Fastmarkets Forest Products

Excess capacity, global friction, and sustainability roadblocks: the packaging market is at a critical juncture. Our latest Global Packaging Market Outlook reveals three urgent shifts you can't afford to ignore: ➡️ Geopolitical strain: Rising energy costs and fractured supply chains are pushing companies to regionalize operations. ➡️ Sustainability roadblocks: While regulations are pushing for greener materials, tight budgets are forcing many back to cheaper plastics. ➡️ Critical overcapacity: With global supply far outweighing demand, protecting margins is more crucial than ever. North America has already made record capacity cuts; Europe and Asia must act now. Equip your team with the data-driven insights needed to build a resilient strategy for 2026 and beyond. 🔗 Access our full report here: https://fmrkts.com/4cUja4L #FastmarketsForestProducts #Packaging #SupplyChain #BusinessStrategy #MarketOutlook #Sustainability

A look back at last year’s Fastmarkets Forest Products Latin America Conference: full rooms, thoughtful discussions and the kinds of connections that influence commercial decisions long after the conference ends. Now entering its 21st edition, the 2026 event in São Paulo is already shaping up to be our largest yet. At this stage, more delegates have registered than at the same point for any previous edition. This time, the conference will bring together pulp producers, paper manufacturers, packaging converters, traders, logistics providers and investors for three days of focused discussion on: ✔️CEO perspectives on strategy, resilience and long-term positioning ✔️Supply and demand rebalancing ✔️Tariffs and trade policy ✔️China's growing capacity ✔️EUDR compliance and the logistics equation ✔️The macro forces shaping strategy across the region in 2026 and beyond 400+ industry leaders. 170+ companies. 30+ countries. One place to be this August in São Paulo. 🔗 Secure your place today before rates go up on May 1: https://fmrkts.com/4204CMc #ForestProducts #Packaging #PulpAndPaper #Sustainability #FastmarketsEvents #FastmarketsLatAm #Packaging

After several days of discussion at Pulp & Beyond in Helsinki, one thing stood out clearly: the way the forest industry talks about competitiveness is changing. 💡AI, sustainability and resilience are no longer being treated as parallel priorities. Instead, they’re converging into a single operating model as companies adapt to structural uncertainty, slower global growth and increasing pressure on margins. 💡Across the sessions, there was a noticeable shift from experimentation to execution - whether that meant embedding AI into core processes, reassessing side streams like lignin as future value drivers, or strengthening collaboration across the value chain. 💡Uncertainty is no longer viewed as a temporary disruption. It’s becoming the baseline and the ability to adapt quickly is starting to matter more than precise forecasting. Fastmarkets has brought together the key takeaways and observations from the event, highlighting what stood out and what it signals about where the industry is heading next. 🔎 Read our full takeaways here: https://fmrkts.com/4ubmpMo #Fastmarkets #ForestProducts #PulpAndPaper #Packaging #AI #Sustainability

Four regions, one industry, one global conversation. 🌍 Fastmarkets Forest Products Conferences bring together the people shaping the pulp, paper and packaging sector across every major market. From Latin America and Asia to North America and Europe, these events mark key moments in the year when strategy is reassessed with clarity, not just updated with information. Each conference focuses on what matters most in a complex and interconnected market: 🔹Authoritative price intelligence and market outlooks to support decision‑making in volatile conditions 🔹Expert‑led analysis on tariffs, regulation, sustainability and structural trade shifts 🔹Meaningful access to CEOs, policymakers, buyers and analysts shaping priorities for the year ahead 🔹High‑quality networking built on long‑term relationships and shared market understanding 📆 Explore the full conference calendar: https://fmrkts.com/4tUx2mC #FastmarketsEvents #ForestProducts #PulpAndPaper #Packaging #Containerboard #IndustryInsights

Are global energy price shocks quietly pressuring food and beverage procurement margins?⚡ Disruption to international shipping routes can quickly feed through into higher production costs for packaging materials and F&B ingredients. These increases are often passed on through short‑notice price adjustments, leaving buyers little time to assess whether they are driven by genuine cost pressures or broader market conditions. Without independent market intelligence, it can be challenging to validate supplier claims or understand the underlying cost drivers at play. By integrating cross‑commodity data into your procurement strategy, you gain clearer visibility into how energy, freight and raw material markets are influencing your supply chain. This helps bring objective data into negotiations, assess price movements with confidence and challenge unsupported increases where appropriate. A more connected view of packaging and ingredient markets also supports better planning, improved sourcing decisions and more resilient procurement operations. 📖 Read Fastmarkets' latest blog to learn how market data can support more effective buyer negotiations, and download the F&B Forecasting with Confidence Playbook for practical guidance on procurement decision‑making: https://fmrkts.com/4cmYCD5 #Procurement #SupplyChain #FoodAndBeverage #MarketIntelligence #FMCG Fastmarkets Agriculture Fastmarkets Metals and Mining

