Past Shortages and Current Trends

The 2020 pandemic left a significant mark on consumer behavior, particularly in the toilet paper market. As lockdowns were enforced, a surge in purchasing led to a staggering 102% increase in toilet paper sales compared to the previous year. This resulted in widespread shortages, making toilet paper one of the most sought-after products during the crisis.

Current Supply Chain Warnings

Currently, Suzano SA, the world’s largest pulp exporter, has indicated potential challenges ahead for the toilet paper supply chain due to newly imposed U.S. tariffs. While store shelves remain adequately stocked for now, the company warns that disruptions may lead to future shortages.

Impact of Tariffs on Pulp Imports

As reported by Bloomberg, Suzano SA experienced a notable 20% decline in shipments to the U.S. in April. This issue arises from tariffs on Brazilian imports, which are set at a minimum of 10%. Additionally, steel imports from Brazil are subject to a steep 25% tariff.

According to CEO João Alberto de Abreu, the tariff costs are likely to be passed on to U.S. consumers, making toilet paper purchases more expensive in the near future. The situation echoes the pandemic’s impact, where supply chain disruptions had previously caused global shortages.

Looking Ahead

Though the immediate availability of toilet paper has not been adversely affected, industry experts remain vigilant. Should the tariffs persist, consumers may once again find themselves facing increased prices and potential shortages.