Graphene and Carbon Nanotube (CNT) Commercialization: Past, Present and Future

R. Collins
United Kingdom

Keywords: graphene, Carbon Nanotubes, Market Forecast


Graphene offers tremendous opportunity. Indeed, we forecast that it will become a ca. $300m market by 2029. Despite this, many graphene companies are in that crucial step where they finally have to convert their numerous leads into sales. Many struggle to diversify away from small volume sales to the researcher community and the nominal global production capacity is still hugely underutilised. . Nonetheless, the industry is accumulating experience, is finding the best applications to focus on, and is demonstrating tangible commercial progress. In fact, several companies in Asia have already secured several sales in tens to hundreds of tonne scale. Indeed, we are at the beginning of the beginning of commercial success. In this talk, we outline the past, present and future of graphene whilst considering trends in production capacity, price, revenues, and applications. Graphene commercialization, in many ways, is following in the footsteps of CNTs. This technology too experienced a hype cycle but now is making a steady but fairly quiet commercial progress. Indeed, it has entered the phase of rapid volume growth partially thanks to its falling price over the past few years. In this talk, we will consider the past, present and future of CNTs in terms of the evolution of industry production capacity, price, revenues, and applications. This talk will cover: - Diversity of graphene - Price disparity - Global production capacity - The rise of China as the main territory - Graphene application pipeline - Investment, revenue and valuation trends - MWCNT types and cost evolution - History of MWCNT production capacity - MWCNT application pipeline - Market forecasts