Levels:


Reader Sustainer...........$50/year (for readers that enjoy reading Nip Impressions ~$1/wk)

Industry Sustainer........$100/year (for readers that want to support the publication ~$2/wk)

Supporting Sustainer....$250/year (for people who value indepent journalism ~$5/wk)

Educating Sustainer......$500/year (for those who use these columns in a training setting ~$10/wk)


Click the Sustainer Button above to participate.


OR


For a ridicuously high fee, I am available to speak at your management, sales, or safety meeting whether you are a pulp and paper manufacturer or supplier. Video conference format is less expensive than in-person. www.taii.com


This week's Study Guide: "Is Quality for Real?"


This study guide provides a structured review of Jim Thompson's article "Is Quality for Real?" published in Nip Impressions (week of November 2, 2026). The text recounts a 1987 corporate trip regarding product quality specifications, customer relations, and travel logistics.


Part 1: Short-Answer Quiz


Questions


1. What incident prompted Jim Thompson and the head of the carton plant to travel to a southeastern state in 1987?


2. What action did the author take in the Technical Department before flying to meet the customer?


3. What specific quality issue did the brewery customer report regarding the beer cartons?


4. How did the customer respond when Jim Thompson demonstrated that the cartons met all written specifications?


5. Why did the customer offer Jim Thompson and his colleague a tour of the brewery and lunch?


6. What personal circumstances made it critical for Jim Thompson to return home on Friday evening?


7. What mechanical failure occurred with the Eastern Airlines flight, and how was a fix attempted?


8. Why were hotel rooms and rental cars completely unavailable when the flight was cancelled?


9. What alternative method of transportation did the travelers use to get home, and what was the outcome?


10. What long-term operational perspective did the author adopt as a result of this entire experience?


Part 2: Quiz Answer Key


1. What incident prompted Jim Thompson and the head of the carton plant to travel to a southeastern state in 1987?


Answer: A large customer reported a printing problem after receiving two truckloads of beer cartons from the facility. The author's boss instructed the head of the carton plant and the author to travel to the customer's site immediately to keep the order sold.


2. What action did the author take in the Technical Department before flying to meet the customer?


Answer: The author visited the Technical Department to examine the retained production samples from the run. They re-measured the color readings for every color and confirmed that all samples were within required technical specifications.


3. What specific quality issue did the brewery customer report regarding the beer cartons?


Answer: The brewery's team claimed that the foam printed on the beer cartons was "too pink." This was the core grievance presented during the meeting with the supplier team.


4. How did the customer respond when Jim Thompson demonstrated that the cartons met all written specifications?


Answer: The customer acknowledged that they were aware the cartons met the specifications. They clarified that they simply wanted the mill to be more careful and monitor the printing more closely on the subsequent run.


5. Why did the customer offer Jim Thompson and his colleague a tour of the brewery and lunch?


Answer: The business meeting concluded early around 10:00 A.M., and the supplier team's return flight was not scheduled until 4:00 P.M. The customer cordially offered the tour and lunch to fill the remaining time before the flight.


6. What personal circumstances made it critical for Jim Thompson to return home on Friday evening?


Answer: Thompson's wife was out of town tending to her ill father, requiring Thompson to leave his daughter with friends. He had promised the friends that he would be back to pick up his daughter on Friday evening.


7. What mechanical failure occurred with the Eastern Airlines flight, and how was a fix attempted?


Answer: The airplane was unable to back out of the gate after starting its engines. A mechanic attempted to resolve the mechanical issue by striking the aircraft's wheels with a sledgehammer, though the effort was unsuccessful.


8. Why were hotel rooms and rental cars completely unavailable when the flight was cancelled?


Answer: It was "furniture season" in western North Carolina, causing all local accommodations and rental vehicle services to be fully booked. As a result, standard lodging and rental cars could not be secured.


9. What alternative method of transportation did the travelers use to get home, and what was the outcome?


Answer: The travelers went to a taxi stand and hired a taxi to drive them directly to Cleveland, Ohio. The taxi owner provided a fresh driver and a nearly new conversion van, delivering them home on Saturday morning faster than scheduled airline service could.


10. What long-term operational perspective did the author adopt as a result of this entire experience?


Answer: Following this trip, the author learned to carefully question all quality specifications and expectations. The event highlighted the practical differences between meeting technical specifications on paper and satisfying real-world customer expectations or operational realities.


