Suzano: Low-Cost Hardwood Pulp Producer with Structural Advantage

Saturday, Jan 24, 2026 8:27 am ET1min read
SUZ--

Suzano, a Brazilian hardwood pulp producer, remains a low-cost producer with a structural advantage due to its eucalyptus planting and premium export market. The company's investment thesis has evolved, but its position remains strong. Despite recent challenges, the worst is likely behind Suzano.

Suzano: Low-Cost Hardwood Pulp Producer with Structural Advantage

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