SLVM: Riverdale Mill conversion ends supply from machine no.16 by 3Q2026

Sylvamo Corporation disclosed that International Paper plans to convert paper machine no.

Rhea-AI Filing Summary

Sylvamo Corporation disclosed that International Paper plans to convert paper machine no. 16 at its Riverdale Mill to produce containerboard by third quarter of 2026. That machine currently supplies certain paper products that Sylvamo buys under a Supply and Offtake Agreement dated September 30, 2021. The conversion will cause the Riverdale Mill to cease supplying those Products, though the Supply Agreement has not been terminated. A press release dated August 21, 2025 is attached as Exhibit 99.1 and incorporated by reference.

Positive

• The Supply and Offtake Agreement dated September 30, 2021 remains in force
• Company disclosed the event publicly and attached the press release as Exhibit 99.1

Negative

• International Paper will cease supplying Products from machine no. 16
• Conversion to containerboard is scheduled by the third quarter of 2026, creating potential supply disruption

Insights

Supply Chain Analyst

Loss of a named supplier source by 3Q2026 creates a clear near‑term sourcing risk.

The Riverdale Mill conversion will stop deliveries from paper machine no. 16, which directly supplied products Sylvamo resells under a Supply and Offtake Agreement dated September 30, 2021. The filing states the agreement remains in effect but does not describe replacement supply, volumes, pricing, or transition logistics.

This change depends on the 3Q2026 conversion timeline and any contractual provisions in the Supply Agreement; monitor for amendments, substitute supply arrangements, and disclosed impacts on product availability between now and 3Q2026.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

What did Sylvamo (SLVM) disclose about the Riverdale Mill?

Sylvamo disclosed that International Paper will convert paper machine no. 16 at the Riverdale Mill to containerboard by 3Q2026, and that machine will stop supplying certain Products Sylvamo sells.

Is the Supply and Offtake Agreement between SLVM and International Paper terminated?

No. The filing states the Supply Agreement dated September 30, 2021 has not been terminated.

When was the related press release issued?

The press release was dated August 21, 2025 and is attached as Exhibit 99.1.

Does the filing state how Sylvamo will replace the lost supply?

No. The filing does not describe replacement supply sources, volumes, pricing changes, or logistical plans.

What is the effective timeline for the Riverdale Mill conversion?

The conversion is planned to be completed by the third quarter of 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/21/2025 - 09:23 AM Learn about SEC filing dates

Sylvamo Corp false 0001856485 0001856485 2025-08-21 2025-08-21

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d)

of The Securities Exchange Act of 1934

Date of Report (date of earliest event reported): August 21, 2025

SYLVAMO CORPORATION

(Exact name of registrant as specified in its charter)

Commission file number 001-40718

Delaware		86-2596371
(State or other jurisdiction of incorporation)		(I.R.S. Employer Identification No.)

6077 Primacy Parkway, Memphis, Tennessee		38119
(Address of Principal Executive Offices)		(Zip Code)

Registrant’s telephone number, including area code: (901) 519-8000

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, $1 per share par value		SLVM		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

The information in this Report, including the exhibit, is being furnished pursuant to Item 7.01 of Form 8-K and General Instruction B.2 thereunder. Such information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.

Item 7.01 Regulation FD Disclosure.

On August 21, 2025, Sylvamo Corporation (the “Company”) issued a press release relating to the announced plan of International Paper Company (“IP”) to convert paper machine no. 16 at its Riverdale Mill to the production of containerboard by the third quarter of 2026. The Riverdale Mill supplies from machine no. 16 certain products to the Company, which the Company sells to its customers (the “Products”). As a result of the conversion, the Riverdale Mill will cease supplying the Products. The Products are supplied pursuant to a Supply and Offtake Agreement, dated as of September 30, 2021 (the “Supply Agreement”), by and between IP and Sylvamo North America LLC, a wholly-owned subsidiary of the Company. The Supply Agreement has not been terminated. A copy of the press release is attached as Exhibit 99.1 and incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits.

Exhibit Number		Description
99.1		Press Release dated August 21, 2025
104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

2

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: August 21, 2025				Sylvamo Corporation
				By:		/s/ Matthew Barron
				Name:		Matthew Barron
				Title:		Senior Vice President and Chief Administrative and Legal Officer