Dear Reader,
Another week, another step forward for graphene battery commercialization.
This time, we have an actual product launch — perhaps the most significant yet.
On September 13, Chinese electric scooter maker Yadea, the biggest in the world in sales for seven years running, announced three new models, the Orla, Ocean, and iCute, along with a series of retail branch openings in Thailand.
These models, among other things, will be powered by Yadea’s revolutionary TTFAR graphene batteries — boasting a 3x lifespan and 25% charge capacity improvement over the current standard.
To date, these are among the largest mainstream consumer products to feature graphene batteries.
Now I know what you may be thinking… The Chinese producing graphene batteries? Doesn’t that completely counter the Chinese’s lithium-based economic doctrine?
Well, perhaps not.
Not All Graphene Batteries Are Created Equal
You see, Yadea’s batteries do not use graphene in place of lithium. Instead, they are in large part structurally similar to traditional lithium-ion batteries, with graphene used primarily in the heat dissipation role.
And that makes perfect sense, given that graphene is the most effective known thermal conductor.
But the bigger picture here is that the Chinese are not changing lanes and dropping their focus on lithium, but rather doubling down on their commitment to the metal by evolving lithium-ion battery design to stay competitive.
And why wouldn’t they? Over the last three decades, they’ve invested untold billions in the development of the lithium refinement and battery production industries.
Today, they are the world’s biggest suppliers of both battery grade lithium, as well as the end product.
One doesn’t just up and abandon a course that is this well established.
Not everyone sees things the same way, however, and this has created one of the biggest opportunities yet seen in the battery space.
A Battery That Charges 70x As Fast?
There is a company operating outside of China that’s taking things to the next level by designing a battery that’s 100% lithium free, graphene based.
This company, operating out of Brisbane, has no allegiance to the world’s currently most popular energy metal.
Instead, they’re focused on developing graphene for a number of consumer applications, all made possible by an advanced graphene production process which lowers the cost to fully scalable levels.
Batteries are one of a few key products this company is working on, and though it’s still early in the game, the prospects here should give any retail investor pause.
Because this class of graphene based batteries leave even Yadea’s next generation graphene-augmented batteries in the dust.
Service life and charge capacity will both go up by a factor of 3-5, while charge speed, the single most often cited hurdle for prospective first time EV buyers, is enhanced by a factor of 70x.
Just imagine the implications.
Equipped with these batteries, your phone or your car will charge to capacity in less than a minute.
Why The Future May Be Lithium Free
All this with superior heat-management, a lifespan measured in decades, and enough charge capacity to make charging a once a week or even once a month proposition.
These pure graphene batteries also have another distinct advantage: They don’t depend on lithium. No lithium dependance means no dependance on the industrial juggernaut the Chinese communist part, who has monopolized this metal over the last thirty five years.
And that makes graphene one of the few viable lithium alternatives which will leave the Chinese in a weakened geopolitical position.
The company that’s doing all this remains small and mostly unknown outside the industry, but it’s trading actively on two north American exchanges.
You won’t read about it anywhere else, and yet, I predict that within ten years, this company has a very good shot at completely disrupting the lithium-ion battery market — a market that’s projected to hit a quarter trillion dollars in sales, per year, by the end of this decade.
It could be the most important battery company in business today… And it could mean a world of difference to any portfolio.
Get all the details, right here.
Fortune favors the bold,
Alex Koyfman
Check us out on YouTube!His flagship service, Microcap Insider, provides market-beating insights into some of the fastest moving, highest profit-potential companies available for public trading on the U.S. and Canadian exchanges. With more than 5 years of track record to back it up, Microcap Insider is the choice for the growth-minded investor. Alex contributes his thoughts and insights regularly to Energy and Capital. To learn more about Alex, click here.
