US Paper & Pulp Market – Macroeconomic Trends & H2 2022 Outlook

  • Public Equity
  • Materials
  • North America


Former executive Fortress Paper Ltd


  • Market demand for paper and pulp across Europe and the US, assessing segment volumes and trends
  • Impact of cost inflation, strengthening US dollar and global economic outlook for paper and pulp markets
  • Impact of climate change and geopolitical policy on fibre demand
  • Core players such as International Paper (NYSE: IP), Graphic Packaging Holding (NYSE: GPK) and WestRock ( NYSE: WRK) and their pricing dynamics
  • H2 2022 outlook – demand dynamics, cost structure evolution and potential strategic readjustment


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