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  "documentTitle": "2025 05 28 Goldman Sachs Brazil Commodities Days",
  "authorId": "GoldmanSachs",
  "authorName": "Suzano",
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      "kind": "disclaimer",
      "text": "1. Afry. 2. New Capacities: Georgia Pacific 0.1 Mt; Ashdown (Domtar) 0.2 Mt; Monsteras (Sodra) 0.1 Mt. Closures: Birla -0.4 Mt; IP -0.4 Mt; Domtar -0.4 Mt; Georgia Pacific -0.2 Mt; Smurfit -0.1 Mt and others. 3. FOEX. BCP = BHKP + BSKP.",
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      "text": "Main drivers: Higher technical age, Uncertainty of wood availability, Higher production cost",
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      "text": "BHKP demand drivers: Fiber-to-Fiber BSKP substitution incentivized by capacity closures and increasing price spread",
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