New consumption patterns, digitalization and environmental awareness are reshaping the market

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SENSITIVE RISK for entreprises

  • Fragmentation

  • Internationalization

  • Capital Intensity

  • Profitability

  • Fragmentation

  • Internationalization

  • Capital Intensity

  • Profitability

  • Increasing demand for boxes and packaging made of cardboard and paper with the exponential development of e-commerce
  • Further growth potential in the medium and long term, driven expectations of exponential population growth
  • Greater environmental awareness will continue to promote the use of paper packaging instead of plastic, especially in the food industry
  • Digitalization: With remote working becoming the “new normal”, digital connections and communication will continue to increase, resulting in reducing use of notebooks, paper sheets and printed books in the future
  • Deforestation: the excessive use of land for planting and felling trees represents a great reputational risk for the sector
  • Vulnerability to energy and chemicals access and prices: higher input costs are damaging the margins of the pulp subsector, particularly in Europe