@brittlerock Thanks. I found the video I linked above by looking for information on a different company in the space, G6 Materials. The video I posted earlier also was harsh with them for having changed their name, but that’s the company I’m watching for a breakthrough in the current obstacles.
I’m watching G6 Materials because the co-founders, a young husband and wife team, have strong backgrounds in the field, having each co-authored papers with Nobel winners.
The couple (Daniel Stolyarov and Elena Polyakova), know their stuff and believe in the potential, both for use cases and for finding a way around the current obstacles as only those deep in the science can.
G6 Materials is struggling as a company, with a share consolidation set for tomorrow. Not a great sign, and this isn’t a suggestion to invest. But if another company in the space were to acquire them and put these two in charge of R&D, I think, in time, they would figure out the issues that are currently keeping graphene applications from being able to scale. What G6 Materials has been able to do says to me that the breakthrough to that is close. You can follow their trajectory on their News page.
In 2021 G6 Materials acquired GX Technologies, which gave them access to work with the US Army Corp of Engineers and a project site in Mississippi. There’s more about the benefits of the acquisition here. So Fall of 2021 got them interviews at a number of conferences, and I’ve watched a couple. One with Daniel Stolyarov is here.
To your point, he talks about the difficulty of producing graphene at scale, with the biggest obstacle being the cost. And no doubt the cost issue is what you mentioned–it’s hard to extract from the graphite.
Daniel’s wife, Elena, appears to be the one who can envision the many, many potential commercial uses for graphene. They have an air purifier with a graphene filter on the retail market; and they have some other products more targeted for industrial use in their own store,
In any case, the graphene story appears to be currently snagged at cost-effective scaling. G6 Materials may go under before that can be solved, but Daniel and Elena have the background to be candidates for solving it. So that’s where I’m watching.