Part 3: Essay Questions


Instructions: Formulate comprehensive, multi-paragraph responses to the following prompts using facts from the text.


1. Specification vs. Customer Expectation: Analyze how the customer's reaction to the "too pink" carton foam illustrates a disconnect between formal technical specifications and subjective customer expectations.


2. Parallel Themes of Quality: Contrast the perceived manufacturing "quality issue" of the beer cartons with the actual mechanical "quality issue" encountered with Eastern Airlines, discussing how both events reflect on the concept of quality management.


3. Emergency Logistics and Problem Solving: Evaluate the decision-making process of the author and his colleague when stranded in western North Carolina, detailing the obstacles faced and the effectiveness of their alternative resolution.


4. Client Relations and Courtesy: Discuss the professional norms and behavioral strategies demonstrated during the brewery meeting, specifically examining the author's advice to "never skip an opportunity to praise your customer’s assets."


5. Historical Context of Manufacturing Quality: Contextualize the events of 1987 within what the author terms "the height of the quality fad," analyzing how rigid technical compliance fared against practical commercial relationships.


Part 4: Comprehensive Glossary


Carton Plant: The manufacturing facility responsible for producing paperboard packaging, such as printed beer cartons.


Conversion Van: A large passenger vehicle utilized by the taxi service to transport the author and his colleague on their long-distance trip to Cleveland, Ohio.


Eastern Airlines: A commercial airline (now defunct) used by the author and his colleague that experienced severe mechanical issues on the tarmac.


Furniture Season: A peak commercial period in western North Carolina that resulted in high demand and zero availability for local hotel rooms and rental cars.


Nip Impressions: The publication in which Jim Thompson's article "Is Quality for Real?" appeared (specifically the week of November 2, 2026).


Quality Fad: A period in the late 1980s marked by an intense, industry-wide emphasis on formal quality control standards, protocols, and metrics.


Retained Samples: Physical products from a manufacturing run kept by the technical department to serve as baseline evidence for quality testing and verification.


Specifications (Specs): The precise, measurable visual and technical criteria defined for a product run, such as designated color readings.


Technical Department: The division within the manufacturing facility responsible for testing samples, reviewing production specifications, and maintaining technical quality metrics.


 

Aw, come on--I must have said something provocative last week!




Worldwide Pulp & Paper Industry News


October 22 - 29, 2026


This is a material-story roundup rather than a claim that literally every minor paper industry and supplier announcement worldwide was found. Also check Pulp & Paper Radio International (www.ipulpradio.com) for press releases every Wednesday afternoon.




1. United States



1. International Paper doubles North American packaging operating profit to $427 million


International Paper reported third-quarter 2026 results showing North American packaging operating profit of $427 million, approximately double the prior-year level. The results reflect pricing, operational performance and cost initiatives. The company continues to pursue its strategic restructuring, including plans involving its European, Middle Eastern and African packaging operations.


2. PCA reports strong third-quarter earnings as corrugated shipments increase


Packaging Corporation of America reported strong third-quarter 2026 results, supported by pricing and sales. Corrugated products shipments increased 10.6% per day and in total compared with the third quarter of 2025. The results point to robust demand for corrugated packaging and improved commercial performance.


3. Sonoco reports third-quarter results amid demand and inflation pressures


Sonoco's third-quarter results reflected challenges from drought-related reductions in food-can demand, inflation and changing business conditions. The company continues to operate across consumer packaging and industrial paper packaging. Its results provide an important indicator of demand and profitability in paper-based industrial packaging and broader packaging markets.


4. Clearwater Paper reports higher selling prices and third-quarter results


Clearwater Paper reported third-quarter 2026 results, citing stronger average selling prices compared with the second quarter. The company said its first announced price increase had been implemented successfully and that commercial initiatives were progressing. The results offer a current measure of conditions in its paperboard and tissue-related businesses.


5. Georgia-Pacific commits $150 million to Palatka tissue machine


Georgia-Pacific announced an approximately $150 million investment to modernize a strategic tissue machine at its Palatka, Florida, mill. The machine produces paper used in Angel Soft bath tissue. The project is intended to strengthen production capabilities and preserve an important asset within the company's consumer tissue manufacturing network.


6. UFP Industries acquires Apache Products for $27 million


UFP Industries agreed to acquire Apache Products for $27 million, strengthening its position in the Gulf Coast pallet market. The transaction expands its wood-products network and logistics capabilities. It also illustrates continuing consolidation among manufacturers and distributors serving industrial packaging, pallet and material-handling customers.


