
Global Cellulose Fibers Fire: Check Pulp Supply Exposure
Separate the reported exterior-equipment fire at the Mississippi facility from unconfirmed production and shipment effects, then trace exposure at the purchase-order level.

Separate the reported exterior-equipment fire at the Mississippi facility from unconfirmed production and shipment effects, then trace exposure at the purchase-order level.

Sam Jung Pulp decided to halt the Cheonan tissue parent-roll line on September 30 and cited overseas sourcing and concentrated production at Haman as its response. This article gives buyers seven checks covering item exposure, POs, manufacturing source, specifications, approvals, inventory and delivery.

Blue Industrial Development’s filing reports 88.0% time-based utilization for the parent’s Pyeongtaek paper machine 3 and 90.2% for subsidiary Blue Package’s Cheongju corrugator. This article explains the different operating assumptions and turns the figures into procurement checks without treating them as proof of shortage or price direction.

Hankuk Paper (027970) and Daeyoung Packaging (014160) both traded near new lows on May 29–31, 2026, alongside broader weakness in the Korean paper and packaging sector. This post translates that signal into a Q2 2026 procurement checklist for box and containerboard buyers.

A B2B packaging view of why regional containerboard prices can move differently despite global oversupply, and what buyers should watch in quotes and contracts.