15 Feb 25 S & FA: Mergers Bring Consolidation Announcements
Pulp & Paper Radio International · Pulp & Paper Radio Intl
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Show Notes
Jim Thompson's analysis predicts further consolidation in
the containerboard industry, citing International Paper's (IP) recent mill
closures as a key example. He suggests that IP and Smurfit Kappa are currently
hesitant to make additional cuts, possibly due to market conditions. Other
major players, including Packaging Corporation of America (PCA),
Georgia-Pacific (GP), and Pratt Industries, are also considered. Thompson notes
the presence of several smaller companies that could significantly impact the
market. Ultimately, he expresses uncertainty about the long-term stability of
the largest companies in this competitive landscape.