Four Fifths of Your Dissolving Pulp Just Got a Rate
Commerce closed out the high purity dissolving pulp cases on Friday: 6.51% on Norway, 6.40% plus 9.37% on Brazil. Those two origins are 79.5% of the customs line by value, and one of the three rates has been collecting nothing since July 23. Also on the file: the Chinese electrode exporter that bought itself two more months of its own 95.61% deposit, and Chemours pushing back the day India starts paying.
Five new rate numbers landed on chemical customs lines in two Federal Register issues this weekend. Two of them are money at the border this morning.
One is a percentage with nothing behind it, and it stopped collecting back in July.
The last two price shipments that cleared a year ago. A published percentage and a cash deposit are different objects, and this week they came apart on four different products.
Two Determinations, One of Them Collecting
Commerce closed out the high purity dissolving pulp investigations on Friday, three final determinations in one issue.
Norway first: Borregaard AS at 6.51%, which is also the all-others rate because Borregaard was the only respondent individually examined and its margin was neither zero nor built on facts available. That one is live, with CBP instructed to continue suspending liquidation and collecting.
Brazil got two. The dumping margin on Bracell came out at 6.50%, a 6.40% cash deposit after subsidy offsets, and the countervailing side landed at 9.37%.
Here's the catch on that 9.37%. Commerce's own continuation language says it told CBP "to discontinue the suspension of liquidation of all entries of HPDP entered or withdrawn from warehouse on or after July 23, 2026, the first day provisional measures were no longer in effect."
So Brazilian pulp has been entering countervailing-duty-free for nearly three months, and the rate set on Friday reinstates nothing by itself. It comes back only if the ITC votes material injury, at which point Commerce issues the order and the suspension restarts under section 706(a).
The ITC has 45 days from Friday, which puts the vote around November 30.
The scope is written at 90% alpha cellulose or higher, 90% brightness or higher by ISO 2470-1:2016, with anything under 455 mL/g intrinsic viscosity excluded. That is acetate and ether grade.
And the two origins Commerce just dutied are 79.5% of HS 4702 by value, with the next origin down carrying no case at all (chart below).
The rest of this brief is for subscribers.
The capacity math, the trade-flow read, and what it means for the products you buy.
$50 a month, or $400 a year.
Already a subscriber? Sign in