7. Central National Gottesman expands Midwest distribution through Omaha Paper acquisition


CNG's Lindenmeyr Munroe division announced an acquisition of Nebraska-based Omaha Paper Company, expanding its distribution presence in the Midwest. The transaction strengthens its paper distribution network and customer reach. The announcement was published October 21, just outside the requested period, so it is background rather than a new October 22–29 development.



Trade, regulation and industry policy


8. United States revises tariffs on Canadian paper and packaging


The United States removed the 50% surtax on Canadian corrugated boxes while retaining measures on selected paper and label products. The changes could affect cross-border packaging costs, sourcing decisions and competitive conditions for Canadian suppliers and U.S. converters. Producers should review the precise product classifications and applicable trade rules.


9. U.S. forest-sector employers gain flexibility under revised work-sharing rules


Canada's forest-sector association welcomed expanded federal Work-Sharing rules designed to help employers retain skilled workers and reduce layoffs during downturns. Although Canadian, the policy matters to North American forest products businesses facing volatile orders, operating costs and mill-utilization pressures.



2. Canada


10. Hivest Capital acquires Sustana, targeting recycled-fiber growth


Hivest Capital acquired Sustana, a North American producer of recycled fiber and paper, and appointed Kevin Richard as CEO. The ownership change brings a new investor focus to mill reliability, operating efficiency and recycled-fiber expansion. The transaction is relevant to recovered-paper markets and competition among sustainable-fiber suppliers.


11. Innofibre–UQTR researchers win award for cellulose packaging work


Researchers associated with Innofibre and the Université du Québec à Trois-Rivières received a 2026 NSERC award for cellulose-packaging research involving Kruger. The recognition highlights work to develop fiber-based packaging technologies and strengthen collaboration between industry and academic research.


12. Södra strengthens U.S. pulp and timber sales with Boston office


Swedish forest-products cooperative Södra established a U.S. sales office near Boston and arranged logistics support for pulp and sawn-timber customers. The move is intended to improve customer service and commercial reach in North America. It represents a direct-sales approach for a European supplier serving U.S. forest-products markets.


13. Clearwater Paper plans additional maintenance downtime at Augusta mill


Clearwater Paper plans additional maintenance downtime at its Augusta, Georgia, mill in 2027 following equipment problems affecting pulp and recovery operations. Planned downtime can influence mill output, maintenance spending and regional supply availability. The announcement underscores the importance of reliability and recovery-system performance in integrated pulp and paper operations.



3. Latin America


14. Klabin posts R$5.57 billion in third-quarter revenue


Brazilian forest-products and packaging group Klabin reported third-quarter revenue of R$5.57 billion amid substantial cost pressures. The results provide an update on performance across pulp, paper, packaging and forest operations. Revenue alone does not establish profitability, making operating costs, debt and cash flow important indicators to watch.


15. CMPC advances its proposed $4.6 billion Natureza pulp complex


CMPC obtained a preliminary environmental license for its proposed Natureza pulp project in Rio Grande do Sul, Brazil. The planned investment is approximately R$27 billion, or about US$4.6 billion. The licensing milestone advances development, but it should not be interpreted as final construction authorization or a completed financing commitment.


16. Greif acquires land for a new Brazilian manufacturing plant


Greif acquired 70,000 square metres of land for a new Brazilian plant after reaching a milestone of 22 presses. The acquisition points to further manufacturing expansion. Additional confirmed details about the facility's investment, capacity, product mix and construction timetable were not available in the cited summary.


17. Paraibuna Embalagens improves its position in Brazil's corrugated market


Paraibuna Embalagens reported progress in its position within Brazil's corrugated packaging sector despite a declining market. The development highlights the importance of customer mix, operating efficiency and commercial execution as box producers manage changing demand. Specific financial figures and market-share details require confirmation from the company's underlying announcement.


18. Karteck acquires CV Pack to expand production footprint


Karteck acquired CV Pack, adding a second production facility and creating opportunities for further investment. The transaction is a converting-sector consolidation story, potentially expanding capacity and customer coverage. The published summary did not specify the acquisition price, equipment involved or precise contribution to sales and earnings.



