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

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.

Key facts

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.