The Big Pulp and Paper Power Game.
For more than a generation, International Paper pursued an expansion strategy defined by aggressive acquisitions, asset consolidation, and restructuring. The stated goal was market leadership and scale. The result, viewed…
The whole thing started with a simple framing exercise: If you could pick 10 paper mills in the United States to “own,” which ones would you choose and why? One…
Uncoated freesheet paper industry analysis 2025.
Smurfit WestRock (NYSE: SW) is one of those great, lumbering industrial giants that the market takes for granted—too big to be nimble, too complex to be understood, too boring to…
The options market for Smurfit WestRock (NYSE: SW) is flashing signals that something significant may be on the horizon. Contracts expiring December 19 have drawn extraordinary interest, particularly on the…
Domtar's $1 Billion Strategy: Betting Against Industry Giants Domtar is radically transforming its business, converting old paper mills into containerboard plants. But they're making a high-stakes, non-integrated gamble: instead of…
In this analysis, the focus is on selecting a paper mill to restart with a $100 million investment. Five mills are evaluated for their potential profitability, with Campti, Louisiana emerging…
Smurfit WestRock is streamlining operations by closing mills and enhancing converting capacity to reduce freight inefficiencies. Despite these efforts, the company faces ongoing structural challenges resulting in high freight costs…
There is a strange mania that sometimes sweeps through corporate boardrooms — the kind that turns otherwise rational executives into true believers. It begins with a consultant’s slide, a rising…
West Fraser Timber Co., the world’s largest lumber producer, has spent much of the past decade diversifying beyond sawmills, expanding into engineered wood products and pulp manufacturing while riding the…