Tariff’s are Creating a Stir with Paper Mills

With the Trump Administration’s stance on Tariffs, we are starting to see notices from Thermal Paper Mills regarding the potential impact.  Although no firm increases have been announced, you can see by these letters that the table is being set for market changes.

Hansol

Hansol America’s position on US import tariff announcement_2025-04Apr-03

Koehler

PM_Konsequenz-Einfuehrung-US-Zoelle_EN_250404

 

If you have any questions, please contact Brandon Kent at bkent@telemarkcorp.com

BPS Migration to Phenol Free

As all the mills are starting to convert over from BPA and BPS Free to Phenol Free, we are hearing from the mills of a sizable price increase in cost for the chemistry in the Phenol Free papers.  Originally, some of the mills were telling clients that the change would be “cost neutral”, however, this does NOT appear to be the case.  The pricing that is being floated currently ranges from 13% to 18% more.  This range covers various grades and makes of thermal paper.  Regardless of the grade, you can currently expect to see increases in the double digits for Phenol Free Paper.

Phenol-free paper is currently only mandatory in the State of Washington as of January 1, 2026.  However, several other states are considering joining the push for Phenol Free paper.

Since we are in the infancy of this new product roll out and the conversion process, there are many avenues to navigate moving forward.  One thing is certain, we will all be tired of talking about this transition, by the time it is complete.

 

If you have any questions, please contact Brandon Kent, Vice President, Telemark Diversified Graphics  at bkent@telemarkcorp.com