Ferroglobe PLC Q4 2025 Earnings Call Summary

Performance in 2025 was constrained by muted demand and predatory imports, particularly from China and Angola, which doubled and quadrupled respectively in the European silicon metal market. Management secured critical trade safeguards in the EU and anti-dumping duties in the U.S., which are expected to reduce import volumes and restore domestic market share. Operational flexibility was enhanced by converting three furnaces from silicon metal to ferrosilicon to capitalize on better economics and trade ...