International Paper Company (IP): Analyse Pestle [Jan-2025 MISE À JOUR]

Dans le monde dynamique du papier et de l'emballage mondiaux, la société internationale de papier (IP) se dresse au carrefour des défis environnementaux, économiques et technologiques complexes. Cette analyse complète du pilon dévoile le paysage complexe où la durabilité, l'innovation et l'adaptation stratégique convergent, offrant une plongée profonde dans les forces multiformes qui façonnent la stratégie commerciale mondiale de l'entreprise. De la navigation sur les politiques commerciales changeantes à l'adoption des technologies de fabrication de pointe, le parcours de la propriété intellectuelle reflète les transformations profondes qui se produisent dans une industrie de plus en plus motivée par la conscience environnementale et les perturbations technologiques.

International Paper Company (IP) - Analyse du pilon: facteurs politiques

Politiques commerciales américaines affectant les exportations de papier et d'emballage

En 2024, la société de papier internationale fait face à une dynamique commerciale complexe avec des implications tarifaires spécifiques:

Élément de politique commerciale	Impact actuel	Taux tarifaire
Tarifs d'exportation de papier	Restrictions commerciales en Chine	12.5% - 25%
Règlement sur papier USMCA	Statut commercial préférentiel	0% - 3.2%
Conformité à l'exportation de l'UE	Normes environnementales	5.7% - 8.3%

Changements réglementaires potentiels dans la protection des forêts et de l'environnement

Les principales zones de surveillance réglementaire comprennent:

• Exigences de certification Forest Stewardship Council (FSC)
• Règlements sur les émissions de l'EPA pour les installations de fabrication
• Normes de conformité Initiative forestière durable (SFI)

Incitations gouvernementales pour les pratiques de fabrication durables

Type d'incitation	Crédit d'impôt fédéral	Économies potentielles
Investissement d'énergie renouvelable	30% de crédit d'impôt	14,2 millions de dollars
Technologies de réduction du carbone	45Q Crédit d'impôt	85 $ par tonne métrique
Mises à niveau de l'efficacité énergétique	Section 179d déduction	1,80 $ par pied carré

Les tensions géopolitiques ont un impact sur les opérations mondiales de la chaîne d'approvisionnement

Évaluation actuelle des risques géopolitiques pour les opérations mondiales de l'International Paper:

• Conflit de la Russie-Ukraine: 17,3% Risque de perturbation de la chaîne d'approvisionnement
• Tensions commerciales américaines-chinoises: 12,8% Probabilité de restriction de l'exportation potentielle
• Instabilité régionale du Moyen-Orient: Facteur de complexité logistique de 8,6%

Compagnie de papier international (IP) - Analyse des pilons: facteurs économiques

Fluctuant de la demande mondiale de produits de papier et d'emballage

En 2023, le journal international a déclaré des ventes nettes de 19,3 milliards de dollars, avec des revenus du segment d'emballage atteignant 6,4 milliards de dollars. La taille du marché mondial des emballages en papier était estimée à 274,1 milliards de dollars en 2023, prévoyant une croissance d'un TCAC de 4,2% à 2028.

Segment de produit	Revenus de 2023	Taux de croissance du marché
Conditionnement	6,4 milliards de dollars	5.1%
Papier	4,9 milliards de dollars	2.3%

Augmentation des coûts de production en raison de la volatilité des prix des matières premières

Les coûts des fibres de bois ont augmenté de 12,7% en 2023, les prix moyens en bois à pâte passant de 28,50 $ à 32,15 $ la tonne. Les dépenses énergétiques de la propriété intellectuelle ont augmenté de 215 millions de dollars par rapport à l'année précédente.

Matière première	2022 Prix	2023 Prix	Pourcentage de variation
Bois pulpaire	28,50 $ / tonne	32,15 $ / tonne	12.7%
Fibre recyclée	150 $ / tonne	168 $ / tonne	12%

Impact de la récession économique sur les besoins d'emballage des consommateurs

Pendant l'incertitude économique, le segment d'emballage de l'IP a démontré la résilience 4,2 milliards de dollars de revenus d'emballage du commerce électronique en 2023, représentant une croissance de 18,5% par rapport à l'année précédente.

