Smurfit Westrock: Nothing to suggest demand set to improve very quickly
July 30 (Reuters) - Smurfit WestRock PLC SW.N call with analysts:
SMURFIT WESTROCK CFO: DON'T SEE ANY CHANGE IN FLOWS OF IMPORTS OR EXPORTS OF PAPER IN OR OUT OF NORTH AMERICA BASED ON TARIFFS AS THEY ARE TODAY
SMURFIT WESTROCK CFO: NOTHING YET TO SUGGEST DEMAND PICTURE WILL CHANGE VERY QUICKLY, VOLUME IS OKAY, DEMAND OKAY BUT COULD BE A WHOLE LOT BETTER
SMURFIT WESTROCK CEO: SUSPECT THERE ARE MANY, MANY PAPER MILLS IN 'DESPERATE TROUBLE' IN EUROPE, SUSPECT THERE WILL BE MORE CLOSURES
SMURFIT WESTROCK CEO: DON'T ENVISAGE TAKING MUCH DOWNTIME, IF ANY, IN H2 OTHER THAN THE NORMAL MAINTENANCE
SMURFIT WESTROCK CEO: EXPECT WE WILL WIND DOWN ALL UNPROFITABLE U.S. CONTRACTS WITH EXCEPTION OF VERY FEW BY THIS TIME NEXT YEAR
SMURFIT WESTROCK CEO: ASSUMING FLAT VOLUMES IN H2 COMPARED TO WHERE ARE NOW
SMURFIT WESTROCK CEO: THINK THE EUROPEAN MARKET IS CLOSE TO THE BOTTOM, QS IS WHETHER DEMAND IMPROVES IN 2026 OR 2027, WE DON'T KNOW
SMURFIT WESTROCK CEO: EUROPE NOT TOO BAD WITH EXCEPTION OF ONE OR TWO MARKETS AND UNFORTUNATELY GERMANY PULLING IT DOWN
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