4. Europe


19. UPM reports strong cash flow amid third-quarter cost pressures


UPM reported third-quarter 2026 results characterized by strong cash flow but challenging market conditions, destocking and cost inflation. The company cited global uncertainty, high energy costs and cautious customer activity. The results provide insight into conditions across its pulp, paper, specialty materials and forest-products businesses.


20. Stora Enso partners with Shanshan Technology on sustainable anode materials


Stora Enso and Shanshan Technology entered a partnership to accelerate development and large-scale production of sustainable anode materials. The collaboration builds on the potential use of wood-derived carbon in battery applications, broadening the company's opportunities beyond conventional pulp, paper and packaging markets.


21. Valmet agrees to acquire Tieto's manufacturing execution system business


Valmet agreed to acquire Tieto's manufacturing execution system business, including the TIPS MES platform used in industrial process environments. The acquisition would expand Valmet's digital offering for pulp and paper producers and other process industries. Completion remains subject to the transaction's terms and applicable closing requirements.


22. SCA raises quarterly EBITDA 25% as kraftliner prices improve


Swedish forest-products group SCA reported sequential EBITDA growth of 25% to SEK 1.63 billion, supported by higher European kraftliner prices. The results point to improved profitability in packaging materials, although forestry costs, market demand and mill utilization remain important factors in sustaining the improvement.


23. Rottneros increases third-quarter pulp production 9%


Swedish pulp producer Rottneros increased third-quarter pulp production by 9%, while lower wood costs helped support EBITDA. The performance suggests improved production and input-cost conditions. Future results will depend on pulp prices, fiber procurement, energy expenses and demand from customers using market pulp.


24. Norske Skog reports uneven progress in containerboard ramp-up


Norske Skog reported slower-than-planned progress at its Golbey PM1 containerboard operation in France, while Bruck PM3 in Austria reached full capacity. The contrasting performance highlights the technical and commercial challenges involved in converting paper machines to new grades and achieving stable production.


25. James Cropper emphasizes specialist papermaking as a competitive advantage


James Cropper highlighted its specialist papermaking expertise as a strategic advantage in markets facing automation and changing customer requirements. The company's positioning reflects the continuing role of customized grades, technical knowledge and service in differentiating specialty paper producers from high-volume commodity manufacturers.



5. Asia, Middle East and other international markets



26. Elopak reports €308.4 million in third-quarter revenue


Elopak reported third-quarter revenue of €308.4 million. Its Americas business faced constraints associated with a shortage of board supplied by Nippon, highlighting the vulnerability of carton converters to upstream material availability. The results illustrate how paperboard supply interruptions can affect downstream packaging production and sales.


27. Smurfit Westrock reports $1.2 billion third-quarter EBITDA


Smurfit Westrock reported third-quarter EBITDA of approximately $1.2 billion, with North American containerboard demand described as strong. The results underscore the scale of its global packaging business and the importance of pricing, utilization and operating efficiency across integrated containerboard mills and corrugated converting facilities.


28. Archroma and JK Paper advance functional barrier packaging development


Archroma and JK Paper announced work to accelerate development of functional barrier materials for next-generation paper packaging. The collaboration addresses the challenge of adding performance characteristics to fiber-based products while maintaining their suitability for packaging applications. Commercial availability and detailed technical performance were not specified in the summary.


29. Stora Enso advances lignin-based battery material production in China


Stora Enso and Shanshan Technology are advancing plans for sustainable anode materials based on lignin-derived carbon. The work could open a higher-value outlet for forest biomass and pulp-industry by-products. The partnership reflects growing interest in integrating forest-products expertise with battery materials and energy-storage supply chains.


30. M.A.H.Y. Khoory plans new premium containerboard machine in Abu Dhabi


M.A.H.Y. Khoory announced plans for a new PM4 containerboard machine in Abu Dhabi, with an investment reported at AED 1 billion. The project targets premium containerboard production and further capacity development in the Gulf region, where demand for corrugated packaging is supported by industrial and consumer markets.


31. Hotpack acquires Pride Packaging to enter Oman's corrugated market


Hotpack acquired Pride Packaging in a transaction reported at $15 million. The acquisition will support corrugated-board manufacturing in Oman, extending Hotpack's packaging footprint. The deal represents another example of regional packaging companies investing in local production to serve industrial customers and reduce reliance on outside suppliers.




