Weekly Recap: Monterrey plant phaseout and 2026–27 volume/pricing outlook
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GrafTech International Ltd. (NYSE:EAF) will phase out its Monterrey electrode plant by early Q2 2027, consolidating output at Calais and Pamplona while forecasting 5–10% y/y ex-China volume growth in 2026, stronger pricing into 2027 and $35M capex, and is hosting its Q3 2026 call live on TradingView’s website.
Previous Week Recap
- GrafTech International Ltd. Consolidates Electrode Capacity: GrafTech (EAF) will phase out its Monterrey graphite electrode plant by early Q2 2027, shifting production to Calais and Pamplona and consolidating global electrode capacity. 3 источника
- GrafTech Forecasts Growth, Pricing, Capex: GrafTech (EAF) forecasts 5–10% y/y electrode volume growth ex-China in 2026, mid-single-digit higher pricing in Q4 2026 vs Q3, materially higher pricing in 2027, and $35M capex in 2026. BusinessWire
- GrafTech Q3 2026 Earnings Call Live: GrafTech International (EAF) Q3 2026 earnings call is live on TradingView's website; mobile app doesn't support live broadcasts, so use the site to follow the call in real time. TradingView
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