GrafTech International Ltd. Stock Price

GrafTech makes a key material used in electric steelmaking, but tighter pollution rules and new “greener” ways to make steel could shrink demand and raise costs over time. At the same time, tariffs, better control of key raw materials, and rising electric steelmaking could help it hold up better than skeptics 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