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EU says UPM-Sappi deal could hurt competition in print paper market - Finance news and analysis from Global Banking & Finance Review
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EU says UPM-Sappi deal could hurt competition in print paper market

Published by Global Banking & Finance Review

Posted on August 26, 2026

2 min read

· Last updated: August 26, 2026

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EU Raises Concerns Over UPM-Sappi €1.42B Print Paper Market Joint Venture

European Commission Scrutinizes Proposed Paper Industry Deal

BRUSSELS, Aug 26 (Reuters) - The European Commission said on Wednesday it is concerned that a proposed €1.42 billion ($1.66 billion) ‌paper joint venture between Finland's UPM-Kymmene and South Africa-listed Sappi could restrict competition.

Commission’s Competition Concerns

The Commission said the joint venture would acquire market power that could allow it to increase prices and decrease quality of coated mechanical paper and coated wood-free paper. Both are types of paper used to print magazines, books and promotional materials.

Potential Impact on Market and Consumers

"The Commission is currently unconvinced that integrating the relevant activities in the joint venture would bring enough benefits, in terms of cost savings or environmental or resilience improvements, to offset the potential harm," it said in a statement.

Responses from UPM-Kymmene and Sappi

UPM-Kymmene’s Position

UPM-Kymmene said in a separate statement it was reviewing the Commission's statement with Sappi and that it was confident it would be able to respond fully to its concerns.

Commitment to Industry Stability

UPM-Kymmene said it "remains convinced that the planned joint venture is a necessary step to secure reliable supply continuity for graphic paper customers in Europe and strengthen the resilience of the entire European graphic paper industry".

Sappi’s Response

Separately, Sappi said the Commission's statement is a "standard" step and that it remained committed to the process and is confident of a positive outcome by the end of the year.

Additional Information

($1 = 0.8568 euros)

(Reporting by Bart Meijer, additional reporting by Louise Rasmussen in Copenhagen and Inti Landauro;Editing by Anna Ringstrom, Kirsten Donovan)

Key Takeaways

  • The EU's investigation stems from concerns that combining two leading graphic‑paper manufacturers could give the joint venture excessive market power, especially in magazine and book paper segments.
  • UPM and Sappi argue the joint venture would deliver €100 million annual synergies, boost resilience and secure supply, amid structural demand decline and overcapacity in Europe’s graphic paper industry.
  • The Commission’s Phase II probe, opened on April 28 and now proceeded with a formal statement of objections, must conclude by November 11, 2026.

Frequently Asked Questions

What is the value of the proposed UPM-Kymmene and Sappi joint venture?
The proposed joint venture between UPM-Kymmene and Sappi is valued at €1.42 billion ($1.66 billion).
Why is the European Commission concerned about the UPM-Sappi deal?
The Commission believes the deal could restrict competition by allowing the joint venture to increase prices and lower quality for certain print paper products.
What types of paper are affected by the UPM-Sappi joint venture?
The joint venture could impact coated mechanical paper and coated wood-free paper, both used for magazines, books, and promotional materials.
How have UPM-Kymmene and Sappi responded to the Commission’s concerns?
UPM-Kymmene and Sappi stated they are reviewing the Commission's concerns and remain committed to addressing them, expressing confidence in a positive outcome.

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