Risques de taux de change sur les marchés internationaux

L'impact des changes du journal international a abouti à un ajustement de traduction des revenus de 127 millions de dollars en 2023. Les principaux marchés internationaux expérimentés après les fluctuations des devises:

Devise	2023 Variance du taux de change	Impact sur les revenus
Euro	-3.2%	42 millions de dollars
Brésilien réel	-5.7%	36 millions de dollars

Société internationale de papier (IP) - Analyse des pilons: facteurs sociaux

Déplacer les préférences des consommateurs vers l'emballage durable

En 2024, 68% des consommateurs préfèrent des solutions d'emballage durables, ce qui concerne directement les stratégies de développement de produits de la société de papier international.

Segment des consommateurs	Préférence d'emballage durable	Impact du marché
Milléniaux	76%	Demande élevée d'emballages respectueux de l'environnement
Gen Z	82%	Facteur de décision d'achat critique
Gen X	61%	Intérêt d'emballage durable modéré

Conscience environnementale croissante parmi les clients

73% des clients recherchent activement les marques avec des engagements environnementaux, influençant les initiatives de durabilité de l'International Paper.

Zone de préoccupation environnementale	Pourcentage de sensibilisation au client
Réduction de l'empreinte carbone	81%
Pratiques de recyclage	79%
Conservation des forêts	75%

Changements démographiques de la main-d'œuvre dans le secteur manufacturier

Les données démographiques du secteur manufacturier montrent des changements importants:

• Âge moyen des travailleurs de la fabrication: 44,7 ans
• Travailleurs de moins de 35: 25% de la main-d'œuvre totale
• Les travailleurs de plus de 55: 22% de la main-d'œuvre totale

Groupe d'âge	Pourcentage de fabrication	Taux d'adaptation des compétences
18-34	25%	Élevé (85%)
35-54	53%	Modéré (65%)
55+	22%	Faible (40%)

Demande croissante de produits recyclables et respectueux de l'environnement

Marché d'emballage recyclable prévu pour atteindre 305,31 milliards de dollars d'ici 2027, avec un taux de croissance annuel composé de 6,1%.

Catégorie de produits	Taux de recyclabilité	Croissance du marché
Emballage ondulé	91%	7,2% CAGR
Emballage papier	85%	6,5% CAGR
Emballage durable	78%	8,3% CAGR

Société internationale de papier (IP) - Analyse des pilons: facteurs technologiques

Automatisation avancée dans les processus de fabrication

International Paper a investi 287 millions de dollars dans les technologies de l'automatisation de la fabrication en 2023. La société a déployé 42 systèmes robotiques dans 17 installations de production, réduisant les coûts de main-d'œuvre manuels de 24%. Les lignes d'emballage automatisées ont augmenté l'efficacité de production de 31,5% par rapport à 2022.

Métrique d'automatisation	Performance de 2023	Économies de coûts
Systèmes robotiques déployés	42 unités	12,3 millions de dollars
Augmentation de l'efficacité de la production	31.5%	18,7 millions de dollars
Réduction des coûts de la main-d'œuvre	24%	8,9 millions de dollars

Investissement dans les technologies d'impression numérique et d'emballage

Le papier international a alloué 156 millions de dollars aux améliorations de la technologie d'impression numérique en 2023. La société a mis en œuvre 23 systèmes d'impression numérique à haut débit avec des capacités de traitement de 15 000 feuilles par heure. Les solutions d'emballage numériques ont augmenté les revenus de 18,2% dans le segment des emballages.

Investissement technologique numérique	Quantité	Métriques de performance
Systèmes d'impression numérique	23 unités	15 000 feuilles / heure
Montant d'investissement	156 millions de dollars	Augmentation des revenus de 18,2%

Développement de solutions d'emballage légères et durables

International Paper a investi 94,5 millions de dollars dans la recherche et le développement de l'emballage durable en 2023. La société a développé 7 nouveaux matériaux d'emballage légers réduisant le poids des matériaux de 22% tout en maintenant l'intégrité structurelle. Les solutions d'emballage durables représentaient 36% de la gamme totale de produits d'emballage.

