This article focuses on the paper and pulp industry as an overview before trying to understand the companies in-depth. Relevant companies are Klabin (OTCPK:KLBAY), Suzano (OTCPK:SUZBY), and Fibria (NYSE:FBR). (The latter two companies are merging. The announcement was post-writing, but all information is still relevant.)
We are interested in what the industry produces, its current size, domestic versus foreign demand, growth projections within industry verticals, competition, and many other issues.
A Brief History:
Silviculture, the growing and cultivation of trees, in Brazil primarily started in the 1950’s. The industry