EAF
GrafTech International Ltd.

GrafTech International Ltd.EAF

Industrials · Electrical Equipment & Parts
0.00USD
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Sep 21, 2026
EAF overview ready
GrafTech is a vertically integrated producer of ultra-high-power graphite electrodes and petroleum needle coke.
Narrative not measured
Steel Decarbonization and Electric Arc Furnace ConversionElectric Arc Furnace Consumables and Process InputsBottleneck supplier
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of reclaim attempt.
Valuation not measured
Fundamentals not measured
Primary risk
Steel industry demand volatility.
Price action Sep 21Research Sep 21

Conviction Level

Theme Heat has no canonical measurement for this company — a research-profile dimension, not an input to this score.

NarrativeHeat—ThemeHeat—PriceAction8.9Valuation—CompanyPosition7.3
Price
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Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of reclaim attempt.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Avg Volume (60D)
435.9K
60 sessions
Distance from 200DMA
-0.8%

Fundamentals & Valuation

No valuation has been published for this company yet.

Company Research

Thesis
GrafTech is a vertically integrated producer of ultra-high-power graphite electrodes and petroleum needle coke. Its electrodes conduct electricity into electric arc furnaces and are consumable inputs in EAF steel production.
Opportunity
Moderate opportunity
The conversion and expansion of scrap- and DRI-based electric-arc-furnace steelmaking creates recurring demand for specialized consumables and process inputs required to operate EAF melt shops.
Key risk
Steel industry demand volatility.

Narrative & Theme

Steel Decarbonization and Electric Arc Furnace Conversion
Part of Electric Arc Furnace Consumables and Process Inputs, with strong fit.
GrafTech has direct, recurring exposure to EAF steel output because graphite electrodes are indispensable consumables in the melting process.
Narrative HeatUnavailable
Theme HeatUnavailable

Business & Markets

Industrials · Electrical Equipment & Parts
What they do

GrafTech International Ltd. manufactures graphite electrode products and petroleum needle coke worldwide, serving steel and metal producers through direct and indirect sales channels.

How it earns

Transactional sales of graphite electrodes and petroleum needle coke products to industrial metal producers.

Products & services
Graphite electrode products
Petroleum needle coke products
Customers & end markets
Steel producers
Ferrous metal producers
Non-ferrous metal producers
Market position

A specialized supplier in the graphite electrode market serving industrial metal producers.

Demand drivers
High cyclicality

Demand is closely tied to the cyclical steel and metal production industries.