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GrafTech International Ltd.
Video analysis: EAF
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News: EAF
GrafTech and Antora Energy Partner to Power American Industry with Carbon
ST. MARYS, Pa.--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) (“GrafTech”) and Antora Energy (“Antora”) today announced a strategic collaboration to develop and supply carbon-based materials for Antora's thermal batteries, strengthening the domestic manufacturing base for American energy technology. Antora's thermal batteries store energy using carbon—the same material that has been produced in St. Marys, Pennsylvania for generations. Together, Antora and GrafTech will develop carbon.
GrafTech Announces Graphite Electrode Price Increase
BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) today announced that it has informed customers of a minimum increase of 30% in graphite electrode prices, effective immediately for all open commercial negotiations. The price increase builds on the pricing action announced by GrafTech in March 2026 and reflects the continued need to restore our graphite electrode pricing to sustainable levels that support ongoing investment in production capabilities and reliable.
GrafTech: A Call Option With A Catalyst
GrafTech International is a deep-value turnaround play, currently trading at distressed levels despite robust underlying asset value and strategic insider accumulation. EAF's aggressive cost reductions, Monterrey facility closure, and $253M liquidity with no debt maturities until 2029 position it for cyclical recovery upside. Major competitors Graphite India and HEG have acquired nearly 20% combined in EAF, signaling confidence in EAF's undervalued assets and potential for industry consolidation.
Nextpower Releases Fiscal Year 2026 Sustainability Report, Highlights SBTi Validation and 12% Reduction in Scope 3 Emissions Intensity
[url="]Nextpower[/url]⢠(Nasdaq: NXT), a leading provider of clean power technology solutions, today published its fiscal year 2026 Sustainability Report, hig
GrafTech Announces Planned Closure of Monterrey Graphite Electrode Facility
BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) today announced its decision to permanently close its graphite electrode manufacturing facility in Monterrey, Mexico. The Company plans to wind down operations at the Monterrey facility in phases, with production expected to conclude early in the second quarter of 2027. The planned closure is intended to better align the Company's manufacturing capacity with current market conditions. The Company expects the planne.
GrafTech International: Positioned For Electrode Price Recovery
Graphite electrode prices are expected to increase from their current lows in the near future. Price increases will be driven by a higher share of steel production from electric arc furnaces and higher US and EU steel production due to tariffs. GrafTech's vertically integrated Seadrift needle coke facility, cost reduction initiatives, and operating leverage position the company to benefit disproportionately from a recovery in electrode prices.
GrafTech International Ltd. (EAF) Q2 2026 Earnings Call Transcript
GrafTech International Ltd. (EAF) Q2 2026 Earnings Call Transcript
GrafTech International Q2 Earnings Call Highlights
GrafTech International NYSE: EAF reported higher graphite electrode sales volumes and improved manufacturing utilization in the second quarter of 2026, while lower realized pricing continued to weigh on sales and earnings.
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