Far East Capital Newsletter
Cement is providing the inflection point for graphene volume and profitability
9 Apr 2022

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Cement is providing the inflection point for graphene volume and profitability

The efficiencies that graphene brings to the table play into the ESG agenda to which all industries are committed. Adding graphene to plastics and polymers makes them both stronger and fire retardant, often to the extent that they are more effective than steel or aluminium, which are high carbon emitters. Rubbers can be made to last longer and recycling of products can be enhanced with very modest additions of graphene, but the most immediate reduction in carbon emissions can come from introducing graphene to concrete.

We have all known that graphene makes stronger and less permeable concrete for at least two years, adding tiny amounts of less than 0.1% to the mixture, but the cement companies told us that "There are many ways to make concrete stronger, so why all the fuss?" Well, that line of reasoning has changed. These same companies desperately want to reduce their carbon emissions as the sector is responsible for 8% of global carbon emissions today. They are starting to appreciate that they can do so by 20% when they add graphene to the clinking stage of the process, with virtually no change in cost or engineering. The penny has dropped and they are lining up to take advantage of this great improvement. 

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