Métriques d'emballage durables	Performance de 2023	Impact environnemental
Investissement en R&D	94,5 millions de dollars	Poids du matériau réduit
Nouveaux matériaux d'emballage	7 types	22% de réduction du poids
Proportion d'emballage durable	36%	Transformation de la gamme de produits

Mise en œuvre de l'IA et de l'apprentissage automatique dans la gestion de la chaîne d'approvisionnement

Le document international a déployé 14 systèmes de gestion de la chaîne d'approvisionnement en AI en 2023, investissant 63,2 millions de dollars. Les algorithmes d'apprentissage automatique ont amélioré la précision des stocks de 27,6% et réduit les coûts logistiques de 19,3%. Les systèmes de maintenance prédictifs ont diminué les temps d'arrêt de l'équipement de 22%.

Implémentation AI / ML	Performance de 2023	Optimisation des coûts
Systèmes de chaîne d'approvisionnement en IA	14 systèmes	Investissement de 63,2 millions de dollars
Amélioration de la précision des stocks	27.6%	Réduction des déchets d'inventaire
Réduction des coûts logistiques	19.3%	Efficacité opérationnelle
Réduction des temps d'arrêt de l'équipement	22%	Accrue de productivité

Société internationale de papier (IP) - Analyse des pilons de pilon: facteurs juridiques

Conformité aux réglementations environnementales et aux normes d'émissions

En 2023, le journal international a engagé 42,3 millions de dollars en frais de conformité environnementale. La société opère en vertu de l'EPA Clean Air Act Règlement, avec 97,6% de ses installations répondant ou dépassant les normes actuelles d'émissions.

Catégorie de réglementation	Taux de conformité	Coût annuel de conformité
Émissions d'air	97.6%	18,7 millions de dollars
Décharge d'eau	95.3%	12,5 millions de dollars
Gestion des déchets	98.2%	11,1 millions de dollars

Protection de la propriété intellectuelle pour les innovations d'emballage

International Paper détient 237 brevets actifs en 2024, avec un investissement annuel sur la protection de la propriété intellectuelle de 6,4 millions de dollars. La société a déposé 27 nouvelles demandes de brevet dans la technologie d'emballage au cours de l'exercice précédent.

Catégorie de brevet	Nombre de brevets	Investissement annuel
Technologie d'emballage	87	2,3 millions de dollars
Emballage durable	52	1,9 million de dollars
Processus de fabrication	98	2,2 millions de dollars

Exigences du droit du travail dans plusieurs juridictions internationales

Le journal international opère dans 24 pays, les frais de conformité légaux totalisant 53,6 millions de dollars en 2023. La société maintient le respect des réglementations locales du travail dans chaque juridiction.

Région	Nombre de pays	Coût de la conformité de la main-d'œuvre	Taille de la main-d'œuvre
Amérique du Nord	3	22,7 millions de dollars	32 600 employés
Europe	8	15,3 millions de dollars	14 200 employés
Asie-Pacifique	6	9,6 millions de dollars	8 900 employés
l'Amérique latine	7	6 millions de dollars	5 700 employés

Conteste juridique potentiel liée aux pratiques de durabilité

Le document international a alloué 17,2 millions de dollars à l'atténuation des risques juridiques liés aux pratiques de durabilité en 2023. La société fait face à un litige potentiel dans 3 juridictions concernant l'impact environnemental.

Type de contestation juridique	Nombre de cas en attente	Exposition juridique estimée
Litige à impact environnemental	3	12,6 millions de dollars
Contests de conformité en matière de durabilité	2	4,6 millions de dollars

International Paper Company (IP) - Analyse du pilon: facteurs environnementaux

Engagement envers les pratiques de gestion des forêts durables

Couverture de certification forestière: En 2023, le journal international gère 223 000 acres de forêts avec certification Initiative forestière durable (SFI).

Type de certification	Acres couverts	Pourcentage de terres gérées totales
Terres forestières certifiées SFI	223 000 acres	92%
Terres forestières certifiées FSC	112 000 acres	46%

Réduction de l'empreinte carbone des opérations de fabrication

Réduction des émissions de gaz à effet de serre: Le papier international a réduit les émissions de gaz à effet de serre absolues de 31% par rapport aux niveaux de référence de 2010 d'ici 2022.

Année	Émissions totales de CO2 (tonnes métriques)	Pourcentage de réduction
2010 (ligne de base)	9,200,000	0%
2022	6,348,000	31%

Initiatives d'économie circulaire dans la conception des emballages

Production d'emballages recyclables: En 2022, le journal international a produit 3,2 millions de tonnes de matériel d'emballage recyclable.

