Philip Morris International Inc. announced it will host a live webcast of a fireside chat session with CEO Jacek Olczak at the 2025 Morgan Stanley Global Consumer & Retail Conference on December 2, at approximately 10:15 a.m. ET. An archived copy of the webcast will be available for six months post-event. The webcast can be accessed here, or on mobile devices by downloading PMI’s free Investor Relations Mobile App at www.pmi.com/irapp.
Category: Around the Industry
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Zimbabwe Opens $100M Tobacco Plant, Part of 2030’s $7B Goal
Zimbabwean President Emmerson Mnangagwa inaugurated a $100 million tobacco processing plant in Harare last week, developed by agribusiness firm Cut Rag Processors (CRP). The facility can process 3,000 tons of tobacco monthly into cut rag and produce up to 60,000 master cases of cigarettes, equivalent to 600 million sticks. The investment is intended to strengthen Zimbabwe’s limited processing capacity, as the country’s 10 cigarette manufacturers currently produce 4.4 billion cigarettes annually but process only 10–15% of local tobacco. The Tobacco Industry and Marketing Board (TIMB) aims to raise this rate to 30% through private investment to capture more value in the export-oriented sector.
The expansion supports the government’s target of generating $7 billion in tobacco sector revenues by 2030 under the Food Systems, Agriculture and Rural Transformation Strategy. Zimbabwe earned $1.4 billion from tobacco exports in 2024, with 94% from unprocessed leaf. Production continues to grow rapidly, with the 2025 harvest rising 53% to a record 354,000 tons, representing 92% growth since 2020. TIMB projects output could reach nearly 500,000 tons by 2030, but limited processing capacity remains a challenge.
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Tobacco Imagery in Movies Increases 10%: Report
The new report from the Truth Initiative found that more than half of 2024’s top films featured tobacco imagery, an increase of 10 percentage points from the previous year. The Tobacco in Films: 2024 report found that 51% of the top 152 box office films contained tobacco imagery, up from 41% in 2023, with a 43% surge in total tobacco incidents (2,858 in 2024 versus 1,989 in 2023). Among films rated appropriate for youth (G, PG, and PG-13), 34% included tobacco imagery.
According to the report, studios outside of the Motion Picture Association (MPA) were responsible for the majority of tobacco depictions, with companies such as Amazon, A24, and other independent distributors driving the surge. In 2024, non-MPA studios released 69 films featuring tobacco use, compared with eight movies from MPA member studios.
The report builds on Truth Initiative’s longstanding While You Were Streaming report series, which has led efforts to raise awareness and drive action on the impact of tobacco depictions on screens.
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Thailand Finding Rise of Narcotic-Laced Vapes
Thailand’s Department of Medical Sciences (DMS) warned that e-cigarettes are increasingly being laced with etomidate, a short-acting anesthetic that poses serious risks to the brain, respiratory system, and other vital organs. Tests conducted between October 2024 and June 2025 found etomidate in 56 of 83 e-cigarette and equipment samples. The Thai Food and Drug Administration (FDA) classified etomidate as a Special Controlled Drug before elevating it to a Schedule 2 Psychotropic Substance on July 27, to enforce stricter importation and usage rules. Despite this, the anesthetic has been detected in e-cigarettes produced in Asia and in smuggled e-liquids entering Thailand.
Reports indicate that etomidate is being mixed with or substituted for nicotine in modified e-cigarettes known as “Zombie Cigarettes” or “Pot K.” The DMS has developed a testing method to detect the substance, which will aid police in drug suppression efforts. Authorities have also found e-cigarettes laced with narcotics such as cocaine and fentanyl, raising concerns about increased fatality risks among users.
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NYC, Vape Companies Settle Flavor Dispute
New York City reached a settlement with two e-cigarette wholesalers accused of distributing flavored vapes in violation of the city’s ban, according to Law 360. Under the agreement, EnviroMD Group and GT Imports will stop pushing these products within the five boroughs, facing $1,000 fines for any future violations. The move comes as part of a broader crackdown by the NYC Law Department, which has filed lawsuits against multiple distributors for illegally supplying disposable flavored e-cigarettes.
This settlement is one piece of the city’s aggressive enforcement effort against flavored nicotine products. The administration has pursued both civil penalties and court orders to block sales and distribution, emphasizing its commitment to protecting youth from flavored vape devices.
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Tabacalera USA Announces Executive Changes
Tabacalera USA recently announced several key leadership moves across its retail and distribution businesses, as first reported by Halfwheel. Brad Winstead, former CEO of JR Cigar, has been named CEO of Casa de Montecristo and Santa Clara, Inc., replacing Sherri Sieminski, who, according to Halfwheel, is no longer with the company. Nicolas Maslowski, previously JR Cigar’s e-commerce COO, now serves as CEO of JR Cigar.
