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Pooran's avatar

To produce calcined needle coke for electrodes, you need sweetened crude which is from countries like USA/Russia, thus expanding the Geopolitics angle...

Kashish Kapoor's avatar

Ahhh... we didn't think about it!

Thanks Pooran.

Kurian's avatar

Hey zerodha, Electricity doesn't jump, it breaks the insulation of surrounding air, that is the first arc, this arc is sustained by melting of the tip of electrode which becomes ions, and forms the plasma. Also it isn't the high current that causes arc, it is the high voltage that is the potential difference between the scarp metal and the graphite electrode in volts.

Kashish Kapoor's avatar

Thank you for these fantastic insights. This really help us understand what's happening in EAFs.

Somnath Golui's avatar

What about a story on mudra loans

Kashish Kapoor's avatar

What about them? We don't get it.

Somnath Golui's avatar

I mean, how mudra loans are effecting Indian economy. Over the years how business benefited from mudra loans or business loans for that matter.

Ways one can finance his/her business in India.

Gulam Soni's avatar

Very Good brief👍 on Electrodes,But china is a still player & capacity utilisation of Steel Manufacturers in US & Europe are no where near the 2019 peak but china's Devolution policy & capacity utilisation with lead time of order book for Heg & Graphite are key metrics to track