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Strategic & Financial Arguments(TM)
for the pulp and paper industry worldwide

June 2018

Participating as industry experts in pulp and paper financing and M & A deals around the world  for over two decades, we continue to see the same mistakes made over and over.  This newsletter is designed to help you avoid costly mistakes we have seen others make.  We will be giving you one or two points each month to help improve your performance.
 
The tariff dust up

By Jim Thompson

One has to be living under a rock to not notice the current dust up between the United States and others regarding trade and tariffs.

Is this permanent, posturing, or what?  Who knows?

One thing is certain--if there is an industry that is resilient to trade issues, it has to be pulp & paper.  Pulp & paper were some of the earliest internationally traded products in the modern era.

We have dealt with tariffs, boycotts, and so forth from finished goods all the way back through the procurement of capital equipment and raw materials.

When the dust settles, I would be surprised if there is much change in our industry, no matter what the politicians do.

Have a comment?  Email me at jthompson@taii.com.

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If you have a casual question or a major deal, call me on my personal cell phone - 404-822-3412 or email me at jthompson@taii.com. We are here to help.

 

Sincerely,

 


Jim Thompson, CEO
Talo Analytic International, Inc.
P & PRI

 
JRT Banker's Engineer