Type d'emballage	Production totale (tonnes)	Pourcentage de recyclabilité
Conteneurs ondulés	2,1 millions	100%
Panneau de conteneur	1,1 million	95%

Investissement dans les technologies de réduction des énergies renouvelables et des déchets

Investissement d'énergie renouvelable: Le journal international a investi 42 millions de dollars dans les technologies des énergies renouvelables en 2022.

Technologie	Montant d'investissement	Capacité de production d'énergie
Énergie de biomasse	25 millions de dollars	350 MW
Énergie solaire	17 millions de dollars	50 MW

International Paper Company (IP) - PESTLE Analysis: Social factors

Sociological

You're operating in a market where consumer values are now a core driver of demand, not just a marketing add-on. For International Paper Company, this means the shift toward sustainability is a massive tailwind, but managing your workforce transitions is a critical social risk. We've moved past simple brand loyalty; now, it's about value alignment, and fiber-based packaging is winning that battle.

The most significant social factor is the consumer's demand for environmentally conscious packaging. In 2025, a compelling 90% of shoppers report they are more likely to buy from brands that prioritize sustainable packaging, which directly benefits International Paper Company's core business-paper and paperboard. Honestly, if your packaging isn't sustainable, you are losing market share.

This preference is translating into material choice. Paper and paperboard are projected to dominate the sustainable packaging market in 2025, holding a 42% share of the material segment globally. This dominance is fueled by a clear consumer rejection of plastic; about 37% of North American shoppers are now actively avoiding products because of non-sustainable packaging, putting immense pressure on consumer packaged goods (CPG) companies to switch to fiber-based solutions.

The rise of e-commerce continues to be a powerful, sustained driver of demand for corrugated packaging. North America's corrugated packaging market size is calculated at approximately $113.50 billion in 2025. This market is projected to grow at a Compound Annual Growth Rate (CAGR) of 9.17% between 2025 and 2034, with the e-commerce segment being the fastest-growing application. This growth means International Paper Company needs to keep investing in efficient, right-sized box production to capture that volume.

Here's a quick look at the key social drivers impacting International Paper Company's market opportunity in 2025:

Social Trend Driver	2025 Key Metric (US/NA)	Impact on International Paper Company
Consumer Preference for Sustainable Packaging	90% of shoppers prefer brands with sustainable packaging.	High demand for International Paper Company's fiber-based, recyclable products.
E-commerce Packaging Market Size (North America)	Estimated at $113.50 billion in 2025.	Sustained, high-volume demand for corrugated shipping containers.
Shift Away from Plastic	Paper/Paperboard holds a 42% share of the sustainable packaging market in 2025.	Directly increases market share opportunity for fiber-based alternatives.

Still, while the market opportunity is strong, the company must manage the social impact of its operational streamlining. International Paper Company is undergoing a strategic transformation to optimize its footprint, which includes facility closures. For instance, the announced closure of the Compton, California packaging facility will impact 125 employees, with operations ceasing by January 2026.

Managing the human capital aspect of these closures is defintely crucial for brand reputation and employee morale across the remaining organization. International Paper Company is committed to mitigating this impact through:

• Providing severance benefits and outplacement assistance.
• Offering access to mental health support resources.
• Minimizing displacement by using attrition, retirements, and current vacancies at other International Paper Company locations.

This is a necessary but painful part of the transition to a stronger, more focused sustainable packaging company. Finance: Ensure the severance and outplacement budget is fully funded by Q4 2025 to manage the social fallout effectively.

International Paper Company (IP) - PESTLE Analysis: Technological factors

Focus on new lightweight packaging materials, reducing material weight by 22% in some products.

The push for sustainability is defintely a technology race, and for International Paper Company (IP), that means engineering lightweight packaging that still protects the product. The core innovation here is right-sizing and developing stronger, lower-basis-weight containerboard. This allows IP to use less fiber per unit of packaging without sacrificing stack strength or durability, which is crucial for the e-commerce supply chain.

This technological focus on material optimization directly impacts logistics costs for customers. For example, industry-wide adoption of these lightweight materials is projected to lower container weight, which can translate to savings of up to 15% in freight costs per shipment for exporters, a massive advantage in a tight margin environment. IP is committed to delivering solutions that require less material while ensuring 98% of its packaging products remain curbside recyclable.

