Vol 4 Issue 2

In a previous life I led the market intelligence gathering and analysis for a large international company. I discovered that a good way to find out what the competition and customer organisations would do in the future was to look at the influence the corporate leader had on his or her company. Two new top appointments have been announced this month. First Graphene has a new Chief Executive Officer (CEO) with sales, marketing and growth expertise. Zen has a new CEO and also a Chairman, with skills acquired in financial management and investor relations. It will be interesting to observe the corporate behaviour of these two companies over the coming years. If the skills set of the leadership is a guide then we can expect that by this time next year First Graphene will generate its income from increased sales in diverse markets through organic growth and Zen will have raised more money from a variety of institutional sources focussed on their anti-viral graphene. We’ll watch both companies with interest. Graphene is still throwing up surprises in fundamental science: Andre Geim’s team at the University of Manchester continues to create high quality research. The latest paper in nature explores the way water condenses to a liquid from a vapour inside nanocapillaries made in two dimensional materials. The team showed that as the humidity rises to 80% water suddenly condenses out as a liquid and fills the nanocapillaries. This work may also mean that other graphene surfaces could be affected in a similar way by high levels of humidity suddenly transitioning to a liquid coating. Designers of graphene sensors for the internet of things may want to bear this in mind. A team at Princeton University in the USA has been exploring the source of superconductivity in twisted bilayer graphene. They found topological quantum states were created by the magic angle twist which forces the electrons to be at the same energy (a flat band). This creates regions that have electrically insulating interiors but the edges allow electrons to flow freely even if there are imperfections present in the material. At low temperatures and mild magnetic fields, the edges form stable superconducting channels throughout the material. These topological quantum states were a surprise discovery and will keep researchers busy for some time to come. And another team in China has created a new method for making graphene from waste plastic using microwave sintering. This shows that graphene will spontaneously form when carbon atoms are ripped apart and allowed to reform in the absence of oxygen. It looks like we will not run out of graphene supplies any time soon. Further fascination can be found in Rob Whieldon’s special feature. Rob has analysed the market keywords we use to tag all the applications of graphene since we started in 2017. His feature is a must-read in this issue. Adrian Nixon, 4th January 2021

Two new graphene companies have appeared on the radar this month. They both use a similar process to make graphene from methane gas with hydrogen as a by-product. Looking at the patents of the companies they both use a microwave reactor to tear apart the carbon and hydrogen atoms in methane, the carbon atoms recombine as graphene and the hydrogen atoms recombine to form hydrogen gas. There the similarities pause because the two companies have very different approaches for how to market their developments. The first company is Levidian, they are a relaunch of Cambridge Nanosystems from the UK. Their business model is focussed on using waste methane gas from a customer’s process. They use the reactor to lock up the carbon in the methane as graphene and claim carbon capture credits. The graphene production is secondary to this marketing approach. Using disclosures by the company, I was able to create a mass balance for the Levidian method. It appears that the process captures carbon from methane with around 30% efficiency (p.34). Not bad, but still some further progress to make. The second company is California based Lyten who publicly disclosed their activity just a few weeks ago. They were formed in 2015 and have been operating in stealth mode. Their graphene is used to make the electrode for a lithium sulphur (LiS) battery that has three times the energy density of normal lithium-ion batteries (p.35). They have probably decided to come out of stealth mode to raise capital for the scaling up of their process. The company is currently talking with five original equipment manufacturers (OEMs) in the automobile industry. The weakness of LiS batteries has been their capacity fade with repeated charge / discharge cycles. Lyten say they have improved on previous LiS designs so they might have something of interest for manufacturers of electric vehicles. Levidian patented their process in 2014 and Lyten in 2015. Lyten references the Levidian patents in their applications. This is how we know the two processes are very similar. Things could get interesting if one or the other company makes a lot of money in the future. As Elon Musk observed “A patent is like buying a lottery ticket to a lawsuit”. Staying with graphene powder manufacture, we feature John van Leeuwen of Universal Matter in a special feature (p.7). He is leading the drive to scale up the flash graphene process developed by Prof James Tour at Rice University. Universal Matter is definitely a company to watch in the future. All these graphene manufacturing processes are bottom-up, self-assembling graphene atom by atom to create high quality powders. These processes are in their infancy at present. If they can be scaled, they could disrupt the graphene-from-graphite manufacturers in future as they promise controllable quality graphene. This potential market disruption is something we’ll explore in the future, in the meantime there is much more to explore in this issue… Adrian Nixon, 1st December 2021