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Public post
Nikhil Singh
Sep 2026 • linkedin
Post excerpt
When you understand a business from first principles, the stock price starts making a lot more sense. I’ve written about graphite electrodes and the EAF transition multiple times over the last 1.5 years. HEG was one of the companies I had been tracking in this space for a long time. The thesis was fairly simple. Graphite electrodes are a critical input for steel produced through Electric Arc Furnaces (EAFs), which use electricity to melt scrap steel. The transition towards greener steel production should increase …
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