Sylvamo warns of International Paper's Riverdale mill conversion ending ~260K-ton supply by Q3 2026

Sylvamo Corp

International Paper plans to convert No. 16 paper machine at Riverdale Mill to containerboard by Q3 2026.
The machine supplies Sylvamo with approximately 260,000 short tons of cutsize uncoated freesheet annually.
Supply and Offtake Agreement from September 2021 has not been terminated, but supply will cease.
Sylvamo CEO says company has planned for conversion since 2021 spinoff and made strategic investments.
Additional details will be provided in a presentation at investors.sylvamo.com on August 21, 2025.

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