The Transatlantic Campaign: Napoleon’s Playbook for Smurfit–Westrock–Mondi
Smurfit WestRock should sell its U.S. solid bleached sulfate asset to better focus on building a transatlantic packaging platform. The proposed merger with Mondi addresses European market fit and enhances…
“Sue the Forest Lords: Why Metsä Board Belongs in a U.S. Courtroom”
There’s a scam hiding in plain sight in Finland. Metsä Board, a paperboard company with mills worth billions, tells the world it’s a paragon of “sustainability.” It flaunts its Environmental,…
Clearwater’s Utilization Hangover: When 83% Feels Like Rock Bottom
The Dream That Collided with Math Clearwater Paper loves to tell you it’s the independent giant killer of North American paperboard. The numbers sound heroic: 14% share of a 10…
Smurfit WestRock’s Next Great Leap: From Debt to China’s Box Boom
Sometimes you don’t just trim the fat. Sometimes you swing the axe. For Smurfit WestRock, that moment is right now. This is the world’s biggest packaging company. It was born…
Sappi Is Stuck in 1985. Mondi Is the DeLorean.
The paper maker is trapped in a bygone era of glossy magazines and catalogs. Only Mondi has the horsepower to take it back to the future. Sappi today looks like…