International Pulp Week brought together global market pulp leaders for two days of presentations, market intelligence, and industry dialogue hosted by the Pulp and Paper Products Council. Tim Brown, vice president with PPPC opens and introduced the program before before handing the sessions to day one speaker and moderator Kevin Mason of ERA Forest Products Research, and day two moderator Kelly McNamara of Numera Analytics. Now in its 21st year, IPW remains the premier annual gathering for the market pulp sector — drawing producers, end-users, analysts, and suppliers from across the value chain for a concentrated look at the forces shaping global markets. This year’s program covered an unusually wide range of territory, from geopolitics and macroeconomics to fibre performance, specialty cellulose, bleaching chemicals, carbon capture, and a comprehensive market outlook. For those who missed Tree Frog’s coverage, here are all of our summarized stories.
Day One – May 11, 2026
- The Shifting Landscape with Kevin Mason, ERA Forest Products Research
- A Macro View on Tariffs and Global Markets with Joaquín Kritz Lara, Numera Analytics
- Optimizing Fibre, Elevating Performance with Rodrigo Marchi, Suzano
- Specialty Cellulose: Market Dynamics & Outlook with Christian Chavassieu, CelCo
- Carbon Capture in Pulp & Paper: Monetizing Biogenic CO2 with Jouni Martiskainen, Svante
Day Three – May 12, 2026
- Northern Softwood in TAD Tissue with Ismo Nousiainen, Metsä Fibre
- Global Trends in Bleaching & Pulping with Craig Murphy, Chemical Market Analytics by OPIS
- Making the Right Fibre Choices with Aki Temmes, UPM Fibres
- Tissue and Other End-Uses with Mathieu Wener, Numera Analytics
- China and Asia in Focus with Li Meng, Pulp & Paper Products Council
- Global Pulp Markets: Review and Outlook with Emanuele Bona, Pulp & Paper Products Council
Key takeaways from Vancouver include:
The 2026 program confronted an unusually turbulent global backdrop — the closure of the Strait of Hormuz following the outbreak of conflict in Iran, escalating US trade policy uncertainty, and a global pulp market navigating the dual pressures of Latin American capacity expansion and China’s accelerating shift toward domestic self-sufficiency. Eleven speakers across two days addressed the forces reshaping the industry, from macroeconomics and fibre performance to specialty markets, chemical supply security, carbon capture, and a comprehensive market outlook. …
Canadian lumber mills are curtailing production, absorbing historic losses, and in some cases closing permanently – all while American competitors operate with a built-in margin advantage engineered by US tariff policy, according to wood market analyst Russ Taylor. …The practical effect is a marketplace that strongly favours US producers. Insulated from import costs, American mills are generating margins that Canadian suppliers cannot access. “The only region really making any money is the US because they’ve got what I call a huge subsidy that they’ve put on importers,” Taylor said. “So they’re gaining the margins that importers aren’t getting.” Those margins have also given US producers room to manoeuvre aggressively on pricing, further cornering their Canadian competitors. “The US mills… know that the Canadians don’t have margins – or they have break-even at best,” Taylor said. Despite the pressure, many Canadian mills have held on far longer than Taylor anticipated. 
The May newsletter has these headlines and more:
The highly anticipated summit between US President Trump and his Chinese host Xi Jinping has begun – and Europe is watching from a distance. Yet, whatever the outcome is, there is little Brussels can be optimistic about. For Europe, the Trump-Xi summit is not just about US-China relations. It’s about whether the European Union ends up squeezed between two superpowers cutting tactical deals over trade, technology, energy and security – while European interests are treated as secondary (if at all). In fact, Europe might be watching the summit from a lose-lose position. The most immediate concern in Brussels and Berlin is probably nothing less than industrial survival – and it comes in the form of rare earths. …European officials fear a US-China arrangement could prioritize American access to Chinese rare earths while Europe remains vulnerable to shortages and export restrictions — effectively making it collateral damage.