JR Cigar remains the company’s flagship retail brand, while Casa de Montecristo represents its higher-end physical store network, and Santa Clara, Inc. handles wholesale distribution to other retailers.
Javier Estades, Tabacalera USA’s president and CEO, said the changes reflect the “success and versatility of these leaders” and reaffirm the company’s focus on delivering premium products, innovative programs, and strong service across its retail and trade operations.
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NPR Article Explores the THR Debate
A new article by Gabrielle Emanuel and Arundathi Nair for NPR—titled Can Vaping Help Wean People Off Cigarettes? Anti-Smoking Advocates are Sharply Split—explores the debate over e-cigarettes, heated tobacco, and nicotine pouches as the WHO Tobacco Control Treaty meeting in Geneva concludes. The story examines the clash between advocates of harm reduction, who see these products as less harmful alternatives for smokers, and WHO and public health experts, who warn of risks to youth and non-smokers and accuse the industry of promoting nicotine addiction.
The article highlights perspectives from prominent figures like Dr. Derek Yach, founder of the Foundation for a Smoke-Free World, and Professor Mike Cummings, both supporting harm reduction strategies, alongside WHO officials who stress potential harms and the need for strict regulation. It also explores the historical context of tobacco industry tactics and the ongoing tensions between science, policy, and ideology.
“We ought to get the evidence and weigh it and debate it — and help guide the policies based on evidence, not on ideology,” Cummings concludes.
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Boutique Cigar Association to Dissolve
The Boutique Cigar Association (BCA) filed for dissolution November 19, with its volunteer board stepping back to focus on their own businesses. Founded in 2017, the BCA represented small cigar makers producing under 500,000 cigars annually and advocated on regulatory issues, including FDA regulations.
BCA founder Dr. Gaby Kafie emphasized the importance of industry unity and encouraged its supporters “to get behind the other industry trade associations: Cigar Association of America (CAA), Cigar Rights of America (CRA), and the Premium Cigar Association (PCA). “This is not an end. This is a new chapter, one built on unity, clarity, and shared purpose,” Kafie said.
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FDA Schedules TPSAC Review of ZYN Applications
The U.S. Food and Drug Administration announced a January 22, 2026, virtual meeting of the Tobacco Products Scientific Advisory Committee (TPSAC) to review modified risk tobacco product (MRTP) applications submitted by Swedish Match USA for 20 ZYN nicotine pouch products. These products—already authorized for sale through the PMTA pathway in January 2025—include flavors such as Cool Mint, Citrus, Coffee, Peppermint, and Wintergreen, each in 3 mg and 6 mg strengths. The company is seeking permission to market the pouches with the claim: “Using ZYN instead of cigarettes puts you at a lower risk of mouth cancer, heart disease, lung cancer, stroke, emphysema, and chronic bronchitis.”
Under federal law, MRTP applications must demonstrate that a product, as actually used by consumers, reduces individual health risks and benefits overall population health. TPSAC’s review will focus on scientific evidence regarding ZYN’s relative health risks, consumer comprehension of the proposed claim, and the potential public health impact of granting a modified risk order. The meeting will be held virtually, open to the public, captioned, and recorded.
Public comments may be submitted to Docket No. FDA-2025-N-0835 through January 21, 2026, with comments received by January 7 provided directly to TPSAC. The FDA is also inviting individuals to request oral presentation slots during the meeting’s public comment period. Redacted MRTP application materials are available on the FDA’s website, and the agency will consider all public input and TPSAC recommendations before issuing a final decision.
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AIR Launches ‘Crown Switch’ in Germany
AIR Limited announced today (November 20) that its flagship Al Fakher brand has officially moved into the portable vape category with the launch of its Crown Switch device in Germany. Sold online via shisha-world.com, “Crown Switch is Al Fakher’s first rechargeable pod-based vape system using disposable pods and designed without ceramics or heavy metals, differentiating it from traditional coil-and-wick devices.”
The product is powered by Greentank Technologies’ Quantum Vape platform and Coldstream cooling system, developed through a strategic partnership formed earlier this year. AIR says the technology delivers a colder, smoother, and more flavor-forward vapor experience aligned with Al Fakher’s hookah heritage.
CEO Stuart Brazier said the launch reflects Al Fakher’s push to modernize its portfolio as hookah use expands in Western markets. The company plans a broader international rollout of Crown Switch in the coming months and anticipates accelerating new product development into 2026.