New Trade Agreement Boosts European Stocks, But Its Impact Remains Limited.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Should l Buy SUZ?
Source: Barron's
- U.S. and China Rivalry: The ongoing competition between the U.S. and China for economic and geopolitical dominance is a significant global issue.
- Perception of Europe: Europe is often viewed as the "global sick man" amidst this rivalry, suggesting a decline in its influence and power.
- Implications for Global Politics: The dynamics between the U.S. and China may overshadow Europe's role in international affairs.
- Need for European Resilience: There is a growing need for Europe to strengthen its position and respond effectively to the challenges posed by the U.S.-China competition.
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Analyst Views on SUZ
About SUZ
Suzano SA, formerly Suzano Papel e Celulose SA is a Brazil-based forestry company. It is a developer of products made from eucalyptus forests and a vertically integrated producer of eucalyptus pulp and paper in Latin America. Its purpose is to manufacture, trade, import and export pulp, paper and other products. The Company’s product portfolio includes coated and uncoated printing and writing paper, paperboard, tissue paper, market pulp and fluff pulp. Suzano’s operations are divided into two segments: Pulp and Paper. The Pulp segment includes the production and commercialization of eucalyptus pulp for the foreign market, with the surplus destined for the domestic market, while the Paper segment covers the activities of production and sale of uncoated and coated paperboard and tissue. The Company has numerous subsidiaries, including Fibria Terminal de Celulose de Santos Spe SA, FuturaGene Biotechnology Shanghai Co Ltd and Suzano Pulp and Paper Europe SA.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SUZANO OF BRAZIL ANTICIPATES LOWERING LEVERAGE TO 2.5 TIMES BY 2027, ACCORDING TO CFO
Brazil's Suzano Expectations: Suzano, a major Brazilian pulp and paper company, anticipates a reduction in leverage to 2.5 times by 2027.
Financial Strategy: The company's Chief Financial Officer (CFO) outlined this goal as part of their financial strategy moving forward.
See More
SUZANO OF BRAZIL RESTARTS PAPER EXPORTS TO THE U.S. FOLLOWING SUPREME COURT RULING THAT LOWERED TARIFFS FROM 50% TO 10%, SAYS CEO
Brazil's Suzano Resumes Paper Exports: The Brazilian company Suzano has restarted its paper exports to the U.S. market.
Supreme Court Decision Impact: This resumption follows a Supreme Court decision that significantly reduced tariffs on paper exports from 50% to 10%.
Economic Implications: The reduction in tariffs is expected to enhance trade relations and boost the paper industry in Brazil.
CEO's Statement: The CEO of Suzano has expressed optimism about the future of exports following the favorable ruling.
See More
Suzano S.A. Reports Q1 Revenue and Net Income Highlights
- Q1 Revenue: Suzano S.A. reported Q1 revenue of BRL 11 billion, indicating stable performance in the market despite challenges posed by global economic fluctuations.
- Net Income Growth: The company's net income totaled BRL 4.3 billion, reflecting effective cost control and operational efficiency, which enhances investor confidence in its future growth potential.
- Deleveraging Expectations: Suzano anticipates resuming deleveraging in 2026, indicating a proactive strategy in financial management aimed at improving the health and sustainability of its capital structure.
- Regulatory Investigation Impact: UK regulators are set to investigate the proposed joint venture between Kimberly-Clark and Suzano, which may affect the market strategies and future collaboration plans of both parties.
See More
Suzano Achieves Record Pulp Sales in Q1 2026
- Record Sales Performance: In Q1 2026, Suzano achieved a total sales volume of 3.2 million tonnes, including 2.8 million tonnes of pulp and 378 thousand tonnes of paper, marking an all-time high and demonstrating the company's strong competitiveness in the global market.
- Revenue and EBITDA Growth: The company reported net revenue of BRL 11.0 billion and adjusted EBITDA of BRL 4.6 billion in the first quarter, reflecting exceptional performance in operational efficiency and cost control despite facing macroeconomic challenges.
- Increased Production Capacity: The startup of the Ribas do Rio Pardo pulp mill in Mato Grosso do Sul contributed to a record pulp sales volume of 12.7 million tonnes over the past 12 months, further solidifying Suzano's leadership position in the global pulp market.
- Cost Pressure Mitigation: Despite potential cost pressures from geopolitical tensions in the Middle East affecting global oil prices, Suzano effectively mitigated energy cost impacts through hedging policies, with cash costs for pulp production at BRL 802 per tonne in Q1, showcasing its agile cost management capabilities.
See More
SUZANO ACHIEVES HISTORIC MILESTONE WITH 12.7 MILLION TONNES OF PULP SOLD FOR THE FIRST TIME
- Historic Sale: Suzano has sold 12.7 million tons of pulp for the first time in its history.
- Market Impact: This milestone reflects the company's growth and significant presence in the global pulp market.