PORTLAND, Oregon — Green Building Initiative (GBI) is announcing the planned departure of its CEO, Vicki Worden. Worden is leaving to take a new CEO role after serving as GBI’s chief executive since 2015. GBI is an international nonprofit organization and ANSI accredited standards developer that operates virtually with a 30-member staff. …Sumayyah Theron, Chair of GBI’s Board of Directors and CEO and Founder of Avant-garde Sustainable Solutions, said “Under Vicki’s leadership, GBI evolved from a US-focused organization into a truly global presence, now serving members in more than 20 countries. Her vision and dedication helped GBI’s green building standards reach more than one billion square feet of certified commercial and multifamily space worldwide.” …Worden’s departure is slated for late June 2026, and a consulting firm will be engaged to manage the search for Worden’s permanent replacement. …For the transition period, GBI’s Board has appointed The Honorable Stephen T. Ayers, FAIA, as GBI’s Interim CEO.
WASHINGTON, Georgia — A sawmill that once stood as the largest east of the Mississippi River in the 1990s has reopened, offering relief to Georgia’s timber industry as it struggles with mill closures, Hurricane Helene damage and recent wildfires. Wilkes Lumber has brought the old mill back online in Washington, a small mill town surrounded by endless pines along Highway 78. The facility is already operating in phase one with about 50 workers, with more hiring expected as phase two comes online in the next few weeks. The mill shut down because of the cost and capability of getting rid of chips, according to Mack Winfrey. …At a time when Georgia’s timber industry is fighting to hold on, Washington is getting back something it lost a quarter-century ago: jobs, a market and a little more hope.
BURNABY, BC — Interfor Corporation recorded a net loss in Q1’26 of $63.3 million, compared to a net loss of $104.6 million in Q4’25 and a net loss of $35.1 million in Q1’25. Adjusted EBITDA was $30.7 million on sales of $643.2 million in Q1’26 versus an Adjusted EBITDA loss of $29.2 million on sales of $600.6 million in Q4’25 and Adjusted EBITDA of $48.6 million on sales of $735.5 million in Q1’25. Highlights include: Lumber production of 856 million board feet was up 103 million board feet versus the preceding quarter driven primarily by higher operating rates at the U.S. Northwest and B.C. operations. Q4’25 production was impacted by temporary production curtailments in response to weak market conditions. Due to weak market conditions and other factors, Interfor indefinitely curtailed operations at its Ear Falls, Ontario sawmill in Q1’26 and at its Nairn and Gogama, Ontario sawmills in April 2026.
At a time when the nation is facing a severe housing shortage, more multistory apartment buildings would offer more homes to more people. And there’s a big added benefit: Residents would be much safer from fires. A new study by 
…The mild temperatures through the winter and now into spring have resulted in the invasive emerald ash borer maturing faster and emerging weeks earlier than usual, the Oregon Department of Forestry says. Wyatt Williams, an invasive species specialist with the department, confirmed he found one in early May in King City in southeast Washington County, a news release states. …So far there’s no cure for a tree infested with the bugs – they’re a death sentence, the Extension Service says. It can take up to six years for an infested tree to die. …Ash borers normally start emerging from inside tree trunks in early June and into July, Oregon forestry officials say. But that’s changing along with the climate. This past winter was tied with 1934 as the warmest on record in western Oregon, followed by record-breaking or near record-breaking high temperatures this spring, the state said in a statement.
The Washington State Department of Natural Resources released its annual Forest Health Highlights report on Monday following a 2025 survey season defined by a period of unprecedented structural and administrative challenges. The joint aerial detection survey (ADS) flown by DNR and USDA Forest Service (USFS) staff covered 16.5 million acres of forested land across Washington, accounting for roughly 75% of the 22 million forested acres in the state and the first time since 2021 that a full survey was not completed. …The 2025 ADS recorded some level of tree mortality, defoliation, crown damage, or foliar disease on approximately 391,000 acres – a decrease of more than 150,000 acres from 2024, but certain to be an undercount given limitations of the 2025 survey.
