GrafTech: The Situation Becomes Dire
Source: SeekingAlpha
2026-02-09 16:06:51 ET
In November, I concluded that tiny improvements came slowly in the case of GrafTech International ( EAF ). The company remains a speculative play on a recovery in the market for graphite electrodes, with only tiny incremental improvements reported. This came amidst stiff competition from Chinese and Indian competitors while battling high costs and a huge debt overhang....
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GrafTech: The Situation Becomes Dire
GrafTech International Ltd.
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