Green packaging secular trend for pulp and paper demandThe shift away from plastics towards green packaging will be a long term win for pulp and paper producers (like CFX).
Governments will accelerate this transition.... example below from Canada:
https://www.canada.ca/en/environment-climate-change/news/2020/10/canada-one-step-closer-to-zero-plastic-waste-by-2030.html
Confluence of the shift toward paper packaging with "back to work" printing paper demand should continue to push up pulp and paper prices... this is just the beginning or am I missing something?