A new direction in the Tongass management plan gathered more than 300 comments from Southeast Alaskans, who asked the U.S. Forest Service to manage timber and mining, along with recreation, in the forest they call home. The Coeur Alaska Kensington Mine said the revised plan should recognize the Tongass National Forest as a mining district, not solely as a timber or conservation reserve. “The revised Forest Plan should affirm that responsible mineral exploration and development are fully compatible with ecological stewardship, subsistence values, and multiple use when properly planned and regulated,” wrote Steve Ball, general manager of the mine. He also wrote Forest Service’s Roadless Area Conservation Rule prohibitions should not be applied to mining operations. Others criticized the Trump administration and made a plea to protect old-growth forests and the wildlife that live there. Some criticized the Forest Service itself for a rushed process.
El Niño is emerging even faster than expected in the Pacific Ocean and odds are increasing that it could become historically strong — a rare “Super” El Niño — by fall or winter. This is according to a just-released update from NOAA’s Climate Prediction Center that says there is a 2 in 3 chance that El Niño’s peak strength will be strong or very strong. El Niño is a natural climate cycle that happens when the tropical Pacific Ocean warms enough to trigger shifts in wind patterns throughout the atmosphere, which has a ripple effect on weather conditions worldwide. Droughts and heat waves can flourish in some regions, fueling wildfire danger and water supply concerns, while others are swamped by flooding rainfall. El Niño’s far-reaching effects can also stymie the Atlantic hurricane season. On a larger scale, it causes already rising global temperatures from human-caused climate change to spike even higher. Stronger El Niños make all these impacts more likely.
Three years ago, two big new wood-pellet manufacturing plants were proposed along the Washington coast — the first of their kind in the Pacific Northwest. The British utility Drax planned a facility in Longview next to the Columbia River. Another company, Pacific Northwest Renewable Energy Project (PNWRE), proposed a similar plant in Hoquiam, Grays Harbor County. These plans are now unraveling. Last year, Drax suspended work on its Longview plant, citing weak demand for wood pellets it planned to export to overseas power plants. The year before, Enviva, Drax’s biggest competitor declared bankruptcy… What we’re learning is the wood pellet industry can’t compete without extensive subsidies. …These adverse economic headwinds should serve as a warning sign… Most likely, the project will fail economically, saddling Grays Harbor with a costly cleanup project instead of providing the promise of new jobs or local revenue. It would be better to cut our losses now — before this doomed project is built. [A Seattle Times subscription is required for full access]
The Louisiana House of Representatives on May 13 voted unanimously to approve a bill that aims to benefit the state’s wood pellet manufacturing industry. Also on May 13, the bill reported favorably out of the Senate Committee on Commerce, Consumer Protection and International Affairs. The legislation now awaits action from the Louisiana Senate. The bill, HB 670, was introduced in late February by state Rep. Charles Owen and amended twice as it moved through House committees. It aims to benefit the state’s wood pellet manufacturing industry by streamlining permitting, developing a skilled workforce and facilitating the efficient transportation and export of wood pellets. The bill, as amended, allows Louisiana Economic Development, a cabinet-level agency focused on business growth, to support the recruitment, retention, and expansion of wood pellet manufacturing facilities in this state within existing statutory authority and subject to the availability of funds. 
GEORGIA — Residents of a Port Wentworth neighborhood believe chemical dust from a nearby International Paper mill is causing health concerns and property damage. Many residents reported shared health symptoms, including sinus issues, burning eyes and coughing. Despite resident complaints and visible white powder on cars and homes, the Georgia Environmental Protection Division has not found the mill in violation of its permits. …The Savannah Morning News collected dust scraped off of one resident’s car about 700 feet from the mill and sent it to third-party lab Eurofins for testing. Eurofins stated that most of the sample was likely calcium carbonate, a white to tan odorless powder, a major component of lime mud. The International Paper mill generates lime mud, according to its operating permit. …The North Carolina Department of Environmental Quality (DEQ) confirmed that the dust contained calcium, and narrowed down the likely culprit to the mill’s lime kiln.