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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: toccodolce who wrote (229249)	6/13/2013 7:26:33 PM
From: hoov	2 Recommendations Recommended By Eva Merlot Read Replies (2) \| Respond to of 314178

You're right, I forgot to mention graphene. Recent work has demonstrated that graphene can be synthesized from dog feces and grass clippings, so I'm not really concerned about the carbon supply going to graphene. There's just way too much flake out there to want to compete in those end-uses, IMHO. Syrah has over a billion tonnes of contained graphite, and it's still open on strike. There is no shortage of flake. Another issue is just how little graphene is actually involved in some applications. They made a glass-graphene touch screen in Korea recently, using a monolayer of graphene. If they used this technology to make I-5 sized smartphones, one tonne of graphene could yield 265 billion phones. And you're right to point out that each deposit has unique characteristics. One producer may be totally unsuitable for a specific end-use, but they may be perfect for someone else. You just have to hope that some of the value-added revenue goes to the producer, rather than the end-user. Lar