See More
Suzano Files 2025 Annual Report with SEC
- Annual Report Filing: Suzano S.A. filed its 2025 Annual Report on Form 20-F with the U.S. Securities and Exchange Commission on March 24, 2026, ensuring compliance and transparency for investors.
- Financial Information Access: Holders of the company's equity securities can request free hard copies of the Annual Report, including audited financial statements, by contacting ri@suzano.com.br, enhancing investor understanding of the company's financial health.
- Online Availability: The Annual Report is also accessible on Suzano's website, allowing investors to review it at their convenience, thereby improving information accessibility and transparency.
- Investor Relations Contact: The company has provided contact details for its Investor Relations Department, including phone and email, ensuring that investors can easily obtain further information, thereby strengthening communication with stakeholders.
See More
SUZANO OF BRAZIL ANTICIPATES LOWERING LEVERAGE TO 2.5 TIMES BY 2027, ACCORDING TO CFO
Brazil's Suzano Expectations: Suzano, a major Brazilian pulp and paper company, anticipates a reduction in leverage to 2.5 times by 2027.
Financial Strategy: The company's Chief Financial Officer (CFO) outlined this goal as part of their financial strategy moving forward.
See More
SUZANO OF BRAZIL RESTARTS PAPER EXPORTS TO THE U.S. FOLLOWING SUPREME COURT RULING THAT LOWERED TARIFFS FROM 50% TO 10%, SAYS CEO
Brazil's Suzano Resumes Paper Exports: The Brazilian company Suzano has restarted its paper exports to the U.S. market.
Supreme Court Decision Impact: This resumption follows a Supreme Court decision that significantly reduced tariffs on paper exports from 50% to 10%.
Economic Implications: The reduction in tariffs is expected to enhance trade relations and boost the paper industry in Brazil.
CEO's Statement: The CEO of Suzano has expressed optimism about the future of exports following the favorable ruling.
See More
Suzano S.A. Reports Q1 Revenue and Net Income Highlights
- Q1 Revenue: Suzano S.A. reported Q1 revenue of BRL 11 billion, indicating stable performance in the market despite challenges posed by global economic fluctuations.
- Net Income Growth: The company's net income totaled BRL 4.3 billion, reflecting effective cost control and operational efficiency, which enhances investor confidence in its future growth potential.
- Deleveraging Expectations: Suzano anticipates resuming deleveraging in 2026, indicating a proactive strategy in financial management aimed at improving the health and sustainability of its capital structure.
- Regulatory Investigation Impact: UK regulators are set to investigate the proposed joint venture between Kimberly-Clark and Suzano, which may affect the market strategies and future collaboration plans of both parties.
See More
Suzano Achieves Record Pulp Sales in Q1 2026
- Record Sales Performance: In Q1 2026, Suzano achieved a total sales volume of 3.2 million tonnes, including 2.8 million tonnes of pulp and 378 thousand tonnes of paper, marking an all-time high and demonstrating the company's strong competitiveness in the global market.
- Revenue and EBITDA Growth: The company reported net revenue of BRL 11.0 billion and adjusted EBITDA of BRL 4.6 billion in the first quarter, reflecting exceptional performance in operational efficiency and cost control despite facing macroeconomic challenges.
- Increased Production Capacity: The startup of the Ribas do Rio Pardo pulp mill in Mato Grosso do Sul contributed to a record pulp sales volume of 12.7 million tonnes over the past 12 months, further solidifying Suzano's leadership position in the global pulp market.
- Cost Pressure Mitigation: Despite potential cost pressures from geopolitical tensions in the Middle East affecting global oil prices, Suzano effectively mitigated energy cost impacts through hedging policies, with cash costs for pulp production at BRL 802 per tonne in Q1, showcasing its agile cost management capabilities.
See More
SUZANO ACHIEVES HISTORIC MILESTONE WITH 12.7 MILLION TONNES OF PULP SOLD FOR THE FIRST TIME
- Historic Sale: Suzano has sold 12.7 million tons of pulp for the first time in its history.
- Market Impact: This milestone reflects the company's growth and significant presence in the global pulp market.
See More
Suzano Files 2025 Annual Report with SEC
- Annual Report Filing: Suzano S.A. filed its 2025 Annual Report on Form 20-F with the U.S. Securities and Exchange Commission on March 24, 2026, ensuring compliance and transparency for investors.
- Financial Information Access: Holders of the company's equity securities can request free hard copies of the Annual Report, including audited financial statements, by contacting ri@suzano.com.br, enhancing investor understanding of the company's financial health.
- Online Availability: The Annual Report is also accessible on Suzano's website, allowing investors to review it at their convenience, thereby improving information accessibility and transparency.
- Investor Relations Contact: The company has provided contact details for its Investor Relations Department, including phone and email, ensuring that investors can easily obtain further information, thereby strengthening communication with stakeholders.
See More