6. Converting plants, packaging suppliers and equipment


32. Tricel Honeycomb acquires Verticel product line from Hexacomb


Tricel Honeycomb acquired the Verticel manufacturing operations, brand, trademark and customer list from Packaging Corporation of America's Hexacomb division. The transaction expands Tricel's structural paper-core business and adds product and customer relationships. Financial terms were not disclosed in the available announcement.


33. Outlook Group acquires Pewaukee facility to expand specialty converting


Outlook Group acquired a facility in Pewaukee, Wisconsin, to expand its conductive-film and specialty-label capabilities. The addition creates opportunities for greater production flexibility and a broader product offering. The announcement did not provide the purchase price, incremental capacity or a detailed timeline for integration.


34. Edale secures new Latin American installation at Colombian converter Impreac


Edale secured a CartonLine FL5 installation at Colombian converter Impreac. The equipment investment supports folding-carton production and the company's expansion in Latin America. It also illustrates continuing demand for modern converting equipment as packaging producers seek higher productivity and greater flexibility across shorter production runs.


35. Etilisa adds eighth ABG Digicon line to increase embellishment capacity


Etilisa added an eighth 430-millimetre ABG Digicon line to expand label embellishment capacity. The investment supports finishing operations for higher-value labels and packaging, where decoration and production efficiency can help converters differentiate their offerings. Additional capacity and utilization figures were not included in the published summary.


36. Koenig & Bauer Rapida 106 boosts Carlson Print Group productivity


Carlson Print Group reported productivity gains exceeding 30% with a Koenig & Bauer Rapida 106 press. The installation illustrates how printing companies can improve throughput through equipment modernization. The operational benefits depend on job mix, setup time, labor utilization and how consistently the equipment is scheduled.


37. Kyocera advances digital label printing with new high-speed printhead


Kyocera introduced a digital printing technology aimed at label production, with a reported speed of 100 metres per minute. Higher-speed digital printing can improve the economics of short runs, reduce setup requirements and expand the range of jobs that converters can produce competitively.


38. Nefab opens first Mexican ExPak production facility in Monterrey


Nefab opened its first Mexican ExPak production facility in Monterrey, with the project expected to create 100 jobs. The new operation expands the company's industrial packaging presence in Mexico and positions it to serve customers seeking localized packaging supply and support across manufacturing and export supply chains.


39. Packsize completes acquisition to expand automated packaging network


Packsize completed its acquisition of Panotec, consolidating automated packaging capabilities and a network spanning numerous countries. The transaction strengthens its position in on-demand packaging equipment and custom-sized corrugated solutions. The combination may broaden market reach, though integration and customer adoption will determine the financial contribution.




7. Construction, expansions and major capital projects



United States



40. Georgia-Pacific invests $150 million to modernize Palatka tissue production


Georgia-Pacific plans to invest approximately $150 million in a modernization of its Palatka, Florida, tissue machine. The project focuses on production supporting Angel Soft bath tissue. The investment is intended to improve manufacturing capabilities and preserve strategic capacity in the company's consumer tissue business.


41. Clearwater Paper targets 400,000 tons of coated unbleached kraft demand with Cypress Bend line


Clearwater Paper's Cypress Bend project is associated with plans to serve demand for coated unbleached kraft paperboard. The reported target market is approximately 400,000 tons. The project is relevant to domestic paperboard supply and competitive positioning, although the available summary does not establish a final startup date or confirmed realized capacity.


42. Georgia-Pacific modernizes Wauna tissue machine in a $150 million rebuild


Georgia-Pacific is undertaking a major rebuild of its Wauna tissue machine, originally installed in 1965. The project is intended to modernize production technology and improve long-term reliability and performance. The investment supports tissue manufacturing efficiency, though detailed capacity gains and the commissioning schedule require confirmation.




Europe



43. Saica consolidates Catalan production with a €100 million plant


Saica announced a €100 million plant project in Sant Esteve Sesrovires, Spain, to consolidate production in Catalonia. The investment will strengthen its regional manufacturing footprint. The available summary did not specify the full product mix, rated output or projected employment, so these details should be confirmed before publication.


44. SCA completes major fiberline upgrade at Östrand pulp mill


SCA finalized a major fiberline upgrade at its Östrand mill in Sweden to improve northern bleached softwood kraft pulp yield. The modernization is intended to improve process efficiency and strengthen output from the existing asset. Improved yield can support competitiveness by increasing saleable pulp production relative to wood input.


