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Strategic & Financial Arguments(TM)
for the pulp and paper industry worldwide

July 2018

Participating as industry experts in pulp and paper financing and M & A deals around the world  for over two decades, we continue to see the same mistakes made over and over.  This newsletter is designed to help you avoid costly mistakes we have seen others make.  We will be giving you one or two points each month to help improve your performance.
 
More tariff talk

By Jim Thompson

A respondent who wishes to remain anonymous suggested I was wrong last month when I said the tariff dust up would have little impact in the pulp and paper world.

Their concern?  Packaging, especially corrugated packaging.  They pointed out that depending on where goods are made, packaging demand could be affected in relatively significant ways.

For instance--move domestic water heater manufacturing from Mexico back to the United States and one could see a serious shift in corrugated consumption for this sector.

Others that may be affected are aftermarket auto parts, small electronics (think Foxconn's new factory in Wisconsin) and plumbing components.

Have a comment?  Email me at jthompson@taii.com.

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If you have a casual question or a major deal, call me on my personal cell phone - 404-822-3412 or email me at jthompson@taii.com. We are here to help.

 

Sincerely,

 


Jim Thompson, CEO
Talo Analytic International, Inc.
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JRT Banker's Engineer