International Tailwinds and Headwinds of the Forestry, Pulp and Paper Sector

The pulp, paper, and packaging industry is at a strategic inflection point. Structural shifts in fiber supply, persistent overcapacity, rising geopolitical and regulatory pressures, and volatile demand are reshaping competitiveness across regions and products. This session offers a fact-based, end-to-end view of the sector’s key tailwinds and headwinds—from China’s changing role in global pulp and wood markets, to trade re-routing driven by tariffs and sustainability regulation, to the long-term implications of circularity and the bioeconomy. Drawing on global trade flows, cost curves, and market fundamentals, the presentation highlights where value is being created, where it is at risk, and how industry players can position themselves to navigate near-term turbulence while capturing long-term structural opportunities.