top news
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WSJ: Trump Ready to Fire Makary
While no official confirmation has been issued, sources indicated a growing consensus is that a leadership change at the FDA may be imminent.
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PMI Warns Middle East Conflict Will Spur Illicit Trade in Asia
PMI estimates governments in the ASEAN region are already losing around $4 billion annually in cigarette excise revenue, with an additional $2 billion lost from illegal vaping products.
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Capital Group Acquires 5.61% Stake in KT&G, Shares Top $122
It comes amid sustained foreign buying momentum, with investors purchasing 800,000 shares worth $96.6 million over 19 consecutive trading sessions.
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JTI Reports Revenue Up 15%
The company maintained its full-year outlook, forecasting revenue of $23.7 billion and operating profit of $5.9 billion.
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Imperial Offers Guidance to Retailers Over UK Law
Imperial said further government guidance and a detailed implementation roadmap will be critical in helping retailers understand compliance requirements.
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NSW Ups Penalties for Landlords With Tenants Selling Illicit Products
Under the new law, offenders face up to 12 months’ imprisonment and fines of up to $118,800.
Upcoming Events
ATNF 2026
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ATNF Talks Challenges in Communicating Tobacco Harm Reduction
Public health experts, physicians, and industry representatives to examine why reduced-risk messaging is failing to reach adult smokers.
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Farrelly, Industry Experts Debate Ways to Improve PMTA Pathway
The discussion focused on the disconnect between the framework and real-world market dynamics, with panelists agreeing the current system needs to improve.
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ATNF Panel Focuses on Harm Reduction for Adult Smokers
The discussion challenged prevailing narratives in public health, particularly the strong emphasis on eliminating all nicotine use and the skepticism toward dual use.
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FDA, Industry Leaders Explore Product Standards at ATNF
The discussion centered on whether clearer product standards could reduce uncertainty in the PMTA process, shorten timelines, and create more predictable pathways.
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ATNF Explores Shifting Dialogue in Tobacco Harm Reduction
The panel focused on the evolving relationship between public health and the industry, noting a gradual shift from outright exclusion toward cautious engagement.
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ATNF Panel Examines State-Level Policy Challenges for Harm Reduction
Speakers noted that policymakers are often making decisions without a clear grasp of existing frameworks, definitions, or scientific standards.
Global Regulation
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WSJ: Trump Ready to Fire Makary
While no official confirmation has been issued, sources indicated a growing consensus is that a leadership change at the FDA may be imminent.
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NSW Ups Penalties for Landlords With Tenants Selling Illicit Products
Under the new law, offenders face up to 12 months’ imprisonment and fines of up to $118,800.
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Vapes Thriving in Hong Kong Despite Ban
Reporters were able to purchase vapes through social media channels, with sellers offering home delivery and little concern about enforcement.
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Argentina Lifts Alternative Product Ban, Imposes New Regs
The new rules replace a previously prohibitive regime and aim to bring a largely informal market under formal oversight.
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FDA Authorizes Four New ENDS Products
The U.S. Food and Drug Administration has authorized four Glas electronic nicotine delivery system products through the PMTA pathway, including Classic Menthol, Fresh Menthol, Gold, and Sapphire pods containing 5%…
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Tennessee Amends Penalties for Underage Tobacco Use
The law allows courts to impose a range of measures, including up to 50 hours of community service and a $50 fine.
Agriculture & Sustainability
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Zimbabwe Suspends Tobacco Buyer Over Pricing Concerns
TIMB said it had identified concerning pricing patterns that could distort competition and harm grower viability.
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Pakistani Tobacco Growers Want FBR Raids Stopped
Growers alleged harassment during enforcement actions and demanded the withdrawal of law enforcement personnel from tobacco processing units.
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CORESTA Hosting Tobacco Plant Breeding Webinar June 24
The session will explain how new varieties are tested in the field, including how trial design changes depending on the type of tobacco and stage of development.
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Malawi Tobacco Market Rocked by Widespread Rejections
Officials say excess production has forced buyers to tighten purchasing volumes and quality standards, leaving many farmers unable to sell their crop.
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Philippines’ NTA Addressing Tobacco Market Pressures
Officials highlighted a sharp drop in leaf prices—from over $1.60 per kilo to around $1.20—along with rising production costs and delayed support funding.
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Malawi Faces Oversupply as Tobacco Season Opens
Major buyers, including JTI Leaf, Alliance One, and Limbe Leaf, are collectively targeting volumes well below expected output.
