SGL Carbon Archives | Market Krystal

SGL Carbon sells former Moses Lake carbon fiber plant to Refactor Moses Lake

admin — Fri, 23 Oct 2026 00:00:00 +0000

SGL Carbon, through its subsidiary SGL Technologies LLC, agreed to sell and transfer SGL Carbon Fibers America LLC, which holds its former Moses Lake carbon fiber site, to U.S. investment firm Refactor Moses Lake LLC. The purchase price is USD 70 million, payable in installments of USD 45 million in 2026 and USD 25 million in 2027, and includes land, buildings, and equipment valued at about USD 24 million. The sale is expected to produce a disposal gain of about USD 46 million before transaction costs in the current fiscal year, with no change to the 2026 sales and earnings forecast.

Why it matters

Removes a discontinued U.S. carbon fiber production footprint from SGL's portfolio and transfers the idle Moses Lake site to a new owner, while adding USD 45 million to 2026 free cash flow.

Key facts

Companies	SGL Carbon, SGL Technologies LLC, SGL Carbon Fibers America LLC, Refactor Moses Lake LLC
Chemicals	carbon fiber
Investment	USD 70 million purchase price; USD 45 million payable in 2026 and USD 25 million in 2027; equipment and machinery valued at approximately USD 24 million; disposal gain of approximately USD 46 million before transaction costs
Location	Moses Lake, USA
Timing	2025-08 carbon fiber production discontinued at Moses Lake, 2026-10-23 agreement signed, 2026 first installment payment USD 45 million, 2027 second installment payment USD 25 million, 2026-09-30 preliminary quarterly financial statement valuation date
Partners	Refactor Moses Lake LLC

Market context

Carbon fiber is a lightweight, high-strength material made from carbonized precursor fibers, most often polyacrylonitrile. It is used to reinforce composites in aerospace structures, wind turbine blades, automotive parts, pressure vessels, and sporting goods, and it also serves industrial uses such as high-temperature insulation and graphite-based components. Demand is driven mainly by aerospace build rates, wind energy installations, and efforts to cut vehicle weight. Sales of carbon fiber depend heavily on a small group of large producers, and capacity decisions by those producers shape pricing across the industry. When a producer exits or sells a plant, the effect on supply depends on whether the site stays idle or returns to production under a new owner. Buyers and investors usually watch such transactions for signs of capacity changes, utilization trends, and shifts in pricing power among suppliers.

Source: official release on sglcarbon.com. Summary and context written by Market Krystal.

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SGL Carbon celebrates expanded high-purity graphite capacity at St. Marys site

admin — Tue, 13 Oct 2026 00:00:00 +0000

SGL Carbon has celebrated the expansion of its production capacity for high-purity graphite at its St. Marys site in the USA, following roughly USD 100 million invested in the site in recent years. The graphite is processed at St. Marys primarily for the U.S. market, serving semiconductor manufacturers and developers of small, modular next-generation nuclear reactors. Business leaders, government officials, and key customers attended the event, which included site tours of the facility.

Why it matters

Added high-purity graphite capacity at St. Marys strengthens U.S. domestic supply for semiconductor and advanced nuclear customers that require demanding specialty graphite grades.

Key facts

Companies	SGL Carbon, X-energy LLC, U.S. Department of Energy, Pennsylvania Department of Community and Economic Development
Chemicals	high-purity graphite
Capacity	Expansion of production capacity for high-purity graphite products at the St. Marys site (no figure given)
Investment	Around USD 100 million invested in the St. Marys site expansion in recent years
Location	St. Marys, USA
Timing	2026/10/13, Last week
Partners	X-energy LLC
End uses	semiconductor manufacturing, small, modular next-generation nuclear reactors

Market context

High-purity graphite is a carbon material with very low levels of metallic and other impurities, which makes it suitable for demanding high-temperature and chemically sensitive uses. In semiconductor manufacturing, it is used in crucibles, susceptors, and other furnace and processing components where contamination must be kept to a minimum. In nuclear energy, graphite serves as a moderator and structural material, and it is also a candidate for fuel-element and reactor-core components in advanced designs. Demand is therefore tied to chip fabrication investment and to the development of new reactor types. Because only a limited number of producers can supply grades that meet these specifications, added domestic capacity can shorten supply chains and reduce reliance on imports for buyers in the United States. Such expansions also tend to matter most when qualification of new grades is already underway, since customers typically prefer to keep approved suppliers stable.

Source: official release on sglcarbon.com. Summary and context written by Market Krystal.

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SGL Carbon raises 2026 earnings forecast after preliminary nine-month results

admin — Tue, 06 Oct 2026 00:00:00 +0000

SGL Carbon SE reports preliminary consolidated sales of about €595 million and adjusted EBITDApre of about €106 million for the first nine months of 2026, compared with €652.9 million and €108.6 million in the same period of 2025. The company raised its 2026 EBITDApre forecast to €130 to €140 million from €110 to €130 million and expects sales at the upper end of its €720 to 770 million range. Nine-month results are scheduled for publication on November 5, 2026.

Why it matters

The raised earnings outlook signals stronger profitability for SGL Carbon's carbon and graphite products, suggesting firmer margins and demand conditions for its automotive, energy storage and semiconductor customers.

Key facts

Companies	SGL Carbon SE
Timing	2026-10-06, 2026-11-05
End uses	Automotive, Aerospace, Energy Storage, Wind Energy, Compound Semiconductor and LED, Semiconductor, Process Technology
Chemicals	Graphite, Carbon fiber, Graphite electrodes

Market context

Carbon and graphite products such as graphite electrodes, specialty graphite, carbon fiber and composites serve as critical materials across heavy and high-tech industries. Graphite electrodes are consumed in electric arc furnace steelmaking, while specialty graphite and carbon-based components are used in semiconductor manufacturing, solar and LED production, and chemical process equipment. Carbon fiber and composite materials are valued for their strength-to-weight ratio in automotive lightweighting, wind turbine blades and aerospace structures. Energy storage applications, including battery anode materials and related graphite demand, have also become a growth area. Demand in these end markets tends to move with industrial production, vehicle and energy investment cycles, and the semiconductor build-out. Producers with diversified specialty portfolios can be less exposed to commodity swings in raw coke and pitch feedstocks, and changes in their output or pricing can influence supply tightness for niche grades used by competitors and downstream converters.

Source: official release on sglcarbon.com. Summary and context written by Market Krystal.

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