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  • EU TPD Panel: Coherence or Patchwork

    EU TPD Panel: Coherence or Patchwork

    At the Global Tobacco and Nicotine Forum (GTNF) in Brussels, industry and policy experts debated whether the EU Tobacco Products Directive (TPD) will promote coherence or wlll result in a regulatory patchwork across member states. The session featured Michiel Reerink of Alliance One International, Nathalie Darge of Tobacco Europe, and environmental risk analyst David Zaruk (“The Risk Monger”).

    Reerink noted that the EU’s regulatory approach has often leaned toward prohibition, arguing that “the EU’s solution was to ban the product.” He said the first TPD brought together older directives but created optional provisions that evolved into regulatory barriers. He emphasized that consistent, science-based regulation would benefit all stakeholders.

    Darge highlighted structural challenges within the European Commission’s previous consulants, citing a lack of neutrality and potential conflicts of interest. She outlined the expected timeline for the next revision, TPD3, with an initial report and proposal anticipated before 2029, followed by member state consultations and a final version possibly by 2030. Darge stressed that policymakers want a stronger voice in shaping the outcome.

    Zaruk warned that the EU’s growing use of the “precautionary principle” as a risk-management tool risks stifling innovation and redefining the very scope of tobacco regulation — “the EU is defining nicotine as tobacco now,” he said. He also criticized the inconsistency of political leadership, arguing that motivated commissioners can drive major policy shifts, while others avoid engagement.

    Panelists agreed that while political volatility, tax pressures, and public sentiment make tobacco an easy target for revenue generation, meaningful progress depends on coherent, evidence-based regulation that balances health goals with economic and consumer realities.

    The GTNF is the world’s leading annual conference discussing the future of the tobacco and nicotine industries. It is the global exchange for views and ideas between public health experts, government representatives, the industry, and investors.

  • BAT’s Wheaton Calls for Policymakers to Embrace Harm Reduction at GTNF Opening

    BAT’s Wheaton Calls for Policymakers to Embrace Harm Reduction at GTNF Opening

    Brussels, October 6, 2025 — Kingsley Wheaton, Chief Corporate Officer of BAT, opened the Global Tobacco and Nicotine Forum (GTNF) with a call for policymakers to embrace harm reduction and real-world evidence as the basis for future regulation.

    “Right now, we stand at a crossroads,” Wheaton said. “One where the choices we make — as individuals, as companies, and as an industry — will shape the future of public health, policy, and perception.”

    Speaking under the GTNF’s theme, “Real World Evidence: The Race to Reduce Harm,” Wheaton argued that Sweden’s near smoke-free status demonstrates the effectiveness of tobacco harm reduction. He credited awareness campaigns, consumer access to smokeless products, and progressive regulation for driving smoking rates to among Europe’s lowest.

    “Sweden is on the verge of achieving something extraordinary: a smoking rate of just 5.3%—less than a quarter of the EU average,” he said. “This isn’t just a number. It’s a public health milestone. And it’s a powerful validation of a strategy that many dismissed: harm reduction.

    “Despite decades of global anti-smoking campaigns, 1 billion people still smoke. At BAT, we believe quitting is the best choice any smoker can make. But for those who won’t quit, offering scientifically substantiated, reduced-risk alternatives is essential. Sweden proves this approach works.”

    In his remarks, Wheaton touted the success of BAT’s Omni program, the company’s global platform and manifesto for tobacco harm reduction launched in 2024. He said Omni is both a movement and a communications framework through which BAT promotes its vision of a “Smokeless World,” aiming to make smokeless products mainstream and push for regulatory environments that support harm reduction.

    “With Omni, we’re launching a platform for science, dialogue, and collaboration to accelerate progress toward a smokeless world,” Wheaton said. “This transformation took belief—belief that we could be part of the solution. And today, I’m proud to say: we were right to believe in it.

    Wheaton also criticized prohibitionist policies, pointing to Australia’s illicit market as evidence of unintended consequences when safer alternatives are restricted. He urged EU policymakers to adopt proportionate, risk-based regulation that recognizes harm reduction as part of tobacco control.

