In my nearly 76-year lifetime, I have never seen as many hot spots around the world as there are now. Starting with Ukraine, we follow with Gaza Strip, Taiwan, Venezuela, Iran, Greenland and perhaps one or two more. The Chinese Belt and Road Initiative has made substantial inroads in South America, an important source of the world's pulp.

The PM40 closed Friday, 30 January 2026, at 5467.

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 PCA and Smurfit Westrock .

The PM40 closed 30 January 2026 down 9% from the 31 January 2025 level.

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

Due to a continued weak market and lower prices as well as a weaker USD, Rottneros forecasts a significantly lower EBITDA result in the fourth quarter of 2025 compared with the same quarter last year.

Western Forest Products will install a new thermal modification kiln in May 2026 to expand its offering of thermally modified wood, according to the technology supplier Jartek. The initiative is part of the company's broader five-year vision.

The award highlights Borregaard's leading role in low-carbon innovation and sustainable solutions.

What is the likelihood of you buying an Electric Vehicle now?

The Canadian Forest Sector Transformation Task Force has held its first meeting to begin work on restructuring and modernizing Canada's forest industry. The initiative aims to enhance competitiveness, sustainability, and product diversification.

Thunder Bay Pulp and Paper has decided to halt its newsprint production due to a significant decline in demand. This decision will impact 150 jobs as per their latest announcement on January 22. The company will be filing notices with the provincial labor ministry to implement this change within the current quarter.

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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...

MM Packaging Leeuwarden, based in the Netherlands, is known for producing folding cartons and maintains relationships with customers in both the Dutch and broader European markets.

According to an arrest warrant, Allen allegedly embezzled $53,852 from the company.

The construction of the terminal will be carried out through a joint venture between CMPC and Neltume Ports.

The cause of the pipe break is under investigation, and officials are assessing the extent of the damage to the property.

MindFire, Inc., a leading marketing automation platform for direct mail, today announced a comprehensive hands-on workshop sponsored by Sylvamo Corporation, the world's paper company. The workshop, scheduled for January 22, 2026, will feature Carl Boettner, USPS Program Manager of Products and Services, providing live demonstrations of the Business Customer Gateway, alongside industry insights from postal experts.

Saica Group announced that it is collaborating with Unilever to reduce plastic use in promotional packaging.