Investment in state-of-the-art facilities with cutting-edge technology for sustainable packaging.

To stay ahead, IP is channeling significant capital into modernizing its manufacturing footprint. The company's planned capital spending for fiscal year 2025 is approximately $1.2 billion, a substantial increase intended to fund these technological and sustainability-focused projects.

A major part of this investment is the expansion of manufacturing capabilities in the U.S. In 2025, IP celebrated the groundbreaking of a new state-of-the-art sustainable packaging facility in Waterloo, Iowa, and is actively exploring a similar new facility in Salt Lake City, Utah. These facilities are designed from the ground up to incorporate the latest equipment for high-quality, sustainable packaging production, which is a clear signal of IP's strategic pivot following the acquisition of DS Smith in January 2025.

Here's the quick math on IP's capital commitment to the future:

Metric	Value (2025 Fiscal Year Data)	Strategic Context
Planned Capital Spending	Approximately $1.2 billion	Funding for modernization, new facilities, and strategic growth.
Operational Efficiency Goal (Run Rate)	Approximately $1.5 billion by H2 2025	Targeted cost-out actions and operational improvements, enabled by technology.
Key 2025 Acquisition	DS Smith	Strengthens sustainable packaging technology and market leadership in North America and EMEA.

Industry adoption of Artificial Intelligence (AI) and Industrial Internet of Things (IoT) for operational efficiency and quality control.

The integration of Artificial Intelligence (AI) and the Industrial Internet of Things (IIoT) is transforming mill and converting operations into a smarter, self-learning ecosystem. IP is leveraging these technologies to drive its aggressive cost-out strategy, which is expected to deliver a run rate of approximately $1.5 billion in operational improvements by the second half of 2025.

AI/IIoT delivers value through:

• Predictive Maintenance: Sensors (IoT) on machinery feed data to AI models to anticipate equipment failure, drastically reducing unplanned downtime and maintenance costs.
• Quality Control: AI-driven vision systems monitor production lines in real-time, ensuring quality consistency at high speeds.
• Supply Chain Visibility: Intelligent Packaging solutions, like applying RFID labels and QR codes to containers, enhance inventory visibility and accuracy throughout the complex retail network.

In October 2025, the company noted that AI investment and supply-chain realignment are key to sustaining growth as consumer demand softens, proving that tech is doing the heavy lifting right now.

Digital printing advancements allow for cost-effective customization and personalization of packaging.

Digital printing has moved far beyond simple labels; it's now a core technology for mass customization. IP utilizes state-of-the-art digital print solutions, specifically single-pass digital print technology, which is significantly faster and more productive than older multi-pass presses.

This shift eliminates the need for printing plates (called CTP charges), making short-run productions and highly customized campaigns far more cost-effective. The technology supports high-quality, six-color process printing and uses UV LED inks that are OCC certified for recyclability, aligning performance with sustainability goals.

The key benefits for IP's customers are clear:

• Reduced Lead Times: Faster throughput supports tighter supply chain requirements.
• Lower Waste: Reduced over-runs and inventory obsolescence cut costs.
• Personalization at Scale: Enables box-to-box print customization on the fly for marketing and versioned campaigns.

International Paper Company (IP) - PESTLE Analysis: Legal factors

You're looking at International Paper Company's (IP) legal landscape, and honestly, it's not just about avoiding fines; it's about managing massive, non-negotiable compliance costs and strategic risks. For a company of this scale, legal factors are the guardrails on major capital decisions, from mill operations to multi-billion-dollar acquisitions like DS Smith. The key takeaway is that regulatory compliance in 2025 is less about simple adherence and more about proactive, costly mandates on emissions, sourcing, and labor restructuring.

Compliance with stringent Environmental Protection Agency (EPA) emissions regulations for manufacturing facilities is mandatory.

The core of IP's manufacturing footprint is subject to stringent federal and state environmental laws, especially those enforced by the Environmental Protection Agency (EPA) under the Clean Air Act. While the EPA is currently reconsidering some broader Greenhouse Gas (GHG) reporting rules in 2025, IP's commitment to its own science-based targets remains a critical legal and operational driver. This isn't optional; it's a cost of doing business.