    “How can policymakers not see what’s right in front of their eyes?” Wheaton said. “When safer alternatives are blocked, the void is filled by danger, not progress. It’s time to rethink, recalibrate, and reclaim the narrative. So perhaps it’s time to ask: What if the most effective way to end smoking isn’t to fight nicotine, but to reimagine it? What if the companies that once sold cigarettes can now lead the charge to make them obsolete?

    “The WHO continues to ignore and sideline harm reduction, clinging to outdated dogma while real-world evidence piles up. This is not just intransigence, it’s negligence. It’s time for policymakers to stop pretending this evidence doesn’t exist. Seventy percent of policy experts still believe nicotine is the primary cause of smoking-related diseases, like cancer. That’s not just inaccurate, it’s dangerous. If we’re serious about closing the Tobacco Harm Reduction deficit, we must engage directly with regulators, health authorities, and policy experts to ensure that safer alternatives are not just available, but understood, accepted, and encouraged.”

    The GTNF is the world’s leading annual conference discussing the future of the tobacco and nicotine industries. It is the global exchange for views and ideas between public health experts, government representatives, the industry, and investors.

  • What Role Does the FCTC Play in Today’s Regulatory Environment?

    What Role Does the FCTC Play in Today’s Regulatory Environment?

    At the Global Tobacco and Nicotine Forum (GTNF) in Brussels, an expert panel explored the growing disconnect between the World Health Organization’s Framework Convention on Tobacco Control (FCTC) and real-world tobacco harm reduction (THR) progress. The session featured Dr. Derek Yach, global health advocate and former WHO executive; Peter Beckett, Co-Founder of Clearing the Air; Dr. Tikki Pang, a professor and former WHO Director of Research Policy and Cooperation; and Dr. Christopher Snowdon, Head of Lifestyle Economics at the Institute of Economic Affairs.

    Yach opened the discussion by criticizing the gap between FCTC policymaking and on-the-ground data. He noted that smoking rates are falling faster in countries embracing harm reduction — such as the U.S., U.K., Japan, South Korea, and New Zealand — than under traditional tobacco control strategies. “If it can happen in Pakistan, it can happen in all of Southeast Asia,” he said. “And if it happens in Southeast Asia, we could be seeing oral cancer in the rearview mirror.” Yach emphasized the need for collaborative public–private partnerships to ensure product safety and credibility, while urging policymakers to move beyond what he called the “distraction” of youth-related arguments that ignore the millions of adult smokers seeking alternatives.

    “It’s not that youth use isn’t important, but putting all the attention on kids doesn’t help for 50 years,” he said. “What about their parents? We could be adding years to their lives right now. [Anti-THR people] just use the youth as a way to divide the argument. We need to shift to the data and take the kid issue off the table.”

    Beckett took a blunt tone, arguing that the FCTC framework is obsolete, exclusive, and lacking transparency. He said the WHO’s current approach alienates the public and damages its credibility, calling the situation “chaotic,” which makes it easier for harm-reduction advocates to push back on. Beckett urged reform-minded countries — especially WHO funders — to “recognize the world as it is” and resist “bullying by overpaid foundations with an agenda,” and accused prohibitionist groups of crossing the line.

    “Ten years ago, they were disingenuous; now they’re straight-up lying,” he said. “I keep hearing the same damn thing. ‘We need to engage with science, we need to be nice to the other side.’ I’m calling bullshit on that. It doesn’t work. There is no amount of science that will do the job. If there was, they’d let me in the bloody room when they have these conversations. We have to recognize this and say enough, and call for a tearing down of the framework in its entirety, because it’s not salvageable.”

    Pang reiterated that many developing countries adopt WHO guidance without generating or analyzing their own data. “They take the easy way out,” he said, “because they lack the capacity to build evidence locally.” Pang pointed to emerging “pockets of positive thinking” among countries that are now re-evaluating WHO recommendations and embracing THR. He called for greater industry unity — across state-owned, multinational, and startup sectors — and stronger alignment with consumer voices. “Consumers are also voters,” he reminded the audience, “and together they can influence policy.”

    Snowdon warned of troubling developments within the WHO, citing “endgame” proposals that reject harm reduction as an industry “con.” He described this as a “quasi-religious mission to destroy all tobacco,” resistant to evidence and reason. Snowdon noted that while grassroots THR advocacy exists, it ironically remains underfunded and overshadowed by well-resourced opposition.