Science & Innovation
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FDA Expands AI Capabilities to Improve Efficiency
The FDA said the enhanced AI infrastructure is designed to improve efficiency and support faster decision-making.
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The Conglomerate Cigar Brands Are Losing Inside ChatGPT — and the Retailer Channel Is the Reason Why
Cigar Aficionado’s 2025 Cigar Insider Retailer Survey told the same story Cigar Insider has told every year for the last decade. Padrón at #1, Arturo Fuente at #2, Drew Estate…
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Report: Misconceptions Hurting Alternative Nicotine Products
The disconnect suggests that public understanding may be shaped more by media framing and social discourse than by underlying usage data.
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PMI Announces FDA Reauthorization of IQOS as MRTP
The agency reaffirmed that available scientific evidence supports a measurable and substantial reduction in harm compared to combustible cigarettes.
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FDA Releases Wave 8 PATH Study Data
The PATH Study is a household-based, nationally representative, longitudinal study of adults and youth (12-17 years old) in the United States.
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Researchers Map Final Steps of Nicotine Biosynthesis
Researchers uncovered a five-enzyme “dynamic metabolon” that coordinates the final assembly, stabilization, and transport of nicotine inside plant cells.
Business & Finance
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PMI Warns Middle East Conflict Will Spur Illicit Trade in Asia
PMI estimates governments in the ASEAN region are already losing around $4 billion annually in cigarette excise revenue, with an additional $2 billion lost from illegal vaping products.
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Capital Group Acquires 5.61% Stake in KT&G, Shares Top $122
It comes amid sustained foreign buying momentum, with investors purchasing 800,000 shares worth $96.6 million over 19 consecutive trading sessions.
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JTI Reports Revenue Up 15%
The company maintained its full-year outlook, forecasting revenue of $23.7 billion and operating profit of $5.9 billion.
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KT&G Reports 27% Increase in Q1 2026
The company’s global combustible cigarette business saw strong performance, with shipment volumes increasing 15% and operating profit rising 56.1%.
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Turning Point Sales Up 16.8% in Q1 2026
The company said it is investing heavily to capture growth in the evolving nicotine category, particularly in nicotine pouches.
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Villiger Announces Schüpbach as New CEO
Schüpbach brings experience from leadership roles at Schleuniger Group and Regent Lighting, as well as earlier positions at Bystronic and ABB.
Around the Industry
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Imperial Offers Guidance to Retailers Over UK Law
Imperial said further government guidance and a detailed implementation roadmap will be critical in helping retailers understand compliance requirements.
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Dr. Iqbal Lambat, Star Agritech CEO, Passes
Lambat built Star Agritech into a significant player in tobacco leaf sourcing and export, expanding operations across Africa and other key growing regions.
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PMI Calls for Lower Cigarette Taxes in Meeting With Australian Govt
The company told lawmakers that narrowing the price gap between legal and illegal products could help shift consumers back into regulated channels.
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Belgian Health Minister Calls Tobacco Industry ‘Criminal’
He said a court decision forced the government to reverse its ban on cigarette sales in supermarkets, undermining part of its strategy to reduce tobacco accessibility.
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Court Upholds ATF’s Action on Calif. Tribe’s Cigarette Sales
The decision affirms the application of state-level tobacco regulations to certain intertribal sales conducted remotely.
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PMI Talks Illicit Trade, Tobacco Reforms in Pakistan
The delegation highlighted that an estimated 45–47 billion untaxed cigarettes are sold annually, contributing to revenue losses of around $1.3 billion.
Thought Leaders
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The Conglomerate Cigar Brands Are Losing Inside ChatGPT — and the Retailer Channel Is the Reason Why
Cigar Aficionado’s 2025 Cigar Insider Retailer Survey told the same story Cigar Insider has told every year for the last decade. Padrón at #1, Arturo Fuente at #2, Drew Estate…
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The FDA’s evolving approach to youth-risk mitigation
Lilian Ortega explains the latest developments from regulators across pouches and ENDS and the latest enforcement of rules in the United States.
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The Arithmetic of Harm
Why the World Cannot Afford America’s Regulatory Model By Dr. J. Preston Campbell, Cancer Researcher, Harm Reduction Scientist Heavy lifetime smoking kills approximately half of long-term users. That is not…
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The Butt Stops Here
Because filters are small, lightweight, and routinely discarded in public spaces, they are disproportionately represented in stormwater runoff and shoreline debris counts despite their size.
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Rethinking Nicotine Regulation
How harm reduction, illicit markets, and regulatory gridlock are reshaping the future of nicotine policy in the United States.
