PaperMoney asked me to write a bimonthly column on the industry in “my” area, which is Canada. As the deadline rolls around I find myself in Uruguay, working on a permit application for a new 4000 tons/day mill, and realize that the situation here has much to do with North America.
Some of the current, and impending, closures of pulp mills in Canada and the United States are of course due to the expansion of low-cost, high quality pulp producers in South America.