    “We are greatly out-financed. The industry can contribute, but then we get ostracized,” he said. “We have a genuine grassroots movement, but these people have lives to live. They can’t be doing it all the time. Meanwhile, the other side has unlimited resources. The media could be helpful, but they don’t want to risk it.”

    Across the panel, a consensus emerged: the WHO’s FCTC framework risks irrelevance unless it adapts to include harm reduction. Participants agreed that the future of global health policy must be driven by data, innovation, and collaboration rather than ideology.

    The GTNF is the world’s leading annual conference discussing the future of the tobacco and nicotine industries. It is the global exchange for views and ideas between public health experts, government representatives, the industry, and investors.

  • Illicit Cigarettes Still Increasing in Philippines

    Illicit Cigarettes Still Increasing in Philippines

    Illicit cigarettes in the Philippines are still on the rise, according to PhilStar. The latest market survey shows that illicit cigarettes can be bought for PHP3 to PHP4 ($0.05 to $0.06) per stick. The lowest priced legal brand is PHP7 per stick.

    One of every five cigarettes sold comes from an illegal source. Illicit cigarette trade was 7.4 percent of total volumes in 2021, and in 2025, illicit cigarette trade is at 20.9 percent. Smoking prevalence has also increased from 18.5 percent of adults in 2021 to 23.2 percent in 2025. Youth smoking has doubled from 2.3 percent to 4.8 percent.

    The Philippines Bureau of Internal Revenue estimates that the country loses at least PHP50 billion annually from smuggling and illegal manufacturing.

    Legal cigarette production dropped from 62.6 billion sticks in 2021 to 39.1 billion in 2025.

    According to PhilStar, illicit cigarettes contain harmful chemicals like cadmium, lead, and contaminants like insect parts and human waste. Counterfeit “tuklaw” cigarettes contain synthetic cannabinoids, which have led to severe health issues.

  • Philip Morris Voluntarily Delists from Pakistan Stock Exchange

    Philip Morris Voluntarily Delists from Pakistan Stock Exchange

    The Pakistan Stock Exchange (PSX) has accepted the voluntary delisting request from Philip Morris from its index, reports Dawn.

    Philip Morris is one of the leading tobacco companies operating in Pakistan. The company was voluntarily delisted under PSX Regulation 5.14 and Section 19(5) of the Securities Act, 2015. The delisting is effective Oct. 6.

    “The shareholders of the company, who may desire to avail the opportunity of buy back of shares by the sponsors, are advised to approach Topline Securities,” according to a press release. “The purchase agent and sponsor of the company have already submitted an undertaking to purchase the remaining shares held by the minority shareholders at a price of PKR1,300 ($4.58) per share, which is valid up to September 29, 2026.”

  • Six Manufacturers Appeal MDOs

    Six Manufacturers Appeal MDOs

    Six small manufacturers—American Vapor Company, Breeze Smoke, Elite Brothers, Lead by Sales (doing business as White Cloud Cigarettes), Vapermate, and Vertigo Vapor (doing business as Baton Vapor)—have filed appeals against the U.S. Food and Drug Administration’s marketing denial orders (MDOs), according to Vaping360.

    The companies all received MDOs between May 2024 and June 2025 and filed petitions for review in the Fifth Circuit within 30 days.

    While American Vapor Company is the only petitioner located within the Fifth Circuit’s jurisdiction, the other manufacturer’s recruited retail co-petitioners located within the jurisdiction, as allowed by the Supreme Court earlier this year. The Fifth Circuit has consolidated the cases as they are challenging on the same grounds and share the same attorneys.

    Azim Chowdhury and Eric Gotting of Keller and Heckman are representing the companies.

  • Survey: Most Policy Experts Misidentify Nicotine Risks

    Survey: Most Policy Experts Misidentify Nicotine Risks

    A new multi-market survey of policy experts across 15 different territories reveals that erroneous perceptions of nicotine health risks continue to persist, despite both the growing scientific consensus that nicotine is not a primary cause of smoking-related disease and the increased availability of smokeless alternatives to conventional cigarettes, according to BAT.

