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Insights that drive Packaging, Paper and Performance

Sylvamo and Riverdale mill supply agreement update

International Paper announced plans to convert the No. 16 paper machine at its Riverdale mill in
Selma, Alabama, to produce containerboard by the third quarter of 2026

  • The mill currently supplies us with approximately 260,000 short tons of cutsize uncoated freesheet annually from the machine through a supply agreement.
  • The Riverdale supply agreement is not part of our long-term strategy, and we have been planning for this conversion since our 2021 spinoff.
  • We will support our customers throughout this transition.

We anticipate losing Riverdale volume when International Paper takes down No. 16 paper machine to begin the conversion to produce containerboard

  • We have various options to mitigate impacts to our customers and are assessing which options are economically viable and work best under the evolving economic and tariff conditions
  • We plan to optimize our mix to minimize the earnings impact, which may include redirecting volume to the U.S. from our mills in Brazil and Europe.
  • Based on our current assumptions for optimizing operations, mix and paper supply, the Adj. EBITDA impact in 2026 from the loss of Riverdale volume is estimated to be ~$30 million, at current margins.

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Two Sides Member Spotlight: Mohawk

Headquartered in Cohoes, New York, Mohawk is North America’s largest privately-owned manufacturer of fine papers and envelopes which are used for commercial and digital printing, social stationery, high-end direct mail and packaging. With a culture of innovation reaching back to its beginning in 1931, Mohawk is committed to providing materials that help make every printed project more beautiful, effective and memorable. A family-owned business since its inception, Mohawk serves the creative needs of designers, brand-owners and printers in more than 60 countries around the globe. A leader in environmentally and socially responsible paper making since the 1980s, Mohawk sources pulp responsibly, conserves the water its craft relies on and harnesses wind power for its mills. Many of Mohawk's recycled and virgin papers are certified by Green Seal and the Forest Stewardship Council (FSC). Mohawk was the first U.S. manufacturer of commercial printing papers to match 100% of its electricity with wind power renewable energy credits (RECs) and the first U.S. premium paper mill to shift toward carbon neutral production.
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