HydroGraph Clean Power Inc.
China’s Restrictions on Graphite Exports May Pose Sourcing Challenges for Graphene
Published: 12/15/2023
Author: Sid Rajeev, B.Tech, CFA, MBA
*See important disclosures at the bottom of this reportSector: Basic Materials | Industry: Specialty Chemicals
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Highlights
HG is working towards commercializing its patented technology (the Hyperion System), capable of producing high-purity graphene in large-scale. Graphene is the thinnest/lightest/strongest material known.
Third-party tests have confirmed HG’s ability to produce high-purity graphene consistently. Key advantages of HG’s Hyperion System vs other graphene production technologies are relatively low COGS (direct expenses), and CAPEX, and ability to produce consistent/uniform high-purity graphene in large-scale. A major advantage of Hyperion is that it is compact and modular, allowing easy transportation, and deployment.
China recently imposed restrictions on graphite exports. We believe this could lead to