Paper Mills

Paper Mills

Paper mills under SIC 2621 transform wood pulp, recycled fiber, and alternative feedstocks into printing and writing grades, packaging paper, tissue, and specialty coated products for publishers, consumer brands, e-commerce shippers, food and beverage companies, and hygiene distributors. Operators blend pulping, bleaching, calendaring, and converting services, often pairing mills with downstream box and tissue plants to lock in recurring customer contracts. The sector faces energy and fiber cost volatility, mill downtime risk, and strict environmental rules on emissions, effluent, and PFAS, alongside sustainability certifications and extended producer responsibility laws that vary by state and export market. 2024-2025 trends include heavier investment in recycled content, lightweight containerboard for parcel growth, AI-driven quality monitoring, and mill conversions away from declining graphic papers toward packaging and tissue. Mill closures and consolidation continue to reshape capacity, while capex tilts toward water reuse and bio-based chemicals to meet brand decarbonization targets. For real-time disclosures and capital plans, view live SEC filings on Earnings Feed.

Source: Earnings Feed research · Nov 23