The packaging industry is at a crossroads. With shifting trade routes and changing consumer habits, strategic planning is more crucial than ever. Fastmarkets analyzed the global packaging market for 2026. Here are the key takeaways: ➡️ Supply chains are tightening: Geopolitical tensions and rising energy costs are pushing companies to nearshore their operations to manage expenses. ➡️ Sustainability progress is slowing: Despite new regulations favoring fiber-based packaging, tight budgets and high interest rates are causing many brands to delay costly eco-friendly redesigns. ➡️ Oversupply is a major issue: Demand is lagging behind supply globally. North America has already made record capacity cuts, with Europe and Asia expected to follow suit to stabilize the market. Staying informed is your best defense. Dive into our full report to get the insights you need to build a resilient strategy: https://fmrkts.com/4cz1cEH #PackagingIndustry #SupplyChain #MarketTrends #BusinessStrategy #Manufacturing #GlobalTrade

Whoever you are in the forest products supply chain, there’s a place for you here. The Fastmarkets Forest Products Latin America Conference 2026 is designed to bring together every part of the value chain. Here’s what you can expect, depending on your role: 🔹Mill executives & senior producers Hear directly from Suzano, Klabin and Bracell CEOs, get the latest global pulp supply-demand outlook and build the partnerships that will define your strategy for the year ahead. 🔹Converters & packaging manufacturers Forward-looking analysis on Latin America paper markets, recycled paper availability and two days of structured networking with producers, recyclers and technology suppliers. 🔹Consumer brands & FMCGs Clarity on PPWR, CSRD and ESG requirements – and a direct line to the LATAM producers and converters who are your most critical long-term partners. 🔹Recycling companies Engage on EPR schemes, recyclability mandates and fibre availability with producers, converters and policymakers all under one roof. 🔹Service providers Get in front of senior decision-makers, hear the macro trends and position your business where long-term supplier partnerships are actively being built. 🔹Investors & financiers CEO boardroom-level insight, green finance intelligence and direct access to LATAM deal flow – all in a high-trust environment. 📅 August 10-12, 2026 | 📍 São Paulo, Brazil Super early bird rates end May 1. 🔗 Secure your place now: https://fmrkts.com/4tdeBJM #ForestProducts #LatinAmerica #PulpAndPaper #Fastmarkets #ForestLATAM #Packaging #Sustainability #ForestIndustry #FastmarketsLatAm

The 2026 packaging landscape is defined by friction. From shifting trade routes to cautious spending, navigating this market requires sharp strategy and foresight. Our Global Packaging Market Outlook reveals three critical challenges shaping the industry for the year ahead: ✔️Geopolitical pressure: Supply chain disruptions and volatile energy costs are forcing companies to regionalize operations and heavily scrutinize expenses. ✔️Stalled sustainability: High interest rates are delaying costly eco-friendly redesigns. Many businesses are leaning on low-cost plastics despite regulatory shifts favoring fiber-based materials. ✔️Persistent overcapacity: Global supply continues to outpace demand. Following record capacity closures in North America last year, expect similar measures across Europe and Asia as companies work to protect margins. Adapt your strategy with actionable data. Access our report to explore these trends in depth and prepare your business for the months ahead: https://fmrkts.com/4ebuGei #FastmarketsForestProducts #PackagingIndustry #SupplyChain #MarketTrends #Manufacturing

The Fastmarkets Forest Products Latin America Conference 2026 (🗓️ 10–12 August | 📍São Paulo, Brazil) puts your brand at the center of the conversations shaping the region’s forest products industry. For sponsors, the event offers direct access to senior decision‑makers across production, trading, procurement and strategy all in one place. From positioning your company as an industry leader to building high‑value relationships through exclusive networking opportunities and enhanced delegate access, sponsorship provides a powerful platform to generate qualified leads, increase visibility and deliver measurable ROI. 🔊 Hear directly from Voith Paper on the value they gain as a long‑term sponsor and why leading companies continue to invest in this audience year after year. To discuss a sponsorship package aligned with your commercial objectives, contact Sophie Wells at sophie.wells@fastmarkets.com. Sponsorship opportunities are limited and allocated as packages are confirmed. ▶️ Learn more about the event: https://fmrkts.com/47S8LVI #FastmarketsForestProducts #LatinAmerica #PulpAndPaper #Packaging #FastmarketsEvents #FastmarketsLatAm Laline Ramires Franqueira Koch

⚡Energy prices are reshaping the cost of paper packaging across Europe and procurement teams need to act now. With the Dutch TTF gas benchmark surging over 60% and Brent crude pushing toward $120/barrel, the ripple effects are hitting cardboard, folding boxboard and testliner production hard. Recycled board grades are most exposed, with coated recycled board showing a 92% dependence on natural gas. The key insight is that geography matters too. Mills in Italy, the Netherlands and the UK face the highest immediate cost inflation risk. If you're buying paper packaging for a food & beverage brand, now is the time to validate supplier claims with independent data instead of taking them at face value. 🔎 Full analysis from Fastmarkets: https://fmrkts.com/47MSuBm #Procurement #PaperPackaging #SupplyChain #EnergyPrices #FoodAndBeverage