Suzano SA, the world’s largest exporter of wood pulp, has observed a significant shift in demand dynamics within the Chinese market. Historically, growing Chinese demand for toilet paper has been a key driver for Suzano's pulp exports, contributing to its global leadership position.
However, Chinese paper companies are increasingly producing their own pulp, leading to a reduction in demand for imported pulp. This trend indicates a change in the market structure, as local production capabilities expand.
This development presents a new challenge for Suzano, as it impacts the traditional export channels and market share in a crucial region. The company will need to adapt its strategies to navigate this evolving landscape in China.
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