Pulp
Brazilian pulp positioned for growth in the US market
In this report, we explore the key drivers that could lead to further growth of Brazilian pulp exports to the US.
The great pullback: How waning sustainability ambitions impact US packaging producers
Many major US brands are scaling back their 2025 packaging sustainability goals, shifting from pledges to pragmatism amid economic, regulatory and infrastructure hurdles.
Exclusive Global pulp capacity expansion slows as China reduces deficit
Hardwood pulp trade has grown in recent years due to significant capacity expansion in South America and Asia. But further expansion will be more difficult in the future.
Exclusive A new order for the recovered paper market – largely driven by China and circularity ambitions
Global recovered paper and pulp trade has shifted in recent years as China’s recovered paper policies redirected RCP exports away from China to Southeast Asia and India.
Pulp and paper caught in the cross fire of a new North American trade war
Pulp and paper products are heavily traded across the US-Canada border. A trade war could impact short-term pricing and long-term capacity in the paper supply chain.
Exclusive Brazil agribusiness outlook 2025
This report outlines the macroeconomic backdrop for 2025 and provides an outlook for each of Brazil’s major agribusiness sectors.