3 days ago
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MarketBeat
Wed, February 18, 2026 astatine 9:50 AM CST 8 min read
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Trade measures successful Europe (EU safeguards targeting a 25% import reduction) and U.S. antidumping/countervailing duties connected ferrosilicon are reshaping proviso dynamics, and absorption said these actions underpin an expected rebound driven by ferroalloys measurement growth.
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Operational and strategical moves: Ferroglobe converted 3 furnaces from silicon metallic to ferrosilicon (Beverly, Sabón, Laudun), signed a 10‑year French vigor statement to alteration year‑round accumulation flexibility, and accrued its Coreshell concern to $10 cardinal to enactment silicon‑rich EV artillery anode development.
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Financials and 2026 outlook: Q4 shipments roseate 13% (165k tons) and gross was $329M, but adjusted EBITDA fell to $15M (full‑year $28M vs $154M successful 2024); the institution generated $51M of operating currency and forecasts 2026 gross of $1.5–$1.7B portion raising the dividend to $0.015/share and maintaining buybacks.
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Ferroglobe (NASDAQ:GSM) executives said the institution made “important strategical progress” successful 2025 contempt anemic demand, tariff uncertainty, delayed commercialized measures, and what absorption described arsenic elevated levels of predatory imports. On the company’s fourth-quarter and full-year 2025 net call, Chief Executive Officer Marco Levi and Chief Financial Officer Beatriz García-Cos highlighted caller commercialized actions successful Europe and the U.S., operational changes to displacement accumulation toward stronger markets, and a 2026 outlook that anticipates a rebound driven chiefly by ferroalloys measurement growth.
Levi said the European Commission voted to instrumentality safeguards for the ferroalloy manufacture that people a 25% simplification successful imports versus a baseline of mean imports by state and merchandise from 2022 done 2024. He cited mean yearly imports of astir 450,000 tons for ferrosilicon and astir 900,000 tons for manganese-based alloys during that period, framing the safeguards arsenic an accidental for home producers to regain stock and amended supply-chain information for “critical and strategical materials.”
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In the U.S., Levi said the International Trade Commission ruled successful favour of antidumping and countervailing duties connected ferrosilicon imports from Brazil, Kazakhstan, and Malaysia, pursuing a akin ruling against Russia successful 2024. He besides noted the U.S. silicon metallic lawsuit was delayed owed to a authorities shutdown, but the preliminary September determination indicated combined antidumping and countervailing duties ranging from 21% for Norway to 334% for Laos. Levi said the institution expected a last determination connected Angola, Laos, and Thailand “later today,” with Australia and Norway anticipated successful June.
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