EAF GrafTech International Ltd.

$EAF there is always going to be some sellers at levels on the way up. It’s a small cap stock so when they do it will fluctuate. But electrode business is starting to look very different very quickly. Prices going up. With the reduction in costs and guaranteed higher pricing as well as raw materials from seadrift this looks certain to go from losses to profitable in the next year. Every quarter will look better in 2027.

$EAF Electrode prices will sky rocket with capacity taken out the market. Graftech are not alone in reducing capacity. Further Tariffs come out next week. Profitability will be back and those nasty earnings losses will be in the distant pass next year. This stock could go crazy. And yes the chart is looking good for take off.

$EAF Anti-Dumping preliminary rates on Indian manufacturers- GIL-12.22%, HEG-4.97%, All other 6.95%

$EAF crazy low anti dumping duty on Indian electrodes. 6% and 12% won’t even hardly affect the Indians. Even with the small CVD and standard 10% it’s barely enough unless they also raise prices which they seem to be doing.