First Graphene is opening up Chinese concrete to graphene

The market continued to be quiet last week with no new trends emerging, though an increasing number of stocks have been forming a base as they have started to test downtrends. If history is anything to go by, we will see activity pick up as July progresses. That means we have seen the bottom, for now.

My earlier comments on Trump's MoU seem to have been accurate. Am Mou was the best he could come up with at the time, but now we see that it was just spin. Any hopes of an early end to the Iran War are unrealistic. The prognosis is for continued sabre-rattling and the occasional volley of missiles. Iran does not seem to be in any hurry and the term cease-fire does not seem to be very relevant. The longer this drags on, the more it will become the new norm but that in itself is a form of stability.

News flow has been slow so far this month, but there was an announcement from First Graphene which is worthy of closer consideration. That relates to an MoU covering the use of graphene in the Chinese cement and concrete industries. Admittedly, it is only an MoU and not a binding contract yet, but it is in a different context to the MoU that Trump was boasting about. Read the text of the attached PDF.
 

 WeeklyComm11July2026.pdf