45. Sofidel completes €14 million tissue-machine modernization in France


Sofidel completed a €14 million modernization of a tissue machine at its Roanne facility in France. The project is aimed at improving manufacturing performance and supporting tissue production. The completion marks a capital investment in an existing facility rather than a new mill construction.




Middle East



46. Keryas Paper Industry plans new tissue mill in Oman


Keryas Paper Industry, partnering with Al Karama Hypermarket Group, signed a memorandum of understanding to establish a tissue mill in Oman. The project could expand local tissue supply and reduce reliance on imported finished products. Capacity, capital expenditure and the commissioning schedule were not specified in the cited summary.




Brazil



47. CMPC receives preliminary environmental license for Natureza pulp project


CMPC secured a preliminary environmental license for its proposed Natureza pulp complex in Rio Grande do Sul. The planned investment is approximately R$27 billion. This is a significant development milestone, but the project remains subject to subsequent approvals and execution decisions before it can be considered an operating mill.



The Bigger Editorial Message


1. Packaging earnings are a major theme. International Paper, PCA, Sonoco and Smurfit Westrock reported third-quarter results, while several developments point to continued demand for corrugated packaging.

2. Investment is shifting toward productivity and reliability. Georgia-Pacific, SCA, Sofidel and Clearwater Paper illustrate the importance of modernizing existing assets as well as developing new capacity.

3. M&A remains active across the value chain. Transactions involving Sustana, Verticel, Apache Products, Karteck and Packsize show consolidation in recycled fiber, wood products, structural paper cores and converting.

4. Fiber-based materials are extending into new markets. Stora Enso's battery-material partnership and the Archroma–JK Paper collaboration show how forest-derived raw materials and functional barriers may open new applications.

5. Trade rules and regional sourcing remain important. Changes to U.S.–Canada tariffs and material shortages affecting carton production could alter sourcing economics and competitive positions.

Publication note: This is a research roundup of identifiable reports, not a guarantee that every global story or local newspaper item has been captured. Some entries are based on brief trade-publication summaries; confirm original company releases and technical details before republishing. Logos are illustrative image searches rather than verified official artwork.


Please send news stories to jim.thompson@ipulpmedia.com. Place NEWS in the subject line.


Financial press releases since October 1, 2026



Smurfit Westrock


OCTOBER 28, 2026

Third-quarter results

Net sales reached $8.161 billion, net income was $219 million, and adjusted EBITDA totaled $1.205 billion. Higher costs and weaker-than-expected converting volumes pressured results. The company forecasts approximately $4.7 billion in full-year adjusted EBITDA and declared a quarterly dividend of $0.4523 per share.


International Paper


OCTOBER 28, 2026

Third-quarter results

Net sales were $6.197 billion and adjusted EBITDA was $843 million. The company reported a $1.097 billion loss from continuing operations, including a $1.377 billion noncash goodwill impairment. Free cash flow was negative $267 million. Full-year North American packaging adjusted EBITDA guidance is $2.27–$2.31 billion.


Clearwater Paper invests $160 Million to construct continuous pulp digester at Lewiston Mill, Idaho


OCTOBER 26, 2026

Third-quarter results

Sales fell to $385 million from $399 million a year earlier. The company lost $2 million, versus a $53 million loss in the prior-year quarter, while adjusted EBITDA improved to $24 million from $18 million. Debt refinancing extended maturities, and net debt declined $56 million year-to-date.


Packaging Corporation of America


OCTOBER 21, 2026

Third-quarter results

Net sales rose to $2.6 billion from $2.3 billion year-over-year. Net income reached $262 million, or $2.93 per share; earnings excluding special items were $272 million, or $3.04 per share, up from $2.73 a year earlier.


Mondi


OCTOBER 15, 2026

Third-quarter trading update

Underlying EBITDA was €196 million, compared with €167 million in the second quarter. Excluding forestry fair-value effects, EBITDA declined sequentially because of planned maintenance shutdowns. Higher selling prices helped offset rising energy and wood costs; further price increases are expected to benefit results into 2027.


Financial takeaways

  • Strongest reported sales growth: Packaging Corporation of America, with third-quarter sales increasing from $2.3 billion to $2.6 billion.
  • Largest exceptional charge: International Paper's $1.377 billion noncash impairment, which drove its reported loss.
  • Debt and liquidity: Clearwater Paper reported lower net debt and completed debt refinancing.
  • Pricing versus costs: Smurfit Westrock and Mondi both highlighted inflationary pressures and price increases as important to future profitability.