GrafTech International Ltd. Stock Price

GrafTech’s graphite electrodes sit in the path of cleaner steelmaking, and tougher rules plus new steel technologies could shrink demand and squeeze costs. At the same time, a shift toward electric-arc furnaces, protected home markets, and tighter control over key materials could help the business hold up better than bears expect.Read more

GrafTech looks set to benefit if steelmakers in the U.S. and Europe ramp up cleaner production, pushing up demand for the graphite parts they need and improving the company’s pricing power. But cheap overseas supply, reliance on a few big customers, and the risk of new technologies using fewer of these products could still derail the turnaround.Read more

GrafTech sits in the middle of a cleaner, more electricity-based way of making steel, and that shift could lift demand and pricing for the graphite parts its customers need to run their furnaces. But cheap overseas supply, heavy reliance on the U.S. market, and uncertain raw material costs could keep profits unstable even if the long-term trend looks favorable.Read more