Strategic partnerships Leverage ongoing collaboration with BMW Group, X-Energy, and academic institutions to position SGL Carbon as a preferred supplier for advanced carbon materials in automotive, energy, and semiconductor ecosystems.

Energy transition Capitalize on demand from climate-friendly mobility, energy storage, fuel cells, and solar/wind sectors by highlighting scalable graphite, carbon fiber, and composite solutions tailored to low-emission technologies.

Semiconductor focus Emphasize European semiconductor manufacturing collaborations and new coating/CVD capabilities to win contracts related to graphite coatings, thermal management, and specialty graphite components.

Restructuring opportunities Identify potential sales upside from the announced restructuring, including opportunities to supply cost-competitive carbon fibers and related materials to replace higher-cost incumbents and support plant closures.

Global footprint Position SGL Carbon’s multi-continental presence across Europe, North America, and Asia as a service advantage for global customers seeking consistent supply of graphite, carbon fibers, and composites with regionalized support.