Here's the quick math on their long-term regulatory commitment:

• Reduce absolute GHG emissions (Scopes 1, 2, and 3) by 35% by 2030.
• This target is approved by the Science Based Targets initiative (SBTi), aligning the company with the Paris Agreement goals.

The capital expenditure (CapEx) required to meet these standards-upgrading boilers, installing scrubbers, and improving energy efficiency at mills-is a continuous, multi-million-dollar legal obligation. It's a defintely a high-stakes area.

Need to maintain multiple forest certification standards like Forest Stewardship Council (FSC) and Sustainable Forestry Initiative (SFI).

Maintaining market access, particularly in Europe and for major US customers, demands rigorous third-party forest certification (Chain of Custody). IP must maintain multiple standards, including the Forest Stewardship Council (FSC) and Sustainable Forestry Initiative (SFI), as failure to do so is a legal breach of customer contracts and brand promise, not just an environmental issue.

To ensure a compliant fiber supply, IP's procurement systems and mills are certified to all major global standards. This is how they manage the legal risk of sourcing from non-compliant or controversial origins.

Certification Standard	Focus and Legal Implication	IP's Scale of Compliance (US Example)
Forest Stewardship Council (FSC)	Strict environmental and social standards; preferred by many NGOs and global brands.	IP's Certified Forest Management (CFM) LLC manages 920,769 acres of FSC-certified private land across 11 states.
Sustainable Forestry Initiative (SFI)	North American focus on responsible fiber sourcing, biodiversity, and community engagement.	IP's mills maintain SFI Fiber Sourcing and Chain of Custody certifications.
Programme for the Endorsement of Forest Certification (PEFC)	Global standard, ensuring compliance with country-specific forest management laws.	IP maintains PEFC Chain of Custody certification across its global operations.

The DS Smith acquisition required the legally mandated divestiture of specific operations in France, Portugal, and Spain for regulatory approval.

The acquisition of DS Smith in 2025 was a massive strategic opportunity, but the European Commission (EC) clearance was contingent on legally mandated divestitures (asset sales) to preserve competition. This is a classic example of antitrust law dictating business structure. The EC required this action because the combined entity would have had too high a market share in specific regional corrugated markets.

The legally required divestiture, completed on July 1, 2025, to PALM Group, involved five European box plants:

• France: Three plants in Normandy (Saint-Amand, Mortagne, and Cabourg).
• Portugal: One box plant in Ovar.
• Spain: One box plant in Bilbao.

The divestiture satisfied all of IP's obligations toward the European Commission, allowing the main acquisition to proceed in January 2025. This was a necessary legal cost to close the deal.

Labor laws and regulations govern facility closures, requiring severance and outplacement for affected employees.

As part of its post-acquisition integration and strategic streamlining in 2025, IP announced several facility closures, triggering significant legal obligations under the Worker Adjustment and Retraining Notification (WARN) Act in the US and similar labor laws globally. These laws mandate advance notice, severance pay, and support services for affected employees.

The legal compliance costs associated with these closures are substantial, covering not just statutory requirements but also contractual obligations and maintaining corporate reputation. For instance, IP is committed to providing severance and outplacement assistance for all affected teams.

Major US and European facility closures announced in 2025 that involve these legal labor obligations:

• Red River Mill (Campti, LA) and three other US facilities closed by April 2025, impacting 674 employees (495 hourly, 179 salaried).
• Four facilities in Georgia, including Savannah and Riceboro, closing by the end of September 2025, contributing to a total restructuring loss of almost 1,100 jobs.
• Five packaging sites in Germany, announced in early November 2025 as part of the DS Smith integration, impacting 500 jobs.
• Packaging facilities in Compton, CA (125 employees) and Louisville, KY (93 employees) closing by January 2026.

The legal requirement is clear: you must support the people you let go. IP mitigates legal risk by explicitly offering severance and outplacement assistance, which is standard but still a significant financial liability in the restructuring process.

International Paper Company (IP) - PESTLE Analysis: Environmental factors

Absolute greenhouse gas emissions were reduced by 20% from a 2010 baseline by 2022.

International Paper Company (IP) is making measurable progress on its climate impact, but the path to its Vision 2030 goals remains challenging. The company achieved a 20% absolute reduction in greenhouse gas (GHG) emissions between 2010 and 2022, primarily by lowering its reliance on coal and fuel oil. This reduction establishes a solid foundation for their more ambitious near-term targets.

