Future of Pulp & Paper: Project Spending, Packaging Demand & Bio-Materials

As demand for traditional paper continues to decline, the pulp, paper, and wood industry is evolving—fueled by packaging demand, fiber innovation, and sustainability goals. Despite digital disruption, the sector is seeing record levels of capital spending across North and South America, with major new mill projects and rising investment in bio-based products and recycled fiber.

In this episode of Navigating the Currents of Change, host Shaheen Chohan is joined by Randy Godet, IIR’s Senior Vice President of Research Operations for Pulp, Paper & Wood, to explore:

• Where new pulp capacity is being built—and where it’s headed
• What’s driving CAPEX in packaging, wood products, and specialty paper
• How mills are addressing ESG concerns like emissions and deforestation
• The impact of tariffs, mill closures, and carbon capture on investment strategy
• And the role of bio-materials and biodegradable packaging in the industry's future

Whether you follow global fiber trends or project planning across North and South America—this episode gives you a clear view into the future of pulp, paper, and wood.