RISI VIEWPOINT: Trucker strike in Brazil is the latest supply-side shock impacting the global wood pulp market

By David Fortin, Vice President, Fiber Economic Analysis

The global industry for market wood pulp has been lurching from one supply-side disruption to the next since the third quarter of last year. In a market with growing demand and tight inventories, similar to the current conditions in the global market pulp sector, any shock to the demand or supply side of the industry will be amplified and reverberate through the market quickly. The string of supply-side shocks began with the idling of the CMPC Guaíba mill in Brazil due to issues with the recovery boiler, followed by the slower than anticipated ...

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