BUZZ-Analysts say Trump tariffs could disrupt pulp, packaging sector

Citigroup says U.S. President Donald Trump's tariffs could likely disrupt supply chain for beer cans and glass bottles in the U.S., potentially affecting companies like Ball Corp BALL.N and Crown Holdings CCK.N with operations in Mexico

Trump imposed tariffs on its top trading partners Canada and Mexico on Saturday, but later suspended them until Mar. 1

Brokerage says glass bottles and jars maker O-I Glass Inc OI.N could also see impacts to its revenue from its Mexican glass bottle production unit

Separately, BofA sees potential short-term disruptions in Mexican alcohol imports impacting companies like BALL and OI, but expects domestic brands to offset some losses by inventory management and shifts in market share

Citigroup sees tariffs potentially increasing costs for Canadian-produced containerboard and pulp

Similarly, BofA sees tariffs on Canadian pulp imports, especially NBSK pulp (made from softwood trees), driving up prices and potentially shifting the supply chain to alternative sources

BALL beat Q4 profit estimates on Tuesday; OI and CCK to report this week