The core of their climate strategy is the Vision 2030 goal, which commits to an absolute reduction of 35% in Scope 1, 2, and 3 GHG emissions. This target has been approved by the Science Based Targets initiative (SBTi), aligning the company's trajectory with the goals of the Paris Agreement to limit global warming. As of 2025, the company is a partner in the U.S. Department of Energy's (DOE) Better Climate Challenge, committing to this 35% reduction by 2030. Progress in 2022 faced operational challenges, with increased fossil fuel use at some plants offsetting Scope 1 reductions elsewhere, highlighting the difficulty of operational decarbonization.

Metric	Baseline/Status (2022)	Vision 2030 Target	Source/Context
GHG Emissions Reduction (Absolute)	20% reduction (from 2010 baseline)	35% reduction	Scope 1, 2, and 3 emissions; SBTi-approved goal.
Fiber Sourcing from Sustainable Sources	79% of fiber sourced	100% of fiber sourced or recovered fiber	Verified sustainably managed or third-party certified fiber.
Water Use Reduction	Pre-pandemic levels in 2022 (intensity)	25% reduction (per ton of production)	Focus on water-stressed basins and efficiency.

Strong commitment to forest stewardship and responsible sourcing of renewable fiber.

International Paper Company's business model is inherently tied to forest health, making responsible fiber procurement a critical environmental factor. The company's Vision 2030 goal is to source 100% of its fiber from sustainably managed forests or recovered fiber. As of 2022, they had achieved 79% of this goal, sourcing from verified sustainably managed forests or third-party certified standards like the Forest Stewardship Council (FSC®) and the Sustainable Forestry Initiative (SFI®).

To manage risk and ensure transparency, the company uses its proprietary, third-party verified, GIS-based forest conservation and mapping tool, ForSite™. This system allows the Fiber Supply Team, which consists of over 225 professionals, to screen every uncertified tract before purchase. Through ForSite™, they have identified 23 million acres in their U.S. sourcing area where pre-harvest due diligence can be applied. They also commit significant capital to conservation, including a $10 million commitment announced in 2022 for the Forestland Stewards Partnership with the National Fish and Wildlife Foundation (NFWF), aiming to restore, enhance, or protect over 1.2 million acres of forest habitat.

Focus on circular economy principles through recyclable, fiber-based packaging solutions.

The shift to a circular economy is a major market trend, and International Paper Company is positioned well with its fiber-based products. Critically, 98% of their packaging products are curbside recyclable, which simplifies the disposal process for consumers and supports a high recovery rate. This focus on recyclability is central to their strategy of providing low-carbon solutions.

The company actively closes the loop by utilizing recovered fiber, with an annual usage of 5.2 million tons of recovered fiber. Furthermore, they are focused on waste reduction within their own operations, diverting 48% of manufacturing waste for beneficial uses in 2023. The acquisition of DS Smith on January 31, 2025, significantly enhances their European footprint and expertise in sustainable packaging and recycling services, strengthening their overall circular economy capabilities. Their fiber-based solutions, like the SpaceKraft liquid bulk container, are designed to replace or reduce plastic packaging, offering a recyclable alternative that can withstand significant compression.

Water stewardship and climate impact improvement are key components of the corporate sustainability policy.

Water is essential to paper manufacturing, and the company has set clear goals under its Vision 2030 to mitigate water risk. The primary target is a 25% reduction in water use per ton of production by 2030. This is coupled with a commitment to implement context-based water management plans at all of its mills. Currently, 89% of the water used in their manufacturing operations is treated and returned to the environment.

The company's water risk is relatively low, with only two of its mills located in water-stressed basins. However, they are prioritizing efficiency in these areas, such as the Madrid facility, which is implementing a project expected to achieve a 27% reduction in potable water use per ton of production. Their commitment extends beyond their fence line through collaborations like the Savannah River Clean Water Fund, which protects and manages forests-nature's water filter-in critical watersheds. This demonstrates a defintely proactive approach to managing a vital, shared resource.

• Reduce water use intensity by 25% by 2030.
• Return 89% of manufacturing water to the environment.
• Implement context-based water management plans at all mills.
• Only two mills are currently in water-stressed basins.