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Finance

EU antitrust regulators set to block UPM-Sappi merger, sources say

Published by Global Banking & Finance Review

Posted on September 18, 2026

2 min read

· Last updated: September 18, 2026

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EU Regulators Expected to Block UPM-Sappi Merger Over Competition Concerns

EU Antitrust Scrutiny Intensifies Over UPM-Sappi Joint Venture

Background of the Proposed Merger

BRUSSELS, Sept 18 (Reuters) - Finland's UPM-Kymmene and South Africa-listed Sappi <SAP.J> are set to face an EU antitrust veto against their proposed €1.42 billion ($1.66 billion) paper joint venture after the companies declined to offer concessions to address competition concerns, people familiar with the matter said. 

Arguments Presented by UPM and Sappi

The companies also failed to convince regulators of the merits of their deal at a closed-door hearing earlier this week even after they argued about the sustainability and resilient impact of the deal, one of the people said.

Challenges in Asset Sales

Difficulties finding a buyer for any potential asset sales mean it is not an option.

Regulatory Response and Concerns

The European Commission, which acts as the EU competition enforcer did not immediately respond to a request for comment. UPM and Sappi declined to comment.

Potential Impact on Competition

The EU watchdog sent a charge sheet to the companies last month saying that the deal may reduce competition in the markets for different types of communication paper used for magazines and books.

Market Implications

The deal, which would combine UPM's communication paper business in Europe and the US with Sappi’s communication paper business in Europe and speciality paper business and other ancillary activities, would create the biggest player in Europe.

Regulators, which will decide on the deal by November 11, also warned the combined entity could jack up prices.

Reporting Credits

(Reporting by Foo Yun Chee, editing by Inti Landauro and Louise Heavens)

Key Takeaways

  • The European Commission issued a Statement of Objections on August 26, 2026, signaling it may veto the joint venture due to fears it could raise prices and reduce quality in key communication paper segments. (view.news.eu.nasdaq.com)
  • The Phase II merger probe, formally initiated on April 28, 2026, highlights serious doubts about the merger’s compatibility with the EU internal market. (upm.com)
  • Regulators remain unconvinced by the companies’ arguments around sustainability, industry resilience and lack of viable asset sale options, as no concessions have addressed competitive harm. (lexisnexis.co.uk)

References

Frequently Asked Questions

Why is the EU set to block the UPM-Sappi merger?
EU antitrust regulators are concerned the UPM-Sappi merger would reduce competition in the communication paper market and could lead to higher prices.
What did UPM and Sappi do to address the EU's concerns?
UPM and Sappi declined to offer concessions and failed to convince regulators despite arguing the deal’s sustainability benefits.
What markets would be affected by the UPM-Sappi merger?
The merger would mainly impact the European and US communication paper market, as well as the European specialty paper sector.
What is the value of the proposed UPM-Sappi joint venture?
The value of the proposed joint venture is €1.42 billion ($1.66 billion).
When will the European Commission make its decision?
The European Commission is expected to decide on the UPM-Sappi merger by November 11.

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