    The survey, commissioned by British American Tobacco (BAT) and released ahead of the start of this year’s GTNF in Brussels this week, reveals that seven in 10 policy experts continue to incorrectly believe nicotine is the main cause of smoking-related disease.

    In addition, the research—which interviewed three cohorts (Nicotine Users; Policy Experts; and Medical Professionals) in 2024 and 2025—also found that while half of medical professionals discussed smokeless alternatives to cigarettes weekly with their patients, only 21% feel well-informed enough to recommend them.

    Kingsley Wheaton, Chief Corporate Officer at BAT, said: “This survey shows that while change is possible, it’s not a given. We’re seeing green shoots of progress, especially where we’ve launched new product innovations and invested in clear, science-led communication. But the data also tells us we must go further and faster and equip those making decisions with the latest scientific evidence about smokeless products.

    “We remain committed to working with public health authorities, regulators and scientists to ensure accurate information reaches consumers.”

    Conducted by a third party on behalf of BAT, the research did show indications of improved perception of smokeless products, in particular vapor products among nicotine users.

  • PMI Announces $37M Upgrade to Wilson, N.C. Facility

    PMI Announces $37M Upgrade to Wilson, N.C. Facility

    Philip Morris International’s U.S. businesses today (October 2) announced a $37 million investment in its Wilson, North Carolina, manufacturing facility to expand operations and strengthen its production of smoke-free alternatives. The Wilson factory currently produces HEETS for IQOS 3.0, the only heated tobacco product authorized by the FDA as a modified risk tobacco product (MRTP) with reduced exposure claims. The new investment will add a production line for TEREA, the consumables for IQOS ILUMA, which is awaiting FDA authorization.

    “Our U.S. manufacturing footprint is critical to producing innovative smoke-free alternatives for adult consumers,” said Stacey Kennedy, CEO of PMI U.S. “We’re proud to increase our investment in Wilson and spur further economic growth in the area.”

    Ryan Simons, President of the Wilson Chamber of Commerce, welcomed the expansion, calling it a sign that Wilson is a place where global companies “can grow and thrive.”

    The Wilson facility employs more than 80 full-time staff and plays a key role in PMI U.S.’s strategy to replace cigarettes with smoke-free alternatives. The company has also announced major U.S. investments in Owensboro, Kentucky, and Aurora, Colorado, totaling more than $800 million and expected to create nearly 1,000 direct jobs.

  • EU Commissioner Accuses Tobacco Industry of Misleading Policymakers 

    EU Commissioner Accuses Tobacco Industry of Misleading Policymakers 

    EU Climate Commissioner Wopke Hoekstra accused the tobacco industry of recycling old tactics, comparing claims that vapes are less harmful than cigarettes to past efforts promoting “light” cigarettes.

    “They mislead policymakers about the risks of these new products, just as they did with light cigarettes in the past,” Hoekstra wrote on LinkedIn, saying that nicotine in alternative products also damages blood vessels, impairs vascular function, and stimulates tumor growth.

    His comments come as the European Commission prepares its first assessment of the health effects of new tobacco and nicotine products, with a focus on preventing youth uptake. Hoekstra has also pushed for higher taxation, backing the proposed Tobacco Excise Duty Own Resource (TEDOR), which could contribute €11.2 billion annually to the EU budget by taking 15% of member states’ tobacco tax revenues.

    However, the plan faces resistance as 14 countries, including Italy, Greece, and Sweden, have already voiced opposition.

  • Unifreight Africa Expands Fleet Ahead of 2026 Tobacco Season

    Unifreight Africa Expands Fleet Ahead of 2026 Tobacco Season

    Unifreight Africa, a leading transport and logistics company that specializes in agricultural products—especially tobacco—announced it is set to grow its cross-border fleet from Q4 2025 through Q1 2026 to meet anticipated demand during the upcoming tobacco season. The move follows Zimbabwe’s record-breaking 2025 tobacco crop of over 350 million kilograms, which generated $1.2 billion in revenue, according to the Tobacco Industry and Marketing Board (TIMB).

    Unifreight’s operational readiness, including its expanding 4PL division and partnerships with third-party operators, positions it to handle peak tobacco volumes while maintaining service continuity. The company also plans to leverage its capabilities for other sectors such as lithium, maize, and cross-border trade, ensuring diversified growth even if the tobacco season underperforms.