If you prefer watching to reading, here is my video analysis (article continues below):
Company overview
GrafTech (EAF) is a provider of high-power graphite electrodes for the growing EAF's (electric arc furnace) steel market. The company is an integrated producer as it owns Seadrift Coke L.P, that produces 75% of the petroleum needle coke EAF needs to produce graphite electrodes.
Source: GrafTech
It is important to note that the company almost went bust in 2015, when Brookfield acquired it for $1.25 billion. Graphite electrode prices were around $2,600 per ton in 2016 while